Replies to post #31594 on Marker Therapeutics Inc (MRKR)

[microcapbiotech]

Hello and Happy Holidays to you. Yes, It's been a while. I wish I could give good or positive news. It's just been going downhill for the last couple of years. I think NEA is our only large investor left.
In my opinion, the news for the last couple of years has been the same over and over, which goes something like ...........
Well, no good news now ... BUT, MAYBE ... POSSIBLY ... in a couple of years we MAY, POSSIBLY be able to report good trial results ... MAYBE ... POSSIBLY.

I'm just holding on because basically I am so stubborn, I would rather hold and lose 100%, then give up and sell out at an 80% loss??

Eagle, try to stay well and safe and happy through this Holiday Season and I hope you have a well, safe and happy 2022.

[Phantom Lord]

A lot of the same but this time there really is data on the horizon. Interim data from the active group of the PII AML trial expected end of Q1 next year. I expect sometime before the end of January, and would all but guarantee by February 15th, we get news of the initiation of one or more new trials. I would be shocked if one of those isn't pancreatic and if they initiate more than one I expect lymphoma to be the the other. I believe I remember being told that full data from the active group could be announced sometime mid year next year. If that timeline holds true we could see a BLA by end of 2022. I would say that is being very optimistic on the timeline and more realistic timing would be BLA filing early 2023 if data is good.

Seems to have been brushed off but they received a grant from CPRIT for ~$13M to be used for the AML trial. This covers just over half the total cost of the entire trial.

Their manufacturing facility is fully up and running with capacity to expand upon new trial initiations and commercialization should that be granted. They continue to improve the manufacturing process which could bode well for the PII trial as well as the others they look to initiate.

This is obviously all great for the company but the stock keeps getting hammered. Our only saving grace is that it isn't just MRKR. Most smaller bio companies aren't doing so hot either. Sucks that when we finally have some news on the the market as a whole is a little under the weather. Would much rather the launching off point be somewhere around $5/share but right now it's looking like we'll be lucky to see $5/share even after the date release.

All this being said there is no way the current MC conveys actual value of the company. At $5/share that would put MRKR at a MC of ~400M based on current outstanding share count and ~$500M based on fully diluted share count. While I think ultimately the company should be worth more than that there is no reason MC should be any lower with the current state of the company.