Author rebuts the short thesis and argues SLS is a buy based on GPS's orphan-drug opportunity and the delayed REGAL trial as a bullish signal.
SLS — LONG The author argues SLS is a long because GPS targets remission maintenance in AML, an unmet medical need with Orphan Drug status that could create a monopoly with large margins if approved. He interprets the delayed REGAL study as bullish because a lower-than-expected event rate statistically favors the experimental arm. He says he is holding based on Phase 3 data and expects the REGAL unblinding to vindicate the bull case.
In blinded trials, if the overall event rate (deaths) is lower than expected, it statistically favors the experimental arm (GPS), not the BAT. If the drug didn't work, we would have reached the required death toll months ago. The delay means people are living longer. Period.
This Reddit post, published January 03, 2026, features u/Cheap_Item_8825 discussing SLS. 1 trade idea extracted by AI with direction and confidence scoring.
Speakers: u/Cheap_Item_8825 · Tickers: SLS