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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.

mickeyskint - 24 Feb 2006 11:05 - 2037 of 2444

From the other site. It looks as if a few people are starting to get a bit excited.

A0469514 - 24 Feb'06 - 10:04 - 6926 of 6932


News around the corner, Benny? Well I have the 16th and 17th of March pencilled on my calendar which are the dates when Dr Freda Stevenson is due to make a presentation to the DNA Vaccine forum on progress with her Genvax research and trials.

If people remember this time last year, we started to get intense speculation about how effective the lymphoma trials had been. Mike Walters suggested, on his internet site, that Dr Stevenson could possibly have, at last, found a cure for cancer. The research was that promising. He announced in his article that he was so impressed that he was buying the shares next day. I have a lot of respect for Walters. Most commentators would have loaded up their portfolio before releasing his article but he feels that he has to be on the same footing as his subscribers. Well, that is what he claims.

Anyway, the shares, which had been gaining strength on rumours of the Genvax results, took off after the Walters article only to be brought crashing back again when his arch enemy Simon Cawkwell started a shorting campaign. Unfortunately, Cawkwell does not have quite the same scruples as Walters and every trick in the shorters book was used by him and his followers to force the shares lower.

So where do we stand on the Genvax research and the 'cure' for cancer?

Well, we do not know for certain and that, I guess, is why the shares got so volatile. The news release on this is controlled very tightly, it seems, by the Cancer Research UK charity who have provided most of the funding for the research. After last year's DNA vaccine forum , we waited patiently for days after before a RNS was released and, in the end, it did not say very much. Medical Marketing hold the marketing rights to any Genvax therapies and it would perhaps be in their interest to shout from the rooftops about how good it is. At this stage, it is definitely not in Cancer Research's interest, and they control the newsflow. If word gets out that they may have a cure for cancer they would be swamped by the media and then by the public, pleading to get on the programme. It is just impossible for them to accommodate the demand until the products have been through the regulatory process. They just have to keep the news releases to a minimum until the time suits them.

So newsflow may well still be restrained, for now, but it has to start coming out soon. Freda has an obligation to keep her peer group informed and MMG has an obligation to keep the market informed of price sensitive information. Cancer Research UK has to let the news out eventually and, as I remember, we were promised full results of Genvax lymphoma trials in January and they have yet to appear, as far as I am aware. When Cancer Research UK feels the time is right then they will go to the media and it could be sensational. A press release from them is sure to have far more impact than a release from a small Cambridge company.

Mike Walters knows David Best, the MMG boss, very well and he is obviously very excited by what Mr Best has told him. No, we need to be careful here. Mr Walters is very excited by the research he has carried out on the company.

It is largely a matter of reading between the lines and deciding for yourself who you can trust and who you cannot. From my research on this company, I can tell you that I am extremely optimistic on many fronts and when the news finally breaks, there are a few of the 'old crew', as Benny calls them, who are suddenly going to feel very much wealthier.

Xylos

doughboy66 - 24 Feb 2006 11:33 - 2038 of 2444

I read that on the other side as well Mickey .Things do seem to be looking up,although we must not get caught out like what happened last year.

goldfinger - 24 Feb 2006 11:45 - 2039 of 2444

Yup lets stay cool.

cheers GF.

mickeyskint - 24 Feb 2006 16:11 - 2040 of 2444

These are steaming ahead today lets hope for more of the same next week, or am I tempting fate.

MS

doughboy66 - 25 Feb 2006 09:13 - 2041 of 2444

Their website is currently offline so maybe it is being updated to accommodate some news?

doughboy66 - 27 Feb 2006 09:34 - 2042 of 2444

Another tick up so far today on some decent early buying volume.

goldfinger - 27 Feb 2006 10:49 - 2043 of 2444

Super start to the week. Hoping it continues.

cheers GF.

mickeyskint - 27 Feb 2006 11:14 - 2044 of 2444

Lets hope so GF 3 will do me for starters.

LOL

MS

goldfinger - 27 Feb 2006 13:31 - 2045 of 2444

3 pound and a lot more I hope MS in 18 months time. I could take some profits on the tranches that I buy in but i think I would miss out on the real action here.

I hear Evils being stubborn and is still in, mind looks like his followers are all getting out.

cheers GF.

doughboy66 - 27 Feb 2006 15:05 - 2046 of 2444

It doesn`t surprise me to hear he is still short.HE is stubborn but he can afford to be ,he has got deeper pockets than most of his followers !

doughboy66 - 28 Feb 2006 18:54 - 2047 of 2444

Well at least it finished up again not by much i know but buys easily out numbered sells,with a decent T trade going through after the bell.

mickeyskint - 03 Mar 2006 10:00 - 2048 of 2444

An excellent RNS. A couple of real heavy weights on board who wouldn't have joined had they not believed in MMG. Anyone short on this is going to end up with a sore bum.

LOL

MS

Mr Mole - 03 Mar 2006 10:57 - 2049 of 2444

I think it's good news as well...a couple of big hitters appointed to the panel (advice plus all the contacts that go with it). Looking forward to next 2 weeks or so.

doughboy66 - 03 Mar 2006 11:05 - 2050 of 2444

I was having a bad day but this has cheered me up a bit.
The wifes got me to hire a carpet cleaner ! If these come good she can have new carpets,would save me a job !

goldfinger - 03 Mar 2006 11:11 - 2051 of 2444

Buy her a new carpet DB, far easier for yourself.

Good news here today. Cant be far off the biggy now. Ive sent EK a develish warning note. Lets see if he closes today or monday.

cheers GF.

mickeyskint - 03 Mar 2006 11:16 - 2052 of 2444

GF

If he dosen't he can add MMG to his list of failures that's for sure. Are you keeping an eye on GMC.

LOL

MS

goldfinger - 03 Mar 2006 11:22 - 2053 of 2444

Hi Mickey yup thats for sure. Your a member of tips arent you?, will you let us please know if he closes today or monday.

Not in GMC mickey not in any gaming stocks now, I know Evil likes this one though, long I meant.

cheers GF.

mickeyskint - 03 Mar 2006 11:33 - 2054 of 2444

Yes I am and will let you know if anything happens.

LOL
MS

doughboy66 - 03 Mar 2006 11:37 - 2055 of 2444

I`m not sure he will close just yet,as for GMC Mickey i think i timed that just right got back in Tuesday at 10.55 .

mickeyskint - 03 Mar 2006 14:00 - 2056 of 2444

From the other side. A couple of very good posts, read on.....

el magnifico - 3 Mar'06 - 10:23 - 6976 of 6984


What a difference a year makes ! Twelve months ago, MMG was pumping out press releases and the stock became a momentum play after Walter's big tip and then got picked off by professional shorts.

A year on, the MMG story is no longer sexed up by PR - as the lack of sizzle from today's announcement shows. This is the first product-related RNS since November's SAFC ruthenium manufacturing announcement.

Today's MMG is more professional (apart from website - see previous posts)and far less promotional. The key takeaway from this announcement and the MMG is making all the right steps. A quick recap :

On the foundation of a firm funding base, following September 2005's 10 million placing at 1.35p, MMG has continued constructing strong patent positions for its major therapeutic areas in Genvax and Oncosense, has extended the Genvax trial (with an endpoint this month, so today's press release will probably not be the last one in March)and is set to announce the start of Phase II trials for Oncosense's ruthenium compounds.

A younger junior management team was put in place in 2005 at MMG. Today's announcement validates the Genvax therapy at an academic level (more on this on 16/17th March) and demonstrates organisational skills by introducing an international dimension. Strong IP, rigorous and carefully-constructed trials, high-quality partners (Sigma-Aldrich producing ruthenium compounds) - these are the building blocks for a company which believes in its own future. Take a bow, DB.

Looking at the recent volumes and trading pattern, MMG seems to be under quiet, careful daily accumulation (look at recent after-hours block reports). That is the only way institutional buyers can build a meaningful position in a small capitalisation stock.

How far have we come in the last year ? Let's tick the boxes : Finance, IP, Partners, Management, Trial extension, academic endorsement, good recent accumulation characteristics. Price action ? Well, the share price is the same today as it was on 15th March 2005 !

And how about Prospects ? "Discussions with major pharmaceutical marketing partners are ongoing". No change there, but one year closer to pay-dirt.

The risk/reward has shifted dramatically in favour of owning a long-term position in MMG since September 2005. The move from 1.35 to 1.84 is trivial in the context of the upside potential.

Do yourself a favour.....

el


A0469514 - 3 Mar'06 - 11:23 - 6979 of 6984


Yes agreed, good posts el magnifico and bolador.

I usually skip the 'notes to editors' and had not read them this time. We have had a few hints through various sources previously but that really is a stunningly optimistic sumary of the Genvax results. I think it is worth repeating in full

A clinical trial for patients with lymphoma has shown that a DNA vaccine using
this technology produced no toxic effects, only minor side effects with no
patient being withdrawn from the trial, and with the majority of patients
remaining in remission. A preliminary examination of blood samples from the
lymphoma patients has shown that the new vaccine stimulated both an antibody
response and a cytotoxic T-lymphocyte response, the latter "heavy weapons" of
the immune system are seen to be essential in the treatment of cancer.

If it is true, it has got to be a blockbuster therapy, surely, which every cancer patient will want to get access to. And really, it has to be true because there is no way , these days, that a company can put out a statement like that without the test results to back it up.

No wonder Cancer Research UK (who control the news flow) seems to be trying to keep things quiet for now. Their telephone lines are going to get jammed when this hits the media properly. For now though, there is still time to aquire a stake in this company at a bargain price.

Xylos

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