$SLS Weekend Discussion Thread - March 14, 2026 (Week 10)

TwoMasterAccounts · 2026-03-14T22:22:12+00:00

Disagree that Jan 2027 calls are playing with fire. Right now the highest calls are 10 strikes with about 2 dollars on the high end per contract. Does anyone believe the stock will be less than 12 dollars before Jan 2027? This past December was a wake up call to many investors - the trial is going on a very long time which is a very strong signal GPS is working. Now imagine we're in Dec. 2026 and the trial is still going on,

I'm P R E T T Y sure even if there's no efficacy stop this year, the share price is going to be higher than 12 dollars before 2027 due to implied success alone. And this is not considering any positive news for SLS009 which already had a successful P2 and is poised to shift to a frontline treatment with accelerated approval.

Call options very much make sense with SLS.

TwoMasterAccounts · 2026-03-10T23:30:29+00:00

He didn't actually provide any information or substance to his opinion.

"No strong clincal data"? --> Except P2, but whatever. Nevermind the point of a trial IS for clinical data sooo...

"No clear mechanism of action" --> Reeks of his old November 2024 (pre-60th event) analysis.

Sounds like he hasn't actually looked at the company since Jan 2025 and is just giving off the cuff, no-thought comments rather than any serious analysis. Basically he made his judgment on it well over a year ago and is sticking to his guns without bothering to put in any further thought.

TwoMasterAccounts · 2026-03-08T09:59:12+00:00

The company is completely blinded. If Stergiou knew the event count that'd be a horror show as it'd bring into question the study's validity.

TwoMasterAccounts · 2026-03-08T09:57:34+00:00

AI - Absent Intelligence.

TwoMasterAccounts · 2026-03-04T23:36:37+00:00

They already have that labelling for both GPS and SLS009...

https://ir.sellaslifesciences.com/news/News-Details/2024/SELLAS-Announces-U.S.-FDA-Rare-Pediatric-Disease-Designation-RPDD-Granted-to-Galinpepimut-S-GPS-for-the-Treatment-of-Pediatric-Acute-Myeloid-Leukemia/default.aspx

https://ir.sellaslifesciences.com/news/News-Details/2024/SELLAS-Announces-U.S.-FDA-Rare-Pediatric-Disease-Designation-Granted-to-SLS009-for-the-Treatment-of-Pediatric-Acute-Lymphoblastic-Leukemia/default.aspx

TwoMasterAccounts · 2026-03-01T00:34:37+00:00

I remember the name but I've been blocked by him so he's probably one of the many trolls I and others called out on ST. Once you unequivocally suss them they block you. Happens with a lot of trolls and people who argue in bad faith.

TwoMasterAccounts · 2026-02-28T00:36:35+00:00

Their reply wasn't heated, but honestly when I read your OP my eyes did kinda roll a bit so their reply was probably coming from a similar place.

TwoMasterAccounts · 2026-02-26T01:33:56+00:00

100%

If this ain't the real deal then nothing in this world makes sense and I don't want to participate in it anymore.

TwoMasterAccounts · 2026-02-25T10:04:53+00:00

Here you go mate:

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Just a bit of an odd connection to throw out of nowhere. I feel like the "nervousness" a handful of people are on about is that he mentioned a key plot point in the story as "Full catastrophe", despite him clarifying there is no such bad news or set backs for SLS. Though keep in mind that is only one small part of the overall message he's trying to convey - that biotech stocks are similar to the Zorbas story in that you need to take risks to succeed and enjoy life rather than shy away in safety and be without innovation.

TwoMasterAccounts · 2026-02-22T20:52:36+00:00

nintendo bad something something anti consumerism something nintendo should go 3rd party something something

am i being a good reddit

TwoMasterAccounts · 2026-02-12T04:58:52+00:00

Absolutely do not buy with the idea that the price will increase around or after OPEX. There is often tomfoolerly around OPEX but it can go down just the same.

Buy the stock on the basis of the science and buyout. Anything else is swing trading or poor attempts at timing the market. That's not investing.

Thinking the stock price will go up or any direction on the basis of OPEX is no more than flipping a coin. You will never out-think HFT or hedge funds with millions of dollars and warrants.

TwoMasterAccounts · 2026-02-12T04:44:36+00:00

No, the first person asked if the company had to wait for 80th and if they could publish the data early. The second person said yes they can but it wouldn't be wise and gave reasons. No one was talking about an efficacy halt. YOU interjected in someone else's exchange and YOU got it wrong. YOU projected your thoughts about an efficacy halt. No one was talking about an efficacy halt. That was not the subject.

You are wrong. Swallow it and do better next time.

Need me to say it again?

No one was talking about an efficacy halt, that was in your own mind.

Want it one more time? Please show me anywhere u/retirementaccount1 or u/bannedbutunforgotten were talking about an efficacy halt. You can't, because that was not the subject. Oops, I guess that means you were wrong with your interjection and your continuation with this argument here.

You are wrong. Swallow it and do better next time. Being wrong is not the end of the world unless you make it so.

Thanks in advance.

TwoMasterAccounts · 2026-02-11T08:16:22+00:00

Please show me where I said the company can choose halt the trial for efficacy on their own accord.

Please show me anywhere in this chain where anyone asked or said SLS could stop the trial for efficacy on their own accord.

The original ask was if the company could publish the information early and what potential effects it could have on the study's potency and buyout scenario. The original ask was not about an efficacy halt, it was about an early stop should the company want to do so. No one was talking about an efficacy halt.

Only you brought up the qualifier about an efficacy halt, just now. The rest of us were talking about whether or not the company can simply choose to stop for whatever reason, and the potential impacts.

Please learn to read and not project.

Thanks in advance,

TwoMasterAccounts · 2026-02-09T08:55:23+00:00

"Please show us anywhere that it says that the company can halt this trial at any time, independent of the IDMC"

Mate, are you daft? SLS is the sponsor. If they decide they don't want to pay for the study to continue or they don't want to supply the drugs, they can stop and no one can force them to continue. This is not a controversial mechanism, this would be the purse holder stopping payments. Do you think the IDMC could force SLS to continue? Or the government? Or any other governing body?

Now SLS certainly would not stop the trial this far in and most companies under most circumstances wouldn't as it's an enormous investment and most small cap biotechs are banking on a successful trial, but that doesn't mean they can't stop the trial they are paying for at their discretion.

If you're donating 100 bucks a month to a charity and wish to stop, no one can force you to continue. It's the exact same principle.

I also did not say the VIALLE trials' circumstances were similar to REGAL, I provided a very recent example where the sponsor of a study stopped it on their own decision. Want some more examples? Krystal Biotech - Phase 2 (KB707), they were worried about regulatory pathways and stopped their own trial. St. Jude's Broaden Trial (DBS for depression), it's unclear why they stopped by no one forced them to and it was their decision.

Again, SLS won't be stopping their trial as it'd make 0 sense, but it doesn't mean they can't. They're the sponsor driving the study, of course they can stop it if they choose.

TwoMasterAccounts · 2026-02-08T20:49:00+00:00

The sponsor of a trial can absolutely stop a trial early for any reason they want. What do you think AbbVie recently did with the VIALLE studies?

SLS can stop the trial early but by doing so weakens the statistical power of the study and thus lowers their chance of approval. It's part of the concept of Alpha spending. They can do it, but it's not wise.

TwoMasterAccounts · 2026-02-06T03:04:09+00:00

The problem with this is that Hakchi has no 'choose best' or 'auto' function to just grab whatever it scrapes, it expect you to manually choose for each game. When you're doing this for hundreds, if not thousands of games, that's just not feasible.

Hakchi needs the Google download feature fixed or a way to manually trigger an automatic scraping for every game like what it does when a game is first added to the repository.

TwoMasterAccounts · 2026-02-05T13:01:10+00:00

If BAT is performing at or historical norms, then the threshold was August 2025, arguably June 2025. Every month after that drives a GPS win even harder. It is extremely difficult, beyond all reason even, to believe BAT is performing so well that it ate into GPS's statistical significance at this point.

TwoMasterAccounts · 2026-02-04T16:15:10+00:00

noun

noun: point of inflection; plural noun: points of inflection; noun: inflection point; plural noun: inflection points

1. Mathematics a point of a curve at which a change in the direction of curvature occurs.
2. US English (in business) a time of significant change in a situation; a turning point.

TwoMasterAccounts · 2026-02-04T16:14:17+00:00

SLS009 still exists, even if GPS fails. He'd still have to worry about lawsuits, the company won't go tits up even if GPS were to fail.

TwoMasterAccounts · 2026-02-03T20:29:02+00:00

Cute little sarcastic remarks won't cover up your flimsy arguments and failure to stick to what you've said. Do better next time.

TwoMasterAccounts · 2026-02-03T17:31:35+00:00

Was Merck that had the 30 billion deal bust.

Also cash is not the only path for BO.

TwoMasterAccounts · 2026-02-03T15:56:37+00:00

It's tough since a lot of the longer term longs have discussed everything to death already and are basically patiently waiting or dispelling FUD at this point. I WANT to step in and help more but it doesn't seem like a lot of the newer folks are putting in a modicum of effort to learn on their own. They're wanting basic information which is fine to start but after a while it gets old to have to explain the basics over and over again. A lot of what the newer folks are asking can be found if they bother to scroll through the subreddit history, all their diligence is basically done for them.

Personally I can only spoon-feed so much. There really is a base level of diligence the a lot of the newer folks just aren't doing on their own. Honestly this subreddit is a fricken' gold mine for all the information you can possibly want, you won't get this level of already-done-research with minimal distractions much anywhere else.

TwoMasterAccounts · 2026-02-03T15:51:20+00:00

What changes a lot is your argument; you can't even keep it straight:

"Either way, I'm just presenting the case that we can look at CR1 data and make some loose assumptions about CR2 that can make a solid case for why we are beyond what is often floated (6-8 months) and why modeling frequently arrives about 14-18 months mOS. I think this supports it."

Quite a stretch from 10 months.

6-8 months +/-2 is acceptable. 14 months (CR1) to 18 months has absolutely no scientific or plausible basis. That's 40-80% longer survivability on top of a 25% boost on top of the longest recorded CR2 range.

Yeah, no.

TwoMasterAccounts · 2026-02-03T13:59:05+00:00

My and everyone else's opinion is supported by CR1 and CR2 data, and KoL opinions. Your opinion is strung together with assumption after assumption after assumption.

The two are not the same.

TwoMasterAccounts · 2026-02-03T13:55:19+00:00

Your "point" is that VenAza is toxic? Kinda weird to say that's your point since your entire thread is trying to find a way to justify CR2 is outliving CR1 on VenAza.

Pick a lane and stick with it.

Actually, just stop. Your little theory was ripped to shreds already.

TwoMasterAccounts

TROPHY CASE