Marker Therapeutics Inc (MRKR)

[Phantom Lord]

I think we all want to hear about the adjuvant AML data. I still believe it will be one of the better indications they can go after but ultimately the lymphoma data has been the best so far and the lymphoma market is larger than AML. Lymphoma news has also generated the the best volume over the past year. ~8M shares on the lymphoma IND acceptance and the ~33M so far today on this news. For comparison the pancreatic IND acceptance generated ~110K in volume.

Obviously traders trade momentum but it seems pretty clear to me that lymphoma news will be a driver here.

The pre-clinical news today was never meant to be ground breaking. What it does is show that Marker is on the right track in targeting anti-CD19 CAR-T refractory patients. They obviously need to duplicate these results in the current trial but we do already have data from the BCM trial that shows plenty of success.

So many people spent so much time over the years complaining about the company's lack of communication and here we get some news. Is it a coincidence that it is around the same time we get a shake up in management? Who knows. Let's hope this is just the beginning of more open communication from the company.