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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 - 11 Mar 2005 12:57 - 574 of 2444

From the Business section Times Online..................

March 11, 2005

Rumour of the day



AIM-listed Medical Marketing International put on a further 6p to 154p making a 14 per cent gain this week amid talk that next weeks Phase II clinical trial results from Genvax, its joint venture with the University of Southampton, will impress. The trial of its DNA vaccine on patients suffering from low-grade non-Hodgkins lymphoma, a form of leukaemia, has been under way for four years. Freda Stevenson, of the university, is due to provide an update at a conference in London next Friday.

cheers GF.

goldfinger - 11 Mar 2005 13:19 - 575 of 2444

Lifted from another board excelent research material many thans to the author.

re genvax 18th march

The Genvax work is going to be presented at an 18th March conference in London. Professor Freda Stevenson is one of the two academics behind Genvax. She's presenting a Case Study on DNA Fusion Gene Vaccines Against Cancer: Pre-clinical Development and Clinical Testing:
- the fusion gene concept to drive induction of specific immune effector pathways
- clinical testing of DNA fusion gene vaccine against lymphoma
- electroporation for translating DNA fusion vaccination to patients

Other attendees and presenters include big names from major pharmas and labs internationally.

Conference details in pdf format:
http://www.bendavidson.co.uk/DNA_Vaccines_2005.pdf

I have an idea that there is such significant progress with both Ruthenium and Genvax, that big pharma may already be in dialogue for a deal worth between 500m and 2b, which would move the sp from its stunning curent high of 156p, to something nearer 6.00.

If you want to follow up some of this in more detail, hHere are some sites on the Genvax research generally:

1/ Cancer Research website, focusing on Christian Ottensmeier's
work - DNA vaccination activating the immune system aginst the
cancer present in the patient
http://science.cancerresearchuk.org/research/loc/southampton/southampton_univ/ottensmeierc/ottensmeiercover?version=1

2/ On the UK Myeloma Forum website, astracts from the last last
UK Myeloma Forum scientific meeting where Stevenson,
Ottensmeier and others presented their work - Can we manipulate
the immune system to attack myeloma?
http://www.ukmf.org.uk/abstracts/fsm2003/stevenson.html

3/ Southamptom Uni's more general overview of cancer research
(including the Genvax research)- "The Cancer Research Campaign
Clinical Trials Unit Southampton Cancer Centre"
http://www.som.soton.ac.uk/research/cancersciences/clintrials/activity.asp

4/ Dr Cristian Ottensmeier's profile on the Southampton Uni
website with a feature entitled: Lymphoma Immunotherapy trials
(DNA vaccination in follicular Lymphoma)
http://www.som.soton.ac.uk/research/cancersciences/members/ottensmeier/cho.htm

5/ Professor Freda Stevenson's profile on the Southampton Uni
website with a feature entitled: Genetic Vaccines Against
Cancer
http://www.som.soton.ac.uk/research/cancersciences/members/stevenson/fs.htm

6/ A similar feature on the National Cancer Research Institute
website in a section entitled 'South of England Prostate Cancer
Collaborative': Genetic Vaccines Against Cancer
http://www.icr.ac.uk/ncri/prof_freda.html

cheers GF

goldfinger - 11 Mar 2005 13:54 - 576 of 2444

Just ticked up, mopre buyers coming in. Usually as a good friday afternoon so Mitzys figure from the other day might be achieved.

cheers GF.

mitzy - 11 Mar 2005 13:57 - 577 of 2444

I'm not too sure about that gf..I would have thought there would be more volume today than there has been .. see you later.

mickeyskint - 11 Mar 2005 14:01 - 578 of 2444

Got to say boys, I can't see 2 by results.

MS

goldfinger - 11 Mar 2005 15:53 - 579 of 2444

Nice to se it going up by 4p this afternoon, Ill take that for the moment and a bit more by close.

cheers GF.

goldfinger - 11 Mar 2005 16:18 - 580 of 2444

Gone up another penny 5 on the day so far.

cheers GF

rob308 - 11 Mar 2005 16:43 - 581 of 2444

These are large volumes for mmg.......... compare to volumes of a month ago.
rob

rob308 - 11 Mar 2005 16:49 - 582 of 2444

GF, thanks for posting the Times article.
I cant help but think the news will be good, news was/is leaking out, it always does.
I am a tad concerned that the market has already indexed in the anticipated good news however I am still confident that MMg is undervalued when you take into consideration, aside from genvax, the numerous other products under r&d.

fingers crossed.... I am staying right here

Cheers. Rob

mitzy - 11 Mar 2005 20:52 - 583 of 2444

Has doubled from the mid 80's level since gf began this thread back in Sept last and theres more...I can see 200p looming.

mitzy - 12 Mar 2005 09:43 - 584 of 2444

Scsw has no mention of the 3 bios they visited last month..

hlyeo98 - 12 Mar 2005 16:27 - 585 of 2444

200p easily achievable... 600p is a fair value once ruthenium comes on the market

mitzy - 13 Mar 2005 17:59 - 586 of 2444

Thers a great amount of excitement building up on this one with just 5 days to go before the big annoucement on Friday and many pundits are forecasting 200p on good news so lets hope there not wrong..of course the big news is ruthenium which could be the blockbuster that could transform MMG's fortunes but we will have to wait a while longer for that one.

goldfinger - 14 Mar 2005 00:23 - 587 of 2444

Should see gains up to this Friday the 18th day of the results.

cheers GF.

Pete168 - 14 Mar 2005 07:34 - 588 of 2444

Ruthenium I would guess is at least 3-4 years away from market bearing in mind it has not even entered Phase 2.
So is your valuation 600p in 3-4 years time?

mickeyskint - 14 Mar 2005 07:45 - 589 of 2444

Mitzy

Will I be smiling on friday.

MS

goldfinger - 14 Mar 2005 11:16 - 590 of 2444

Yup and will I ?.

cheers GF.

ateeq180 - 14 Mar 2005 13:02 - 591 of 2444

NICE TO SEE MMG MOVING TO NEW HIGHS.

goldfinger - 14 Mar 2005 13:39 - 592 of 2444

Yes now through 160p. Should be a lot more to come.

cheers GF.

goldfinger - 14 Mar 2005 16:21 - 593 of 2444

That volumes getting mighty high. Looks to me like we have a lot of speculators on board awaiting the news on Friday.
cheers GF.
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