Mar. 7 at 2:32 PM
$SLS it has been a couple of years since I have seen such a no-brainer investment. The last one was
$VRNA which had great COPD data, a unique MOA, easy inhalable delivery, and a huge market. The market beat the share price down after approval and it was a great opportunity. In less than a year Merck bought the company for 8x.
$SLS is more compelling: the increase in survival odds from single digits to ~70% will make GPS SOC for AML (and for MM I think) and market capture should be near 100% of applicable patients. And the label will expand. I would be shocked if
$SLS is not bought out for at least 15X once results are published.
