Biotech Values

[rfj1862]

Re MRKR

That is not inaccurate....but let’s hope he’s not a teacher

I think the point here is that the technology is novel and a pretty remarkable advance over what we have now, which is essentially ex vivo gene therapy that addresses a single marker like CD19 and is consequently easy to escape from. And super expensive and highly toxic.

The great thing is that we can already be confident that the technology works in hematologic malignancy. So we have that regardless. If it works in solid tumors it would be the biggest advance in solid rumor management in decades. Guess we’ll see in a few months. I am cautiously optimistic...I’d be more excited if the trial wasn’t in the single deadliest tumor around.

I just don’t understand how this is flying completely under the radar...in a way I’m grateful because I’m not done accumulating. Hopefully I’ll get at least another couple quarters to build my position.