Marker Therapeutics Inc (MRKR)

[Phantom Lord]

I've touched on how I think the pancreatic trial will go in the past and my thoughts stay the same. They will ultimately partner it out to BP. Issue is the BCM PI is only 13 patients and they have their own number they usually like to see in PI data. Usually somewhere around 25. With all the manufacturing process updates MRKR has made, and continue to make, I expect they will initiate a company sponsored PI with roughly 25 patients all dosed with product using the new process. If results mirror or are better than the BCM PI, and they should be, then the PII will be pivotal and with a BP partner. On her last presentation Dr. Koneru illuded to news coming on more trials in the near future. They usually do a conference call for Q3 results but deliberately pushed it back to Q4. This call needs to happen by February 15th. I strongly believe that we will get an announcement on the initiation of a new pancreatic trial and possibly another indication, my vote is for lymphoma, and any other plans for the pipeline moving forward. This should all come prior to the interim data from the AML trial which should be toward the end of Q1 to allow them to collect as much data as they can.

Obviously none of this is concrete but is my opinion based on the DD that I have done. Take it as you will.