SELLAS Life Sciences Group Inc (SLS)

[Homeless Economist]

Interesting article: https://chaotropy.substack.com/p/sellas-why-the-bear-case-might-not

The discussion around venetoclax extending BAT’s mOS is interesting to think through since, at this point, it appears to be a significant potential unknown that may throw off GPS’s efficacy.

Personally, it’s pretty unlikely that both (1) venetoclax is broadly prescribed enough even though this would’ve an off-label use, and (2) it is efficacious enough to really matter when the trial was stopped in CR1. However, it’s possible that some patients were prescribed this and maybe they responded really well, which contributes to the BAT tail and so we require more events for the GPS arm to make it to 80.