Tuesday, March 17, 2026 1:48:37 PM
If the SLS trial gets populated quickly - yes - we should have some readout data for efficacy and likely sometime before 2027, or at minimum during Q1 of 2027.
GPS - that one is more interesting. We know there were 72 of 80 'events' in the trial as of December of last year. The CEO is also using terms like 'curative' or 'functional cure' for a very deadly form of blood cancer in LinkedIn posts. There were only 12 additional events (to result in the 72 figure) over about a year before that in the GPS trial. Assuming (and it is only an assumption) that additional 'events' since December are continuing to accumulate at about 1 per month, we 'might' have 75-76 events as of mid March.
But what if GPS is really 'curative' for at least a subset of patients who have a really good and sustained immune response, and the death rate for patients remaining in the trial really has dropped to a rate approximating those dying from natural causes? At some point - it would seem to me that the Independent Review Group eventually has to open the data back up and halt the trial for overwhelming success?
Just - what is that point going to be?
GPS - that one is more interesting. We know there were 72 of 80 'events' in the trial as of December of last year. The CEO is also using terms like 'curative' or 'functional cure' for a very deadly form of blood cancer in LinkedIn posts. There were only 12 additional events (to result in the 72 figure) over about a year before that in the GPS trial. Assuming (and it is only an assumption) that additional 'events' since December are continuing to accumulate at about 1 per month, we 'might' have 75-76 events as of mid March.
But what if GPS is really 'curative' for at least a subset of patients who have a really good and sustained immune response, and the death rate for patients remaining in the trial really has dropped to a rate approximating those dying from natural causes? At some point - it would seem to me that the Independent Review Group eventually has to open the data back up and halt the trial for overwhelming success?
Just - what is that point going to be?
“The two most powerful warriors are patience and time.”
- Leo Nikolaevich Tolstoy
Recent SLS News
- Form 8-K - Current report • Edgar (US Regulatory) • 05/12/2026 08:07:20 PM
- Form 10-Q - Quarterly report [Sections 13 or 15(d)] • Edgar (US Regulatory) • 05/12/2026 08:01:32 PM
- Form SCHEDULE 13G/A - Statement of Beneficial Ownership by Certain Investors: [Amend] • Edgar (US Regulatory) • 04/24/2026 08:11:56 PM
- Form ARS - Annual Report to Security Holders • Edgar (US Regulatory) • 04/23/2026 08:12:11 PM
- Form DEFA14A - Additional definitive proxy soliciting materials and Rule 14(a)(12) material • Edgar (US Regulatory) • 04/23/2026 08:10:13 PM
- Form DEF 14A - Other definitive proxy statements • Edgar (US Regulatory) • 04/23/2026 08:09:30 PM
- Form S-3ASR - Automatic shelf registration statement of securities of well-known seasoned issuers • Edgar (US Regulatory) • 03/20/2026 09:01:10 PM
- Form 8-K - Current report • Edgar (US Regulatory) • 03/19/2026 08:08:36 PM
- Form 10-K - Annual report [Section 13 and 15(d), not S-K Item 405] • Edgar (US Regulatory) • 03/19/2026 08:00:44 PM
- Form 8-K - Current report • Edgar (US Regulatory) • 03/11/2026 08:06:12 PM
- Form SCHEDULE 13G/A - Statement of Beneficial Ownership by Certain Investors: [Amend] • Edgar (US Regulatory) • 02/17/2026 03:34:33 PM
- Form 4 - Statement of changes in beneficial ownership of securities • Edgar (US Regulatory) • 01/09/2026 09:35:34 PM
- Form 4 - Statement of changes in beneficial ownership of securities • Edgar (US Regulatory) • 01/09/2026 09:33:13 PM
- Form 4 - Statement of changes in beneficial ownership of securities • Edgar (US Regulatory) • 01/09/2026 09:31:37 PM
- The $170B Survival Race: Why Big Pharma is Snapping Up Late-Stage Cancer Tech • GlobeNewswire Inc. • 01/08/2026 05:08:13 PM
- Form 8-K - Current report • Edgar (US Regulatory) • 01/08/2026 01:30:35 PM
- Precision's Payoff: Targeted Therapies Drive $131B Solid Tumor Market Surge • GlobeNewswire Inc. • 12/24/2025 11:00:00 AM
- Sellas Life Sciences rises after reporting encouraging AML clinical results • IH Market News • 12/08/2025 03:26:48 PM
- Form 4 - Statement of changes in beneficial ownership of securities • Edgar (US Regulatory) • 12/05/2025 09:07:39 PM
- Form 4 - Statement of changes in beneficial ownership of securities • Edgar (US Regulatory) • 12/05/2025 09:05:39 PM
- Form 4 - Statement of changes in beneficial ownership of securities • Edgar (US Regulatory) • 12/05/2025 09:05:13 PM
- Blood Cancer Therapeutics Reach Critical Commercial and Clinical Inflection Points • PR Newswire (US) • 12/04/2025 05:20:00 PM
- Blood Cancer Therapeutics Reach Critical Commercial and Clinical Inflection Points • PR Newswire (Canada) • 12/04/2025 05:20:00 PM
