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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.

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

hampi_man - 31 Aug 2006 14:57 - 2184 of 2444

Nice rise today, any one any ideas why this is pushing north??

mitzy - 31 Aug 2006 15:06 - 2185 of 2444

News expected soon..

mickeyskint - 31 Aug 2006 15:22 - 2186 of 2444

mitzy

Is it good, very good or off the scale.

MS

mitzy - 31 Aug 2006 15:38 - 2187 of 2444

Time to Go Indicator : 0.

g64946 - 01 Sep 2006 10:33 - 2188 of 2444

Moving nicely again today - up another 5%.
So how far you think it will it go Mitzy?

seawallwalker - 01 Sep 2006 11:07 - 2189 of 2444

Gene therapy frees men of cancer

"Two men have been cleared of deadly skin cancer using genetically modified versions of their own immune cells.
For Mark Origer, 53, the treatment destroyed his tumour, enabling him to attend his daughter's wedding.

The US National Cancer Institute team in Bethesda has also shown it can manipulate immune cells to attack breast, liver and lung cancers.

The modified T cells persisted in 15 other patients treated, but their malignant melanomas remained..........."

mickeyskint - 01 Sep 2006 11:53 - 2190 of 2444

EK is now on board and taken a long position. He says "They're as cheap as you know what". Anybody know if GF is still around or is he still abroad. I think he's still in.

MS

mitzy - 01 Sep 2006 11:56 - 2191 of 2444

I'm still holding for 6 years almost and the best is still to come so they tell me..

potatohead - 01 Sep 2006 12:00 - 2192 of 2444

check out ERX.

mickeyskint - 01 Sep 2006 12:06 - 2193 of 2444

That's a long time mitzy you must have got them really cheap. Lets hope the best is yet to come and we don't have to wait another 6 years. If EK's gone long then there's a good chance he knows something. I topped up yesterday.

MS

mickeyskint - 01 Sep 2006 12:08 - 2194 of 2444

PH

I wouldn't touch that pile if crap with a barge pole.

MS

seawallwalker - 01 Sep 2006 13:32 - 2195 of 2444

MS - I have edited this, I can't make head nor tail of it at all.

Todays news is not relating to ERX nor MMG so why is PH making such a big deal of it?

mickeyskint - 01 Sep 2006 13:56 - 2196 of 2444

SW

God knows. He pushing it on the other board as well.

MS

seawallwalker - 01 Sep 2006 14:06 - 2197 of 2444

Well, I'm making the effort to understand, but I can't cross relate at all.

seawallwalker - 01 Sep 2006 14:25 - 2198 of 2444

That's it, I have had enough.

BB ramper methinks.

mitzy - 02 Sep 2006 10:37 - 2199 of 2444

220p bid per share rejected by DB as too low.

goldfinger - 02 Sep 2006 11:15 - 2200 of 2444

Nice to be back in old blitey and a reliable PC to use again albeit 2,000 plus e-mails queing up aghhhhhh............... The spanish are great improvisers but I didnt fancy a water tap being attached to my lap top so Ive been rather quiet whilst on my crusades abroad in the last 8 weeks.

Anyway this is the first post from old faithfull and I can tell you although you may already know Evil K as now gone long, this taken from another freebie site....

My point is that having made money shorting Medical Marketing (MMG) I am now on the long tack and the shares are heading my way yet again. there was something in the Telegraph today about gene thereapy.

Looks like its had a knock on effect alongside the world wide news from the yanks yesterday.

cheers GF.

PS, hoping to join you full time monday after a weekend of drinking stella (proper beer) instead of the piss poor stuff Ive had of late.

mitzy - 02 Sep 2006 11:17 - 2201 of 2444

Welcome back to the party gf.
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