SELLAS Life Sciences Group
Develops licensed oncology candidates GPS and SLS009 for cancer indications.
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Profile
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
Key statistics
Year to date +203% · Average volume (30d) 6.8M
Analysts
Ratings
Target range
Latest analyst notes
| Date | Firm | Action | Prior target | Target |
|---|---|---|---|---|
| Aug 12, 2026 | Industrial Alliance Securities | Target | $25 | $35 |
| Jul 6, 2026 | Industrial Alliance Securities | Target | $8 | $25 |
Earnings
EPS
Revenue
History
| Report date | EPS est | EPS | Surprise | Revenue est | Revenue | Surprise | Next session |
|---|---|---|---|---|---|---|---|
| Aug 11, 2026Q2 FY26 | −$0.05 | −$0.05 | −11.1% | — | — | — | +6.52% |
| May 12, 2026Q1 FY26 | −$0.06 | −$0.05 | +16.7% | — | — | — | +25.10% |
| Mar 19, 2026Q4 FY25 | −$0.06 | −$0.05 | +21.0% | — | — | — | −8.46% |
| Nov 12, 2025Q3 FY25 | −$0.06 | −$0.06 | +5.3% | — | — | — | −2.01% |
Financial highlights
| 12 quarters | Q1 FY25 | Q2 FY25 | Q3 FY25 | Q4 FY25 | Q1 FY26 | Q2 FY26 | |
|---|---|---|---|---|---|---|---|
| Revenue | $0 | $0 | $0 | $0 | $0 | $0 | |
| Gross profit | $0 | $0 | $0 | $0 | $0 | $0 | |
| Operating income | −$6.1M | −$6.9M | −$7.1M | −$8.3M | −$9.3M | −$10.6M | |
| Net income | −$5.8M | −$6.6M | −$6.8M | −$7.7M | −$8.4M | −$9.6M | |
| Diluted EPS | −$0.07 | −$0.07 | −$0.06 | −$0.05 | −$0.05 | −$0.05 | |
| Gross margin | — | — | — | — | — | — | |
| Operating margin | — | — | — | — | — | — |
Fiscal years (4-quarter sums)FY21 $7.6M · FY22 $1.0M · FY23 $0 · FY24 $0 · FY25 $0
Balance sheet, Jun 30, 2026Cash & short-term investments $138.4M · Total debt $737.0K · Total assets $145.4M · Shareholders' equity $137.7M
Dividends
No dividends on record.
Ownership
Shares outstanding 186.03M · Float 183.79M · 98.8% free float
Top shareholders13F · 13D/G · Form 4
| Holder | Shares | % outstanding | Form | Filed |
|---|---|---|---|---|
| BlackRock, Inc. | 15.07M | 8.10% | 13F | Aug 7, 2026 |
| State Street Corporation | 13.00M | 7.00% | 13G | Aug 7, 2026 |
| Vanguard Capital Management | 9.67M | 5.19% | 13G | Jul 31, 2026 |
| Geode Capital Management, LLC | 4.88M | 2.63% | 13F | Aug 12, 2026 |
| Anson Funds Management LP | 4.50M | 2.42% | 13F | Aug 13, 2026 |
Insider tradesForm 4
| Date | Insider | Role | Shares | Avg price |
|---|---|---|---|---|
| Nov 19, 2025 | Katherine Bach Kalin | director | +63,400 | $1.59 |
Peers
- Syndax Pharmaceuticals
AML-focused menin franchise with frontline combination trials
- Kura
Ziftomenib AML program spans R/R and frontline combinations
- TScan Therapeutics
TCR-T relapse-prevention program in AML and MDS
- Actinium Pharmaceuticals
Targeted radiotherapy programs for AML transplant and salvage
CompareAfter-hours close
| Company | Price | Change | |||||
|---|---|---|---|---|---|---|---|
| SELLAS Life Sciences Group | $13.47 | +2.20% | $2.46B | — | — | — | — |
| Syndax Pharmaceuticals | $19.39 | −0.77% | $1.73B | — | — | 6.9 | +91.8% |
| Kura | $12.70 | +0.47% | $1.12B | — | — | 14.6 | +36.5% |
| TScan Therapeutics | $0.7535 | +0.15% | $46.0M | — | — | 6.5 | −65.8% |
| Actinium Pharmaceuticals | $1.02 | +0.99% | $31.7M | 2.8 | — | 0.9 | — |
| Median | 2.8 | — | 6.7 | +36.5% |