Added to YB: 2026-07-24
Pitch date: 2026-07-22
SLS [bearish]
SELLAS Life Sciences Group, Inc.
-4.98%
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
$2.5B
Pitch Price
$11.76
Price Target
N/A
Dividend
N/A
EV/EBITDA
-81.93
P/E
-57.03
EV/Sales
N/A
Sector
Biotechnology
Category
special_situation
Short: $SLS
SLS (short): SELLAS WT1 vaccine (GPS) Ph3 readout in days/weeks, primed to fail. Trial powered to HR 0.635 vs critical 0.64 — zero cushion. Responder-enriched control will outperform (>20mo vs 8mo assumed), pushing bar out of reach. GPS/WT1 peptide vaccines never won randomized OS trial (prior p=0.54, failed across 6 tumors). Interim at 60 events crossed nothing. Short at $12, high probability of failure.
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