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u/Confident-Web-7118

3 theses · first seen Sep 4, 2026
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Past performance does not predict future results. Informational only, not investment advice.

Thesis history

$SLSr/pennystocksDDbullish
u/Confident-Web-7118 · 182d ago2 prior · awaiting results
“Own 809K shares here (and am continuously accumulating every week)”

$SLS (Deepest Due Diligence for SLS-009, Machine Learning Models and Results, and Buyout Deep DD) (From a Deep Value Investor)

Author, a large shareholder with 809K shares and deep statistical analysis, built a 16-model ML ensemble predicting SLS-009 (Tambiciclib) Phase 2B trial in AML will achieve 64.4% ORR and 61.1% CR/CRi, well above FDA accelerated approval thresholds. Combined with GPS/REGAL having >99% success probability, acquisition by a large pharma could value the complete AML patient journey very highly.

Now $11.1627m ago
original post →
$SLSr/pennystocksDDbullish
u/Confident-Web-7118 · 208d ago2 prior · awaiting results
Long 805,000 shares of SLS

$SLS Part 2 and FINAL (Deepest Due Diligence for REGAL Trial) (From a Deep Value Investor) (Predicting BAT mOS from Predictive Model)

The author, employing a constrained parametric mixture-cure model and Bayesian evidence synthesis, predicts the control arm (BAT) median overall survival at 11.4 months with 91% accuracy. This produces an expected hazard ratio of 0.35–0.50 for the GPS vaccine arm, far exceeding the trial threshold of 0.636, with modeled trial success probability of 99.9%. The rare asymmetric opportunity reflects an exceptionally high margin of safety.

Now $11.1627m ago
original post →
$SLSr/pennystocksDDbullish
u/Confident-Web-7118 · 212d ago2 prior · awaiting results
Long 805,000 shares of SLS

$SLS (Deepest Due Diligence for REGAL Trial) (From a Deep Value Investor)

REGAL Phase 3 trial data shows deceleration in mortality events (72 of 80 required by month 58, only 12 deaths in past 12 months from 66 at risk), indicating a cure-fraction model with ~42-48% of GPS arm patients achieving durable remission. Author's model predicts hazard ratio of 0.35-0.50 (well below 0.636 threshold), positioning GPS as potential new standard of care in AML CR2 with 5-8 year monopoly.

Now $11.1627m ago
original post →

End of results.