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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.

goldfinger - 14 Mar 2006 00:52 - 2075 of 2444

I dont think hes very much in profit mickey.

Anyway a week off for me tomorrow watching the racing from Cheltnam aslong as weather is ok, if not in the local all week, 24/24, oh bliss........... on the piss.........

will not miss ............... her indoors.

cheers GF.

Pete168 - 14 Mar 2006 08:36 - 2076 of 2444

I thought his entry point was around the 250p mark.

goldfinger - 14 Mar 2006 09:46 - 2077 of 2444

He went in a few times dont forget though Pete.

cheers GF.

doughboy66 - 15 Mar 2006 09:44 - 2078 of 2444

Hello GF and Mickey things really are looking good today ,buys starting to go through at 1.91.
I thought investor sentiment might be hurt today given the news about six men being taken seriously ill during clinical trials run by Parexel for a drug to treat chronic inflammatory conditions and leukaemia.

mickeyskint - 15 Mar 2006 10:36 - 2079 of 2444

Yes I heard about that. Just goes to show how cutting edge these drugs are, though nothing to do with us. Let's hope we get some news soon.

MS

doughboy66 - 15 Mar 2006 14:49 - 2080 of 2444

Its been a while since we were at these levels,lets hope there is a lot more to come.

Pete168 - 15 Mar 2006 15:08 - 2081 of 2444

The spreadbet co's seem fully stocked which indicates little or no news could trigger the freefall we had this time last year as the tight stop losses get hit one after the other all the way down to the 110-130 levels.

Me, well I'm hopeful that 1 year on from the Lymphoma trial, we will have news that the immune response has been improved even further by a bit more tweaking.
Also keen to get a bit more detail on the prostate cancer trial which has a reported endpoint of Feb/Mar 2006(I think).
Not sure if we'll hear anything on the flu vaccines as Dr Ottensmeier has been billed as talking about cancer vaccine trials.

mickeyskint - 15 Mar 2006 16:12 - 2082 of 2444

Was there a presentation today? If so anyone heard any news.

MS

mickeyskint - 15 Mar 2006 16:23 - 2083 of 2444

From the other place.

el magnifico - 15 Mar'06 - 15:39 - 7074 of 7074


I recall that MMI issued its "MMI announces cancer vaccines update" RNS on 22nd March 2005, following Dr Stevenson's presentation at DNA Vaccines Forum on 18th March 2005.

So I would not be disappointed by the absence of an RNS tomorrow, although I have a feeling that Cancer Research UK / Leukaemia Research Foundation may be building up to a biggie on GenVax soon.

We are one year further down the trials path and the MMI share price is unchanged. Risk / reward extremely favourable.

IMHO the price action, now squeezing above the September 2005 1.85 top, together with the stealthy accumulation volume characteristics suggest that you won't be able to get 'em much cheaper than this.

el

doughboy66 - 15 Mar 2006 17:49 - 2084 of 2444

DNA Vaccines Forum 16th and 17th March

Presentation 16.20 p.m

Freda Stevenson Professor of Immunology (Tenovus Laboratory University of Southampton)

Advancements In Cancer Research.

1) Therapeutic applications of DNA Fusion Vaccines


2) Focus on design and delivery

3)Clinical testing in human patients.

Maybe some good news Friday or early next week
Fingers crossed.

mickeyskint - 16 Mar 2006 08:38 - 2085 of 2444

Looking good to me.

MS

gavinwood - 16 Mar 2006 09:08 - 2086 of 2444

After checking todays RNS I have topped up. Looking very good indeed, especialy David Bests comments if you read between the lines.

goldfinger - 16 Mar 2006 09:24 - 2087 of 2444

More good news in the RNS today.

cheers GF.

doughboy66 - 16 Mar 2006 10:02 - 2088 of 2444

Just got in and have seen the good news,it came a bit sooner than i expected .

EK has got to get out now surely!

mickeyskint - 16 Mar 2006 11:22 - 2089 of 2444

He's a stubborn old fox DB but if he does I'll let you know.

MS

Jacks - 16 Mar 2006 11:35 - 2090 of 2444

Why are people starting to sell? I am very nervous after last year and don't want to see my profits eroded.

doughboy66 - 16 Mar 2006 12:25 - 2091 of 2444

They soon moved the price down on what is not the greatest sell volume,i just hope they bloody well move it up as quick as they moved it down.

mickeyskint - 16 Mar 2006 13:55 - 2092 of 2444

From the other side. The're getting a bit excited over there.

el magnifico - 16 Mar'06 - 08:59 - 7079 of 7091


Benny,

Good call !

Couched in moderate and understated terms, the RNS is effectively a pre-announcement that the GenVax clinical data to be given at 4.20 pm this afternoon will be positive. And a heads-up on impending Oncosense and Viratis news.

Here is my between-the-lines read on DB's comments :

While we do not yet know how positive the GenVax data will be this afternoon, DB does know, having seen the paper to be presented and is pointing out that GenVax technology is advancing on all fronts for cancer vaccine trials, now across a broad spectrum (ie applicable to the mass-market)of cancer indications.
This suggests that the trials thus far have been massively successful.

The mention of bird 'flu is may be somewhat opportunistic, but the ramifications of GenVax in pandemics should not be sneezed at (sorry!).

The "escalation" of the doseage in the GenVax advanced prostate cancer trial is encouraging, since it could only be given the green light if well tolerated so far and clinically neutral or better.

The huge bear-hug of new trials (funded by the Cancer Charities, Governement and academia) for GenVax in lung, colon, breast, prostate, oesophageal, pancreatic and head / neck cancers represents a serious increase in MMI's commercial potential. And note that MMI itself is putting up funding for pre-clinicals on 'flu and TB.

And major pharma is still hovering in the background !

Oh, yes. DB will get back to us all on news on Oncosense and Viratis (a new emphasis on that HIV / rheumatoid arthritis / asthma platform, I note !).

Quite a lot of news to digest...and the hard numbers on GenVax yet to come this afternoon !

el

A0469514 - 16 Mar'06 - 11:49 - 7088 of 7091


You are right balt, this is exciting. I feel that close watchers of this share, like most of regulars on here, are in a very privileged position. We are aware of the massive potential in this company whereas the general public and even most other investors, certainly are not. The potential has not even been picked up by the specialist shares magazines yet, never mind the mainstream media.

The reason for this is, I am more and more certain, because the vast majority of the research is funded by the cancer charities and we know that David Best has to get his news releases on research results sanctioned by the charities. It is simply not in the charity's interest, at this stage, to release too much good news otherwise they will be faced with a stampede of patients and their relatives demanding the new treatment. You can almost sense Best's frustration that he is unable to tell the world.

But is this about to change? We have it flagged up in the RNS today that:
Dr Christian Ottensmeier, Principal Clinical Investigator, will today present
his report on the Genvax vaccines at the Third International DNA Vaccines Forum
in London. Analyst and media briefings will follow.

What effect will the analyst and media briefings have? Well, I guess it depends on who attends the briefings and how much the charities will allow to be released this time. It also depends on how they present the information and whether they have invited the BBC etc. But it COULD be really big. The charities also need to let their supporters know that their donations are doing something useful. So they could have decided that this is the appropriate time to let the world know what is happening here.

In my opinion, this is one of the rare opportunities in one's investment 'career' when the atentive private investor has a temporary huge advantage over the rest. If I was considering an investment here, I would not let this opportunity slip. I have topped up again today, and you now have a chance to get in at a lower price than me.

Xylos


049balt - 16 Mar 2006 14:48 - 2093 of 2444

A very bullish update has just appeared on Mike Walters site.

mickeyskint - 16 Mar 2006 15:35 - 2094 of 2444

Can you expand on that 049balt. The jist would do.

MS
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