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MEDICAL MARKETING, A Speculative Punt That Might Reap Rich Rewards (MMG)     

goldfinger - 01 Sep 2004 15:33

This ones a heck of a specualive investment but it seems that the institutions are willing to stomp up the cash to back it in the long term.

Heres the latest news from Killik stocbrokers on the company..........

MEDICAL MARKETING Joint Venture

We recently highlighted Medical Marketing (MMG) as worthy of attention. The company, in which I have a personal share holding, has this morning announced the formation of a joint venture, Genvax, to develop a novel DNA vaccine platform technology.

Human trials have been underway since 2001 in areas such as Lymphoma and Myeloma but the technology has broad applications in cancer, viral and bacterial infections (hence the term platform). The technology works on boosting the immune system by teaching it to identify hard to recognise cancer proteins as foreign and destroy them. Early results from the 25 patient trial in lymphoma are encouraging and evaluation of the result is expected by March 2005. Successful results should mean big pharmaceutical groups will start to take financial and commercial interests around that time.

This looks to be the first of a series of announcements due from Medical Marketing as it has a range of predominantly cancer trials moving into the clinical stage. (news flow could push the price higher)

The stock has made good progress in recent sessions up to the mid-80p level where the company is valued at just under 40 million. ENDS.

Please DYOR

cheers GF.

banjomick - 30 Apr 2005 00:27 - 1525 of 2444

andysmith and mdw...a bit worrying at the moment but I like you are still holding waiting for that..dare i say imminent news!
I'm still very positive with mmg,more than any share i've ever held(except for corus a couple of years ago).I appreciate it is still early days but on the financial aspect with all the products that are going through the testing procedures,they must find at least one that works in what ever field!This is obviously the reason such a share can rise quickly and then be manipulated downward due to lack of actual proof and manufacture/distribution of products.
The way this companies sp has performed over the last few months due to all sorts of influences has opened my eyes up in the way the whole stock market works and the way it can be manipulated.

tau - 30 Apr 2005 03:35 - 1526 of 2444

Dow Jones +122.1, lets hope this starts next week off on a plus after the excruciating mark-downs of the past few days. This remains very much one of my long term holdings despite arriving late @ 182p. Thanks MS & GF for info.
tau.

mitzy - 30 Apr 2005 09:27 - 1527 of 2444

Its good news that Prostrate cancer vaccine is so advanced something that I was unaware of a month back when the Genvax presentation was made by Ms Stevenson.Price recovered well at the end of the day and volume seems to be picking up.I remain confident.Long term I feel we could be looking at a much higher price in multiples of the present sp.

goldfinger - 03 May 2005 01:45 - 1528 of 2444

Same here Mitzy and I hope it starts moving up this week.

cheers GF.

goldfinger - 03 May 2005 09:27 - 1529 of 2444

Well they are in the blue this morning.

cheers GF,

hlyeo98 - 03 May 2005 13:16 - 1530 of 2444

I have full cofidence in MMG.

mickeyskint - 03 May 2005 13:34 - 1531 of 2444

So have I....I think!!

MS

neilmcleod - 04 May 2005 09:06 - 1532 of 2444

More selling this morning, down 7.5p. Hopefully the good news is just around the corner. I have full confidence that this one will fly when the important announcements come.

Failed QS

mitzy - 04 May 2005 09:26 - 1533 of 2444

Fall on low volume but it could easily reverse.

Mr Mole - 04 May 2005 09:44 - 1534 of 2444

Looking horrid at the moment. Wonder how many stop losses were triggered today?

mitzy - 04 May 2005 09:51 - 1535 of 2444

Has fallen by half in the last few weeks and at 150p is a bargain but without news it could continue to fall.

mickeyskint - 04 May 2005 10:03 - 1536 of 2444

How much lower is this going. Keeping the faith is starting to cost me a load of dosh. The more I look at this the more it becomes obvious that this was a screaming short. EK called this one right. There is nothing to keep the share price up only potential, and that's impossible to value. I'm starting to doubt the ability of MMG's management team. GF was dead right when he said that at the presentation they shot themselves in the foot by not giving market sensitive news. The further it falls the better any news has to be to reverse the position. If it's not blinding the we're all ***ked.

MS

goldfinger - 04 May 2005 11:04 - 1537 of 2444

Looks to me like not just longs selling in volume now but shorters coming in, in volume. Mickeys right the PR from MMG is very poor. Best cant complain about Evil K or any analyst when he and his own financial management team dont measure up. (excludes the scientists)

Im sitting tight awaiting news, I have the luxury of being able to afford to, but a lot dont and I can see why they have to sell. Im sure the company will do well in the medium to long term but thats no good to the short termers. Looks like some have an urgent decision to make.

cheers GF.

mickeyskint - 04 May 2005 11:48 - 1538 of 2444

This guy makes excellent posts. From the other place.

A0469514 - 4 May'05 - 11:09 - 5450 of 5451


I have just been listening to MMI's R&D presentation again. Every time I hear it I become more and more impressed by the potential of their products.

But what about commercialisation?

David Best talked early on in the presentation that their business plan was to license on the products to big pharma companies when the time was right. He did give a hint that "the right time" might be closer than some investors expected.
We do not necessarily have to wait for clinical trial results. Big pharma could come in earlier with milestone payments at various stages, for example.

In his summing up, David Best said "he wouldn't be drawn on it, but we might see an agreement with big pharma this year". And also "When you have good products with good patents, big pharma is interested".

With potential block buster products as good as the ones MMI appear to have, I could see the big pharma companies being very anxious to get in early and clinch a deal before a competitor does. By doing a deal which involves milestone payments, the big pharma company would have access to a potential blockbuster but could protect its interest by being able to pull out if the product failed to meet expectations at any stage.

Such a deal could be massive for MMI. It is only speculation, of course, but the hints from Mr Best are there. I certainly would not want to be out of these shares when that news hits the markets and there is no knowing when it could happen.

Xylos


Chiva20 - 04 May 2005 12:58 - 1539 of 2444

Nice one Mickey, Do please keep the faith this has cost me a wedge too but it has to be one of the better stocks out there for potential. Can't possibly drop much more so it has to be an opportunity to top up right? If you throw the towel in aswell I think the MMG fan club is doomed!! It'll be me and Xylos against EK. I'm scared ... !! :o)

andysmith - 04 May 2005 13:33 - 1540 of 2444

Decision is difficult but straightforward, if holding at a loss can you afford to hold during 2005 for the news that should revive MMG or can you afford to top-up at low prices, but what is a low price?
Agree with GF, MMG have not helped themselves with the presentation, the market knows about the potential but now knows about the delays and there is time to get out and get back in at probably lower prices.
IMO there is no doubt that the sp got ahead of itself, thats the reason I took my profit and the reason the shorters had profitable field-days.
Remember that I am a fan of MMG but you have to face reality.

mickeyskint - 04 May 2005 13:38 - 1541 of 2444

Chiva20

I'm going to hold because I really do believe in this one. So I'll be keeping the faith. We'll fight EK together and we will win....eventually.

LOL

MS

hlyeo98 - 04 May 2005 14:01 - 1542 of 2444

Don't worry, everybody, with the products of MMG, the lower the price goes , the bigger the buying opportunity. Remember that this is for long term holders when maximum profit will be experienced. Time to buy more if it goes lower.

mitzy - 04 May 2005 14:20 - 1543 of 2444

I remain confident but the continual price erosion is upsetting to say the least..long term I know they are a winner but how low is this one going to.David Best has to release some more news and quickly.

tau - 04 May 2005 14:43 - 1544 of 2444

Again another excessive mark-down today. Those holding at a loss, myself included, could average down as the price falls but attempting to call the bottom is proving tough. As xylos says, this share is almost too damn speculative not to have in ones porfolio. The problem is going to be newsflow/announcements/information which could arrive tommorrow or next year. Either way, I am not prepared to miss it.
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