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
- 03 Jul 2006 14:30
- 2164 of 2444
Let's hope so GF. We've been really patience with this one. I still hold a tranch at 240p I badly timed that one.
MS
goldfinger
- 03 Jul 2006 15:36
- 2165 of 2444
Yup fingers crossed and Mickey if you get the chance shoot that barsteward Ronaldo the portugal one.
mickeyskint
- 03 Jul 2006 16:19
- 2166 of 2444
He's gonna be popular when he gets back to Old Trafford. I heard they're going to rodger him in the shower. Bloody arsehole.
Roll on Wednesday.
rob308
- 03 Jul 2006 17:40
- 2167 of 2444
Guys, fingers crossed for wednesday, Mickey your buy at 240 was perfectly reasonable because if this co. can do what they (and we shareholders) hope it can do then we can all retire.
Ronaldo???? be surprised if we see him playing domestic football in the UK again, think he's off to Spain. Keep the faith fella's, Rob
goldfinger
- 03 Jul 2006 23:22
- 2168 of 2444
Rob, well said. Lets get prioritys right first and thats football(well easy women but none are around.). If that little weazell ever plays on an English ground again I hope he gets nothing but abuse.
Now to MMG, looks like insiders know a thing or two.
goldfinger
- 04 Jul 2006 10:59
- 2169 of 2444
Up slightly this morning.
Pete168
- 04 Jul 2006 11:12
- 2170 of 2444
Not sure they do.
Its just the traders buying in the build up and probably selling tomorrow am.
They only look to make a few bob here and there on high probability trades.
OK they get some wrong but the hit rate on this type of thing is quite high.
Anyway thats my call that there will be a bit of selling tomorrow am and the rest of the day dependent on the news.
goldfinger
- 05 Jul 2006 10:25
- 2171 of 2444
Results more or less what I expected. No supprises either way. Neutral.
The outlook looks promising though.
mickeyskint
- 05 Jul 2006 10:49
- 2172 of 2444
I wonder if we'll hear anything about the meeting today. It might just give us a bit of hope. They're going to need a tie up fairly soon as the cash will run out. The losses will only widen, but one bit of good news and who knows.
MS
goldfinger
- 05 Jul 2006 10:54
- 2173 of 2444
I havent seen any news on a webcast Mickey, then again after last time I dont think we need one.
mickeyskint
- 05 Jul 2006 12:59
- 2174 of 2444
Too true GF. Who do you fancy for tonights game. I fancy the froggies.
MS
mickeyskint
- 05 Jul 2006 13:11
- 2175 of 2444
What's going on here then. Any ideas?
MS
goldfinger
- 05 Jul 2006 23:31
- 2176 of 2444
I also fancy the foggies seen they have won LOL.
Tried to get on at lunch time mickey but silly devils happening with the board at my end. No poroblems really the whole market was down and Im afraid we still have that volatility.
Nice to see that jerk Ronaldo booed by all, those foreigners. Im now hoping he does come back to United, it should be real fun destroying him. I have no sympathy at all for the jumped up git.
cheers GF.
mickeyskint
- 06 Jul 2006 10:55
- 2177 of 2444
I'm with you GF. There was talk of him going to Real Madrid. No news here then we'll just have to keep the faith. I see GSK have developed a condom impregnated with viagra. It's a pity women don't use them, now that would put a smile on my face.
MS
goldfinger
- 06 Jul 2006 12:06
- 2178 of 2444
Might be worth taking a stake in them Mickey.
I can imagine all these youngsters banging away all day LOL.
mickeyskint
- 06 Jul 2006 12:24
- 2179 of 2444
Oh such sweet memories GF. It's a pity old Best can't come up with something novel. How about a penis enlargement pill. Not that I would need any of course.
MS
goldfinger
- 06 Jul 2006 13:21
- 2180 of 2444
Where can you buy these jonnies from then Mickey?.
mickeyskint
- 06 Jul 2006 13:54
- 2181 of 2444
They're available over the counter, Boots I suppose GF. I went into a wine bar a while back and the machine in the bog was dispensing whiskey flavoured ones called McDom's. I really laughed. Unfortunately they weren't extra large so I didn't buy any. Going to cut the grass now and it's a 2 hour job on a ride on. Will post tomorrow.
MS
rob308
- 06 Jul 2006 14:56
- 2182 of 2444
A share price enlargement pill would be nice,............ rob
mickeyskint
- 10 Jul 2006 11:13
- 2183 of 2444
From the other side. Starting to look good.
el magnifico - 5 Jul'06 - 15:44 - 7435 of 7451
My contact from today's analyst meeting had the following observations :
Expectations of collaborations with major Pharma have taken several new steps forward :
* Genvax now in discussion with 9 of top 10 Pharma companies on collaboration and at "a very, very interesting phase" (DB). It may well be that the breadth of the DNA vaccine anti-cancer platform will permit several companies to take interests in specific cancer areas. Data on prostate trial are being shared with potential partners under confidentiality agreements - and what is more, several Pharma cos have audited Genvax's facilities/methodologies favourably, which would constitute a major prerequisite of any deal.
* Genvax's bespoke lymphoma PhI/PhII trial completed successfully. Unexpectedly, this therapy has attracted licensing interest from big Pharma (it was not thought to be a sufficiently large, or addressable, market) - but Pharma cos. with access to major networks of clinical facilities have expressed an interest in licensing the technology as interest in "proof of concept" of bespoke vaccines.
* A deal on partnering Oncosense (ruthenium) will be "earlier on the curve" than the original vision of post-PhII data timing. Several top 10 companies are interested - especially since the pathway to replace 30-year old platinum cancer drugs with ruthenium is well understood, with the in-vitro data so overwhelming on low toxicity and high efficacy - and DB said that an Oncosense tie-up would be likely to leapfrog a Genvax tie-up anticipated over the next 12 months, despite the fact that Q4 06 is start of PhI trials of the Ru compounds.
* Ribozyme anti-virals at very early stage, but interest is being shown from Big Pharma to get a seat at the table, despite clinical trial results being > 2 years away.
The point is that any collaborative deal with a major Pharma company will validate the MMG model and drive higher valuation of the equity - and permit MMG to drive tougher deals in future with the rest of the pipeline. So my contact does not expect a block-buster multi-million deal straight out of the blocks, but a smart deal that allows MMG to retain the maximum IP value, while exchanging vows on a limited therapeutic group of compounds.
In the meantime, the website will be upgraded to make it much more investor (rather than Lab Hotel)-friendly (ie pushing news alerts to subscribers etc), 2 new non-exec directors are being lined up from prominent UK Pharma companies, the 2005 AR will be published in the next 10 days and DB et al are touring journalists today and institutions tomorrow with the fresh contacts of Brunswick PR.
So there it is, guys, MMG bringing payday a little closer on all 3 fronts, but patience is still the key. DB expects news flow on Clinical data, Patents and agreements with Big Pharma to add sizzle to the vast potential outlined above - and all this adds up to a 90 million option (MMG's current market cap) on a three-platform therapeutic play on major disease areas.
At this price and at this stage of clinical development, MMG is a steal for serious investors, handicappers or share-jockeys alike.
el