Sellas Life Sciences: Lab Signals Brighten the Pipeline as REGAL's Timeline Stretches
Published on 09/28/2026 at 15:31 | Editorial boerse-global.de
Sellas Life Sciences finds itself pulled in two directions. On one side, fresh preclinical work on its early-stage asset is generating encouraging biological signals. On the other, the company's most advanced clinical bet is moving slower than investors had hoped, and the clock on that program is what ultimately shapes the story.
Shares in the biotech changed hands at EUR 10.15 on Friday in German trading, a decline of 3.8 percent on the day. Even after that pullback, the stock has still climbed 258 percent since the start of the year — a run that has priced in a good deal of optimism about what lies ahead.
A Phase 2 Readout Now Anchors the Near-Term Story
The catalyst drawing the most attention is SLS009, also known as Tambiciclib. Management is targeting the fourth quarter of 2026 for topline results from a Phase 2 trial testing the molecule as a first-line treatment for acute myeloid leukemia (AML). For shareholders, that dataset represents the next hard test of whether the compound has genuine potential in oncology.
Beyond blood cancers, Sellas is probing SLS009's activity in solid tumors. Preclinical work has focused on pancreatic ductal adenocarcinoma carrying MYC amplification.
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The numbers from those experiments are specific. In a laboratory model resistant to daraxonrasib, SLS009 monotherapy produced apoptosis in 17.9 percent of cells and necrosis in 14.5 percent. Pairing the drug with daraxonrasib lifted those figures to 36.5 percent apoptosis and 30.6 percent necrosis.
A separate patient-derived model examined the combination with the BET inhibitor ZEN3694. That pairing delivered synergistic effects: heightened tumor cell death, sustained suppression of MYC RNA, and reduced expression of the MYC and MCL-1 proteins. No timeline has been set for launching a clinical trial in pancreatic cancer patients.
REGAL's Slow Enrollment Casts a Long Shadow
While the early pipeline advances, the late-stage portfolio has run into headwinds. STAT News reported in mid-September that completion of the event-driven Phase 3 REGAL trial — evaluating Galinpepimut-S — has slipped by nearly a full year. That report reflected the author's own assessment of the study's prospects and did not constitute a company result or a regulatory decision.
The delay matters because Galinpepimut-S sits at the heart of Sellas's late-stage pipeline. Any slowdown in the trial's progress tempers expectations for a potential future market launch.
Legal Review Adds Another Layer of Uncertainty
Against that backdrop, Pomerantz LLP announced an investigation on September 17. The firm is examining, on behalf of Sellas investors, whether the company or certain officers and directors may have engaged in securities fraud or other unlawful business practices. The announcement does not establish that any wrongdoing occurred.
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Investors are also weighing the conclusion of an arbitration over payments, disclosed more than a month ago. Since that disclosure, the stock has shed 10.2 percent. Over a similar stretch, a new pediatric leukemia study got underway, and institutional investors built up positions.
The coming months will demand operational clarity from management on the clinical front, even as the laboratory data offer a reminder that the earlier-stage science is still moving forward.
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