Added to YB: 2026-03-11
Pitch date: 2026-01-05
SLS [bullish]
SELLAS Life Sciences Group, Inc.
+1%
current return
Author Info
No bio for this author
Company Info
SELLAS Life Sciences Group, Inc., a late-stage clinical biopharmaceutical company, focuses on the development of novel therapeutics for various cancer indications in the United States.
Market Cap
$941.7M
Pitch Price
$4.98
Price Target
N/A
Dividend
N/A
EV/EBITDA
-32.73
P/E
-19.66
EV/Sales
N/A
Sector
Biotechnology
Category
growth
SELLAS Life Sciences Group, Inc. - $SLS
SLS: Late-stage AML immunotherapy GPS in pivotal Phase 3 REGAL (CR2 maintenance). Event drought incredibly bullish: only 12 deaths in 12.5mo since interim (60→72 events by Dec'25), suggesting survival plateau never seen in CR2. Phase 2 delivered 21mo mOS vs 5.4mo BAT in older/weaker pop; Phase 3 has younger pts, immune screening (ALC>300), continuous dosing (vs max 12 doses in Ph2). Expect 30-52+mo mOS vs 11-14mo BAT, HR 0.28-0.55. 80% T-cell response at interim. CR2 approval unlocks 4x larger CR1 market ($1.5-3B US peak) via NCCN compendium, broad label, or Onureg gaps. $690M mcap vs $7-10B+ on success. Catalyst: 80 events triggers readout.
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