SELLAS Life Sciences Group (SLS)
Develops licensed oncology candidates GPS and SLS009 for cancer indications.
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Develops clinical-stage oncology candidates GPS and SLS009, with no approved commercial products. The business runs as one cancer-therapeutics segment and depends on licensing rights, external manufacturers, trial progress, equity funding, and partner milestone economics.
Develops two licensed clinical-stage oncology assets: GPS, a WT1-targeting cancer immunotherapeutic, and SLS009, a selective small-molecule CDK9 inhibitor. The pipeline is centered on AML, with additional cancer indications listed in company materials.
Operates from New York as a very small, founder-led biotech with one reportable segment and no approved commercial products. Revenue has come from licensing rather than product sales, so execution depends on clinical milestones and partner economics.
Rights and supply are externally networked: GPS traces to MSK and 3D Medicines territory arrangements, while SLS009 came from GenFleet outside Greater China. Manufacturing depends on third-party contractors, and the 3D Medicines arbitration remains a legal dependency.
Company facts
Target rangeAs of Sep 21, 2026
Latest analyst notes
| Date | Firm | Action | Prior | Current |
|---|---|---|---|---|
| Aug 12, 2026 | Industrial Alliance Securities | Target | Target: $25 | Target: $35 |
| Jul 6, 2026 | Industrial Alliance Securities | Target | Target: $8 | Target: $25 |
EPSReportedEstimate
RevenueReportedEstimate
Balance sheet, Jun 30, 2026Cash & short-term investments $138.4M · Total debt $737.0K · Total assets $145.4M · Shareholders' equity $137.7M
- Revenue
- $0
- Operating income
- −$10.6M
- Net income
- −$9.6M
No dividends on record.
| Institutions | ≈ 39.26% | 73.04M shares | |
|---|---|---|---|
| 234 holders · as of Jun 30, 2026 · largest filers plus last quarter's tail | |||
| Insiders | 1.95% | 3.62M shares | |
| 8 holders · as of Jun 18, 2026 | |||
| Other | ≈ 58.79% | 109.37M shares | |
| remainder | |||
186.03M company shares as of Sep 18, 2026 · institutions as of Jun 30, 2026 · holders as of their latest filing
Two share counts disagree (201.95M in the company's Sep 22, 2026 report, 186.03M elsewhere); stakes use the report.
This quarter's institutional total failed a plausibility check; shown: the largest filers plus last quarter's remainder.
Top shareholders13F · 13D/G · Form 4
| Holder | Stake | Shares | Date |
|---|---|---|---|
BlackRock, Inc.Institution | 8.10% | 15.07M | as of Jun 30, 2026 |
State Street CorpInstitution | 6.99% | 13.00M | as of Jun 30, 2026 |
Vanguard Capital Management LLCInstitution | 4.42% | 8.23M | as of Jun 30, 2026 |
Geode Capital Management, LLCInstitution | 2.63% | 4.88M | as of Jun 30, 2026 |
Anson Funds Management LPInstitution | 2.42% | 4.50M | as of Jun 30, 2026 |
Insider tradesForm 4
| Date | Insider | Role | Shares | Avg price |
|---|---|---|---|---|
| Nov 19, 2025 | Katherine Bach Kalin | director | +63,400 | $1.59 |
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Compare
| Company | Price | Change | |||||
|---|---|---|---|---|---|---|---|
| SELLAS Life Sciences Group | $11.56 | +1.70% | $2.12B | — | — | — | — |
| Syndax Pharmaceuticals | $18.15 | +0.44% | $1.60B | — | — | 6.4 | +91.8% |
| Kura | $11.68 | +0.69% | $1.03B | — | — | 13.3 | +36.5% |
| TScan Therapeutics | $0.3371 | +1.97% | $20.2M | — | — | 2.8 | −65.8% |
| Actinium Pharmaceuticals | $1.20 | 0.00% | $37.6M | 3.3 | — | 1.1 | — |
| Median | 3.3 | — | 4.6 | +36.5% |