December 29, 2025
Finance

SELLAS Life Sciences Shares Rally Following Key Update on AML Maintenance Therapy Trial

Advancements in the Phase 3 REGAL Trial Drive Investor Interest in SELLAS Life Sciences Group Inc.

Summary

Shares of SELLAS Life Sciences Group Inc have experienced a notable increase after the company provided new information related to its Phase 3 REGAL trial. This study evaluates GPS as a maintenance treatment for acute myeloid leukemia patients who have reached a second complete remission. While the trial's final analysis has not yet commenced, progress toward the required number of events continues, generating investor optimism.

Key Points

SELLAS Life Sciences recently provided a status update on its Phase 3 REGAL trial, which assesses GPS as a maintenance treatment for acute myeloid leukemia patients in second complete remission.
As of late December 2025, 72 events relevant to overall survival have occurred in the trial, with final analysis set to begin after 80 events are reached, per the trial's statistical plan.
The Independent Data Monitoring Committee recommended continuation of the trial without changes in August 2025; however, the anticipated timing for the 80th event has extended beyond initial estimates, indicating longer survival times among participants.
SELLAS Life Sciences' leadership and trial committee members remain hopeful for a positive outcome, reflecting extended survival benefits and a manageable safety profile based on prior GPS studies.

On Monday, SELLAS Life Sciences Group Inc (NASDAQ: SLS) witnessed a significant positive movement in its stock price following the release of recent developments concerning its Phase 3 REGAL clinical trial. Initially trading lower in premarket sessions, the stock reversed course as market participants responded to the trial update. This change draws attention to the clinical progress and potential implications for acute myeloid leukemia (AML) treatment.

The REGAL trial is principally designed to evaluate the efficacy of GPS as a maintenance therapy in patients with AML who have attained a second complete remission. SELLAS detailed that, as of December 26, 2025, 72 events had been recorded within the study, according to reports from the contract research organization overseeing the trial. Here, an 'event' refers to an occurrence affecting overall survival metrics, with the final analysis scheduled to trigger upon reaching 80 such events, in accordance with the trial's statistical framework.

Reflecting on recent trial progress, SELLAS recalled the Independent Data Monitoring Committee's recommendation in August 2025 to proceed with the study as planned without any modifications. At that juncture, the company had projected that the milestone 80th event would occur before the conclusion of the calendar year. However, this threshold remains unmet, suggesting survival times among participants may be longer than initially anticipated.

Angelos Stergiou, President and Chief Executive Officer of SELLAS, acknowledged the ongoing commitment from patients, their families, and clinical investigators engaged in the REGAL trial. Stergiou emphasized that although the 80th event necessary for final analysis remains pending and the study remains blinded, the extended observation period could potentially enhance the probability of a successful outcome. This perspective was supported by insights shared by key opinion leaders during a recent research and development event hosted by the company.

Additional commentary came from Dr. Yair Levy, Director of Hematologic Malignancies Research at Texas Oncology Baylor University Medical Center and member of the REGAL Steering Committee. Dr. Levy expressed optimism that the ongoing trial could demonstrate an extended survival benefit coupled with a tolerable safety profile, consistent with prior GPS studies.

Market response to these developments was notable, with SELLAS Life Sciences shares rising by 16.72% to $3.35 at the time of publication on Monday. This movement propelled the stock to a new 52-week high. Investors and analysts continue to monitor the REGAL trial closely, given its implications for AML maintenance therapy and the potential impact on SELLAS Life Sciences' valuation.

Risks
  • The final analysis of the REGAL trial depends on the occurrence of 80 events, which has not yet been reached, potentially delaying conclusive results.
  • The study remains fully blinded, limiting the available data and certainty regarding trial outcomes until unblinding occurs.
  • Extended survival times in the trial could influence the timing and interpretation of efficacy results, introducing uncertainty around trial success predictions.
Disclosure
This report is intended for informational purposes only and does not constitute investment advice. Investors should conduct their own due diligence before making investment decisions.
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