Marker Therapeutics Inc (MRKR)

[rfj1862]

If you believe that the pancreatic cancer data is a make it or break it event then, sure, they should raise cash before they present data if they don't expect a good reaction from the market. My reasoning for not using the shelf as an indicator of success is that even if data is worse than expected and we take a hit to the SP we will have plenty of time between now and when cash is actually needed to raise some.

Good point. If people were rational the pancreatic data would present only upside and no real downside since it was never a primary target for MRKR. But investors are not rational, and I feel like pancreatic has become the main event. And in many ways it should be -- solid tumors are a much bigger market than rare hematologic malignancies.

I like how everyone is talking about the market's expectations. Outside of our little MRKR bubble, nobody knows anything about MRKR, so I'm not sure that the market at large really has any expectations whatsoever.

I have a significant investment in MRKR--and just this once I'm even more excited about the clinical potential than about what they might put in my pocket.