Marker Therapeutics Inc (MRKR)

[MDtoB22]

My opinion is that the product is viable in AML and lymphoma based on available data. I think the Orphan Drug Designation speaks to this notion. I’m not here to call balls and strikes but obviously the FDA hold clipped our wings as did the halted ovarian cancer vaccine trial.

Management has made a handful of mistakes, none of which are immediately detrimental. For whatever the reason, Perceptive closed its position and it appears baker brothers will follow suit. It is not uncommon for such players to re-establish large positions after milestones are met. The warrants also offer a hedge for any missed opportunities on parabolic movements.

For me personally, I have short-term goals for the company that need to be met by Q1 2021. Management has ample time.