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.

Looking good to me.

MS

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

More good news in the RNS today.

cheers GF.

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!

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

MS

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

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.

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

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

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

MS

Strange how everytime Best and the management crew do a presentation this one drops.

Might be best if in future he didnt bother.

cheers GF.

From the other side. worth a read.

A0469514 - 17 Mar'06 - 21:36 - 7125 of 7139


Geko, Not sure why you couldn't post it yourself but, since Benny can't do it, I will oblige.
Xylos.

Geko's post from MW site.
I had a long talk with DB this afternoon. DB is too shrewd to give away info that would be price sensitive and if anything I think he's being more circumspect than ever. My view is that this is partly due to the long meetings they have to have with advisors as to what they can and cannot say and because they are in talks with a number of major pharma's. What I did was concentrate on information that was in the public domain and the likely implications that could be drawn from that.
Firstly there is quite a lot of info they have considered releasing but wonder how useful it would be to shareholders. Even DB relies on their scientists for the interpretation of much of their data so I think it would be of questionable benefit to us. He is adamant that the institutions do not get price sensitive information in advance of the market. However there are presentations being made and there are a number of new institutions on the list. This is partly due to the increase in market cap which has put the company on a few more radars. There is also a broker's note being worked on but of course the timing of that is price sensitive. In the case of allowing institutions an inside view I believe Best. Not only have I always found him honest but if certain information were leaked about current trials those trials would be invalidated so the price for the company would be unusually high.
Having said the above what can one reasonably infer? Well safe to say that the two scientists who recently joined were not brought in to solve problems. If that were the case it would have to be announced. Stevenson is very close to Levy and in constant contact. So I think it is reasonable to infer that positive results excited his interest.
The main argument to back up the above is understanding the nature of trials. Trials commonly start with a couple of patients at a fixed dosage. If low toxicity is found patients are added at higher dosage. Patients are added on that basis with the aim of monitoring toxicity and determining optimum dosage. In turn this leads to a further larger study with fixed optimimum dosage. Toxicity is measured on a scale of one to four and so far all MMG's studies have found toxicity at one or less. As we know it was the low toxicity and clinical observation which accelerated the regulatory approval for the trials to be extended. In the light of this I think it is highly positive that rapid regulatory approval has been extended for so many studies over such a range of cancers. I think it unlikely that low toxicity alone would be sufficient to drive this. We don't know the efficacy but I think we can infer that it is likely to be high. Finally, I think in the case of prostate cancer, the trials are fixed (optimum) dosage. This implies a high degree of confidence in both toxicity and efficacy and means the information gained from the study will be of higher statistical value than a variable dose study. As I understand it the prostate trials are not bespoke so relate to the bigger market in commercial terms. The patients in these studies are those that have advanced prostate cancer but no sign of spread to bone. PSA readings are being used to monitor progress.
It would be interesting to know how many other studies have managed to gain such rapid regulatory approval for such a broad range of cancers satisfying both toxicity and efficacy.
MMG retains IP but is not having to fund the trials.
DB is not a scientist but a commercial man. I'm very happy about that since I wouldn't want a scientist running the company. Talks are ongoing and while there's always room for failure he clearly feels that the results to date have strengthened his commercial hand in negotiations.
I'm very happy for criticism of the above. All IMO.
Regards Geko

Interesting MS.

cheers GF.

GF

I would like Best to put out some tanagible news.This stock is still very much blue sky and it's hard to put a valuation on hope. Anyway held for so long might as well keep with it.
Did you have any luck at Cheltenham?

MS

Maybe there is no tangible news at all?

Nice to see a few buys going through and the price ticking up after the last few days of falls.

I guess DB is presenting to the institutions (a couple of new ones) at the moment so we might get a few buys from that.
Expecting Ru passing safety tests and entering clinic news soon and also an update on prostate cancer trial.
Also got to be a Lymphoma vaccine update soon as it is now 12 months since completion. 9months+ since discussions began and average contract takes 9 months to complete.
My guess is a big pharma tie up to fund Phase IIb.
The bespoke manufacturing issue I was under the impression had been resolved.

Chocks away?

Up nicely today..fingers crossed.

A pleasant surprise to get in and see this on the move up today ,it certainly has been a rollercoaster ride so far.

Price moving up nicely.

Mickey S made a FEW bob at Cheltnam, not much but enough for next years drinks.

cheers GF.