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GoIrish1776

05/23/23 6:02 AM

#33684 RE: microcapbiotech #33683

FWIW, I think the comparison is the wrong construct. It’s psoriasis relative to cancer. What Marker needs to do is show that it works and provides value in some area of cancer (alone or in combination) and then it can extend. It needs to communicate that story and execute on it. It will likely be significantly more complicated than a psoriasis treatment given the heterogeneity of cancers but the treatment needs to find its place in the field, e.g., as an adjuvant keeping cancer in remission, keeping cancer from escape coupled with heavier handed treatments, as a stand-alone treatment with much higher doses for situations with low cancer presence, etc. MRKR needs to prove something that is part of a larger story and if they did, the market cap will likely follow in my opinion. PS The low valuation now is an issue of belief and path to profitability. The market doesn’t think the technology works or works well enough and there isn’t a path going forward that seems plausible. The restructuring gave them as good of a shot as any to figure this situation out. It was a very good move.

learningcurve2020

05/23/23 9:12 AM

#33687 RE: microcapbiotech #33683

"Cheap Cheap Cheap" seems to be the messaging. But yet the trials move in slow motion.