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Seriously, at this point, after today's data, this should be one billion market cap, NOT 260 million.
Just a matter of time.
Thanks.
Hi Flyingj,
Immunology, let's say, in a broad term, is making ones own body fight/cure a disease.
In that sense, there is all kinds of immunology.
We talk about MRKR's multiTAA T cell.
And CAR T cell (chimeric antigen receptors T cell)
And ACT (adoptive cell transfer)
There's more quasi "immunology"
RNAi (RNA interference)
mRNA (messenger RNA)
CRISPR (clustered regularly interspaced short palindromic repeats)
Kinase inhibitors
TIL's (Tumor infiltrating lymphocytes)
PDL (Programmed death ligand)
and etc.
All are trying to produce a response so your body heals itself.
At this point, I don't think anybody or any company knows for sure what will or will not work "most of the time".
What we do know is this, some of the therapies on the above list HAVE worked … and some of those same therapies have Killed their patients.
To twist a saying, MRKR is trying to KISS (keep it simple ------).
I don't think the human body really likes all this genetic manipulation/interference.
Look at all the crazy side effects of every medicine commercial on TV.
A lot of times they are worse than what they are trying to cure.
I once took Zyban, it almost killed me (severely allergic to it).
Take this to cure a headache, but it might give you liver disease.
Take this to stop itchy skin, but it might give you kidney failure.
MRKR is trying to "keep it simple", with NO incidence of cytokine release syndrome, neurotoxicity or any other serious adverse events related to the therapy.
CAR-T has had problems.
CRISPR has had problems.
RNAi has had problems.
I've owned all those technologies in the past (and made $).
MRKR's two giant pluses are NO cytokine release syndrome, AND
significant evidence of epitope spreading with expansion of endogenous T cells specific for tumor-associated antigens that were NOT targeted by the MultiTAA product.
Your body creating "additional" antigens that can help cure you "for free", because they were not even targeted to be produced (with no nasty side effects), I think is HUGE.
Right now, I'm betting on MRKR curing and not killing.
I hope so. I'd be happy with a one billion market cap by end on 2019.
Insiders buying - What are you waiting on?
Just an observation … relating to update and price.
Back in October, a few asked why was Marker so undervalued compared to Allogene and Juno and Kite etc., etc..
I answered in post 24854:
"For the last couple decades, biotech has been enamored by the next Latest Greatest New technology. We went from RNAI tech, to MRNA tech, to CAR-T tech, to TALON tech, to CRISPR tech.
ALL genetically engineered.
Along comes MRKR MultiTAA technology - quicker, cheaper, safer, better.
BUT it's not Sexy, it's not NOW, it's not Genetically Engineered."
But Now today, Guess What?
Do you know what MRKR's "NOT GENETICALLY ENGINEERED" MultiTAA technology is doing?
It's NOT KILLING patients due to cytokine release syndrome and neurotoxicity as other have with their genetically engineered technologies.
Whether MRKR is SEXY or not, whether MRKR is NOW or not, whether MRKR is GENETICALLY ENGINEERED or not, … sooner or later, Doctors, patients, investors, and the market will wake up and catch on, and the price will skyrocket.
I think that is GREAT news. A lot of people were really high on the Marker part of the merger and were kind of putting aside the TPIV side of things.
With BOTH Marker AND Tapimmune studies doing Very Well, this is Very Encouraging.
For the TPIV200 ovarian cancer study.
"Marker had previously projected the initiation of its interim analysis to begin in Q4 2018, triggered by the 50th patient to progress following treatment. Despite faster than expected enrollment of patients in this study, as of the end of December fewer than 50 patients had progressive disease. As a result, Marker now expects to reach its planned interim analysis trigger by end of the second quarter of 2019, with interim data reported by year end."
Doesn't that just mean that the interim analysis is delayed because patients are DOING BETTER than they expected?
The two stand out statements in the new updates.
#1 - The repeated statement: "No incidence of cytokine release syndrome, neurotoxicity or any other serious adverse events related to the therapy."
#2 - The high complete responses, the high durable responses, and the low disease progression.
I'm not sure what more investors or potential patients can possible want other than unrealistic magical perfection which will never happen with any companies treatments.
It's January, buyers coming back in, hope it continues and continues.
Good day today, need many more like today.
Here is the link for the breast cancer lady:
https://www.cbsnews.com/news/tecentriq-immunotherpy-triple-negative-breast-cancer-shows-promise/
I believe she was given Tecentriq, also called Atezolizumab, made by Genentech/Roche.
Atezolizumab blocks the interaction of PD-L1 with programmed cell death protein 1 (PD-1) and CD80 receptors (B7-1Rs). PD-L1 can be highly expressed on certain tumors, which is thought to lead to reduced activation of immune cells (cytotoxic T-cells in particular) that might otherwise recognize and attack the cancer. Inhibition of PD-L1 by atezolizumab can remove this inhibitor effect and thereby engender an anti-tumor response. It is one of several ways to block inhibitory signals related to T-cell activation, a more general strategy known as "immune checkpoint inhibition."
I read about this a couple weeks ago.
"Doctors say an Ohio woman, who has battled non-Hodgkin’s lymphoma since 2009, is cancer free after becoming the first patient in a groundbreaking clinical trial.
Denise Kennan, 66, participated in a new cancer treatment in August called CAR T-cell Therapy at Seidman Cancer Center at University Hospitals of Cleveland. Just 30 days later, doctors say they can’t find any trace of cancer."
Here's the article link:
https://detroit.cbslocal.com/2018/12/12/woman-cancer-free-as-car-t-cell-therapy-shows-promising-results/
One month from now - January 31th, $6.75 per share - not perfect, but a good start to a much better 2019 - I hope.
Have a great New Year ALL.
From Motley Fool article today concerning this bear market:
Don't sell your stocks
As long as your short-term financial needs are taken care of, the
absolute worst move you can make as an investor is to sell into a bear
market. Just ask anyone who liquidated their portfolio in late 2008,
or in the aftermath of the dot-com crash, how the move worked out for
them.
Humans are emotional beings. When the values of our investments
plummet, our emotions tell us that we should sell before things get
any worse. The golden rule of investing is to "buy low and sell high."
Selling into market weakness is the exact opposite of what you should
be doing.
Take advantage of bargains
Let's say that you were out shopping at your favorite store. All of a
sudden, the store manager got on the intercom and announced that
everything in the store was 25% off. Would you panic, unload your
shopping cart, and leave the store? Of course not. You'd probably buy
even more. The same logic applies to bear markets.
Hi Epicare,
You said:
"I have reallocated a total 50K and poured all in MRKR."
You should be well rewarded. Happy New Year.
Should have been:
"You make most of your money in a bear market, you just don't realize it at that time".
Howdy erg61,
You said "The more experienced traders understand what’s going on and so if they stay I stay".
EXCELLENT Thinking.
When I started investing decades ago, I knew NOTHING about stocks and didn't understand ANY NEW technology.
What I did was this: I ordered quarterly and annual reports from all of the best preforming small cap mutual funds.
And then I compared them … and then when I found the same small stock was owned by 6 or 8 or 10 of the best preforming funds, I would buy that stock.
I didn't give a you know what about the company or what they did, I just mimicked what the "best, smartest" pro's were doing.
Worked out just fine, and then I started to research and study and learn for myself.
That early time frame is also when I heard a very valuable phrase that has paid off very well over time:
"You make most of your money in a bear market, you just don't realize it that time".
To put it another way, you can't buy low and sell high … if you don't buy low when the opportunity exists.
When everybody is scared and running for the hills, you have got to (if you are able to) do the opposite and buy.
Good Luck to all of us - I hope we are all right.
Latest data, Well, some shorts covered at these low prices to take their profits and ran.
Current shorts down to 1,200,000 shares, down 216,000 shares from a month ago.
It would make sense. Same owners, also with Baylor College of Medicine. I hope it's true. Doesn't seem like it would hurt the stock price, only help.
This company has much more cash, land value and wholly owned subsidiaries, with no debt than the current market cap.
CRAZY, it's just getting bombed with the rest of the market, it's worth more than it's break up value.
Thank You very much, I appreciate your comment.
I KNOW that sometimes I tend to sound arrogant or condescending because I am trying to make a point.
Sometimes I repeat that point several times in order to try to get through.
Though out life I have always remembered an old proverb.
I will post it here, but I will intentionally leave off the last 4 words, anyone can google the proverb to find the end of it.
He who DOES NOT know,
and DOES NOT know he DOES NOT know,
is a fool, avoid him.
He who DOES NOT know,
and KNOWS he DOES NOT know,
is a student, teach him.
He who KNOWS,
and DOES NOT know he knows,
is asleep, awaken him.
He who KNOWS,
and KNOWS he KNOWS,
is a … …, … … .
I'm now old, I've learned a lot over my many decades, I'm just trying to pass it along.
Have a GREAT 2019.
I agree, I think in January, both investors and mutual funds will start buying back in lifting the pps. All we need in one good CAR-T trial result and I think it will start to skyrocket (I HOPE). Happy Holidays.
erg61.
#1 I'm glad you have no intention of selling (and thereby locking in your losses).
#2 You mentioned "hype about the combine companies market value being 600 million to a billion".
Lesson, NEVER listen to or invest on hype, even from the company itself, many times it is B.S. spin, ie: "forward looking statements" that are essentially meaningless.
#3 You mentioned "I don’t think I ever heard anyone mention low $4.00’s or even possibly 3’s".
I would have never guess low $4's or any $4's. I had said $5.25 about a month ago based solely of NEA and Baker etc. buying in a $4 and the option to buy more at $5 as the lowest it could possibly go, and that price is where I had a large limit order. Guess what, I was wrong. I bought at 5.25 and am now losing on that. I bought more at 4.75 and am now losing on that. I currently have another large limit order in at $4.04. After that, I'm DONE, I have way more money in to this than I ever planned on.
Hopefully, all that means is in time I will just have a bigger pay off than planned for.
I NEVER would have thought it would EVER get to $5, but what is happening is this, and you've heard it before, they are throwing the baby out with the bath water.
I am telling you, MRKR is NOT a $4 stock, MRKR is NOT a $5 stock.
I said a couple times previous that based on comparables, the market cap (based on current status) should be around 350 million (without the bear market killing everything).
But in a horrible bear market, comparables are also meaningless, what I say is completely meaningless, company presentations and spin are meaningless.
We need very positive trial results. We will get back to our $350 million market cap and beyond that in time as trials play themselves out.
For right now, screw the price of MRKR and enjoy your Holidays.
THANK YOU, I am going to have a great Christmas …. because I will NOT let the current price of MRKR affect me, my family, or this holiday season.
The amount of money I am down in MRKR makes me want to throw up (because I've been dumping more and more in), but it is what it is, and it WILL rebound.
Thank You, Have a great Holiday season and I truly believe we will all be rewarded with MRKR in 2019 and beyond if we just have some patience and let this horrendous bear market play itself out.
I apologize, you are absolutely correct.
I should have said that you have to look at MRKR as more of a Russell 2000 stock (with no revenues) as opposed to a Nasdaq stock (that generally do have revenues).
Thank You for the correction because if giving information, the information should be accurate.
Thank You for some validation.
Even though some don't believe it, I'm trying to help people.
My posts vary in style based on who I'm responding to.
Sometimes, logic and soothing words are the best tactic.
Sometimes it's Occam's Razor.
Sometimes Reductio Ad Absurdum is the most effective way to get through and make a point.
But in any case, civilized humans should be able to disagree without being disagreeable.
I've been investing since the mid 1980's, seen it all before over and over.
And it absolutely DOES repeat.
It's all about greed and fear.
It's all about risk versus reward.
When everyone is being greedy, you need to be fearful (and prepare).
When everyone is fearful (like now), you need to be greedy (and buy).
YES, the most speculative stocks have the highest potential risk.
BUT, they also have the highest potential reward.
When I owned them as tiny speculative companies, Qualcomm and Pharmacyclics and Vertex and Alnylam were all VERY RISKY, but they paid off well.
Did I own other companies where I lost most of my investment?
OF COURSE, but that's the nature of the game you have to accept if you want to play in speculative stocks.
The most important thing a human can do is procreate.
The second most important thing a human can do is to gain as much knowledge as possible AND THEN pass that knowledge along to others.
That is what advances the human race.
But that is only my opinion.
There are a number of reasons and it is nothing new.
It happened in October 1987.
It happened in March 2000.
It happens in every major sell off / correction / bear market.
I did not think the sell off would last this long, but it is happening at the worst time of the year, (the end of it).
Question was, Why MRKR down, when Dow is up?
We are not in the Dow, but the answer would be the same even if you asked,
Why MRKR down, when Nasdaq is up?
We are not in the Nasdaq.
Most stocks in the Dow and Nasdaq have something we don't have, Revenues.
We are in one of the WORST sectors you can be in, in a bear market.
BIOTECH with NO revenues.
In the minds of investors, biotechs with NO revenues are one of the MOST speculative holdings.
Time after time, in correction after correction, the most "speculative" stocks get hit the hardest.
Look at 1987, look at 2000, the speculative bio's got killed, the speculative dot coms got killed.
On top of that, there are MANY other reasons based on the time of year.
People are tax loss selling, they are selling their losers, they are selling MRKR.
ALSO, 46 BILLION dollars were pulled out of mutual funds and ETF's LAST WEEK alone, when that money is taken out, it forces the fund manager to sell stocks, and they tend to sell the most speculative.
ALSO, EVERY YEAR, at this time of year, fund managers sell their own losers because they don't want those losers to show up on their annual report, so they sell to try to make themselves look better.
Also, what many people on this board are talking about, the lack of news.
In a BULL market, good news is great news and NO news is good news.
In a BEAR market, good news is OK news and no news is bad news.
That's just how it goes.
NOW SOME GOOD NEWS and some advise.
Even though we are speculative, we are NOT bitcoin and we are NOT dogfood.com that had no office, no phone and no dogfood to sell.
All they had was a name, an idea, and stupid people who financed them based on a dream.
That is NOT MRKR, this is a real company with real research, and a "POTENTIALLY" great product.
We are now down in the $4's, look at what that is close to.....
The "brilliant" people, NEA, Baker brothers, etc., etc., got in at $4.
They are not stupid, if they bought in at 4, you KNOW that they thought it was worth at least $6. The option to buy more strike price is 5, which means they thought it was worth more than $5.
We are just in a bad bear market happening at the worst time of the year.
AND REMEMBER THIS, for EVERY MRKR share that has been sold, someone is BUYING IT, (like I have been almost daily), either to dollar cost average down, or to establish a position.
You can't sell a stock in to thin air, someone has to buy it.
Now, I can't imagine that every single one of those buyers are stupid or crazy. They are buying all of those sold shares for a reason.
The best thing you can do at these ridiculous low levels is buy more.
The next best thing you can do at these levels is, DON'T SELL.
If you sell, all you do is lock in your loses and then you own nothing that can go back up and recoup your money and make you a profit down the road.
Don't get trapped in to the daily panic, if it's freaking you out, shut off the computer and don't watch the price until January.
In January, the mutual funds will start buying back in also.
They KNOW it is a good stock, they just didn't want a (Temporary) losers on their annual report.
Sit tight, keep the faith in this company, history will repeat as it always does, and you will be rewarded in the long term.
Even though I didn't get one response back last time, I'll say it again.
Merry Christmas, Happy Holidays and Happy New Year to all MRKR owners.
Phantom, I get it, I understand, I agree that "they don't like trading in and out of positions", BUT, I KNOW what people do LIKE, MAKING MONEY, as MUCH as possible, (that's why they are in stocks).
Why am I trying to get through to people?
Why am I trying to change them?
As the old saying goes, "those you don't learn from history are destined to repeat it".
These market fluctuations WILL HAPPEN AGAIN. They will happen in MRKR and they will happen in many other stocks.
We will get some great news, there will be a huge pop up in price, and then the sell off will begin once again.
WHY NOT PROFIT FROM IT?
The question is - what do people value MORE, their LIKE of making as much money as possible - or - their DISLIKE of trading?
It's a simple question that everybody should ask themselves.
There is no harm in reevaluating a mindset.
What is a classic definition of insanity - doing the same thing over and over again and expecting a different result.
This is nothing against you (I appreciate all of the research you do for those on this board), this is nothing against anybody.
This is trying to teach and get people to learn from their mistakes (as SHOULD happen).
When you have a large profit, take 50% of your shares and PROTECT your PROFITS via stop losses.
If it keeps going up, you still own half your position and those shares are now FREE or almost free.
If it goes down substantially, buy back in and own a lot more shares for the same money, and profit even greater.
I REALLY REALLY don't LIKE kale, that doesn't mean it's not very healthy.
If an investor (who's objective is to make money) does not LIKE trading, is not a reasonable excuse to leave money on the table or to throw money out the window.
It takes less than 60 seconds to enter a stop loss to protect profits and make even more money in the future.
How much money has been lost on this board by "just holding" because they "don't like to trade"?
Is that why they all are investing? To leave money on the table and lose it by just watching it disappear?
I am not saying "trade" 10 times a day.
I'm saying "rarely trade" when you have a large profit by protecting that profit.
How many people don't "LIKE" getting up in the morning and going to work?
But they do it to make money, RIGHT?
Same exact thing with protecting profits, "like" or "dislike" is irrelevant, you DO it to make money.
It has worked very well for decades.
If one strategy works and makes money more consistently and one strategy enables someone to just watch their money disappear, what's the most reasonable course of action.
Inaction is not a reasonable course of action.
I don't know anybody on this board, why do I keep trying to have them get the most out of their investments?
I guess because I'm just an idiot who cares and would like to help them profit as much as they can.
Sorry for trying to educate, but I'll tell you what, YOU DECIDE.
Want me off this board, just say so and I'll stop posting here.
Yeah, a couple more great presentations and we'll be down to $5.
I'm guessing the recommended stop losses that were suggested several times when it was at $12 + $11 + $10, that were opposed by most are looking like the better play in hindsight now.
Sell, wait, buy back twice as much for the same price.
But almost no one did because they were hyped in to believing the post merger market cap would be close to One Billion $'s.
Been buying more for last couple of weeks. They are giving shares away at these prices. Will be worth a ton. REMEMBER, for every share sold, SOMEONE IS BUYING THEM.
First I'd like to say Happy Holidays to all MRKR owners and I hope 2019 is GREAT for all of us.
But I'd also like to address something if I may.
People on this board want communication and updates and reports and presentations etc. from MRKR.
Understandable, BUT, even if we get them, they are all B.S. and almost meaningless. That is why there is always the disclosure about "forward looking statements".
NO company is ever going to say "WE SUCK" as a company. They are ALWAYS going to put the best spin on it.
How many times have biotechs have poor trial results and then try to spin it into the best possible news?
Even with trial failures it's always "encouraging news" because we identified a "subset" of patients that "may possibly" benefit, blah, blah, blah, that justifies our continued research and further trials, blah, blah, blah.
What else can they do? Shut down and fire everybody? Their jobs and paychecks depend on continuing forward, so they do the "best B.S. spin" that they can write.
THE ONLY THING THAT MATTERS or will ever matter is undeniable positive trial results.
Positive words are meaningless.
How many people on this board expected a market cap of 800 million or 1 billion after the merger based on "words" they read?
YES, MRKR has a "potentially GREAT" technology in the CAR-T space, but so do a dozen other biotechs I can list.
Until MRKR or others PROVE IT in trials, no one KNOWS for sure they will ultimately be successful.
I choose to believe in MRKR, that's why I got a large chuck of $ in it, but me believing in MRKR means nothing.
I don't care about "spin words", I want undeniable positive trial results.
That's what's going to make the share price skyrocket, not "spin words" or great sounding presentations. What CEO in their right mind (if they want to keep their job) is going to give a presentation that is not great sounding spin.
Presentations and expectations are great, but it's positive trial results that matter.
Hopefully we get some in 2019 and beyond.
In an oral capsule form for adults, Vitrakvi will have a wholesale acquisition cost of $32,800 a month for a 30-day supply of 100 milligram capsules. That's $393,600 annually.
One reason the drug is so expensive: Patients who will benefit are rare. Bayer estimates 2,500 to 3,000 patients in the U.S. develop cancer due to a TRK fusion each year.
Shorts just reported, still above 1.4 million shares, no covering.
The majority of the shorts were placed between 10.50 + 12. The rest were 8.50 to 10 range. If we could get the price above 11, 1.4 million shares being bought to cover, price goes higher.
GEEZ - SO CLOSE to my $6.06 limit buy.
Maybe tomorrow.
Next Few Months …..
MRKR goes up to 9.25, then drops to 6.75, then goes up to 9.50, then drops to 7.00.
We pull our hair out, they laugh and make $$$$$.
I think that you are absolutely correct, and that is what has been happening.
But we (TPIV/MRKR) are not alone. There are a number of biotech stocks that "someones" are playing around with, all stocks with small float, low volume, no great major interest, up and down, and up and down, in that trading range that's just big enough so they can pay their trade associated fees and taxes, and still have enough left over for a worthwhile profit.
They KNOW that there are three kinds of basic players in their game.
US, who are either too small or too inactive traders to be able to influence their game.
INSIDERS/VENTURE/INSTITUTIONAL/FUNDS, that are generally "longer" term holders, who therefore will not be actively disrupting their game.
THEM, who know that they are the only active players of any major consequence, so if they work together, each taking their majority profit in turn, they control the game.
UNTIL WE GET:
A Much Larger float available.
Great results from a MRKR MultiTAA T Cell Therapy trial, so that the Marker aspect is given much more regard as opposed to the TPIV side of the merger.
If we get both of those things, we should get a ton more interest, a lot more major buyers and funds buying, and we should finally be able to kick the manipulators and short sellers out of here.
I HOPE
P.S. That's why in an earlier post I said a one billion dollar market cap … around the second quarter of 2020.
The "right to try" law is new, but it has been around for years called "compassionate use". No drug company is libel for anything, every user signs a waiver, they use at their own risk.
I ain't Rockefeller either, but I did meet Nelson Rockefeller when he was Governor of New York.
We are about the same situation as far as shares owned and average price.
I have my investments split between a couple dozen stocks and Florida condos that I rent out.
I just sold two condos last week, so I am looking to put more $ into MRKR.
I already bought once at 6.06, so I'll pick up more there, but if it hits 5.25, I'm going to just make a bet that we are all correct in our assumptions for MRKR's future, and load up in the low 5's.
Good Luck to you.
JUST GET IT OVER WITH …………
Go down to $5.20, let my 6.06 + 5.25 limit buy orders go through, make a strong bottom, and then just start bouncing back up from there.
Hi, I mentioned in post # 25053, on 11/1 that it would not be a surprise if the short amount actually ROSE in the next report you cited.
Thank You