Replies to post #26645 on Marker Therapeutics Inc (MRKR)

[Phantom Lord]

Nothing wrong with constructive criticism. No offense to Inoviorules but it's not the greatest write up ever.

[Phantom Lord]

I was going to keep my comments to myself too but after certain comments let's go ahead and point a few things out.

There are two other big reasons why I see MultiTAA as being pretty good.

Pretty good? Way to draw the readers in.

With Marker's cell therapy not being genetically modified, that means no serious adverse events, no cytokine release syndrome, and a lower manufacturing cost is possible.

Lower manufacturing cost is possible? Yea, that's not a novel idea. We already know what it costs to manufacture. It's been mentioned multiple times. $8,000-$10,000 and that's for multiple treatments. If you are trying to compare costs with CAR-T then why not just provide the actual cost? I'm guessing the author could have done a little more research.

First evidence of data in a solid tumor for MultiTAA will be in pancreatic cancer. It is very risky, because pancreatic cancer is not easy to treat. That means if data is not impressive to investors or the street, the stock may trade much lower. It's possible that the stock could be cut by 50% or more.

50% drop OR MORE on sub-par data? Come on. The pancreatic trial was not on anyone's radar until the end of March this year. Hell, it was barely a focus of the company until December when they got their first readout. The analysts starting coverage have based their price targets solely on AML. PC would just add to the value. Upon the announcement that they would be releasing PC data there was no huge run up. The SP was fairly stable and range bound. Institutions are heavily invested at $4. Again, based on the AML data. Clearly the data is good or they wouldn't have been in a rush to present it. Plus the bar is very low for PC. 50% was clearly just a random number the author pulled out of thin air.

Because Marker's product has no toxicity, it holds the potential to be given as an adjuvant as well after cancer is in remission. What that means is that, even if patients go and get treated with other immunotherapies such as CAR-T and TCR, there is an ability for patients to also obtain MultiTAA as an adjuvant/maintenance treatment. That's because MultiTAA has no side effects and no toxicity, so it could become a maintenance therapy as well. That means MultiTAA doesn't hurt anyone, so it can be given after a patient receives another immunotherapy just because it only serves to help that patient stay in remission.

Uhhhhh....??? Did a 12 year old write this. How many words do you need to say that because there is no toxicity MultiTAA can be given as an adjuvant therapy.


Obviously there was good content in the article although if you've been following the company you already knew all of it. Did the author miss a few things? Yea. Could it have been written a little better? 100%. I think at this point most people know that reading seeking alpha articles doesn't constitute DD since they have pretty low standards about what gets published.

As always, do your own DD.