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Monday, 07/29/2019 12:09:31 PM

Monday, July 29, 2019 12:09:31 PM

Post# of 34618
So the SP decline is a combination of the shelf dilution option hanging over our heads and the pancreatic ca data which did not wow the market. The big question is will we see more impressive data from MRKR, either in hematological cancers, TPIV200, or even another CR in group A in TACTOPS before the CEO decides he needs to dilute. He certainly seems to have time to make that decision. Alternatively, he could be working on a partnership that might allay the need for dilution.
Even though the market was not wow'd by the data, a BP might be. They would be able to take a closer look at the data and decide whether to bite.
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