Followers
0
Following
0
Blog Posts
0
Threads
427
Blogs
Threads
Portfolio
Follower
Following
2016-07-19 16:41 | Report Abuse
Lipitor peak sale was USD 10 billion a year, and they achieve this level when there are others cholesterol drugs. Alzheimer is still an untapped market, Taurx drug will need to be taken on daily basis, let your imagination run wild.
2016-07-19 16:38 | Report Abuse
To date, no drug for alzheimer prevention. Even if the drug soso, duration prevented not long, i guarantee they can be still approved, many past cases on other diseases can support my view, FDA will be more lenient to breakthrough therapy.
Genting at current level is fairly priced, sell on news will be good to buy more, for now I'm not selling, better be safe than missing the boat. If the drug success, genting fair price will be >rm12.
2016-07-17 20:22 | Report Abuse
Why buy sell buy sell? Do it when the price in tight range, like those banking stocks. In front of big positive news for genting, once result announced, straight to heaven, those buy sell buy sell n feel like genius will risk missing the boat. They say 27th july, but most of the time many clinical trial do not or not oblige to disclose on the time they set out.
2016-07-14 11:37 | Report Abuse
I do find that this calvin very good at finding lubang....but most of time get the risk level wrong. Big lubang come with big risk, he only focus on one side of the story, thinking not mature enough to give a full rounded view to fellow investors
2016-07-14 11:35 | Report Abuse
Salam: CPO? Prepare to go holland liao. Calvin is betting on climate, ask you, how many time weather forecast say rain, end up not rain? They cant even get a day ahead most of the time right.
U can bet with human behaviour, but dont bet with god behaviour, you dont know when Thor will hit u with his hammer.
2016-07-10 13:02 | Report Abuse
If condos in medini n ph is cheap enough for the local to afford, those area will instantly influx with local. Ghost town not because lack of ppl, is bcoz is expensive enough to deter ppl.
2016-07-10 13:00 | Report Abuse
Kakashit: there are city that is man made, Canberra: because aussie do not want to choose either melb or sydney as their political center, they made a new city. Adelaide, few hundred yrs ago they man made the city. China many cities also man made, at first ghost,but china gov use sheer force to relocate ppl to ghost town, in fact many current ghost town can any time occupied, is up to the china gov want to do it or not.
2016-07-10 12:55 | Report Abuse
Calvin: surge of cars in iskandar minus those sg cars=little increase of local cars. Besides those frequent jam area, actually many places still quite smooth de, i do not expect this if population increased that much.
If actual figure lag behind projected figure, something is wrong... but we dont know the actual current figure. What count is the actual, not projected estimation that dated back 5 yrs ago? They are ambitious but getting PR in malaysia is way harder compare to sg, want to increase population also hard lor.
2016-07-10 03:32 | Report Abuse
Yongleosg: huge capital outlay, a lot uncertainty and not easy. We are very keep in touch with the development, well connected and know the land price well. Want to make money need to be more profession de.. buy condo and earn money everyone know how to do, and when everyone know how to do, everyone cant make money.
2016-07-10 02:20 | Report Abuse
What is iskandar current yr population?
2016-07-10 01:17 | Report Abuse
Too much bashing on TA. Actually TA got many skills is useful de... key thing is, know when to use what technique, be it FA or TA. Easy say, hard to do, even got experience also can go wrong.
2016-07-09 12:43 | Report Abuse
When timing is way off, consider wrong ady. I hate ppl make prediction without giving a timing, bcoz eventually he will be right. Let say ppty continue to increase value and the ppty bubble burst at 2030...but i died on 2029, which mean the whole bubble will not happen to me. N it means the wrong bubble prediction which some day maybe right cost me opportunity cost for giving up the investment.
He is wrong since he do not give a timing, waste of time.
2016-07-08 13:16 | Report Abuse
Kinfatt999: depend on the trial result lor. Piggybank copy paste de paragraph mean nothing much la...conclusion is unknown. If taurx is right, then big pharma all the while targetting on amyloid beta may not have direct impact on alzheimer.
This drug side effect vry notorious, it make your urine, ur eye white part blue. Look like blue man like that, u want meh? But if u r sick, have not choice lor.
2016-07-08 13:06 | Report Abuse
Actually whatever data US presented, FED intention is clear, they dont want to raise rate, at least not so soon. So they will dig out the bad, say cant increase rate and ignore the good. FED pattern liao liao, see also sian.
2016-07-04 12:01 | Report Abuse
Calvin: They are aiming at ordianry medium class PRC who have a little bit spare money, are price out from western countries, and they are not rich to simply buang money like those able to dump their money in western countries did. Many of them get their money from hard work, not corrupted money. Even those rich prc park their money on matured township, not a new town like forest city.
So the investors is totally diff than those you said. Risk is there.
2016-07-04 11:44 | Report Abuse
Yongleosg: haha believe me la, there are still many positive news haven't shoot out, ruling party gather all the good news and will be shoot out pre election, BN good at it to win election. If not, economy lousy like that how to win? Certainly they have way to change investors sentiment, not that hard.
Ppty as a whole may not doing good but ppty is a broad word for many types of real estate investment. My lubang also not applicable to many others, a lot land play, singaporean cannot buy land in malaysia, n i think singaporean a lot never have any land play experience b4.
2016-07-04 00:53 | Report Abuse
Yongleosg: you r wrong, no money lagi need to be more versatile. Tonnes of money i lazy to change also, lose then lose money, dun care.
Believe what you see is right, but know when to change view is skill. Ok example, u think medini is ghost town right, tmr sg my gov announce a bridge will link to puteri harbour, direct mrt link these 2 places. Do u still believe what you see? Coz what you see on the spot now is a ghost town.
Ok that was radical example, but always, factors change, things will change. Always.
N when i change view, is the time i make money, not cut lose, im always ahead of others n make money when others start follow me to change, i can sell to other who start to change their view easily and at higher price bcoz i got it cheap when no one buying. Ya, easy say, not easy to do.
2016-07-04 00:38 | Report Abuse
Jurong in 1950 build like 2000, those bangla that use their hard earn money to buy in punggol will prefer jurong, actually other part of sg will be affected too and housing landscape in sg will totally different.
Iskandar can be successful...but that not necessary mean ppty investment there will be successful, totally diff story.
2016-07-04 00:31 | Report Abuse
Calvin,
Question now is, if those foreigners esp PRC come buy ppty, mislead by agents, all want to make money. U think when their prime mission failed, they will come n stay? When they want to cabut massively, local market have no impact at all? This is the illogical part.
You tell me juromg, kl, balonglong for what? I also believe one day iskandar will be like them, but that is long term. Short term conclusion that u made, "China developers who are projected to contribute the most to the housing glut are in fact targeting mostly foreigners and won’t make a big impact on the sales of local market, and foreigners are buying" by all means has nothing to do with long term.
Think it this way, Jurong in 1950 already build like jurong in 2000, can u see the problem?
2016-07-04 00:01 | Report Abuse
Calvin: yes, one day will be shenzhen, i agree! Maybe 2050, then we will be wrong for the next 40 yrs, those prc chinese will bad luck buy into the shenzhen story and all cabut with losses, n local will be happy to pick up cheap. If price not drop, ghost town. Either way, no good to any ppty investing in iskandar esp condo buyers.
2016-07-03 23:54 | Report Abuse
Yongleosg: yes, exactly no need drill too deep. When medini up few yrs back, do u think singaporeans ppty investors got take rental, demand aspect ie population, spending power, living preferential etc into consideration? Hell no! They are all driven by hype. Simple?
Will they come in again? When positive news come again, iskandae marketing team do it nicely, temasek gic all coming in build their projects, they surely will come back again.
I think you ady see iskandar as ghost town...no need like that la. Good investors know how to change view de, dont take an idea as religion, investor has no religion to clinch on forever. If you know how to manipulate your religion belief when u want to belief, totally devoted, when you dun want, instantly rebel....then potentially can b a good investor because you are versatile to idea changes.
2016-07-03 23:30 | Report Abuse
Stockmanmy: err....maybe ur idea come from one of the old news from Western media, i rmb i read it somewhere long time ago. Shud b time to update yourself, if you believe data from china chinese sources, read this
http://m.mydrivers.com/newsview/455882.html?ref=
高铁见闻:
这个问题啥也别说了,直接上数据。
第一,我们看高铁列车发送旅客人数增长的情况,也就是高铁列车在旅客运输方面的贡献。从2008年京津高铁投入运营以来,2008年至2014年,高铁列车发送旅客人数从1.28亿人次增长到9.1亿人次(9.1亿人次占全球高铁旅客发送人数的55%)。
第二,我们看高铁列车发送旅客人数占整个铁路旅客发送人数的比例,也就是高铁列车的贡献率。2013年高铁旅客发送人数5.3亿人次,占全年旅客发送人数的21.06亿人次的25%,要知道高铁里程只占到我国铁路总里程的11%,也就是说高铁用11%的里程完成了25%的旅客运输;2014年高铁旅客列车发送人数9.1亿人次,占全年旅客发送人数23.57亿人次的39%,此年高铁总里程达到1.6万公里,占全国铁路运营总里程的14%,也就是用14%的营运里程,完成了39%的旅客运输。这就是高铁的效率。
第三,高铁的诞生是否挤占了普通旅客运输能力?2008年-2013年,铁路客运发送量年均增长7.6%,其中传统铁路年均增长1.5%,高铁旅客运输年均增长40%。也就是说,普通铁路旅客运输,虽然相对高铁旅客运输,增长速度缓慢,但是一直在正增长,这是因为旧有的铁路网络,通行能力已经接近饱和,所以已经不可能实现大幅度的增长
2016-07-03 22:23 | Report Abuse
This article conclusion point 4 quite illogical. U go n ask those chinese prc investors why they buy here, they will say shenzhen experience...n they expect price rise or rental income....when reality come, they will cabut n cause condo bubble burst. They got extra money come here not to stay or do charity. Cant make money everyone runs. What u think calvin?
2016-07-03 22:17 | Report Abuse
State gov not much money de. If johor remain bn stronghold n kl penang give to opposition, bn continue governing, federal shud know which state shud b treated nicely. Dap welcome to govern jb only if pakatan winning the federal, if not, dun kacau. Dap can be clean as they want, not becoming the federal gov will not bring in the investment money that we want to johor.
2016-07-03 22:09 | Report Abuse
Stockmanmy: have you take the spillover effect into account? Twin tower real value is not the tower office rental, is the tourism money that hard to quantify. Take bandar malaysia, gerbang nusajaya, and those cities into your calculation. Not all china hsr underutilised, cannot count the rail company making money or not as sole indicator. What about the new business it brings, shorter distances etc and overall impact is positive for sure.
2016-07-03 21:56 | Report Abuse
Calvin, no need to hard push iskandar la. Like klang valley, there is up and down, diff area diff fate. U dunno iskandar now is kl in 1970 or kl in 2000. Got one time klang area price few hundred thousand n stagnant there for years, everyone shouting oversupply, ppl cant afford, bubble! Back then if get in, stuck for years do nothing for what. I know u r right, if stay long enough....but hey your timing wrong badly liao leh.
U buy now, u take risk lor. Who know nxt yr brt hsr rts all start ground breaking. Those iskandar bear can change bull instantly de, when they want to get in, u ady can earn early bird profit.
Yongleosg, why u think sg dun want to dump money here? If they are so smart, they wouldnt even come medini or ph to buy liao lor. They are stupid clueless ppty investors on earth that only use their singapore ppty investment experience and apply it to other part of world. Wait brt hsr rts news all come, they will lining up again, supporting our unlimited supply condo market, they love staying on tree so much.
2016-07-03 21:17 | Report Abuse
Everyone seem scare, think no hope for iskandar ady. Shud b the right time to get in. Hsr impact limited to the land surrounding it, or those cheap agri land can jump up value nia. Game changer shud b BRT network...but then say say only.
Avoid condo, if old township got ppty under 400k, landed, go for it lor....not easy nowadays.
2016-07-03 18:20 | Report Abuse
Temasek or genting not experience as big pharma, if they fail come no surprise. Those big pharma fail their phase 3 trial very common...about 50% succesa rate only, and believe me, every of it have perfect science to back it up, a lot of time success or not still depend on luck. Flush few hundred millions into longkang for temasek or genting is really nothing la, like that mati ady really funny.
If u think invest a lot of money will means something meaningful, you are wrong badly, phase 3 trial is very costly to conduct, that's all.
2016-07-03 17:02 | Report Abuse
Normally foreign money are smart money, they don't get in bcoz they knew the result liao? If the trial fail, taurx has no value, straight all investment flush to longkang, no need even think about nasdaq.
2016-07-02 23:38 | Report Abuse
Taurx phase 2 result was excellent, which is why they proceed to phase 3. If memory serve me right, ~80% reduction in disease progress in their phase 2 trial.
2016-07-02 23:05 | Report Abuse
190 times?? Same drug cannot fail 190 times la, stage 3 pass then FDA approve can on market ady. Many alzheimer drugs had failed, and those failed none targetting on tau protein. Those that act on amyloid beta, do not show obvious improvement in cognitive function.
If tau is the right target, then ac immune or biogen's tau targetting drug still on stage 1, manymany years away to be a threat to taurx.
2016-07-02 21:52 | Report Abuse
If the new medicine wild card work in their favour, genting is cheap. If failed, right now is just fair value.
2016-07-02 16:06 | Report Abuse
Imagine Taurx eat all the alzheimer pie, that would mean a few billion usd net profit to genting each year for as long as the patent last. Genting at current price level is too cheap.
2016-07-02 16:00 | Report Abuse
The current size of the Alzheimer’s drug market is estimated to be around $10 billion, with around 5 million people suffering from the condition in the U.S., and about 26 million worldwide. As there are currently no approved disease-modifying treatments, this market focuses solely on symptomatic treatment of the disease and is set to triple by 2022 with the approval of a disease-modifying drug.
2016-07-02 02:58 | Report Abuse
This time can bet, clinical trial fail, this counter cant move down much....but if success, their 25% stake in taurx can worth many B dollars. It will be a big slap on face to big pharma that focusing on amyloid beta. Hope this drug can be a bigger blockbuster than lipitor.
2016-07-01 11:10 | Report Abuse
Johor also got their success story liken jurong: pasir gudang. Both r industrial intensive area.
Keep promoting really no use la. Give us some timeframe, coming thru or not at least u try, by 2020 what do u expect, 2025 what happen.
It seem like federal gov freeze all the excitement news esp big project investment like the brt rts or even hsr to nxt yr, before election. Typical BN tactics, this yr malaysia will down, no hotmoney will excite, flow in and push up RM. BN already planning for next election, stay tune, iskandar will wake back by 2017, fengshui said so.
http://www.chinapress.com.my/20160205/【今日柔佛頭條】風水師談猴年前景-學靈猴機智應/
2016-06-29 01:39 | Report Abuse
原作者不专业,不客观,像其他大媒体一样,已经先入为主有偏见了。如果全球化发达国家的百姓生活得更好,不可能会被反对的。很多东西历史还不曾发生过,或许课本教的, 还未被佐证但被认为为真理般正确的事实,或许是错的,作者可能跟大众一样,无法跳脱群众思维,人云亦云。
2016-06-24 23:08 | Report Abuse
Not always a bad thing la. Think like this, brexit is like sg leaving malaysia. Dont buy whats media trying to portrait, economy will find its way for survive, is a new and brighter future for UK.
2016-06-24 18:31 | Report Abuse
Genting got many casinos in UK, largest operators i think. British economy is larger than french, second biggest in europe if remain and London remain as second most important financial hub beside new york. Get your fact right, Junichiro.
2016-06-20 18:44 | Report Abuse
All these are very academic stuffs, which isnt quite applicable to real life. In theory, if land expansion has no limitation, and the city alllow many activity zone, then the overall price grow has limitation as when it becoming unafforable, will be the time city expand. But on paper totally ignored human decision and preferences.
2016-06-08 13:42 | Report Abuse
Normally pharmaceutical stocks price will unknowingly tumble or shoot up before clinical result is about to out, can be days or weeks before. Although by law, clinical result are highly classify, but you cant stop insiders who knew the result from trading. I am highly suspicious Taurx will deliver positive result. Im not sure but my gut feeling telling me so. Buyer beware.
2016-06-08 13:36 | Report Abuse
Wonder why we even need to wait for charging? Just change battery! Let the time consuming battery charging done by kiosk.
2016-06-08 13:34 | Report Abuse
Last method actually doesn't need any money, the company is too dumb to pay for advertisement, not those students that are clever. Just go in the lecture hall and talk, most lecturers do not notice they are uninvited!
2016-05-25 12:43 | Report Abuse
sign: so much money, why play klse? go nyse...
2016-05-25 12:34 | Report Abuse
Recent share price rise already factor in FED rate hike expectation, when everyone expecting something, thing will not come because everyone would knew things would come. By the time FED raised the rate, no more uncertainty, ringgit will strengthening back as overall outlook still not that bad for malaysia. Oil price will be higher depending on US shale output continual fall, OPEC control the price, if US output back up instantly, then we will have another wild ride.
2016-04-23 16:44 | Report Abuse
http://www.thestar.com.my/business/business-news/2016/04/19/uem-sunrise-revises-downward-sales-target/
Although buying power is strong in the Klang Valley, houses within the price of RM400,000 to RM500,000 such as Melia Residences in Gerbang, Nusajaya would sell, he added.
Funny line from the news report, comparing Klang valley buying power to johor ppty, doesnt quite matching.
2016-04-23 16:37 | Report Abuse
Hiu chee keong: dont view ppty market as 1 item. There are many category, those area that desired by singaporean, landed gated and guarded, price will hard to drop. Just now saw gerbang nusajaya launch Melia residence landed project, ppl are queuing up at medini mall to inquire n buy the project. Same thing to Melbourne ppty market, suburb houses price are still growing esp those closer to the city while those city high rise, a lot of it drop in value due to oversupply.
Same thing, maybe certain area supply is too huge, but other type still worthwhile to get in.
2016-04-23 11:03 | Report Abuse
Alfred aun, what is your bought in price?
Stock: [GENTING]: GENTING BHD
2016-07-20 00:29 | Report Abuse
Cost for making this drug is cheap, the base ingredient are just methylene blue. And there is no limit on how much they want to charge for their patented drug.