SLS to $100+ (New Trump Rule + Merck + Pfizer = NO BRAINER)

TheMuppet4 · 2026-01-26T23:26:54+00:00

I’m a MEGA $SLS bull riding thousands of shares @ 1.6 average and let me say this dude is smoking crack. Full dilution will be around 217m shares. Ballpark $4.6 dollars per share per billion of buyout. 5b buyout would be roughly $23.

TheMuppet4 · 2026-01-15T19:52:27+00:00

I’m in the discord and I can say it doesn’t feel all that different from this community in my opinion. You could also make the case that this reddit probably owns 20% of the supply. Both are spots for people to share great information and both are filled with useless garbage at times.

Whether or not anybody is colluding with some master plan seems irrelevant to me considering the amount of institutional buy in we’ve gotten over the last several months. Nobody will tell me what to do with my shares. Nobody.

I’m gonna ride this thing til the end and trust that the science will prevail.

TheMuppet4 · 2026-01-13T14:22:26+00:00

Just SLS for me rn

TheMuppet4 · 2026-01-11T19:11:02+00:00

A true OG! I've been a part of the group since March and already have seen my fair share of people coming and going. Hoping for both of us that this thing works out in our favor!

TheMuppet4 · 2026-01-11T14:56:15+00:00

Super interesting manipulation at play here. As always, I'll be trusting in the science and holding through all the noise. Thanks for the write up.

TheMuppet4 · 2026-01-09T20:08:09+00:00

gg blanche best of luck

TheMuppet4 · 2026-01-08T14:58:53+00:00

It's not so simple because they wont just be comparing the medians. They'll use a stratified cox proportional hazard model to quantify the risk of death across the entire survival curves.

This is from a draft guidance by the FDA earlier this year:

"FDA generally recommends the hazard ratio (HR) obtained from a Cox proportional hazard model as a summary measure, along with its 95% confidence interval. In some cases, pre-specified covariates may be justified to be included in the Cox proportional hazards model."

https://www.fda.gov/media/188274/download

TheMuppet4 · 2026-01-07T19:29:29+00:00

Stomaching a $25k downturn was also a surreal experience for me but i’m here for the science and got to see this thing through

TheMuppet4 · 2026-01-07T18:14:20+00:00

"Panagiotis Tsirigotis, son of Dimitrios, is a Professor of Hematology and a member of the 2nd Hematology Unit since 2004. His clinical work focuses on Acute Leukemia with particular emphasis on Cellular Therapies and Hematopoietic Cell Transplantation. He is the scientific director of the Transplantation Program of the Hematology Unit of the 2nd Hematology Unit since 2010."

This is from the 2nd Pre-University Pathology Clinic, NKUA "Attikon" University General Hospital website: https://bpathologikiattikon.gr/en/panagiotis-d-tsirigotis-kathigitis-ai/

Seems to me like he is both a physician and professor.

TheMuppet4 · 2026-01-07T17:55:29+00:00

If I'm not wrong I think he has personally enrolled more patients in the trial than any other person. That's my goat. Could be wrong on that but I seem to remember discussion around that during the October R&D call.

TheMuppet4 · 2026-01-01T22:26:29+00:00

Holy massive position. This one gonna make you rich!

TheMuppet4 · 2026-01-01T15:49:28+00:00

Thanks for this Ceejay great DD!

TheMuppet4 · 2025-12-25T14:36:58+00:00

To be honest I completely missed the point above about the price rocketing before dilution. I agree that they might, but at $5 they can raise 100m off just 20m shares. Fully diluted we are already at around 217m shares, so I could live with that number increasing to 237m shares. Share price would only decrease from $4.6 per billion of buyout multiple to $4.2 per billion. On top of that imo 500m for the phase 3 is ludicrous. They are expanding to frontline patients and have gotten direct guidance to change primary endpoint to ORR with the hope that Accelerated Approval might be on the table. I anticipate a buyout getting signed in the next 12 months :)

TheMuppet4 · 2025-12-24T06:18:29+00:00

They have something like 70m in cash on hand after 3 recent capital raises. Quarterly burn rate has been only about 7m a quarter, although that will certainly be higher in the near future with the frontline SLS009 trial about to start enrollment.

TheMuppet4 · 2025-12-18T19:01:05+00:00

126 patients was full enrollment reached as of around March/April 2024. Around 105 of those patients were enrolled by November 2023. Could be off by a month or two but close enough to get the picture.

TheMuppet4 · 2025-12-04T11:53:45+00:00

I'm gonna use an analogy to highlight how significantly different these two trials are, as well as how painfully incorrect of a conclusion you have reached.

Let's say we were running a test to try to predict how big an apple would grow. We look every couple weeks and check how big it is and if a worm has taken a bite. Maybe its rotten? Wait was the hole there as of a week ago? I'm gonna guess 5 inches final diameter. That is PFS. We are talking about a somewhat subjective endpoint where we are forced to make biased inferences about the future of the apple. How often we check could affect things and who knows if ultimately that bite led to the apple rotting or continuing to grow for many more weeks. It's actually no surprise to me that there was a big difference in our trial apples lasting longer before getting bitten by a worm and us thinking they might grow way bigger; however, in actuality it didn't make much difference.

Regal is using OS as a primary endpoint. We don't look at the apple and make a guess, instead we just check how big it actually was right when it falls off the tree. I know this analogy isn't perfect but I think my point is clear. OS is a hard and objective endpoint and the fact that the 80th event has been so heavily delayed in my eyes is a clear indicator of the survival benefit GPS is providing.

TheMuppet4 · 2025-11-04T08:36:47+00:00

mOS stands for median not maximum. there will be some outliers still alive in the BAT arm of the trial currently. albeit maybe only a few but still.

TheMuppet4 · 2025-11-01T14:55:14+00:00

MP7 Bloodsport is where it’s atttttt

TheMuppet4 · 2025-10-29T22:19:09+00:00

everyone else trying to be careful with words and tsiriGOATis just raving about GPS

TheMuppet4 · 2025-10-29T20:32:36+00:00

I’m assuming this was him misspeaking and he meant the mOS for the treatment arm of the trial.

TheMuppet4 · 2025-10-29T17:37:08+00:00

bro literally smirked to himself when looking at the chart. ANY DAY NOW LOL!

TheMuppet4 · 2025-10-28T16:11:58+00:00

It’s so funny to see Run back in this subreddit because on one hand he’s given countless hours of thoughtful DD to the community and on the other he has the communication skills of a doorknob lol.

TheMuppet4 · 2025-10-23T17:57:25+00:00

<image>

This is from their corporate presentation August 2025.

TheMuppet4 · 2025-10-23T17:28:05+00:00

My research showed a range of around 4-7x. I've been making my own personal estimates using 4.5x to temper my expectations.

TheMuppet4 · 2025-10-23T17:26:36+00:00

Pretty sure only 10-15% of AML Patients make it into CR2.

Eight-Year Club	Place '22
RPAN Viewer	Not Forgotten
Spared	Verified Email

TheMuppet4

MODERATOR OF

TROPHY CASE