KOL
VanEck Vectors Coal ETF
stock NYSE

$SLS GPS and SLS009 could spark a big pharma bidding war due to stellar clinical data. GPS’s REGAL trial, with an estimated HR of 0.5 ensuring 100% FDA approval for AML maintenance, and SLS009’s strong Phase 2 results in AML, lymphomas, and assumed colorectal cancer confirmation, drive a $5–15B TAM. Synergies with Keytruda and Opdivo attract Merck and BMS, while SLS009’s potential draws Roche and Novartis. KOL support and upcoming pr’s fuel competition, pushing the acquisition price to $5–20B ($27.78–111.11/share, 180M shares) from a base of $3–12B. The market may price shares at $10–30 before acquisition, with bidding war risks tied to SLS009’s early stage. A deal could even close by as early as September 2025, but more probably in H1/2026.

$SLS GPS and SLS009 could spark a big pharma bidding war due to stellar clinical data. GPS’s REGAL trial, with an estimated HR of 0.5 ensuring 100% FDA approval for AML maintenance, and SLS009’s strong Phase 2 results in AML, lymphomas, and assumed colorectal cancer confirmation, drive a $5–15B TAM. Synergies with Keytruda and Opdivo attract Merck and BMS, while SLS009’s potential draws Roche and Novartis. KOL support and upcoming pr’s fuel competition, pushing the acquisition price to $5–20B ($27.78–111.11/share, 180M shares) from a base of $3–12B. The market may price shares at $10–30 before acquisition, with bidding war risks tied to SLS009’s early stage. A deal could even close by as early as September 2025, but more probably in H1/2026.