He doesn't actually talk much about the REGAL result itself. Instead, he talks several times about what happens after REGAL – new indications, platform thinking around GPS and the broader WT1 track.
This seems to be a pattern in his communication on LinkedInpost the last month or two: REGAL is not presented as a single binary event, but more as a first step if the data holds up.
Maybe I'm overinterpreting, but it's interesting that the focus several times is on post-REGAL strategy, not just the study.
26
u/CaptainWhiplash
My man Sterg ain't mincing words talking about "curative". Fellas, this is bullish af
23
u/mad_papooser
Something that is being overlooked is that while Sterg and SELLAS may be technically blinded to the patients, they know 100% real time if GPS is working. They are managing the supply chain!! The know every vial that gets ordered by every testing center. Real time. They know if patients are living longer based on live order volume at each center.
20
u/mad_papooser
Or…bulls on parade :)
Anyone notice that word “curative” in there? He’s dropping breadcrumbs to us. This thing is hitting.
20
u/Temporumdei
Perfect timing.
14
u/ShawnniegUAn
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What is this statement. No more maintenance but cure???
12
u/Desperate_Work_7742
In the movie business, these are called “Easter eggs”. Very encouraging and I think there would be ZERO of these types of updates if things were trending in the wrong direction. I remain VERY BULLISH on a binary event and hopefully and meaningful buy out 🔥🔥🔥
11
u/neo2551
At least, he seems bullish on his assets.
9
u/Such-Leg4898
I like it............ but ........... to be honest I don't think he would write it while in the middle of buyout negotiations. Therefore I don't think we are that close to an announcement.
I'm super bullish but that's how I view it.
7
u/Prestigious_Age5422
Guys, do you know how risky it would be to post this frequent of content and the nature of this content unless…. 🙏🏻
7
u/nicklank4
This is huge!! FOMO will kick in today and take the stock over $6
6
u/United-Collar-944
<image>
👏👏👏
3
u/bsep4
Are analysts PTs assuming BO? I’m curious how much a BP might offer knowing they’d have to pay royalties to MSK.
3
u/Ramuh321
Which is plenty of time to read all the DD, watch the Oct call, and come up with a reasonable guess on valuation. Not sure what your point is.
1
u/SilverFoxSix
No photo?
-2
u/Julbas01
After thats words i'd say Sterg is in love with Sellas. I have the impression that he would like to retain Sellas and would prefer to enter into a partnership with BP. Or sell only 50%, so that he can keep Sellas as his own venture.