Marker Therapeutics Inc (MRKR)

[microcapbiotech]

Speaking of MRKR vs Allogene, some stuff I just don't understand.
Allogene: 2.8 billion - pipeline behind MRKR.
French company Cellectis: 1 billion - pipeline behind MRKR.
Allogene and Cellectis doing basically the same thing (off the shelf CAR-T).
Allogene is using technology that started at Cellectis that they got through Pfizer.
Pfizer owns about 25% of Allogene, and Gilead, who bought KITE also invested in Allogene.

So, you got 2 "off the shelf CAR-T" companies valued at about 4 billion, both with pipelines behind MRKR.

What are the advantages of "off the shelf CAR-T" technology that makes it valued so highly - it's much quicker and cheaper than let's say NON off the shelf CAR-T like KITE and JUNO and others do, plus it's also genetically engineered for that specific patient, also like KITE and JUNO and others do

Now compare MRKR MultiTAA technology - it is ALSO much quicker and cheaper, it is NOT genetically engineered, but that also makes it SAFER.
It also has some "proof" that it may even work "better".

So why, when MRKR pipeline is more advanced, is it valued so much lower?

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.
A couple of good trial results and it should just rocket ship, and you should hope that they do NOT accept a buy out by a Gilead or a Pfizer.

P.S. I'm as guilty as the rest of biotech. (RNAI tech) jumped on Alnylam early. Waited for YEARS for JUNO (CAR-T) to go public. Waited for YEARS for EDITAS (CRISPR) to go public. STILL waiting after YEARS for Moderna (MRNA) to go public.