Added to YB: 2026-05-26
Pitch date: 2026-05-22
SLS [bullish]
SELLAS Life Sciences Group, Inc.
Author Info
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Company Info
SELLAS Life Sciences Group, Inc., a late-stage clinical biopharmaceutical company, focuses on the development of novel therapeutics for various cancer indications in the United States.
Market Cap
$1.4B
Pitch Price
N/A
Price Target
16.50 (+112%)
Dividend
N/A
EV/EBITDA
-45.21
P/E
-34.40
EV/Sales
N/A
Sector
Biotechnology
Category
special_situation
Does Sellas Life Sciences live up to the hype?
SLS: Ph3 REGAL trial for galinpepimut-S (AML 2nd remission) at 78/80 events as of May 11, 2026; slow event rate (years beyond expectation) suggests strong survival benefit vs std care. Final unblinding imminent. SLS009 CDK9 inhibitor showed 46% ORR at ASH 2025. $114.6M cash, $10-12M/qtr burn = runway into 2028. rNPV model: galinpepimut-S 75% PoS, $425M peak sales; SLS009 14.85% PoS, $605M peak. Pre-data FV $6.32/sh; post-data PT $16.50 (+130% upside). Downside floor ~$1.50-2/sh if trial fails. Orphan designation, Fast Track, patent protection to 2030s.
Read full article (6 min)