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← @pk_fund

$SLS

BULLISH2026-08-20
Price around the call
↑ 2026-08-20
By horizonMaturing · ~7 trading days to go
1d
✗ -7.0%
5d
✗ -15.0%
21d
…
Original post
PK_Fund · 2026-08-20

$SLS It is pretty wild when you look at JNJ’s website and then look at their actual pipeline. They explicitly talk about wanting non-chemo treatments that target specific proteins to keep fragile AML patients in remission. But if you check their public pipeline today, they don't actually have anything like that. There is just an empty slot. That is usually how Big Pharma M&A plays out. They let smaller biotechs take the multi-year clinical risks, and once a drug clears Phase 3, they step in with their cash to buy the whole platform. GPS targets the WT1 protein found in up to 90% of AML patients, avoids chemo toxicities, and works as an off-the-shelf maintenance therapy. JNJ has a public mandate to dominate oncology, but they completely lack this specific piece of the puzzle. If REGAL pri

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