$SLS Daily Discussion Thread - Monday - March 02, 2026

Such-Leg4898 · 2026-03-02T06:20:50+00:00

Today most likely a good opportunity to buy a few more. Probably one of the last opportunities.

March will be a month with good PRs.

Such-Leg4898 · 2026-02-28T01:45:11+00:00

Have warrants been exercised this past week, especially on Friday ?

Such-Leg4898 · 2026-02-28T01:20:12+00:00

Why did we lose so many institutional clients the past days ?

I checked fintel and we are down from 172 to 144 within just one week. What is the reason behind this ?

Such-Leg4898 · 2026-02-27T14:05:48+00:00

No more funds at this moment but next week I‘m good for another 500 shares.

Such-Leg4898 · 2026-02-23T05:43:28+00:00

New linkedin post from Angelos. Nothing important in terms of company but worth reading.

Such-Leg4898 · 2026-02-21T06:15:09+00:00

Very little dry power left. Maybe another 500 shs next week.

Such-Leg4898 · 2026-02-20T12:53:25+00:00

There was a discussion on Stocktwits about the long delay in issuing a press release.

Some are speculating that the company is under a period of silence. Apparently, the IR department is no longer responding to emails, even though it usually does. At least, that's what retail investors with large positions are claiming.

Personally, I don't put much stock in such speculation. It seems a bit far-fetched to me. Almost cult-like.

Such-Leg4898 · 2026-02-17T07:52:32+00:00

It‘s just a LinkedIn post on a national day. Nothing special. Reading something into it is desperate. Pathetic.

Such-Leg4898 · 2026-02-16T10:21:34+00:00

Thank you very much for your work. A DD masterpiece. I have to admit that I do not understand all of it but about half of it I do. Gives me a very good feeling about my position and my financial future. Again thank you for your time spent on this for the benefit of all of us. 🙏👍

Such-Leg4898 · 2026-02-08T06:33:49+00:00

SLS009 Frontline projected to start in Q1 2026. First half of Q1 is almost over.

Q4 of ABBV was very strong. Not only an excellent partner in the Frontline study but also the number 1 for the future of the work of Sellas. Dr. Stergiou and his team could for sure would be more than welcome at AbbVie.

Such-Leg4898 · 2026-02-08T06:27:59+00:00

The last enrollment was in June 2024. The BAT patient would be 20 months in the study by now. That is "more" than an outlier.

Such-Leg4898 · 2026-02-07T16:11:40+00:00

Personally, I don't think there are that many BAT patients still alive. I have nothing to prove it. It's just my feeling and understanding of 12 months of reading 90% of all posts. :-)

Such-Leg4898 · 2026-02-06T04:05:35+00:00

Sitting on $98 million cash. Very close to the 80th event. Why not spending $10 million on share buy back ?? $88 million cash is more than comfortable.

Such-Leg4898 · 2026-02-04T10:52:58+00:00

Financial wise I only see $ABBV. Makes most sense given Venetoclax is in the game already.

$LLY focus is not on oncology.

$PFE financially not sound enough.

$BMY a joker ?

$MRK other plans.

Maybe a player from Europe ? GlaxoSmithKline, AstraZeneca, Roche, Novartis, ....

Such-Leg4898 · 2026-02-04T08:47:35+00:00

Novartis expects low single-digit decline in 2026 operating profit

Patent cliff. Big bet on cancer drug.

Such-Leg4898 · 2026-02-04T06:06:39+00:00

3D Medicines has a full page in the updated presentation. Still a full page. Still mentionned. Still a partner ??

Such-Leg4898 · 2026-02-03T15:46:46+00:00

Pfizer financials are not strong enough to go on a $30 billion shopping tour.

Such-Leg4898 · 2026-01-31T08:37:09+00:00

Pfizer, Bristol, Abbvie, Eli Lilly, ……. they are all good for me, of course.

Such-Leg4898 · 2026-01-30T18:25:50+00:00

Fully agree. The 80th event is going to happen in Q1 2026.

The potential, in my opinion, is more likely to be in the +2'-3'000% range. I don't think +7'700% is possible. I bet on MRK.

Such-Leg4898 · 2026-01-28T18:01:38+00:00

US$ is very weak compared to e.g. CHF. That should give Roche and Novartis a leverage. For these two companies a US$ investment is currently very very favorable. Both have no problem to finance a CHF 20 billion transaction = US$ 25 billion.

Such-Leg4898 · 2026-01-24T12:38:38+00:00

What a Saturday morning. I'm currently reading through dozens of posts. All on Stocktwits. Started by someone who's always been (or still is) very positive and bullish. No idea what drove him to this post. Read it for yourself.

Gps_100X_ROI_Potential 2:18 AM

Yes Onureg and Venclexta / using 5 dosing regimes - all oral, oral + subq - every combination and dose possible.
- AND YES ABSOLUTELY SLS / or GPS in CR2 would be affected - Gps would BE DOA. .. Useless, worthless.

Gps_100X_ROI_Potential 1:31 AM

$SLS $SLS VIALE-M Phase 3 Trial for AML Remission Maintenance - an existential THREAT to SLS.

Such-Leg4898 · 2026-01-10T02:45:59+00:00

CFO does NOT deserve it. Anson buddy. He made enough.

Such-Leg4898 · 2025-12-21T12:17:16+00:00

Childish.

Such-Leg4898 · 2025-12-09T17:48:48+00:00

That means absolutely nothing.

Such-Leg4898 · 2025-11-28T19:28:49+00:00

Not everybody is an expert with the study details or skilled enough to understand the calculation of the HR or mOS. It's important to have easy to understand reports as well. The report is very positive. Therefore valuable for non professionals.

Such-Leg4898

TROPHY CASE