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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.

mitzy - 09 Apr 2005 13:38 - 1141 of 2444

You done right to sell Andy as a profit is a profit at the end of the day.I still hold MMG and NLR as well which seems to have recovered from EK's attempts to short it..I hope MMG will recover soon as well.

andysmith - 09 Apr 2005 14:55 - 1142 of 2444

I got used to taking losses last year Mitzy and ended up 10% down. Happy to say that doubled the value of my portfolio since start of the year and MMG profits are part of that. WE actually agree on everything MMG in that market is a nightmare to judge right now but that MMG has such a good portfolio it should deliver outstanding rewards and the interests of the big pharmas.
Apologies if I over-stepped the mark, I didn't mean anything negative about your posts, hope to be back in soon, keep up the good posts on MMG and may all investors be rewarded.

andysmith - 09 Apr 2005 14:58 - 1143 of 2444

By the way, I wonder if MMG have a cure for very badly burnt fingers of these shorters. Trouble is they may have opened and closed positions several times already with good profits at expense of real investors.

seawallwalker - 09 Apr 2005 16:08 - 1144 of 2444

Well.

These last few posts have been well worth the read.

I thank you all, gf, I am thick.

What's a PM?

andysmith - 09 Apr 2005 17:38 - 1145 of 2444

Glad you enjoyed it SWW. Last week, a mere novice like me had the temerity to suggest that I wouldn't be surprised to see 200p based upon my knowledge of holding MMG for over a year. This week with shorters playing their games with MMG I state that I will wait even longer. My views on the current sp movement may differ from others but then I would not expect everyone to agree with any opinion but my views on MMG as a company are as bullish as anyone else who has held or does hold. Mitzy's input is brilliant and well valued as is GF's but when others are influencing the sp short-term I felt it only fair to raise the issue of whether or not this was a buying opportunity at this particular moment or whether the sp will fall further regardless of our views on MMG. Wish I hadn't bothered now and having apologised for over-stepping the mark with my probing for info, if anyone wants me off this thread please say so and I'll shut up. It won't stop me buying back into MMG at the right time as the future for this company is good. Good Luck Everyone and Goodbye for now.

bhunt1910 - 09 Apr 2005 18:01 - 1146 of 2444

AS - dont be daft - your opinions are as valid as anyone's. Its up to the individual to assess what you say and make their own decisions - as to Mitzy - put that down to experience. To be honest - if it had not have been you - it might have been me asking the same question and it would have been me having my wrist slapped. This is where the experience and diplomacy of others such as GF and others come in and they add real value by informally policing some of the comments and by suggesting that you may have overstepped the mark - unlike other BB's.

We all make mistakes and none of us are perfect.

You keep on posting and expressinjg your opinions - I for one value them - even if I dont always agree with them.

Baza

seawallwalker - 09 Apr 2005 19:50 - 1147 of 2444

andy - I agree with the above.

It never hurts to ask questions and hope for some answers.

You were right about the fall.

It's all about your money, and our money, so I believe it is as well to have the best information available, if it does not come readily then you have to ask, as I do.

Remember, a fool and his money are soon parted, so ask away and comment where comment is due.

It's true some don't want a few comments esopecially if they have negative tones, but that is more like reaction to their hopes being dashed if your worry comes to fruition.

Stay in there and keep posting.

andysmith - 09 Apr 2005 21:00 - 1148 of 2444

Thanks folks, and gf and mitzy of course. I find these bb's brilliant and must say that I find it easier to take a more objective view when out than holding.
I only posted with concerns on sp/shorting/timing of RNS due to concerns about others on the bb, I can't lose from here other than mis-judge re-entry point. That's my decision but I will be reading all posts on here for other thoughts. I watched MMG more on Friday than SEO where I am creaming in the profit!!, thats becuase I want to get back in but it is so volatile. I am only currently out with profit because I learnt my lessons before with MMG sp but know the future remains excellent and want to get back in but at the best possible price. Agree with someone earlier, the sooner MMG can post the RNS re: Ruthenium the better. Lets see what next week brings.

mitzy - 09 Apr 2005 21:12 - 1149 of 2444

Andy:

Dr Mark Burton is attending a conference at Cambridge on the 4 th of May and will be making a presentation speech; among those at the conference include Glaxo and Zeneca..could be a great opportunity to do a bit of business.

jimmy b - 09 Apr 2005 23:37 - 1150 of 2444

I also respect your view Andy keep posting ,its good to hear from all sides , so long as its not from idiots on some of the other boards,you did have a good point,i think the same as mine regarding when to get back in,,.Also Mitzy and Goldfinger have done a great job on this one,so i hope everyones ok again ,this is a good site with some good people posting on it ,,JB..

goldfinger - 10 Apr 2005 00:09 - 1151 of 2444

Theres no problems guys beleive me. Im not trying to keep anything quite or sinister just a case of having a word with andy. And theres no problems there either.

Andy PM - private message please click on your name and then it asks for your e- mail so the message can be sent. If any one wants the same message please PM me. Look there is nothing to hide.


cheers GF.

banjomick - 10 Apr 2005 00:48 - 1152 of 2444

GF,Looked more into this 'shorting'buisness after your replies last week,cheers by the way.A lot of companies took a while(6 month -2 years)to recover after being hit.I think mmg will recover a lot quicker than that,does depend on news,if any,in todays papers mind.The news papers could compound on the shorting that is going on but long term can't see a problem if they can come up with the goods,lets hope so.

goldfinger - 10 Apr 2005 01:03 - 1153 of 2444

Be carefull BM, know one knows where the bottom is on this. Im out for the time being (bar my long term investments 45 grand) but when MitZy comes in with the crack I'll boil the shorters beleive me. And itl be a lot of money.

cheers GF.

goldfinger - 10 Apr 2005 01:36 - 1154 of 2444

Andy its nothing to do with offending or a telling off dont be daft. Its to do with what we can say or not say on here, on the board and as nothing to do with the management. Just want you to know and its in your interest. Other posters dont be phased by this its not secret information etc. Thats not my style unless someone gets some news where we can burn Evils arse.

cheers GF.

mitzy - 10 Apr 2005 09:51 - 1155 of 2444

DB in the Times:
http://www.timesonline.co.uk/newspaper/0,,176-1562239,00.html

bhunt1910 - 10 Apr 2005 11:53 - 1156 of 2444

Good articcle in the Sunday Times today where MMG have asked the FSA to investigate the evil ones malipulation of the matket.

Baza.T

sharewinners - 10 Apr 2005 13:34 - 1157 of 2444

The Sunday Times



April 10, 2005

Biotech boss demands probe into short selling
Richard Fletcher



THE chairman and chief executive of an AIM-quoted bio-tech firm has asked the London Stock Exchange to investigate an extraordinary 58% fall in his companys share price in just 10 days.
David Best of Medical Marketing International (MMI) believes the firm has been targeted by one of the Citys most colourful short sellers and that a false market has been created.



The bear raid follows the publication of a sell note by a biotech analyst at Peel Hunt, the securities house.

Simon Cawkwell, the short seller known as Evil Knievel, included details of the note in his diary, which is sent to subscribers of T1ps.com, a share-tipping website run by Tom Winnifrith.

The analyst argued that the company was overvalued but Best claimed that the note was factually incorrect.

Following a three-hour meeting with the company, the Peel Hunt analyst, Gary Waanders, issued a new note.

Although he has stuck with his sell recommendation and valuation, the analyst does appear to have corrected a number of technical points.

However, on Friday shares in MMI were down a further 18% at 172p at the close, giving it a market capitalisation of 88m.

Best said: Small shareholders have lost out. They have panicked and sold. It is our view that a false market has been created.

Cawkwell, who said he had sold short 250,000 shares in MMI at 250p, vehemently denied any suggestion of wrongdoing. He is now sitting on a paper profit of nearly 200,000.

Peel Hunt and Winnifrith also rejected any suggestion of wrongdoing.

Take your 200k simon before you lose it !!
As i said yesterday news soon :-)

hlyeo98 - 10 Apr 2005 17:18 - 1158 of 2444

Great news, sharewinners. Thank you for posting.

goldfinger - 11 Apr 2005 01:05 - 1159 of 2444

The Sunday Times



April 10, 2005

Biotech boss demands probe into short selling
Richard Fletcher



THE chairman and chief executive of an AIM-quoted bio-tech firm has asked the London Stock Exchange to investigate an extraordinary 58% fall in his companys share price in just 10 days.
David Best of Medical Marketing International (MMI) believes the firm has been targeted by one of the Citys most colourful short sellers and that a false market has been created.



The bear raid follows the publication of a sell note by a biotech analyst at Peel Hunt, the securities house.

Simon Cawkwell, the short seller known as Evil Knievel, included details of the note in his diary, which is sent to subscribers of T1ps.com, a share-tipping website run by Tom Winnifrith.

The analyst argued that the company was overvalued but Best claimed that the note was factually incorrect.

Following a three-hour meeting with the company, the Peel Hunt analyst, Gary Waanders, issued a new note.

Although he has stuck with his sell recommendation and valuation, the analyst does appear to have corrected a number of technical points.

However, on Friday shares in MMI were down a further 18% at 172p at the close, giving it a market capitalisation of 88m.

Best said: Small shareholders have lost out. They have panicked and sold. It is our view that a false market has been created.

Cawkwell, who said he had sold short 250,000 shares in MMI at 250p, vehemently denied any suggestion of wrongdoing. He is now sitting on a paper profit of nearly 200,000.

Peel Hunt and Winnifrith also rejected any suggestion of wrongdoing.













mysunshine - 11 Apr 2005 01:41 - 1160 of 2444

Oops. Sorry. Please ignore
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