poppii
07-07

$Invesco QQQ(QQQ)$ The bear case for $SELLAS Life Sciences Group Inc.(SLS)$  keeps getting more interesting.

First, the arguments were:

- "GPS doesn't work"

- "REGAL will fail before it finishes"

- "They'll run out of cash"

- "Dilution will destroy shareholders"

- "80 events are coming any day now"

Now we've reached the point where the new claim is: "They'll just fraud the data."

It's a pattern where when old narratives fall apart, new ones get created.

Meanwhile, the actual facts remain:

- Phase 3 REGAL trial is still ongoing.

- The IDMC cleared the trial to continue.

- The final event threshold still hasn't been reached.

- The FDA approved unlimited dosing.

- An Expanded Access Program exists.

You can debate the science, the statistics, or the valuation.

But suggesting they'll fake the data isn't analysis; it feels more like desperation.

In the end, what matters is what the REGAL data shows.

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