Past performance does not predict future results. Informational only, not investment advice.
Author has held conviction in SLS since December 8th based on belief in the company's science and continues buying dips ahead of data catalysts. The position has grown to near $1M, demonstrating sustained conviction.
Author is holding SLS stock with conviction until reaching $1M in gains, indicating a bullish directional view and long-term commitment to the position.
Author, a biomedicine professor, models the SLS trial using conservative Weibull methodology and estimates an 80% probability of success, 15% narrow miss, and 5% failure. Despite not being mathematically guaranteed, the expected upside from trial success and potential regulatory approvals justify current valuation; author holds 1799 shares.
SLS is positioned for very positive trial readout results in the coming months with 78 of 80 events reached. Author expects positive results and a potential buyout within the next year.
SLS's GPS drug REGAL trial is near completion (78/80 events) and the author expects a positive outcome based on strong Phase 2 CR2 AML data showing 16.3 months vs 5.4 months median overall survival. Author is fully committed to the position, betting the trial success will drive stock sharply higher.
SLS offers a high-risk, high-reward opportunity with potential 20x upside using LEAPS, representing a speculative bet on the company's success with binary outcome.
End of results.