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JCNJ

05/14/20 11:53 AM

#30056 RE: microcapbiotech #30055

my take is that ALLO has just released its data. MRKR only published that it WILL release its data at ASCO.

I could be wrong, but I don't think there is any updated MRKR data out prior to ASCO, and anyone publishing anything to the contrary is wrong.

I remember last year it was a big fiasco that our data got published inadvertently the DAY BEFORE ASCO and it was a big thing.

So the updated MRKR PC data is not out yet, IMO.


pure profit

05/14/20 12:15 PM

#30057 RE: microcapbiotech #30055

Allo data is a win for Car T and cancer treatments, that’s first and foremost. However, correct me if I’m wrong, the patients for this trial have NHL and ours pancreatic cancer. Apples and oranges when it comes to treatments and responses. Also, any validation of Car T is also good for Marker imho.

GoIrish1776

05/14/20 4:43 PM

#30061 RE: microcapbiotech #30055

If I understand MD, saying AML data can’t compete. No comment on PC data.

I believe PC data posted at ASCO site is a high level overview of current data or at least data at submission. Could there be more or updated data in late May, maybe. More likely is we’ll just get more detail, eg, 8 or 13 went longer wo disease progression than expected, 2 of the 5 had first injection such that still not reached the mean expected progression date (if that makes sense) so effectively 8 of 11 lasted longer wo disease progression (2 still unsure). Just an example of the type of detail we might get. Not actual data! We could also see some tend data which could be interesting. But I don’t expect to see, for instance, new data like 20 dosed, 2 CRs, etc. Could be wrong obviously.

Lady_luck

05/17/20 8:08 PM

#30072 RE: microcapbiotech #30055

“ So my brain says something like ALLO must have something good going on if they had 3 "CR's, compared to MRKR's 1 "CR". ”

Yes, ALLO has competent leaders who are able to articulate future value. ALLO also has leaders who understand that constant and consistent communication builds trust, trust builds reputations, and that builds confidence,,, yielding market cap appreciation...

Others here, have their head in the sand, and are not willing to see that our current leadership, not only wiped out the market value of TPIV.. he was also able to completely wipe out the market value of privately held Marker... killed two birds(companies) with one CEO hire... Peter < Wilson for sure...