Author rejects the short thesis on SELLAS Life Sciences (SLS), arguing GPS is clinically derisked and the stock will reach double digits and become a buyout target within 4-12 months.
SLS — LONG The author argues SELLAS Life Sciences is derisked because its lead asset GPS showed a median overall survival of 21 months versus 5.4 months for best available therapy in a phase 2 AML trial with a p-value of 0.02, and the FDA recommended CR2 as the fastest route to market. He expects the stock to be firmly in double digits within 4-12 months and sees it as a clear buyout target for several biopharmas facing a patent cliff. He acknowledges biopharmas are inherently risky but views SLS as unusually derisked.
it is clear in the next 4 - 12 months that this stock will be firmly in the double digits and is a clear buyout target from several BPs who are facing a patent cliff.
This Reddit post, published January 03, 2026, features u/bannedbutunforgotten discussing SLS. 1 trade idea extracted by AI with direction and confidence scoring.
Speakers: u/bannedbutunforgotten · Tickers: SLS