GoIrish1776
4 days ago
NEA is a "true" venture firm with serious Silicon Valley roots. This is what they do. This company just happens to be public. They support their deals if there is an argument to do so.
I assume Baker Bros. is a hedge fund at heart, wants losers off their books if need be, etc. That said, I remember thinking, "They are being disciplined," when it happened. It was the smart move.
As a side note, it looks like the PI for OTS in AML is using lymphodepletion. If I read that correctly, that seems new (I think) and is consistent with a company mention that they did seem to see the benefit of that. Prior, they consistently said they didn't think it was necessary. (I'm running fast, so anyone should correct me if I have the facts wrong.)
microcapbiotech
5 days ago
Yep, being that I never heard of Alyeska, Blue Owl, or Hudson Bay, it doesn't really inspire too much added confidence. Now if I see Baker Brothers come in with 5 or 10 million, I would take that as a good sign. I follow them just to see what their new investments are every quarter, they seem to do really well, I followed them into SMMT (SMMT worked well in China beating Keytruda, we will see about what happens in the US).
microcapbiotech
1 week ago
Despite the price that has been going down. This just reported, a tiny bit interesting, NEA increases shares by 52%,
plus 3 new large buyers, which means ????
Owner Name Date Shares Held Change (Shares) Change (%) Value (In 1,000s)
Nea Management Company, Llc 12/31/2024 1,625,678 554,250 51.73% $2,796
Alyeska Investment Group, L.P. 12/31/2024 915,591 915,591 New $1,575
Blue Owl Capital Holdings Lp 12/31/2024 554,250 554,250 New $953
Hudson Bay Capital Management Lp 12/31/2024 331,670 331,670 New $570
jobynimble
3 weeks ago
Proxy filings…
https://www.sec.gov/Archives/edgar/data/1094038/000110465925009098/tm253006-2_def14a.htm
https://www.sec.gov/Archives/edgar/data/1094038/000110465925009098/tm253006-2_def14a.htm
Marker Therapeutics
2450 Holcombe Blvd, Suite BCM-A, MS: BCM251
Houston, TX 77021
NOTICE OF SPECIAL MEETING OF STOCKHOLDERS
To Be Held On March 21, 2025
Dear Stockholder:
You are cordially invited to attend the Special Meeting of Stockholders of Marker Therapeutics, Inc., a Delaware corporation (the “Company”). The meeting will be held on Friday, March 21, 2025 at 9:00 a.m. Central Time and will be a virtual stockholder meeting through which you can listen to the meeting, submit questions and vote online. You must register for the virtual meeting via https://web.viewproxy.com/markertherapeutics/2025SM no later than 11:59 p.m. Eastern Time on Thursday, March 20, 2025. The meeting will be held for the following purposes:
1.
To approve, in accordance with Nasdaq Listing Rule 5635(d), the issuance of the shares issuable upon exercise of (i) Series A Warrants to acquire 5,031,250 shares of Common Stock (the “Private Placement Warrants”) and (ii) Series B Warrants to acquire 3,247,445 shares of Common Stock (the “Pre-Funded Warrants”, and together with the Private Placement Warrants, the “Warrants”).
2.
To conduct any other business properly brought before the meeting.
These items of business are more fully described in the Proxy Statement accompanying this Notice.
The record date for the Special Meeting is January 27, 2025. Only stockholders of record at the close of business on that date may vote at the meeting or any adjournment thereof.
Click above links for complete filings…