Author raises red flags about Sellas's GPS vaccine after major partners withdrew and questions the reliability of historical controls.
SLS — AVOID The author questions Sellas Life Sciences' GPS cancer vaccine because Merck and Bristol-Myers Squibb did not continue collaboration trials into Phase 3, and 3D Med decided not to pay a milestone. They note that no peptide oncology vaccines have been approved despite many attempts, and historical controls cannot reliably show GPS efficacy due to patient screening. They want these issues resolved before adding to a position.
Why did both MRK and BMY run away, instead of continuing their collaboration trials into Phase 3? Why did 3D Med decide that GPS wasn't worth paying the milestone to get?
This Reddit post, published January 03, 2026, features u/Resident-Area5907 discussing SLS. 1 trade idea extracted by AI with direction and confidence scoring.
Speakers: u/Resident-Area5907 · Tickers: SLS