u/neo2551

https://haematologica.org/article/view/11956

Figure 1B. CR2 non transplant survival curve with Ven+HMA. 9 months mOS, 1 year survival at 31%.

Jackpot everyone :)

The low risk group is composed of at least 31 CR2 patients (probably 33) because only 5 patients had TP53 mutation.

There was 36 CR/CRi patients, so in order for a CR patients to shift from low risk to intermediate risk, they would need both mutation conditions, which is possible only for 5 patients (piegonhole argument in mathematics).

Also the ELN mix is 70/30 (fav+int/adv).

Median time to response was 1 month.
It is not a perfect 1 to 1 with REGAL, but the filtering criteria for the population is correct: only consider CR2 with and without transplant.

I believe this is an extremely bullish datapoint.

Edit:

I wonder if someone could clear this: I don’t think line of treatment number is equal to CR number. You can have more than 2 line of treatments to reach CR2.

Brayer et al.

Hello,

First of all, thanks a lot to everyone working in the industry. It seems the people live in a chaotic mess, under a lot of pressure from left and right (especially from sponsors), with action for which no one really has control. Thank you!

I have a question about the operational side of a trial, and I would appreciate your opinion: how long do you think the database lock period will last for the following trial?

The trial in question is the REGAL trial for a cancer vaccine for AML for the CR2 population ineligible for transplant (from Sellas Life Science; I would recommend having a look at the subreddit for the due diligence). Note: these are all public documents.

• The CRO is PPD
• Experimental design paper: https://pmc.ncbi.nlm.nih.gov/articles/PMC11760237/pdf/IFON_21_2433935.pdf
• US Protocol: https://clinicaltrials.gov/study/NCT04229979
• EU Protocol with more details: https://euclinicaltrials.eu/ctis-public/view/2024-516405-23-00?lang=en , trial documents and then D1_SELLAS_ SLSG18-301_Protocol_2024-516405-23_Public for the redacted protocol. Direct link: https://euclinicaltrials.eu/ctis-public/view/2024-516405-23-00?lang=en#:~:text=D1_SELLAS_%20SLSG18%2D301_Protocol_2024%2D516405%2D23_Public

[Edit]: All information is public, and can be gathered from the website from SLS (press releases).

The trial is an international multicenter (mostly US, Greece, India, Taiwan) with 126 patients, the first patient enrolled on 2021-02-08, the last one in 2024-04, and requires 80 events to end. There was an interim analysis in 2025 at 60 events.

As of July 2026, we are at 78 events, and the 80th might have already happened. I was curious how quickly the database lock could happen.

From my naive perspective, I believe the follow-up with the 46 remaining patients aspect would make the database lock last at least 4 weeks

According to the document in the EU protocol, a patient is censored after 8 weeks if contact cannot be made. There is a high probability that at least 1 patient is censored among the remaining survivors.

Would that procedure hold after the final event?

Follow up specification

Another side question I had: here is the frequency for performing the follow-up:

• Quarterly (plus or minus 2 weeks) for patients up to 3 years
• Yearly (plus or minus 4 weeks) after.

Follow up frequency and requirements

Who is responsible for doing the follow-up? Do people deviate from protocol and make more frequent follow-ups? If an event happens, how quickly does the CRO know about it? Given the testimonials I read in this subreddit, it feels like nobody can afford to work more xD.

Thanks for the reading. I am happy to answer any questions about the trial or SLS!

Edit: the screenshot are from a public document, go to the EU clinical protocol -> trials documents -> D1_SELLAS_ SLSG18-301_Protocol_2024-516405-23_Public file.

From leftyMD in StockTwit.

It is a valuable read.

Backed by papers (among which Kurosawa), we observe that CR2 patients gets HSCT at a rate of 1/3, but this is an upper bound because Regal filters out the easy case for transplant (the obvious *healthy* patients, which have no commorbidities, young enough, and have a suitable donor).

Even when BAT gets SCT, relapse occurs within 6 months in median.

Cool, so now we have a packet initiative:

- Stop immigration [not even sure how we get it]

Cost:

- increase retirement age

- denounce EU accords

- more expensive services

I guess, it is great that a big chunk of the voters don’t care about the consequences of their votes xD.

But seriously, it would be depressing for many to have to work more with little benefits xD.

source: https://www.24heures.ch/avs-ludc-admet-quil-faudrait-repousser-lage-de-la-retraite-656377521632

Edit: Repost because of mods rules didn’t allow me to quote/translate the header paragraph of the article.

Edit2: Just for those who think about voting yes, look at Brexit and their promises, and look at what happened. Same with Orban, or any far right promises, once they have your votes, they won’t care about you and deflect any blame to more foreigners or the "improper" Swiss citizens.

Compass Therapeutic ($CMPX) released the results of their Phase 2/3 of their drug against biliary tract cancer.

Looking at the results, I believe they are quite positive (I have a formal education in statistics though).

I avoid to give more details to avoid any bias In your judgments.

What interrogates me is financial markets decided the results were so bad that it would be denied commercialization by the e FDA.

I was wondering if I was missing anything?

My theory for price action this week.