Sellas Life Sciences Stock Surges 25% on Institutional Buying and AML Data
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Apr 28 2025
0mins
Sellas Life Sciences' shares soared 25% on Wednesday, marking its best single-day performance in over two months, primarily driven by BlackRock's 62% stake increase, reflecting strong market confidence in the company.
The stock's surge is attributed to significant institutional buying, particularly from BlackRock, which increased its stake in Sellas to 62%. Additionally, the company's Phase 3 Regal AML study is nearing critical data disclosure, with only two events remaining, heightening investor anticipation for transformative treatment options for AML patients. This combination of institutional support and clinical trial progress has created a strong bullish sentiment around Sellas.
With a solid financial position, including $107.1 million in cash and a new equity facility to raise up to $150 million, Sellas is well-positioned to capitalize on upcoming trial results. The market's positive response reflects confidence in the company's future prospects and the potential impact of its AML programs.
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Analyst Views on SLS
Wall Street analysts forecast SLS stock price to fall
2 Analyst Rating
2 Buy
0 Hold
0 Sell
Moderate Buy
Current: 8.580
Low
7.00
Averages
7.25
High
7.50
Current: 8.580
Low
7.00
Averages
7.25
High
7.50
About SLS
SELLAS Life Sciences Group, Inc. is a late-stage clinical biopharmaceutical company. The Company is focused on the development of therapeutics for a range of cancer indications. The Company's product candidates are galinpepimut-S (GPS), a peptide immunotherapy directed against the Wilms tumor 1 (WT1), antigen, and SLS009, a selective small molecule cyclin-dependent kinase 9 (CDK9) inhibitor. GPS is a cancer immunotherapeutic agent licensed by Memorial Sloan Kettering Cancer Center (MSK), that targets the WT1 protein, which is present in an array of tumor types. GPS has potential as a monotherapy or in combination with other immunotherapeutic agents to address a broad spectrum of hematologic malignancies and solid tumor indications. The Company is developing SLS009, which is licensed by GenFleet Therapeutics (Shanghai), Inc., for all therapeutic and diagnostic uses in the world outside of mainland China, Hong Kong, Macau, and Taiwan.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
Sellas Nears Critical Data Milestone in AML Trial
- Trial Progress: Sellas' REGAL trial in acute myeloid leukemia (AML) is only two events away from reaching the topline data readout stage, having recorded 78 deaths so far, with analysis expected to begin after the 80th event, which could significantly enhance GPS's market prospects.
- Financial Status: In Q1, Sellas reported a net loss of $8.4 million, primarily due to increased R&D spending in preparation for a potential FDA filing, indicating the company's commitment to investing in new therapies at a critical juncture.
- Survival Rate Expectations: CEO Stergiou noted that survival trends in the REGAL trial appear stronger than expected, and if GPS can extend median overall survival from 8.1 months to 12.6 months, it will be deemed a success, positioning GPS as the first approved maintenance immunotherapy for AML patients.
- Market Sentiment: Retail sentiment for Sellas has trended 'extremely bullish' on Stocktwits, with high message volumes, as investors view the upcoming 80th event as one of the biggest near-term biotech catalysts, reflecting strong confidence in Sellas's future performance.
See More
Sellas CEO Optimistic About GPS Data for NCCN Recognition
- Survival Data Highlights: Sellas reported that GPS treatment shows a median survival of 35.5 months in older AML patients, compared to just 5.4 months for those not receiving GPS, indicating significant potential for extending survival and possibly enhancing NCCN guideline recognition.
- Clinical Trial Progress: The Regal study has reached 78 events, nearing the trigger for final analysis, with CEO Stergiou noting that the trial's longer-than-expected duration may suggest positive survival outcomes, which is crucial for investor confidence.
- Positive Market Reaction: Sellas shares surged 6% on Wednesday and rose another 2% on Thursday, reflecting strong market anticipation for the upcoming Regal data, which is expected to further boost the company's stock price and market recognition.
- Therapeutic Potential: Stergiou highlighted that GPS could emerge as a maintenance therapy option for AML patients, particularly given the current lack of effective CR2 maintenance treatments, underscoring GPS's importance in addressing unmet medical needs.
See More
Sellas Life Sciences CEO Highlights New AML Treatment Data
- Survival Rates in AML: Recent data reveals that while 63% of high-risk elderly AML patients achieved remission at MD Anderson Cancer Center, only 15% proceeded to stem cell transplants, indicating a significant gap in effective treatment options that could hinder the company's therapeutic strategy.
- GPS Therapy Outlook: Sellas's GPS therapy demonstrated a median survival of 21 months in a similar elderly AML population, with CEO Stergiou emphasizing that this supports the upcoming Regal trial, which, if successful, could significantly enhance the company's market position in AML treatment.
- Potential of SLS009: Stergiou highlighted SLS009's strong activity in TP53-mutated and venetoclax-resistant AML patients, with topline data expected later this year, potentially providing a new growth avenue for the company and boosting investor confidence.
- Investor Sentiment Optimistic: With SLS stock surging 330% over the past year, retail sentiment on Stocktwits remains extremely bullish, reflecting strong market anticipation for Sellas's future developments, especially ahead of the upcoming Regal trial data release.
See More
Sellas Stock Volatility and Financing Dynamics
- Financing Dynamics: Retail investors indicated that heavy warrant activity may have injected $20 million to $30 million into Sellas' cash position while helping to clear the stock's warrant overhang, potentially enhancing the company's financial stability.
- Stock Price Volatility: Shares of Sellas Life Sciences plunged 16% on Thursday to close at $7.56, although they rose 4% in extended trading; this volatility sparked intense retail debate over short-term traders locking in profits, highlighting market sentiment fragility.
- Market Sentiment: According to Stocktwits, retail sentiment for Sellas saw a 254% surge in message volume over the past month, reflecting strong investor optimism for the upcoming Regal study data release, despite increased short-term stock price fluctuations.
- Upcoming Data Release: The imminent release of Sellas' Regal study AML data has drawn significant investor attention, with CEO Angelos Stergiou noting that the probability of success may increase over time, providing potential upside for the company's stock price.
See More
Sellas Life Sciences Stock Soars as FDA Pathway Clarified
- Survival Rate Exceeds Expectations: The Regal study by Sellas shows that patient survival times are unexpectedly long, with CEO Stergiou suggesting that as time passes, the probability of a successful outcome may increase; if GPS can extend median survival from 8.1 months to 12.6 months, it will significantly enhance the company's competitiveness in the acute myeloid leukemia (AML) market.
- FDA Pathway Planning: At the A.G.P. conference, Stergiou indicated that if Regal's results are positive, they will pursue a pre-BLA meeting and file promptly, potentially making GPS the first approved maintenance immunotherapy for AML patients, further solidifying the company's market position.
- Prospects for Second Drug SLS009: SLS009's Phase 2 study shows a 44% response rate in AML patients, with a median survival of 8.9 months for resistant patients, far exceeding the historical benchmark of 2.4 months, indicating its potential as a new treatment option in resistant AML.
- Investor Sentiment Soars: With SLS stock surging 362% over the past year, investor sentiment is extremely bullish, as evidenced by high discussion volumes on social media, reflecting strong market anticipation for the upcoming study results.
See More
Arm Holdings and Others Reach New 52-Week Highs
- Arm Holdings Surge: Arm Holdings shares climbed for the third consecutive day, reaching a 52-week high of $259.44 on Wednesday, driven by bullish investor sentiment regarding AI, with analysts projecting the CPU market to grow to $137 billion, indicating strong growth potential.
- Sellas Stock Rise: Sellas Life Sciences surged to a 52-week high of $9.10 as investors await key Phase 3 REGAL trial results for its Galinpepimut-S drug, with the CEO indicating a strong chance of outperforming earlier survival data, potentially improving outcomes for acute myeloid leukemia patients.
- eBay Stock Increase: eBay shares hit a 52-week high of $119.31 in Wednesday's trading after GameStop increased its stake to about 6.5%, enhancing market confidence in eBay, despite retail sentiment remaining bearish.
- Market Sentiment Shift: Arm Holdings stock has risen over 123% this year, while Sellas shares have more than doubled in 2026, reflecting strong investor confidence in these companies and indicating positive market expectations for the AI and biopharmaceutical sectors.
See More
Sellas Nears Critical Data Milestone in AML Trial
- Trial Progress: Sellas' REGAL trial in acute myeloid leukemia (AML) is only two events away from reaching the topline data readout stage, having recorded 78 deaths so far, with analysis expected to begin after the 80th event, which could significantly enhance GPS's market prospects.
- Financial Status: In Q1, Sellas reported a net loss of $8.4 million, primarily due to increased R&D spending in preparation for a potential FDA filing, indicating the company's commitment to investing in new therapies at a critical juncture.
- Survival Rate Expectations: CEO Stergiou noted that survival trends in the REGAL trial appear stronger than expected, and if GPS can extend median overall survival from 8.1 months to 12.6 months, it will be deemed a success, positioning GPS as the first approved maintenance immunotherapy for AML patients.
- Market Sentiment: Retail sentiment for Sellas has trended 'extremely bullish' on Stocktwits, with high message volumes, as investors view the upcoming 80th event as one of the biggest near-term biotech catalysts, reflecting strong confidence in Sellas's future performance.
See More
Sellas CEO Optimistic About GPS Data for NCCN Recognition
- Survival Data Highlights: Sellas reported that GPS treatment shows a median survival of 35.5 months in older AML patients, compared to just 5.4 months for those not receiving GPS, indicating significant potential for extending survival and possibly enhancing NCCN guideline recognition.
- Clinical Trial Progress: The Regal study has reached 78 events, nearing the trigger for final analysis, with CEO Stergiou noting that the trial's longer-than-expected duration may suggest positive survival outcomes, which is crucial for investor confidence.
- Positive Market Reaction: Sellas shares surged 6% on Wednesday and rose another 2% on Thursday, reflecting strong market anticipation for the upcoming Regal data, which is expected to further boost the company's stock price and market recognition.
- Therapeutic Potential: Stergiou highlighted that GPS could emerge as a maintenance therapy option for AML patients, particularly given the current lack of effective CR2 maintenance treatments, underscoring GPS's importance in addressing unmet medical needs.
See More
Sellas Life Sciences CEO Highlights New AML Treatment Data
- Survival Rates in AML: Recent data reveals that while 63% of high-risk elderly AML patients achieved remission at MD Anderson Cancer Center, only 15% proceeded to stem cell transplants, indicating a significant gap in effective treatment options that could hinder the company's therapeutic strategy.
- GPS Therapy Outlook: Sellas's GPS therapy demonstrated a median survival of 21 months in a similar elderly AML population, with CEO Stergiou emphasizing that this supports the upcoming Regal trial, which, if successful, could significantly enhance the company's market position in AML treatment.
- Potential of SLS009: Stergiou highlighted SLS009's strong activity in TP53-mutated and venetoclax-resistant AML patients, with topline data expected later this year, potentially providing a new growth avenue for the company and boosting investor confidence.
- Investor Sentiment Optimistic: With SLS stock surging 330% over the past year, retail sentiment on Stocktwits remains extremely bullish, reflecting strong market anticipation for Sellas's future developments, especially ahead of the upcoming Regal trial data release.
See More
Sellas Stock Volatility and Financing Dynamics
- Financing Dynamics: Retail investors indicated that heavy warrant activity may have injected $20 million to $30 million into Sellas' cash position while helping to clear the stock's warrant overhang, potentially enhancing the company's financial stability.
- Stock Price Volatility: Shares of Sellas Life Sciences plunged 16% on Thursday to close at $7.56, although they rose 4% in extended trading; this volatility sparked intense retail debate over short-term traders locking in profits, highlighting market sentiment fragility.
- Market Sentiment: According to Stocktwits, retail sentiment for Sellas saw a 254% surge in message volume over the past month, reflecting strong investor optimism for the upcoming Regal study data release, despite increased short-term stock price fluctuations.
- Upcoming Data Release: The imminent release of Sellas' Regal study AML data has drawn significant investor attention, with CEO Angelos Stergiou noting that the probability of success may increase over time, providing potential upside for the company's stock price.
See More
Sellas Life Sciences Stock Soars as FDA Pathway Clarified
- Survival Rate Exceeds Expectations: The Regal study by Sellas shows that patient survival times are unexpectedly long, with CEO Stergiou suggesting that as time passes, the probability of a successful outcome may increase; if GPS can extend median survival from 8.1 months to 12.6 months, it will significantly enhance the company's competitiveness in the acute myeloid leukemia (AML) market.
- FDA Pathway Planning: At the A.G.P. conference, Stergiou indicated that if Regal's results are positive, they will pursue a pre-BLA meeting and file promptly, potentially making GPS the first approved maintenance immunotherapy for AML patients, further solidifying the company's market position.
- Prospects for Second Drug SLS009: SLS009's Phase 2 study shows a 44% response rate in AML patients, with a median survival of 8.9 months for resistant patients, far exceeding the historical benchmark of 2.4 months, indicating its potential as a new treatment option in resistant AML.
- Investor Sentiment Soars: With SLS stock surging 362% over the past year, investor sentiment is extremely bullish, as evidenced by high discussion volumes on social media, reflecting strong market anticipation for the upcoming study results.
See More
Arm Holdings and Others Reach New 52-Week Highs
- Arm Holdings Surge: Arm Holdings shares climbed for the third consecutive day, reaching a 52-week high of $259.44 on Wednesday, driven by bullish investor sentiment regarding AI, with analysts projecting the CPU market to grow to $137 billion, indicating strong growth potential.
- Sellas Stock Rise: Sellas Life Sciences surged to a 52-week high of $9.10 as investors await key Phase 3 REGAL trial results for its Galinpepimut-S drug, with the CEO indicating a strong chance of outperforming earlier survival data, potentially improving outcomes for acute myeloid leukemia patients.
- eBay Stock Increase: eBay shares hit a 52-week high of $119.31 in Wednesday's trading after GameStop increased its stake to about 6.5%, enhancing market confidence in eBay, despite retail sentiment remaining bearish.
- Market Sentiment Shift: Arm Holdings stock has risen over 123% this year, while Sellas shares have more than doubled in 2026, reflecting strong investor confidence in these companies and indicating positive market expectations for the AI and biopharmaceutical sectors.
See More
