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Please do.
First order of business should be to remove Peter… and put a competent individual, to bring this to life.
Are we to assume that there was another “error” in the verbiage?
How about a cash ?
As of September 30, 2022, AlloVir had cash, cash equivalents, and marketable securities of $264.1 million,
Put the needle on the record and let it spin.
I was excited until I saw that Peter was presenting.. oh well.
You are delusional, it is not MM’s… there are more sellers than buyers. That is why the price is dropping… Period.
the reason that there is more sellers, is because management is on vacation in Orlando and not focusing on producing results.
You now have more of a reason than any time before… for you to demand that Peter gets off the Disney Genie+ line and return to the office for work.
“Near zero”… so you admit there is a chance… lol
I am just as frustrated as the next person. We need results.
One correction:
You stated: “musical chairs”
It is actually “musical shares”
If they “acquire” AlloVir…. I will be first in line to sign up for lawsuit.
I don’t think there was confusion about needing approval:
From QTR1 update:
Manufacturing Milestones
Receive regulatory approval for Marker cGMP in Q2 2021
Seems like we should get some news in next 2 weeks:
AML Trial Milestones
Complete safety lead-in (6 patients) in Q2 2021
Manufacturing Milestones
Receive regulatory approval for Marker cGMP in Q2 2021
Pancreatic Trial update???? (If I had to guess on recent uptick... my guess would be with Pancreatic trial... we should see data soon)
Should be a series of good news during the next 5 weeks.
AML Trial Milestones
Complete safety lead-in (6 patients) in Q2 2021
Topline readout of Group 2 (active disease) in Q1 2022
Manufacturing Milestones
Receive regulatory approval for Marker cGMP in Q2 2021
Pancreatic Trial update?
Thank you. Makes sense to wait for quarterly update.
Phantom, any further updates one this one? Seems to be the next short term catalyst.
Thanks.
Thanks.. I think that is right, got bought out eventually. I looked it up, 2016... time flies.
Crazy volume here, something has to give at some point... buyer or seller exhaustion.
I am still at a loss on volume versus price movement.
The volume reminds me of probably my best $dollar return on CPXX, got it in the 1.30's and sold about $24 (bit too early, but it was a great return). I remember the volume going nuts like this, but it gapped and had great gains. Maybe price will come.
Not sure what to think of this volume, amazing.
I scrolled through the first 30min of trading and the biggest block was 80k shares... We must have gotten profiled somewhere. I think I saw Reddit was dismissed by someone earlier, but this modest trade size does not look like institutions making pre arranged swaps. Any other stock and we would be up 400% with this type of volume.
-Best of Luck to All
I believe these are the same
T-Cell Therapy for Lymphoma Using Nonengineered Multiantigen-Targeted T Cells Is Safe and Produces Durable Clinical Effects
https://ascopubs.org/doi/full/10.1200/JCO.20.02224
For what ever reason there has been no press release. This is very very positive news.... if this was a different company, we probably would have been well north of $10 by now in anticipation of the news, then way up from there to $20’s... but very little following here.
TACTAL – Leukemia: NCT01333046
https://clinicaltrials.gov/ct2/show/NCT01333046?term=multitaa&rank=4
"Our market cap is now 150 million. STILL A JOKE ... should be 10 times that ... at least."
I dug around and found some older info on the merger... from the agreement docs, the value was set to be 800million+ … Multiples from here, few things have changed since then.. but I do agree that 150million is nothing compared to where we should be.
Comparable Companies Analyses
Nomura performed a comparable company analysis. Nomura compared certain publicly traded companies that are pre-clinical Phase III stage oncology firms focused on developing treatments for various forms of cancer. Nomura used publicly available information and current and historical financial information for each such comparable company in its analysis. The companies selected were as follows:
• Aduro Biotech
• NantKWest
• Immune Design
• Genocea
• Advaxis
In each case, these companies were selected on the basis of their financial and operating metrics and characteristics, including products in pre-clinical and clinical trials, risk profile, size and type of operations. Nomura calculated the enterprise values of each comparable company and derived an implied equity valuation based on the mean and median enterprise values of such companies. This analysis indicated the following approximate implied equity value reference range:
Pre Clinical Valuation:
Approximate Implied
Equity Value Reference Range
(in US$ millions)
$65 to $165
Marker . Nomura performed a comparable company analysis with respect to Marker. Nomura reviewed and compared Marker to certain publicly traded companies that, similar to Marker, are Phase I to Phase II stage oncology firms focused on developing treatments for various forms of cancer. Nomura used publicly available information and current and historical financial information for each such comparable company in its analysis. The companies selected were as follows:
• Atara Biotherapeutics
• Iovance Biotherapeutics
• Adaptimmune Therapeutics
• Cellectis
• Ziopharm Oncology
• Bellicum Pharmaceuticals
• Celyad
• Unum Therapeutics
67
TABLE OF CONTENTS
In each case, these companies were selected on the basis of their financial and operating metrics and characteristics, including products in clinical trials, risk profile, size and type of operations. Nomura calculated the enterprise values of each comparable and derived an implied equity valuation of Marker based on the mean and median enterprise values of such companies. This analysis indicated the following approximate implied equity value reference range for Marker:
Clinical Valuation:
Approximate Implied
Equity Value Reference Range
(in US$ millions)
$740 to $815
Agree, seems like we might have some legs... finally!
Holy... Sea Are A Pea... has Peter realized that he needs to keep the shareholders informed?
2 releases this month... keep it going please!
The last thing I want to read is how 2021 will be a pivotal year.
Peter has been a terrible disappointment... pains me to say it, but I think we were better off with Wilson.. at least he was passionate about the science and dreamed big... his dreams clouded reality... but I would rather follow a dreamer, than follow Peter who can’t seem to deliver anything!!!!
I am not interested in anymore BS about how the next 6-12 months will be pivotal... we need results now! There were many opportunities which he just flushed down the toilet.
You forgot one... No Leadership.
We have fallen deeply into the leadership void. Such a shame, A-List employees and coordinators suppressed by zero leadership. I thought Wilson was bad... at least he had passion and personal drive to push forward... his main flaw was over promise and under delivered.
volume spike
“ So my brain says something like ALLO must have something good going on if they had 3 "CR's, compared to MRKR's 1 "CR". ”
Yes, ALLO has competent leaders who are able to articulate future value. ALLO also has leaders who understand that constant and consistent communication builds trust, trust builds reputations, and that builds confidence,,, yielding market cap appreciation...
Others here, have their head in the sand, and are not willing to see that our current leadership, not only wiped out the market value of TPIV.. he was also able to completely wipe out the market value of privately held Marker... killed two birds(companies) with one CEO hire... Peter < Wilson for sure...
Wondering the same.
The share price is absurdly low, but seems like this might just be the start of good news being released.
-Best of Luck to All
I am not sure why the expectation is out there that Peter will release a stand alone alert with FDA lift. He didn’t provide one when they pended the process.
I was expecting the annual.. “ this is going to be a pivotal year for us “... news release today... oh well, like they say, if you don’t expect anything you will never be disappointed.
I do expect better though... Peter <= Wilson .... SAD statement, but true in my opinion
Peter <= Wilson
.
.
that is a sad reality that we are facing here. My goodness. What on earth is filling his day, it certainly is not managing Marker.
Just in case it has not been posted here. CMS released their memo regarding CAR-T coverage for Medicare..
Was realeased Aug 7, 2019
https://www.cms.gov/medicare-coverage-database/details/nca-proposed-decision-memo.aspx?NCAId=291
Seems like a solid report. I would have liked a call with Q&A.
The cash burn rate is only $4.3M, so that have plenty, for current operations and increase in investments (thinking of PC expansions)
Still sitting and waiting.. still crazy undervalued at these levels... oh well
- Best of Luck to All
Phantom... with you on that... except the testicle part.. haha lol
TNBC is more compelling for me. Tremendous opportunity to serve the needs of many families and change family trees for the better.
That being said, I have 2 family members who passed from PC, I am 1000% hoping for more than good results. Here’s to kicking that dreaded horrible disease to the history books where it belongs!!!
- Best of Luck to All
I shake my head every time I think about how insanely low our market cap is.
One day... the share price will be at a respectable level... multiples from where we are today.
-Best of Luck to All
https://finance.yahoo.com/news/marker-therapeutics-report-updated-results-110000617.html
-Best of Luck to us All... especially those who are going through real struggles in their lives!!!
I think you are spot on with shelf rationale. I am not sure I could have articulated it as well as you did, so thank you!
Waiting patiently for the market cap to reach respectable levels. Lots of opportunity in near term, anyone of them could send us into the mid teens.. at least.
-Best of Luck to All
Thank you for posting!
Reminds us, that behind the stock ticker, there are real people facing real challenges.
-Best of Luck to All
The release is about as positive and upbeat that we have seen...
There are plenty of companies with a fraction of the pipeline, worth many multiples more.
Hopefully one day we catch up to fair value compared to peers. Somewhere in the Billion+ range.
- Best of Luck to All
hopefully the start of a decent leg up
good volume with the 45k at 11am
You have summed up why we are here. Based on what I have seen... it is not a matter of ‘IF’... it’s a matter of ‘WHEN’... we will see the valuations we deserve.
-Best of Luck to All
Interesting topics... pushing the cost benefit side. Well done!
Presentation Details
Title: "Current Strategies to Reduce Cost of Manufacture"
Speaker: Dr. Juan F. Vera
Date: Tuesday, February 26, 2019
Time: 12:15 p.m. GMT
Panel Discussion: "Explore the Need to Reduce the Cost of Manufacturing in Order to Ensure Feasible Reimbursements"
Moderator: Peter L. Hoang
Date: Tuesday, February 26, 2019
Time: 4:15 p.m. GMT
Title: "Innovative Antigen Screening Methods"
Speaker: Peter L. Hoang
Date: Wednesday, February 27, 2019
Time: 2:00 p.m. GMT
Thank you Eagle1!
I have re-read my $20 sticky call, over and over, and still shake my head on why we are not trading beyond $20 now... crazy.. but we will get there soon enough.