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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.

hampi_man - 23 Mar 2005 09:57 - 814 of 2444

bought back in to MMG this morning

goldfinger - 23 Mar 2005 10:01 - 815 of 2444

Well done HM, I was wondering where everyone was. Was thinking everyone was nursing an hangover after the good news yesterday. Blimey they are now nearlly 18% up and this on a rotten day for the market. NICE.

cheers GF.

mickeyskint - 23 Mar 2005 10:20 - 816 of 2444

I am nursing a hangover and I topped up at 223. This is going to be huge with the potential to help a lot of people. I expect we all know someone whos had the big C.

LOL

MS

goldfinger - 23 Mar 2005 10:32 - 817 of 2444

Awaiting the Killik morning note. They should have a good write up on this one.

cheers GF.

goldfinger - 23 Mar 2005 10:51 - 818 of 2444

Well its out but for some reason its not downloading, typical.........


Morning Note - Wednesday, 23 March 2005

Paul Kavanagh's view of the day's news and market events

FED rate rise comes with warning on inflationary pressure bonds and stocks slide

Medical Marketing up strongly on cancer vaccine trial result

William Morrison sees board fall out following profit warning

Bounce potential in Neteller, Sportingbet, Cambrian Mining?


--------------------------------------------------------------------------------

Cheers GF.

bishopjeremy - 23 Mar 2005 10:59 - 819 of 2444

goldfinger - 23 Mar 2005 11:00 - 820 of 2444

Killik Broker note now out makes superb reading..................



MEDICAL MARKETING Cancer vaccines update



The long awaited announcement from Medical Marketing (MMI), the pharmaceutical development company, relating to its cancer vaccine program scored well with share holders yesterday. The share price, already up three times since the 14th January, rose further by the close and in morning trade has soared a further 15%. So why is there all of the excitement?



The trial, which has been underway since 2001, took 25 patients with follicular lymphoma and who had been treated with all known available treatments before being accepted. The average life expectancy of a sufferer is around seven years and of course many of these patients were late stage in the treatment. We understand that of the 25, a majority (thought to be 18) responded positively to the treatment by showing an immunological response to the vaccine.



The trial was funded by cancer charities and the full report will be published by Cancer Research UK and LRF.



The significance of this announcement is that this will be treated as a technological break through in making a vaccine work against cancer. Whilst the early trial looked at a particularly viral strand in lymphoma, other trials including myeloma (cancer of the bone marrow) are on going and early results appear to be going the same way. This is increasingly looking like a platform technology with much broader applications.



So how does this all translate for share holders? Medical Marketing, with a low cost operating model and working closely with the public sector and the universities, has a stated policy of licensing the technology to major pharmaceutical companies at the appropriate stage, normally towards the end of phase 2 when much of the value has been captured. We expect, on the back of this data, that a commercial deal will be in the offing in the near term. Licensing deals normally take the shape of an upfront payment followed by key milestone deals. David Best, as the founder of MMI, spent many years in larger pharmaceutical companies working on these types of transactions and therefore is well experienced in this type of deal.



Sitting behind this transaction is of course Oncosense which I believe could potentially be bigger than Genvax. Oncosense looks at the use of ruthenium as an alternative to platinum in cancer drugs and we believe three of the favored compounds will be going to clinical trials in the near term. Trial length will be short so indeed we could have results by the end of 2005. Earlier in January, the company, whilst believing the potency was considerable compared to platinum, was delighted with the safety performance being comparable to the safest drugs on the cancer market.



By the end of 2005, it is thought that the group could have eight or nine phase two clinical trials running in major disease areas like cancers and HIV. With market deals in this space for licensing running from 100 million (for pre-clinical) to 2 billion for phase three, the potential upside for a small 100 million player like MMI is huge. Despite the rise seen so far this year, the shares, which I own, remain with significant potential for the coming months.

iiulwmsu17741.jpg

cheers GF.



goldfinger - 23 Mar 2005 11:24 - 821 of 2444

Extract from the Killick notes...............

So how does this all translate for share holders? Medical Marketing, with a low cost operating model and working closely with the public sector and the universities, has a stated policy of licensing the technology to major pharmaceutical companies at the appropriate stage, normally towards the end of phase 2 when much of the value has been captured. We expect, on the back of this data, that a commercial deal will be in the offing in the near term. Licensing deals normally take the shape of an upfront payment followed by key milestone deals. David Best, as the founder of MMI, spent many years in larger pharmaceutical companies working on these types of transactions and therefore is well experienced in this type of deal. ENDS.

Anyone selling now , well you are missing out on a massive gain, and this is JUST THE BEGINNING.

Added more on the broker note.

cheers GF.

goldfinger - 23 Mar 2005 12:04 - 822 of 2444

Back to top for the lunch time crowd.

goldfinger - 23 Mar 2005 12:17 - 823 of 2444

Lunch time crowd now going in and buying. Cheers GF.

doughboy66 - 23 Mar 2005 13:01 - 824 of 2444

Watch the price move now big buy at 11.55 am 206 shares ( there mine) lol
db66

GINGERJIMMO - 23 Mar 2005 13:09 - 825 of 2444

Gutted - bought in and sold out for 22% profit - sold at 1.73 so gutted. Now confused, wait for profit taking price dip or just pile in? Realistically will the share price not settle or drop slightly awaiting further news etc? Just got into Vane, which has been flying up so tring not to be the last on the band wagon...
Thoughts and advice welcome...

doughboy66 - 23 Mar 2005 13:44 - 826 of 2444

Ginger i`m gutted i didn`t buy more of these earlier when Mitzy and Golfinger kept telling us to.I`m in Vane as well,good times ahead for these two i think.
db66

mitzy - 23 Mar 2005 14:17 - 827 of 2444

"The potential for a small company like MMG is huge".....
Killiks are right these could be worth 25 a share in 3 years time.

rob308 - 23 Mar 2005 15:59 - 828 of 2444

just got in and 'seen the screen'...... blimey! it is gonna be Robf355

rob308 - 23 Mar 2005 16:05 - 829 of 2444

am I on my own on this thread???????? let me know what pub you are opening the champagne in guy's!!!!!!!!

mickeyskint - 23 Mar 2005 16:15 - 830 of 2444

I bet the big boys GSK ect are looking at this, mouth watering. This is going to be massive. Topped up again so unless I unload I've got no more cash. As the price settles expect a bit of fluctuation. Only one way this is going..north.
Don't sell.

LOL

MS

mickeyskint - 23 Mar 2005 16:21 - 831 of 2444

I wonder if the papers will have an article about it. That would do the price a good turn.

MS

g64946 - 23 Mar 2005 16:27 - 832 of 2444

..& through 250 it goes. Some pleasant blue on a red day!

rob308 - 23 Mar 2005 16:28 - 833 of 2444

all time high aaaaaaaaaaaaaagh!
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