SELLAS Life Sciences Group Inc【SLS】株式ニュース

Let me give it a try

1. The CEO paid memorial sloan kettering for the right to inlicense GPS (downpayment) several years ago and he finally got repaid back - shows conviction and character
2. About Regal trial - you are looking at 45+ months survival for the GPS arm vs 8-10 months for best available treatment / standard of care in AML CR2 salvage treatment - no transplant. Its a nasty cancer right up there with ovarian cancer . The incredible part is that 48 patients are still alive and the median OS has not been reached - let that sink in. Hazard Ratio should come in < .30 (study treshold is .635) which should cause some people to pick up their jaws off the floor.
This was made possible because in 2022 - IDMC notified the company that people seemed to live longer - two things happened: 1) they lowered the # of patients for interim analysis from 80 to 60 and for final from 105 to 80 in order to make sure the trial finishes in a reasonable timeframe. Additionally, the doctors have fought to have the patients receive GPS beyond 1 year and 15 doses. The Statistical Analysis Plan was amended to include additional treatments in year 2 (6 shots) and year 3 (4 shots) and this is how you get a trial that initially was planned to read out in 12/2024 - then in 12/25 and now seems like the last 2 patients might come in by July
3. Regal trial should have the 80 event no later than July (guess) with readout 3-4 weeks thereafter of top line data.
4. In the next 3-4 weeks you will have the 3D Medicines resolution with Sellas winning the lawsuit and getting the China rights back
5. GPS acts on the WT1 gene which is present in many other cancers - WT1 is a transcription factor. It contains specific structures that allow it to bind directly to DNA and control how other genes are turned on or off.Key Characteristics of WT1 as a Transcription FactorZinc Finger Domains: WT1 contains four specific structures called "Cys2-His2 zinc fingers" at its tail end. These zinc fingers act like molecular claws that recognize and grab onto specific sequences of DNA.Dual Function: Depending on which helper proteins it interacts with and the type of cell it is in, WT1 can act as a transcriptional activator (turning target genes on) or a transcriptional repressor (turning target genes off).Target Genes: WT1 regulates a wide variety of genes responsible for cell division, cell death (apoptosis), and the growth of blood vessels (angiogenesis).Splicing Variations: The WT1 gene produces several different versions (isoforms) of the protein. Some of these versions primarily regulate transcription in the nucleus, while others actually bind to RNA to control how proteins are manufactured, It trains the immune system to recognize the cancer and kill it. Think platform drug
6) There is something special about SLS009 - their second molecule which is a CDK9 inhibitor. It kiils cancer within 6-8 hrs without toxicity. It breaks venetoclax resistance (AML soc) and does not care about genetic mutations like TP53 and ASXL1
I was fortunate to start investing in Sellas in June 2025 and continued to add in November after the Anavex fiasco.

The story has not been written yet and very few grasp the implications and possibilities with GPS and SLS009 - therefore patience is required to let events unfold in their due time. I have no idea what the future will bring for Sellas...just picking up crumbs here and there.