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and all we can do is hang in there, hurry up and wait ... and hope.
No, It seemed to me that MRKR took a very long time to enroll in AML but that was kind of halted because of Covid. They don't have that excuse anymore and since the Lymphoma trial is open, all I can say is, the sooner the better. I think one problem MRKR has all along for any trials is awareness. If Doctors and patiants don't know about your company or trials, it's hard to sign them up for it. I hate to say this ... but ... how much of this recuiting for trials has to do with both Hospital competition and greed. In other words if MRKR contacts M.D. Anderson or Mayo Clinic and says: "we have this therapy for patients "X", you might want to enroll them in our trial. Will those Hospitals and Doctors recommend that their patients go elsewhere for treatment because they would both no longer be able to charge the Insurance companies for any treatments that they themselves would have given and billed for?? I would hope not, but people are people.
Thank You, THAT is a very good point that I completely forgot about.
"What about the addition of the hypomethylating agent combined with MT-401? Was that non clinical test they did last year for nothing? What are they planning with it?"
I would love to have those answers.
Well, maybe if we wait another 6 or 12 months, they might get around to answering your questions instead of just telling us stuff we already knew for the fifth time.
MRKR made it into Benzinga: Well worded article - it might get MRKR some exposure and might even push the price up today and the rest of the week.
https://www.msn.com/en-us/health/other/cancer-cell-therapy-focused-marker-therapeutics-announces-pipeline-prioritization/ar-AA1mDceP?ocid=msedgdhp&pc=U531&cvid=2e5c29ccbcc047229586c06e773974b6&ei=35
It didn't sound good to me, but yet, the price is going up, really don't understand it, but I'll take it.
If people are buying because of the lymphoma "news", everything they reported today was "old" news one just one patient, nothing new that I saw.
But hey, let the price keep going up, fine by me.
Phantom: when you get a chance, can you give your opinions on:
https://ir.markertherapeutics.com/news-releases/news-release-details/marker-therapeutics-announces-clinical-program-updates-and-0
Thank You
So, in the AML trial, out of 8 MRD+ patients, 3 went to MRD-, but I guess not good enough as MRKR is pretty much saying that they are changing the AML trial to use commercially available leukapheresis material and that NOW the FIRST patient will be treated in the second half of 2024.
Instead NOW, MRKR will prioritize the MT-601 trial for lymphoma ... and they go on to repeat all the data that we already knew about the first lymphoma patient. NO new data on lymphoma patients 2 or 3 or 4 or etc. if they have been enrolled or treated yet.
All in All, sounds like we are ditching a Phase 2 trial to focus on a Phase 1 trial ... which means we are being pushed back even further in time.
????????????????????
Marker Therapeutics Announces Clinical Program Updates and Pipeline Prioritization
https://ir.markertherapeutics.com/news-releases/news-release-details/marker-therapeutics-announces-clinical-program-updates-and-0
I hope MRKR reports some good AML news soon. It looks like we may have some competition from TScan Therapeutics.
https://ir.tscan.com/news-releases/news-release-details/tscan-therapeutics-presents-initial-phase-1-clinical-results-tsc
From Baylor College of Medicine. Interesting, but gene switches turning genes on and off is what epigenetics and RNAI (RNNA interference) have done doing for a couple decades now. The new thing is Baylor is doing it with tetracycline.
https://www.msn.com/en-us/health/other/scientists-say-they-ve-invented-a-way-to-turn-genes-on-and-off-like-light-switches/ar-AA1mtmlS?ocid=msedgdhp&pc=U531&cvid=4efbb53babab4b35a5db0c383420baae&ei=38
https://www.nature.com/articles/s41587-023-01989-0
AlloVir shedding 95% of its staff after discontinuing T cell therapy trial
https://www.morningstar.com/news/marketwatch/202401041038/allovir-shedding-95-of-its-staff-after-discontinuing-t-cell-therapy-trial
Sold later in afternoon at $3.16. Will wait unti after the coming RS.
Started a position today (1-2-24) in TCBP at $3.08. With a market cap of just 2.4 million and only 752 thousand shares outstanding, figure it is worth a shot.
This is SATIRE for the end of 2023: MRKR and ALVR:
MRKR market cap is 51 million with 8.9 million shares.
ALVR market cap is 77 million with 114 million shares.
ALVR current prospects (and it looks going forward) are just about ZERO, which makes their 77 million market cap and their 160 million cash (factoring in quarterly cash burn rate) worth about 77 million OR LESS.
NOW, MRKR on the other hand with their trials/prospects/potential should REALLY be worth about 6 times the current market cap, so say about 300 million.
Soooo, according to my abacus, MRKR is currently (factoring in trials/prospects/potential for both) worth about 4 times (FOUR TIMES) what ALVR is.
Soooo, ALVR wraps it up, shuts the doors, brings their remaining cash over to MRKR and in return, we will do them the noble favor of giving them MRKR shares so that they can still have some hope of making big time future profits.
NOW, to be fair, according to my abacus, we would be giving them 1 share of MRKR for every 51 shares of ALRV (4 times the current 12.6 shares for 1 based on the FAIR market caps of ALVR's 77 million and MRKR's 300 million) ... BUT ...
because they have NO hope, ZERO hope remaining and being that we would be doing them a BIG FAVOR by bailing them out and allowing them into the future greatness of MRKR, we want double that and we will give them 1 share of MRKR for every 102 shares of ALVR.
NOW, I KNOW this won't happen, but IF it does and they stucture it my way ... I WANT MY COMMISSION CHECK because my abacus caught on fire figuring all this out.
I will even allow a (NON PAID) promotion firm to announce the great union without complaining about it.
HAPPY NEW YEAR EVERYBODY and GOOOO MRKR.
P.S. ALVR, TAKE THE DEAL, IT'S YOUR ONLY HOPE.
I am sure you are correct, I just thought with MRKR market cap of 38 million we could use their 160 million over here for better use.
Or, here's a wild and crazy guess. Because of what happened with sister company ALVR, they will roll ALVR into MRKR and infuse their 160 million cash and short term investments into MRKR which would now seem to have much more promise.
Just like last time it went up on Dec. 8th but we didn't get the news until Dec 11th, there will be good news coming in the next few days, as in "insider information" people knew before us ... or, a big mutual fund is loading up now because they want their ownership of MRKR published in their end 2023 annual report so when good news they think will happen soon, they can show how smart they were and say "look we owned it, it's in our annual report".
Either way, it looks like good news coming (I hope).
WOW, MRKR up 13%+, IOVA up 15%+, I'll take it.
You would think that there would be MRKR selling in the last few days of December for the IRS tax loss benefits,
but it's the opposite.
FINE BY ME.
No investment possible, FDA trial being done by City of Hope Hospital.
https://www.msn.com/en-us/health/other/new-medication-may-eradicate-solid-tumors-and-generate-a-miniature-sun/ar-AA1m1QCK?ocid=msedgdhp&pc=U531&cvid=193776f97b5d4b67897dde2607583978&ei=44
Bristol Myers Squibb on Tuesday announced a deal to acquire RayzeBio for $4.1 billion.
RayzeBio has just TWO FDA trials going, a Phase 3 and a Phase 1 ... $4.1 billion.
NO, MRKR with a market cap of $35 million isn't undervaluded at all ???
Just Ridiculous.
P.S. Merry Christmas - Happy Hanukkah - Happy Holidays - Happy New Years
2024 GO MRKR ... and IOVA and IMMX and AGEN.
They did say: "we are encouraged by the apparent safety profile of posoleucel".
Yes, water also has a great safety profile, but doesn't cure a damn thing except thirst.
NOT GOOD - NOT GOOD AT ALL.
The Dodgers = TRIPLE BOO
P.S. MRKR sister company ALVR = Quadruple BOO
Any comments on that or any MRKR crossover affect?
213 million cash + Short-term investments.
53 million Total liabilities.
213 - 53 = 160 million.
160 million divided by 114 million shares = $1.40 per share?
Does that seem about right to you?
I'm sure I'm missing a bunch of stuff.
They did say: "we are encouraged by the apparent safety profile of posoleucel".
Yes, water also has a great safety profile, but doesn't cure a damn thing except thirst.
NOT GOOD - NOT GOOD AT ALL.
NOT GOOD NEWS.
Like if they don't sign Yoshinobu Yamamoto.
$3.85. DOUBLE BOOOOOOOOOOOO
BOOOOOOOOOOOO.
I get it. People are more interested in making money than holding a stock trying to cure cancer.
I get it. The whole point of investing is to make money, not to be altruistic.
I get it ... but that doesn't mean I have to like it.
It's always fun and educational to watch a poster who offers nothing helpful, relevant or insightful.
As I was told, he doesn't care at all if MRKR can cure cancer or help cancer patients live longer.
He apparently would rather just be an obnoxious bore for no good reason who seems to believe making his 3% a year after inflation on index funds is a symbol of successful investing.
Even if it is ONLY one CR in the first patient dosed, that's gotta be worth at least holding $4 until next data news.
I don't want to see no $3 something ever again.
Geez, the only reason it's 3 is because I just kept buying more and more as the price went down and down.
If it all works, it will surpass 3 and 7 and 10 and 20 and beyond.
Now, nobody take this the wrong way ... but ...
Bout F---ing Time.
STILL got a LONG WAY to go.
This times 3 and I will actually me making some $ for the first time in MANY YEARS.
Also, It would have been nice is this very good data could have been reported at ASH this weekend, Dec. 9 to Dec. 12.
Maybe, they did not find out soon enough to get the info in there on time?
I think they will have about 30 patients in total, but probably just have a few added by now. They will report the numbers at some point.
We all knew it, now we just need the rest of the world to know it.