SELLAS Life Sciences Group, Inc. (SLS)
NASDAQHealth CareBiotechnologySnapshot 2026-11-04
$9.14+3.04%
Close 2026-11-04 · 1-day change
NASDAQHealth CareBiotechnologySnapshot 2026-11-04
QuarterlyIQ Insights · SLS
What must go right, what could break, what the price assumes, and what evidence comes next.
The current health of the standing investment case.
Recent financial performance sits well below its industry cohort — worth keeping an eye on, though it has not freshly broken.
One-year growth currently built into the price, compared with our model's estimate.
A comparable price-assumption read is not available for this company.
For each item: what to watch, what would become a concern, and what would make it less concerning.
A reporting-risk estimate, not a forecast of the stock-price response.
Historical relationships that met the evidence threshold. They do not prove cause or forecast a move.
No outside relationship met the current evidence threshold.
Based on historical daily prices through 2026-11-04.
Past price behavior in dollars on a $10,000 position. This does not measure permanent business risk.
How much price usually moves either way.
A larger daily loss that occurred about once in every 20 trading days.
Use the underlying financial and sector pages to investigate the cause.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
Model as of 2026-11-04 · Compared with 66 industry peers
SLS — earnings miss
Dated 2026-08-11
Results of Operations and Financial Condition. On August 11, 2026, SELLAS Life Sciences Group, Inc. (“SELLAS”) issued a press release (the “Press Release”) announcing its financial results for the quarter ended June 30, 2026 and providing a corporate update. A copy of the Press Release is furnished hereto as Exhibit 99.1 and is incorporated by reference herein. The information contained in this
Why it matters: SLS009 showed activity in lab tests of pancreatic cancer cells resistant to RAS drugs. A trial plan would move this work toward patients.
Supportive ifSELLAS names a study site or start date for a human trial of SLS009 in pancreatic cancer.
Worry ifSELLAS reports no clinical plan or trial start for pancreatic cancer in its next corporate update.
Why it matters: Research spending rose as SELLAS prepared trials and GPS work. A further rise can use cash faster.
Worry ifQuarterly research and development costs are over $6.3 million in the next report.
Less concerning ifQuarterly research and development costs are $6.3 million or less in the next report.
Why it matters: SELLAS reported $138.3 million in cash at June 30, 2026. More cash can fund trials, while new shares can dilute owners.
Watch forThe November 11 report shows cash at or above $138.3 million and no new shares sold through the ATM.
Also watch forThe November 11 report shows cash below $138.3 million or says SELLAS sold shares through the ATM.
Why it matters: The 80-patient study tests SLS009 in newly diagnosed AML. Its data will show how the drug performed in this group.
Watch forTopline data arrive in Q4 2026 and show responses in the newly diagnosed AML trial.
Also watch forTopline data arrive in Q4 2026 and show no responses in the trial, or the update slips past Q4.
We watch for confirming and disproving signals on each item. Resolutions are found automatically where possible and checked by hand for unclear cases. Last 90 days shown.
Deepest peak-to-trough drop in the last year.
| Measure | Value | Meaning |
|---|---|---|
| Typical day | ±$340 on $10,000 · ±3.4% | How much price usually moves either way. |
| Bad day | $905 loss on $10,000 · 9.1% | A larger daily loss that occurred about once in every 20 trading days. |
| Largest peak-to-trough drop in the past year | $4,470 loss on $10,000 · 44.7% | Deepest peak-to-trough drop in the last year. |
Past year. 1.00 means similar movement; 1.20 means about 20% more.
Past year. 1.00 means similar movement to the sector. This is secondary context.
Latest 30 trading days, shown as an annual percentage.
Latest 252 trading days, shown as an annual percentage.
20-trading-day average in US dollars.
Trading days used by the source risk snapshot.
Past results, not a forecast. Not investment advice.
Why it matters: The 80th death triggers the final data review. The results will show whether GPS met the trial's goal.
Watch forSELLAS reports that REGAL met its main goal in the final analysis after the 80th event.
Also watch forSELLAS reports that REGAL missed its main goal in the final analysis after the 80th event.