Yes there is going to be more shorts piling into MRKR as it rises. however, that's a good thing with positive data. That will cause an even bigger short-squeeze.

Well, the presenting the data twice is not as convincing for the fact that it's a plenary session. A Plenary session takes place at the opening of a conference where all attendees are in one big room.

A regular presentation is broken up into several small rooms with participants. A plenary session is the cream of the crop so to say. It's like the Gold Medal of the Olympics. I don't believe AACR 2019 would have selected a plenary session presentation for bad data IMO.

Also, if the company had something bad to report they wouldn't wait to dilute. They filed their shelf offering. My hope is that MRKR will wait until after PC data, of course if it is very good, before diluting.

Yes I hope that for pancreatic cancer patients sake that MultiTAA provides the efficacy needed for complete response.

Having said that, if it works that well in pancreatic cancer I don't believe we will get the maximum value of the stock. I see either a partnership with upfront cash/milestone payments/royalties for a straight up buyout in 2 years. Me Personally, I hope management don't sell as that would be a disservice to shareholders.

Not surprising after a large run, penny flippers, traders, probably more short sellers, chart all par for the course. Won't really matter in the long run if Marker has the good in pancreatic cancer.

Marker to present at Plenary Session July 20, 2019 then a conference call hosted on July 22, 2019 with management and Dr. Brandon Smaglo to discuss the data.

https://www.prnewswire.com/news-releases/marker-therapeutics-to-report-updated-results-from-phase-12-trial-with-multitaa-therapy-in-patients-with-pancreatic-adenocarcinoma-300871612.html

In my opinion, that was the greatest write up ever for MRKR. Don't doubt it.

Article I wrote for Seeking Alpha

https://seekingalpha.com/article/4271106-marker-therapeutics-cell-therapy-biotech-thinking-outside-box

For me an investment in MRKR is a play on longevity. Not only does MultiTAA work but the results I liked most is that all patients that achieved a CR had never relapsed in studies. Meaning those that had cleared their cancer for a long duration of response of 3 or 4 years or more and never relapsed. That's the recruited T-cells with epitope spreading that keeps the killing of the cancer cells going. On the other hand CAR-T patients over time eventually relapse as the engineered T-cells lose longevity.

Well in the upcoming Q3 2019 there is the initiation of the phase 2 trial for MultiTAA in post-transplant AML, which is the lead product. It's most important because even though its phase 2 solid results or similar results from the phase 1/2 study will yield accelerated approval for this indication.

Then you have updates from the ovarian cancer using TPIV 200 phase 2 study in Q4 of 2019. Then possibly an update for TPIV 200 in breast cancer as well in Q4 2019. Both I believe are interim updates.

Anyone else can chime in if I got something wrong or wants to add to my info.

I'm bullish on Marker but I believe the skepticism and the market could be toying with us because the upcoming data is no easy feat. We are talking about pancreatic cancer which is not easy to treat. I think MultiTAA is a strong tech, how will do against pancreatic cancer? hard to say with 100% certainty. Having said that I do see probably strong stable disease possibly, maybe some complete responses (very few) but this is the toughest form of cancer to treat. Some reassurance on good data, possibly would be that MRKR was eager to present the data at ASCO 2019 but was rejected because that part of the track/presentation didn't allow clinical data to be presented.

Don't know but I believe it was short-term traders wanting to get out. maybe they expected a large pop trading and when they didn't get it sold out. Anyways low volume.

Biggest improvement for MultiTAA is epitope spread. The ability to get other T-cells (immune system) to create their own antigen targets on tumor cells.

This kind of happened as an accident. At baylor their goal was to use 5 antigens for one tumor, because they know tumors adapt and change (become heterogenous). That's why CAR-T and TCR therapies, which target one antigen, don't have durable responses out to 30 + months. Their target is one antigen which is CD19 and if the cancer tumor doesn't portray that all around its surface, then the therapy dies off. On the other hand, when MultiTAA was given to patients they have durable responses because not only does the 5 antigens take care of the heterogenous nature of the tumor, but it recruits the remaining parts of the immune system in a "hey look at that tumor over there create your own antigens and attack it" and that's what they saw in their studies.

found an old video one year ago but the CSO Ann M Leen does a good job explaining the tech and there is some impressive data.

If the PC data comes out solid not only would it increase the share price, but it would bring big pharma swarming for a partnership deal. I think you are right in that Marker wouldn't settle for a lowball offer. That's because pancreatic cancer has been the toughest nut to crack.

I read recently this article where Celgene combined its drug Abraxane with gemcitabine for pancreatic cancer and it failed for late-stage pancreatic cancer patients. There was some improvement in overall survival though nominally over gemcitabine alone.

https://www.biospace.com/article/celgene-s-abraxane-fails-to-hit-the-mark-in-a-phase-iii-pancreatic-cancer-study/

Thanks for finding that out, that makes sense. Considering they were so eager to submit the PC data for ASCO I believe it should be pretty decent. The only reason it wasn't accepted was because that part of the track they signed up for didn't allow for release of data. However, it looks like they are presenting the PC data in July at AACR 2019.

For TPIV 200 in ovarian cancer results are expected Q4 2019 by the way. So that's another catalyst as well.

Nice very good find on that. Therefore it is an abstract that must also be given in a presentation as well. I am not one to speculate but then it's possible pancreatic cancer data might be pretty decent.

Yes but look at the asterisk next to the presentation it says Small talk Proffer. Like they have to pitch it there first or something. Anyone that can shed light on that asterisk on there?

"—Company to report update from Phase 1/2 clinical trial in pancreatic cancer in Q3 2019—"

https://www.markertherapeutics.com/2019/05/marker-therapeutics-reports-first-quarter-2019-operating-and-financial-results/

I agree with you, especially since MRKR is way under its peers in the cell therapy space. Most have a $2 to $3 billion market cap. MRKR is only at a $280 million market cap.

What do you think about the company opening enrollment again? THey had the study active and not recruiting. Now they are adding more patients. I take that as a good thing.

Not from my perspective. I don't see a buyout for a long time. Even I know that. MRKR still has a long way to go before a buyout, but it's on the right track as far as clinical development goes.

Well the AML study still has to go through its phase 2 study with more patients, I already know that's Marker's lead indication. But the bigger market opportunity will be solid tumors. Solid tumors is a $100 billion market opportunity. AML is roughly about a $1.5 billion to $2 billion opportunity. Which is greater to you?

I will concede though that I believe MRKR holds a future to be bought out for its MultiTAA because it can be used as an adjuvant to all treatments. Plus it has shown good results in many blood cancers. So there's that too.

First we have to see MRKR pancreatic cancer data.

Good point, it's possible PC data for phase 1 was good and they are choosing to raise cash soon. I hope you are right on this.

I hope you are right, but it's a toss up. THere is no way to know whether they will raise before or after data.

True, but we don't know their intention. They will either raise cash before the data or after. No way for us to know 100%.

Yah but the question is why? I thought they had enough cash to last until late 2020. Why the need to raise that much cash now? or file the shelf now?

Well, of course it is. The most notable thing is that if you notice the Adjuvant data in all the blood cancer, patients saw a boost in complete response and durable responses. MultiTAA doesn't hurt patients and no side effects so it can always be added to every other therapy as a maintenance. My belief for this technology is not just the monotherapy potential alone, but the fact that I believe many big pharmaceutical companies will want to combine it their checkpoint inhibitors/CAR-T/TCS therapies as well. Possibly MultiTAA could be synergistic with many other products. Especially, since it uses the patient's immune system and no T-cell is genetically modified. I view a major M&A for Marker Therapeutics.

what do you guys make of the pancreatic cancer phase 2 study? I mean it started off with 10 patients and immediately grew with interest in 30 patients. Does that mean there were hints of efficacy with MultiTAA and many people wanted to get in? How do you view this for Marker Therapeutics?

Truth be told it's going to bounce around but that doesn't matter. All that matters now is the pancreatic cancer data expected July/August 2019

I am with your optimism and believe they will be pretty good results, but don't get ahead of ourselves. Pancreatic cancer is one of the hardest forms to treat.

yah but the short volume is not that high. Out of 55 million shares outstanding bout 4.3 million is short volume. As a percentage that's low short volume. I have seen other stocks with 20% + short volume

Found a solid video with Dr. Juan Vera explaining the company back in March of 2019. Very good video for those looking for some DD on MRKR

I think the advantage for Maker being that it is in multiple phase 1/2 studies which in essence means phase 2. That TAA-T appears to be only phase 1. Also Marker seems to be generating solid data alone as a monotherapy. maybe checkpoint inhibitors could be explored in the future to see if they mesh well. IMO it will come from a big pharma deal. Such companies like Marker would be a massive buy for a big pharma. Keytruda or Opdivo would work as PD-1/PD-L1 inhibitors to open up the tumor to attack (because tumors have suppressive microenvironments), then Marker's drugs would incite T-cells and the entire arm of the immune system to attack all at once.

Yes it seems similar tech in a way, but I wonder what differences that is compared to Marker Therapeutics. Doesn't Marker have patents for its particular methods. Also what I would like to know does that TAA-T therapy from that other company achieve spacial epitopes like Marker does?

Yah not sure what triggered it for MRKR but I like it. it seems everyone may be on speculation mode leading up to pancreatic cancer data.

Presentation I heard the CEO said mid Q3 2019 for pancreatic cancer data for MRKR. That's all i know. Not sure though exactly when.

Hopefully things will start to go well with MRKR I think they have a solid technology which acts like CAR-T and TCR but is cheaper to manufacture, similar (maybe better efficacy) and no cytokine release syndrome seen to date or other toxic side effects.

Yes it seems the approach is the same albeit a slightly different type of tech, but the same premise almost.