Marker Therapeutics Inc (MRKR)

[hanscott]

I'm down quite a lot here but reminds me of a company using funds to pay for research and line management pockets.

I'm down quite a lot here too.

But, as much as I'd love to be up a lot, flat-line basing at a significantly higher price, and waiting, and waiting, and . . .

I see this as investment and I did not plan on selling any shares anyway for a few more years (unless it was up some ungodly silly amount).

But as for the second part - no, that is absolutely not the case here imo.

There's so much that tells me the opposite is the case. The people involved, the recent clinical trial expansion to two more centers, the decision to build and then the rapid execution and successful building of the cGMP manufacturing facility, the institutional investors. Also, I doubt Baylor would remain associated with in any way with MRKR if it were a shady operation.

I think our SP and situation is where it is now because of an Unfortunate Series of Events. If not for the still-strange-to-me Hold placed by the FDA (our "Count Olaf"), and then COVID, we would likely be waiting with baited breath for data to be released - that now won't be released until next year.

Those presentations were crappy - confidence shaking - but they were not major presentation at a scientific conference, where it would really count. I suspect they got feedback such that that won't happen again.

I'm not aware of anything that would suggest MRKR is at all like that previous bad experience you had.

The "opportunity costs" is the most frustrating part to me. Especially considering where we might be if the AML PII was not a year behind, and decent preliminary data had been released sometime in the past 6 months.