Marker Therapeutics Inc (MRKR)

[PonkenPlonken]

maybe they will release the data on the 10q. Would be a nice opportunity to follow up on future funding given they canceled their atm offering in the summer.
They delayed this readout for so long, coupled with sheer optimism in their replies. I think they will want to include some patients that continued to live for very long.... I believe more people think similar as we had these sudden bursts higher in recent weeks. If the data was bad, the readout wouldve been released by now and they wouldve kept their ATM around.

They know no one believes in multi target antigens. If they let the data speak a true verdict -- the funding wont be an issue. I actually believe a partner is coming.

[CorsairNavigator20]

I would have to agree with Phantom Lord. This group has been very poor at meeting dates. I think of this company as a room full of PhDs that do not understand how publicly traded companies actually work. It helps when they can talk about 3 patients not the other 28. It seems like you get information by accident not by commitment.

[Phantom Lord]

100% poor forecasting.

[jueles14]

@Phantom Lord: Vera actually said Sept or Oct for data release? Hard to know at this point if the data is driving the delay or if it's just poor time mgmt / forecasting...

[learningcurve2020]

Always good to know and remember these analyst so to hold their feet to the fire. 

https://www.ladenburg.com/investment-banking/equity-research/research-team/member/16417/aydin-huseynov-m-d-cfa

[learningcurve2020]

Here it is but not Google linked to Marker anymore. 

https://www.moomoo.com/news/post/44817152/ladenburg-thalmann-maintains-marker-therapeutics-mrkrus-with-buy-rating-raises?level=1&data_ticket=1712753106347401

[learningcurve2020]

This we can agree on.  Just do g a quick search I don't see that analyst link anymore??  

[ah86]

except that this prediction is not unwarranted, ridiculous or akin to throwing mud at a wall.
He is of the opinion that Marker is "gathering a comprehensive dataset with sufficient statistical and clinical significance." Well, we all would hope that this is precisely why we have the delay. Also, looking at the share price, 3 - 4X this would be ballpark and pretty much doable.
I say this is a safe bet from the analyst. It will benefit his success rate. I think he is abysmal overall but will get lucky here since his prediction is common sense.

[Phantom Lord]

I never trust analyst's targets and predictions. Just need to look at the last time there were a bunch of analyst opinions to be introduced to see why.

[PonkenPlonken]

smart man
with the readout pending......

[ShadowHaven59]

Question for shadow Lord, does the new report by the analyst, upgrading the stock price and percentage for trial progressing forward from 25% to 40% make you more confident? thank you

[PonkenPlonken]

I believe you are right. Many sold end of August because IR told people August was when to expect data. They also sounded very optimistic in their replies. The delay was worrying but now its been due for over 3 months -- keep in mind they terminated the ATM offering some while ago... So i believe some patients survived for very long and they will want to include them to negotiate funding. They know this can do silly things on the 6mn float.
Also the government backed grants and those 2 big green bars recently help that scenario. Someone felt the urge to get in with little regard for price....

[learningcurve2020]

With so few outstanding they can send this bouncing all over. 

[microcapbiotech]

MRKR stock price giveth and then taketh away. Very confusing, thought we might be getting some good data news, now I just don't know. I guess we just keep waiting.

[learningcurve2020]

Any word on how many enrolled? 

[learningcurve2020]

That sure sounds material to me.  Why isn't the company PR'd anything? 

[ThanksforyourInsights]

Thank you for the data. I saw the press release, but wonder if the report publicly available?

[CorsairNavigator20]

They also said that it looks good enough that they are raising their confidence level from 25% to 40% that the data will be good enough to justify a phase 2 trial. That's the point which makes me feel better.

[ShadowHaven59]

I was just wondering if the stock price increase was from the analyst upgrade to $19 or News coming out was pending? What do you guys think? If you read the analyst report, they say the company is gathering extra information to help support advancement towards phase 2. Thank you

[BurrHeadBud]

The only REAL news is: people with money to invest are believing there is really good news coming.

[microcapbiotech]

Is REALLY Good News coming soon ?????? Recent price action seems to say Yes.

[learningcurve2020]

Complete responses are complete responses regardless of which phase trial.  $10 easy with so little outstanding.  

[ShadowHaven59]

Price target raised to 19$ from 11$ by ladenburg thalmann

[PonkenPlonken]

Still staying up around this level. I believe a rally is coming...
The readout is so delayed, had it been bad they wouldve already released it. I believe the patients survived for very long and they will want to include them in the readout.

[microcapbiotech]

If they report many more complete responses $10+.
If they report bad news $1-.

[ShadowHaven59]

It’s only phase 1, so what do people expect for price targets? I emailed the company and all I got was a response asking me if I was a patient.

[microcapbiotech]

$3.50 ... do I hear $4 ... do I hear $5 ... I'd like to hear $20.

[learningcurve2020]

LOL. Needs to at least get back to the share price right at the reverse split. Can someone please remind us what that was?

[PonkenPlonken]

Not doing badly after this odd event yesterday.
Im very happy here.

[Phantom Lord]

I wasn't thrilled but it is what it is. Who knows what the other opportunity presented her or if this was another cost cutting measure by MRKR. People make these moves all the time. We'll never know the true reason for her departure so I'm not going to give it much thought.

[PonkenPlonken]

I can understand that very well and agree their communication has been bad.
With the PH1 due, they will have to "show us" now... And at this point (2months+) i like the delay... I believe some patients lived for very long and they would have released bad results a while ago.

My best guess is someone contacted the company numerous times and has gotten equally optimistic answers over the course of months... then drawn his conclusions. The company was very optimistic to me too....

[microcapbiotech]

Was out busy all day today. What did I miss? I see it's up like 24% today, is it the old, somebody knows something bit?
I HOPE SO. Let's keep it going.

[Buckboard]

I appreciate your optimism and everyone except one young lady on here really wants this company to succeed. Trouble is, many of us have been here many years and have been disappointed by the company umpteen times and lost a lot of money here. We have adopted the Missouri state "Show me" motto. You'll see excitement from all but one if they actually prove themselves.
I promise you; we all want you to be right.

[PonkenPlonken]

all quiet after todays session? I dont understand you people on this board.
After August ended people became nervous because of the readout not being released. Now its been due for so long, its more likely some of the patients have survived for a very long time and they will want to announce that too.

[PonkenPlonken]

seeing some love in anticipation of the data release

[ThanksforyourInsights]

Good question. Might just be a good career move? Or might be more cash conservation at Marker, or there's not enough to keep a Sr. VP of Regs busy? The announcement was pretty inert.

[jueles14]

Phantom Lord — any thoughts on Nadia Agopyan’s departure from Marker in March? On the face of it, not great news given her Kite / Yescarta background, but people leave roles for all kinds of reasons. We just need to see some data to assess how this ship is holding up.

https://www.neuronatherapeutics.com/news/press-releases/062624/

[learningcurve2020]

Juan appears to be a scientist not a share valuation building CEO, at least so far.

[microcapbiotech]

If Juan Vera can't get us across the finish line, I doubt anybody could.

[learningcurve2020]

Only because retail are sheep.

>>I guess this is going to come down to just a waiting game

[ShadowHaven59]

Thank you all!! for your valuable information And comments. I guess this is going to come down to just a waiting game, hopefully, we come out on the right side. Thank you again.

[CorsairNavigator20]

I might point out this mgmnt team is watching the money closely. Even the old mgmnt was bad on given the updates
when they said they would.
Please keep in mind they have said they had 3 CR out of 31. That's 10 % which is good, waiting to see PR and DOR.
Speaking of MR, I believe he is a good resource even though he came from the Tapimmune side
Good luck to all. Since they say earnings are in November, I expect the update as part of it.

[Buckboard]

Thanks

[Phantom Lord]

I'm assuming your talking about Mark Reddish as he is active on message boards. He was never CEO. He was just VP of development or something. Was also on the board of directors. Either way, he would definitely not be the answer to anything. He would just be a Tap immune holdover. Not sure exactly how many shares he has but there are probably people on this board the have more than he does unless he's buying on the open market.

[ShadowHaven59]

Hi, is it possible for the old CEO called Dr. red on the other chat rooms, to come back as a consultant or co-/CEO to the company? I know he has a lot of shares in this company, maybe he can come back and help straighten this company out. thank you

[learningcurve2020]

The hope is the Pl is fully enrolled and showing fantastic numbers for a quick buyout, because nobody wants to see Vera slow roll a Pll. Just look at how the other trials have vanished and AlloVir's (Vera a founding member) performance with their 3 Plll's. Horrendous!

[ShadowHaven59]

Hi,since they only have 1 trial going forward, would they have enough money to at least complete phase 2? I would assume that after phase 1 results it would be too soon to Garner attention from big Pharma?thank you

[learningcurve2020]

Something else in common with the lack of postings. LOL

[learningcurve2020]

Anyone else here think it strange that lack of conversation on message boards with both Marker and AlloVir. It's like they both vanished.

>>Investors in AlloVir should closely monitor the company’s progress as it explores strategic alternatives and works to chart a new course for the future. The outcome of this process will be a key determinant of the company’s long-term prospects and the potential value of its shares.

[learningcurve2020]

One more for the guy who thinks they're not at all connected.

>>Competing Interests: S.V., M.K., and Y.V. are consultants to AlloVir. V.H. holds Marker Therapeutics and AlloVir stock. N.L. is a consultant to Tessa Therapeutics. J.F.V. is a cofounder and equity holder in AlloVir and Marker Therapeutics and an employee of Marker Therapeutics, which aspires to commercialize the described approach. B.J.G. owns QBRegulatory Consulting which has consulting agreements with Tessa Therapeutics, Marker Therapeutics, LOKON, and AlloVir. H.E.H. is a co-founder with equity in Allovir and Marker Therapeutics, has served on advisory boards for Tessa Therapeutics, Kiadis, Novartis, Gilead Biosciences, Fresh Wind Biotechnologies and GSK, and received research support from Kuur Therapeutics and Tessa Therapeutics. C.M.R. has Stock and Other Ownership Interests with Coya, Bluebird Bio, Tessa Therapeutics, Marker Therapeutics, AlloVir, Walking Fish, Allogene Therapeutics, Memgen, Kuur Therapeutics, Bellicum Pharmaceuticals, TScan Therapeutics, Abintus Bio; Consulting or Advisory Role with Abintus Bio, Adaptimmune, Brooklyn Immunotherapeutic, Onk Therapeutics, Tessa Therapeutics, Memgen, Torque, Walking Fish Therapeutics, TScan Therapeutics, Marker Therapeutics, Turnstone Bio; and receives research funding from Kuur Therapeutics. A.M.L is a co-founder and equity holder for AlloVir and Marker Therapeutics and a consultant to AlloVir. P.L. is a member of the advisory board for Karyopharm. J.N. receives research support from Paxman Coolers Ltd. M.R. is a consultant to AstraZeneca, Macrogenics, Seagen and Novartis and receives research support from Pfizer. The remaining authors have no competing financial interests to disclose.

https://www.ncbi.nlm.nih.gov/pmc/articles/PMC9290161/