You sir have made the longest Reddit post that I have ever and probably will ever see
53
u/CHE-B5
Pfoh you accomplished a lot but men, that is a truly a though, technical read haha
42
u/Yung_Ceejay
Great post! This is still my largest holding!
23
u/Practical_Ad_5875
I’ve full ported this, could be my biggest regret or biggest achievement
19
u/Muted-Extension-8521
17
u/Regular_Hawk8513
I only have 120 shares, but I'm looking forward to what they become.
16
u/Urkel____grue
Thanks for another great DD post. I am a big believer in $sls and hold five-digit worth of shares (and buying more when I can). I see your posts a lot and follow you on Stocktwits. I really do appreciate them very much, and have read all of your posts.
The only two things that give me pause about your posts: you clam to have 800k shares. You don’t owe use anything at all, but can you share proof of holdings? That’s an insane investment and you must have more conviction about this stock than of any stock you’ve ever held as a DVI with that amount riding on a single stock.
Secondly, if the math shows 99.99% success rate for just REGAL, what aren’t investment firms pouring hundreds of millions into SLS if it’s so surefire? I know there’s a lot of interest from investment firms but there’s not $1b+ pouring in. It can’t possibly be so surefire as you make it out to be
Thanks again - I don’t want my slight skepticism to outweigh the due diligence you’re sharing. It’s just, the amount of shilling from an account that only shills about a single stock raises flags for me. Cheers
14
u/Playful_Criticism425
What the helly.
8
u/Used-Motor8283
I'm balls deep in SLS
8
u/Confident-Web-7118
I am an SLS holder. I personally believe that SLS will have a premium with it essentially becoming an AML monopoly in the best case, with some platform optionality. My best guess would be somewhere in the 3-8 billion range. Perhaps higher if results are exceptional.
But any ideas that SLS buyout will be in the 20 Billion+ range is folly. That would essentially make SLS worth around the same Moderna and BionTech, which have a platform proven for multiple indications. Sellas at best has two indications without further research/development. For a company to conduct many, perhaps dozens of clinical trials to truly create a platform, it would take billions of dollars in RnD. That is why they will offer a discounted price to future potential.
6
u/Federal-Snow1914
Really appreciate this and your other posts. I’m heavy into $SLS as well. A few questions to hep me understand your confidence for you since I can’t fully grasp all of your analysis:
Have you ever been this confident in a stock and missed the mark?
What percentage of your own portfolio is in $SLS? Are you betting the farm?
Thanks again for sharing all of your work!
5
u/MaxTrade84
As someone who went through treatment for Leukemia (not AML) I appreciate the depth of research and am now a shareholder. Thanks!
5
u/Tantpispourtoi
5
u/ambassador321
5
u/National_Major_9356
Holy... this is impressive. I really apperciate your work. I can't even argue with what's been written, so I have to go in with a small position; I'll be watching this very closely.
5
u/SavingsMortgage1972
Frankly, I didn't read any of this so I have no idea if you overfit your models to hell but you convinced me to put 10 racks into this lets print money.
5
u/Accurate_Pay_2242
Holding for the BO
4
u/altiif
God, I hope you’re right.
I have 4400 shares at around $2 based on a random post I saw on Reddit. Definitely have made money but am holding on for the long haul.
Amazing analysis and work that you put in - even if it doesn’t end up being correct. I admire the dedication and level of nerdiness.
4
u/Behemothslayer
TLDR, what’s the ticker that I’m buying??
4
u/sterculese89
I caaaaint reaaad
4
u/Phebre
Great work, thank you
3
u/BariBlue
You are a very intelligent person and I do my best to read all of your DDs to get even more of an understanding of what we own. With that being said I’m curious in what you do for a living if you don’t mind sharing or can give vague details. These models and over all DD is some of the best I’ve seen since being in the market the last 7-8 years.
I know there is no such thing as a sure thing, but you’ve convinced me this is. If the 80th event occurs earlier than expected let’s say Q2 for example. Will the stock run on the great news or will there be no movement until a buyout is officially in discussion?
Thanks for all the hard work you do and hope you can answer my questions if you have time.
3
u/Desperate-Ring12
😎😎
3
u/Antonio-Bamao
I am in. And I think you can publish one SCI paper using these meta-review data😊😁
3
u/Admirable_Ad5134
this is insane. props to you man. great work <3
3
u/Low-Childhood-748
Its an incredible analyses, and u are to be congraulated for all the work you put into it. What was not factored in was the testimony of the leading enroller-of course that is not math, nevertheless its important. Dr. Tsirgiotis is convinced that the extended survival being seen is due to the GPS effect. He already explained that his patients were experiencing a better QQL, which makes sense since GPS lacks the cytopenias cuased by hypomethylating agents. Interestingly on the last KOL call, he pushed to study GPS in post transplant maintenance. An academic Hematologist would not push for this unless he was convinced of the effect. Moreover, 2 weeks ago we saw a linked in exchange between a Myeloma KOL and the CEO again where there was interest in evaluating GPS in the MM maintenance setting. My expertise was in KOL management and behavior, and I have a robust amount of shares, but what are the limitatons of the machine model? Could one argue that at the end of all this analyses, the model only has predicted the direction of the survival benefit???
3
u/Ateyo94
If regal fails we probably won’t get much out of sls900 right? When do you predict the 80th event will happen
2
u/TheGoodSalad
You've mentioned a lot of positives, is there anything to be worried about/ anything that could throw this out? No matter how unlikely
2
u/Ok-Rock7488
I have thousands of shares. I want to buy more but I’m also building into another biotech that I believe will return good results.
It’s about choice. Which do I top up. Probably going to let me sls position ride.
Good luck everyone. Especially the patients.
2
u/Interesting-Play-489
Anyone who hasn’t seen the RD video from last fall and witnessed the giddy joy of Dr. Kahn as he talks about 009 should really do so.
2
u/kroef
RemindMe! 18 months
2
u/[deleted]
Well researched and thought out. Well done!
2
u/Deep_Development3814
Do you envision 3.50 could be an entry point?
1
u/Low_Sheepherder7990
My one and only critique of SLS… your buying a lotto ticket and waiting for a buyout. It will guarantee make you money… I have no doubt there. But in 5 weeks? 5 months? Two years? That unknown timetable and opportunity cost keeps me from going heavy on this one.
1
u/Tom9274
Firstly, thankyou for your efforts here. The time you've put into this is truly appreciated.
Secondly do you have a Github repo to share? I feel I'd probably learn a lot going through your code.
1
u/moreheart3
Thank you so much!!! Are there any other pennystocks where you see a similar potential and evidence behind it? I‘d appreciate your insights🙏
1
u/kroef
RemindMe! 1 day
1
u/shinigamislikapples
Oh fudge that's deep
1
u/DawctorMe
Nice DD again. You mention Keytruda as a potential trajectory, but not as a potential GPS partner. Merck and Sellas did the PT resistant ovarian trial, where merck supplied Keytruda for the trial. Do you think there's potential on Merck also being interested in (atleast) GPS? Biologically the PD1 + GPS combo seems like a good pair. Sorry if you've adressed this in your other posts or comments. I might have missed it, perhaps not.
1
u/ExpertMycologist8149
Alles gut aber schlussendlich ist es eine hochriskante Aktie. Das muss man eingestehen.
1
u/Pretend-Comfort-2569
Hey OP, I’m not biotech native in anyway and ran all your DD through Claude and this was the output. https://claude.ai/public/artifacts/91d890dc-e4cb-4d9a-8682-289b676cbbe3
Would appreciate your response to the following points that highlights skeptics. Thank you :)
1
u/rockhao781
Can you teach me how to build your ML models?
1
u/PennyPumper
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u/iplay4Him
Well done.
I have an off topic question.
My biggest concern, legitimately, is AI. I truly believe AI is about to change everything in the next 12-36 months as it quickly passes human intelligence. If that does occur, not only will it have been a better investment than almost anything, but it could render most modern medicines obsolete as it creates more effective medicines overnight. Any thoughts? Just curious.
u/Better-Salad-1442
The amount of these types of posts on this specific name is among the most bearish signals I’ve seen
I expect RZLV will re-rate according to the model, if they can prove their projections by audited earnings.
2
u/UnbrokenChill
Would love to see PSSOF, HYLN, HYSR, and my current multi bagger HGRAF.
Particularly interested in HGRAF and PSSOF.
Appreciate your work. I'd love to see more of the model and how it works.
2
u/Rochetechnology1
Sound interesting
2
u/HEK293INVAX
will be interesting to see if it catches the up and coming 10x baggers in oil production like EONR BRN YGRAF -unless you think $120 oil isn't going to be sticky.
1
u/JCJENSON_Pr_Dept_6
Would you mind providing links to the studies? I can't seem to find anything especially for the credit suisse study?
1
u/trshmstr
Request for HGRAF, DRTS & CTM
1
u/Digital_Nar
The framework itself is interesting, but the reality is that most of those categories break down when you move into penny stock territory. The model was clearly inspired by studies on compounders and 100 baggers, which usually apply to quality growth companies, not microcaps in my humble opinion. That said have you experimented with compressing the model for small caps? For example focusing the score on a few key variables like capital structure, dilution risk, revenue acceleration, and catalyst density rather than the full framework.
Could be interesting to see if the model behaves differently when applied to sub-$300M companies.
1
u/EmbarrassedPart1256
It's wild how $CAPS doesn't come up on anyone's scanners when it continually comes up on various ones I do, the same ones that I used to find $CTM @ $.18...🤔
1
u/Responsible_Newt9644
Neat. It’s a good idea. I’ve been looking at krakens success as a recent penny stock graduate and seeing where I can draw parallels in the penny stock I own. What if your model only uses recent penny stock graduates?
1
u/Stealthless
CTM two straight weeks of decline btw
1
u/ScarShot587
CTM is undervalued right now
1
u/Horror-Pack-8319
Great post - thanks for this
1
u/PennyPumper
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Not promoting this at all, just sharing my take since I’ve got an avg around $3.2 RCKT (KRESLADI) PDUFA Mar 28, now stock is around $5.24. Probably the cleanest high PoA setup on the calendar right now. Gene therapy for LAD-I, and it’s already doing that quiet, steady grind up. No crazy hype yet, just slowly building. 76% PoA is pretty strong, and these names often get front-run when the risk/reward looks this clean.
9
u/Likes_The_Scotch
Waiting for ELTP the swing back upward. It’s been floating around $.40 for too long now. Anywhere but up
6
u/North_Welcome_3249
Glad to see ATAI on there.
5
u/thepoisonpoodle
How is PoA derived?
4
u/Stitch426
Avish, is there any update on MDAI? They submitted for FDA approval June 2025
3
u/RandyMarshFund
You are missing IronWood Pharmaceuticals
2
u/Business_Mixture_139
Srxh??? Reverse merger coming soon
1
u/Competitive_Nail_159
bhvn stock
1
u/Get_rch_or_try_dyin
Thanks !
I bought a pile of RCKT the last few weeks.
I’ve also got a large pile of IMRX . I think it has some huge potential through 2026 !
1
u/MainDark3321
No love for LPCN and their phase 3 PPD data readout coming in early April. They clarified that timeline in yesterday's press release for their annual report.
1
u/Shot_Truth_5701
Geovax GOVX- Bought in after last capital raise recently. Worth a look.
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1
u/GreenSouth3
SRXH
1
u/OldTeaching8407
Put this in a ETf basket would be dope
1
u/StretchMinute
BREAKING: Check out SCNX-- on fire today. Just the beginning!
1
u/iamWfdup
What's the status on ALMS, and PVLA?
1
u/Ordinary-Evening552
Aldx high chances of approval today.
1
u/darkknight-6
Thanks for sharing. What are your thoughts on ALDX?
1
u/PennyPumper
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