Marker Therapeutics Inc (MRKR)

[poods]

The only thing we know with certainty from the pancreatic cancer trial is that Multi-TAA expands in vivo and generates epitope/antigen spreading even in the face of ongoing multi drug chemotherapy. This is something we did not know before the trial and is likely required for clinical benefit. This is incredibly important because if we can prove clinical benefit in pancreatic cancer, it is likely that the treatment (with antigen adjustment) will enhance other chemotherapy regimens in other tumor types (e.g. lung, colon, cervical, ovarian, prostate, brain, etc). The question of clinical benefit has not yet been answered definitively but we have some hints it is present that include 1) a CR, which is rare on chemo alone 2) reversal of tumor growth in two patients when cells were added and 3) no progression in any responder while cells were being given. 4) Multi-TAA (MAPP) is also clearly active in lymphoma generating 5/15 CRs thus far in heavily pretreated patients. Stand alone activity is very important to see when considering a treatment for a combination therapy
The market has responded as if the data was a total bust. It wasn't. One more CR in pancreatic cancer and this turns totally around unless the market is totally blind to probability.