Marker Therapeutics Inc (MRKR)

[Phantom Lord]

When I spoke with Peter shortly after the merger announcement he also mentioned that the last time he saw data this promising was Kite's CAR-T data in 2014. He has repeatedly also referred to Marker as Kite 2.0. Currently these cell therapies look to be the future in cancer treatment. It is pretty obvious from the data we already have that Marker's multi-antigen approach has more benefits that traditional CAR-T therapies. It produces nearly identical results to CAR-T therapies at a fraction of the cost and with practically no toxicity. Celgene bought Juno for $9B and Gilead bought Kite for $12B. I don't believe either of these companies had approved therapies on the market at the time of their buyouts but Kite was months away from approval if I remember correctly. If our data continues to impress, and it looks like it will, there is no reason to believe the company shouldn't be worth way more. If the trials continue to produce similar results to current data then we should be worth at least $12B. My valuation was based on the numbers that were mentioned in filings and presentations. Long term I believe it to be pretty conservative but until more news and data starts coming out that is what I am sticking with.