(Con’t)
Enhertu validates the value of preventing HER2 recurrence, while GP2 i believe will eventually become the low-toxicity immune maintenance layer added after increasingly effective frontline regimens.
If GP2 eventually demonstrates:
* strong hazard ratio reduction
* durable immune memory
* very low toxicity
* compatibility with evolving HER2 regiment
Enhertu is being positioned for other her2+ cancers which opens the door for GLSI as they now have an anti body to attach to…….
GLSI is acquisition worthy……I would not be surprised here to see an acquisition or partnership…..
$GLSI The FDA approved Enhertu (trastuzumab deruxtecan) on May 16 for both neoadjuvant (before surgery) and adjuvant (after surgery) treatment of HER2-positive early breast cancer. The approval is based on the Phase 3 DESTINY-Breast11 (neoadjuvant) and DESTINY-Breast05 (adjuvant) trials. Enhertu is co-developed by AstraZeneca and Daiichi Sankyo and is already the world’s leading ADC franchise.
Trial included High risk patients. But the FDA gave them both high risk and moderate risk even without moderate risk patients in the trial. This is pretty uncharacteristic.
This approval is actually highly relevant to Greenwich LifeSciences and GP2/GLSI-100 because it reinforces a broader industry shift:
HER2-positive breast cancer is increasingly being treated as a long-duration, layered, curative-intent continuum — not just a single-drug episode. Even approvals for patient populations not in the trial get a nod.
All of this is potentially very very important for GP2.
Here’s why.
⸻
The Big Strategic Shift
Historically, HER2 treatment evolved like this:
1. Surgery + chemo
2. Add trastuzumab (Herceptin)
3. Add pertuzumab
4. Add Kadcyla in higher-risk residual disease
5. Now add ADCs like Enhertu even earlier
The field keeps moving:
* earlier
* more aggressive
* more personalized
* more immune-focused
* more recurrence-prevention oriented
Enhertu entering the adjuvant/neoadjuvant setting validates that:
* preventing recurrence in HER2+ disease is commercially enormous
* regulators are willing to approve intensive therapy in curative settings
* companies can generate multi-billion dollar franchises from recurrence reduction alone
That directly supports the importance of the disease space GP2 is targeting.
⸻
Why GP2 Is Conceptually Different
Enhertu:
* cytotoxic ADC
* kills tumor cells directly
* very powerful
* but also carries meaningful toxicity
* generally finite treatment exposure
GP2:
* peptide immunotherapy
* attempts immune surveillance against HER2-expressing residual disease
* designed for long-term recurrence prevention
* potentially much lower toxicity profile
* more analogous to “immune maintenance”
So the mechanistic role is different.
The Most Important Implication for GLSI
The market is now validating that:
* spending huge amounts of money to reduce HER2 recurrence risk is acceptable
* physicians WILL use aggressive therapy in early-stage disease
* payors WILL reimburse expensive prevention-oriented treatment
* regulators WILL approve therapies based on recurrence reduction endpoints
That massively derisks the commercial logic behind GP2.
Five years ago, people could argue:
“Will anyone really use an additional therapy after standard treatment if patients already look cured?”
Now the answer is clearly:
Yes. Absolutely.
The field is already doing that.
⸻
Why This Could Actually HELP GP2 Positioning
Ironically, more intensive frontline therapy can increase the attractiveness of a low-toxicity immune maintenance approach afterward.
Because clinicians worry about:
* cumulative toxicity
* neuropathy
* cardiotoxicity
* marrow suppression
* tolerability fatigue
* long-term survivorship quality
If a patient finishes:
* chemo
* trastuzumab
* pertuzumab
* maybe Enhertu/Kadcyla
…then a relatively benign immune booster strategy afterward becomes easier to justify conceptually.
Especially if recurrence rates remain non-zero.
⸻
GP2 May Also Benefit Scientifically
There’s another angle people are missing.
ADCs like Enhertu may actually:
* release tumor antigens
* increase immune priming
* alter antigen presentation
* potentially synergize with immunotherapy approaches
The oncology field increasingly believes:
* targeted killing + immune activation together may be superior
So future HER2 treatment paradigms evolve toward:
1. Tumor debulking/intensive eradication
2. Long-term immune surveillance maintenance
That second category is exactly where GP2 sits.
(con’t)
$GLSI a bit of a coordinated attack. Finished going thru 10k. Nothing to note other than efficient use of the ATM. They shook the tree a little…run to $40 soon is my prediction.
@bradloncar@BiotechTV $GLSI …FDA approved Enhertu (trastuzumab deruxtecan) on May 16 for both neoadjuvant (before surgery) and adjuvant (after surgery) treatment of HER2-positive early breast cancer” Clear signal from FDA, medical community, patients…to drive recurrence rates to near zero.
$glsi this is just what they do. Their are air pockets on both sides of the trade. This is where they take retails money. Reminds me of the oklo trade this year. Went from sub $10 to $50….then they took it back to $19 before they accumulated andran it back up to $80…then $100+.
$glsi yesterday serves as some guidance that this overall trajectory is reasonable. The risk off (due to open arm data) and market expansion, likely atm efficiency has removed cash concerns. We traded 4.2M shares. Crushed the $22 resistance level and ran to $30. Next consolidate.
$GLSI
ATXAMPEREStrategies provides one of the best “tales of the tape” analysis I’ve ever read on GLSI or any ticker.
He provides us with a COMPREHENSIVE roadmap.
He is on StockTwits and I have compiled his thread below. Please take the time to read & if you are a novice- copy & paste into Grok and ask Grok to summarily explain in easy to understand soundbites.
👇👇👇👇👇
“I focus on fundamentals and execution first. How a company is run quarter over quarter, leaderrship, etc. Those my driving buying decisions.
However, I do believe in the chart can tell the story and typically matter as well. Here is Fib eval with high CTB (no shares to borrow) and what is likely to see given the structure of this move.
First nearterm resistance significant resistance is $21.50-$22….if we can close close to this or build a base we will likely trade through it. If we blow through it quickly as trump would say, its going to be a beautiful thing. Plenty of day light after $22.
Below is the clean roadmap if $31.6–32 (2.618 Fib) is decisively broken.
Price-discovery resistance map (above $32)
(Anchored off the same impulse: ~$16.55 → ~$22.30)
$32.00 — 2.618 Fib (LAST “classic” resistance)
• If this breaks on volume and CTB stays elevated, you do not fade it.
• This is where some weak shorts are usually already gone.
Once through here → new regime.
$35.50–36.50 — 3.272 Fib
First real post-32 resistance
Why this matters:
• Psychology: mid-$30S is where:
• remaining shorts reassess solvency
Behavior to expect
• Fast move into this zone
• Wide candles
👉 If GLSI stalls here without borrow relief → next leg likely.
$39.00–40.00 — 4.000 Fib + psychological.
This is the “are we in a true squeeze?” checkpoint.
• 4.0 Fib is where nonlinear moves often pause
• $40 is a headline / psychological magnet
• Options gamma (if liquid) can amplify moves here
$45.00–47.00 — 4.618 Fib
Late-stage resistance
• Persistent CTB > 200%
• Near-zero availability
$52–55 — 5.618 Fib
This is blow-off territory.
Reachable if:
• Shorts are structurally trapped (they are here)
• Liquidity is thin (check)
(I still dont have all the shares i want…however my core position is priced well so I do plan to add at a time I think it will support the equity to get into the next range. I’ll be buying $21.50-$22.5’s)
Plenty of blue sky in the 20’s and early 30’s. Do you not think short term there may be a slight retest of late teens? Stock is up over 130% in last month. All depends on how badly trapped the shorts are and if we get the volume to break through the resistance at 22.”
$glsi last post (got to hit the slopes)this move isn’t insane by any stretch of the imagination. The market cap is still only $350M…that’s what is insane to me. Ignore the volatility until you think a fair valuation is reached. For me thats $650M-$800M. I’m off to hit slopes ⛷️
@crypto_biotech Thank you. In one of my previous roles it was frowned upon to be active on social media so I’ve avoided it. But I enjoy discussing and evaluating companies and then putting my $ where my mouth is. Exciting one here for sure…
@crypto_biotech $glsi i mentioned here previously my position is in a cash account so it can not be lent out. I will add this week. My core position is over 300k shares. I ultimately wanted to get closer to 5% of TOS (might be challenging at higher pps). Currently at 2.6%. But i’ll get to 3%+
$glsi $GLSI Technically speaking GLSI is in a valid long-term bull structure. The chart also supports a “hold through volatility” posture. This is exactly the kind of chart where impatience transfers shares from short and long-term holders to institutions.
@DFlo_34 They need to wait for IA before really forecasting a timeline for FDA approval. But if IA is good, then raising money via offering will be insignificant with respect to dilution because the equity will likely be trading at 4-5X or more the current valuation
$glsi well for those that were not aware the company has been using the ATM very efficiently, and has avoided any toxic financing (warrants, etc), the company confirmed in a press release today, no near term raise/dilution, ATM or partnering opportunities.
@DFlo_34 Just to clarify as my previous note wasnt clear. No nearterm dilution via conventional offering. My take away is nearterm financing will be continued efficient use of the ATM or via partnering opportunities.