priority goes to senior.... hopefully free

sell to private higher margin. ppl pay for no need wait. go gomen must queue

I think both will get the contract cuz we need all production full steam and pH continue for MoH... Dph supply to private

for MoH... but those vaccine not for vivid so easily Pharma can switch ever ready.... that's why I prefer Pharma

I have asked around...sure to get bulk from China... Pharma has much larger capacity as since 2011 they have been filling

http://english.astroawani.com/malaysia-news/covid-19-vaccine-be-bottled-two-local-firms-khairy-251238

MD Leonard interview said Dph had a small facility but not used....why not used? no order lar... Pharma is already filling

Commenting further, Khairy said he had personally visited both the production facilities and found that they had the capacity to carry out the bottling process.

"They are the two companies that have accredited fill and finish capabilities in Malaysia. The Duopharma fill and finish facility is not being used but Pharmaniaga's is being used

At Pharmaniaga, Boustead holds a 56.09% while LTAT owns an 11.23% stake.

https://www.theedgemarkets.com/article/ltat-confirms-it-considering-taking-boustead-private

bpp also....boustead must have requested SC to suspend from certain date .... I think got to do with ltat taking boustead private

try...,. you haven't follow... I recorded those buy sell by epf and individuals

Hafid...go check..DP facility only ready Dec 2021

dunno why SC allowed no need report

that take private was for boustead which has 50% Pharma

why deleted ? sthg going on? In May LTAT proposed to take boustead private.

13 uly 18 was last filed. it used to be daily till 2 weeks ago ..
.then all deleted

more share for public... true.... therefore harder to push

other than just reading P or Dp got this or that.... go find out physically .... or know ppl there or used to know those two

tryto... plz check announcement page ....all disposal and acquisition deleted.....I update earlier that is why I know

PM: Msia ready to provide support for Covid-19 vaccine development https://klse.i3investor.com/blogs/savemalaysia/366036.jsp

make in Msia .... want to inject or not.

Also Pharma has 1/3 shares than Dpha..
yet only 30 m free float. Recent trade volume 1/7 of DPharma

Bruce: tQ for this chart ... hope it repeats

this why I prefer Pharma, lower risk higher reward

Boustead report stated Pharma had Q1 surplus 29.4m due to accelerated amortization of 247.3m from rights to supply, sales demand increase in Indonesia and our MoH concession due to covid, and cost cutting measures.
we can expect similar or better Q2 surplus from no more need to amortized rights to supply and higher demand in Indonesia than more demand here due to covid situation even before vaccine.

We don't know when pharma will start fill and pack covid vaccine as it already doing that since 2011 while Duopharma (and seems APexH also) will start end 2021. So looks like only Pharma can do this now.
https://www.pharmaceutical-technology.com/projects/pharmaniaga-small-volume-injectables-svi-facility/

go check bursa if you can still find announcements on disposal and acquisition on Pharma page.

Not necessary PNB means good. PNB invest in Boustead and Sime

Pharma has 700 products in exclusive concession to gomen (32 GH, 100s KKM, military and police). Their sales less affected by MCO than others private pharmacies and clinics and hospital

DPh has 3x more shares.

Dpharma still announced like others so ppl saw epf selling. Recently DPh daily turnover 7x Ph. used to be 4x.

2 wks back Pharma deleted all announcement in changes of shares (disposal and acquisition)

On 26 March bursa granted max one month delay in submission of qrt n annual reports

yes... Monday FSell

the taste is tmr

we will soon know when q2 is out

Also it's NTA will fast recover to 2x of DuoP

it's NOT the stock price but the financial and fundamental. Pharmaniaga PE is 13 vs 36 in DuoPharma

Pharmaniaga, which has warehousing and logistics facilities, is the biggest Bumiputera tender agent in the country with exclusive concession to supply 700 items in the Approved Product Purchase List (APPL) comprising medicines and other medical items, determined by MOH, to government hospitals, institutions, and clinics. This comprises over a third of the government’s drug supply.

https://codeblue.galencentre.org/2019/11/08/pharmaniaga-gets-two-years-to-procure-moh-drugs-five-years-for-distribution/

Exclusive concession: 2yrs

One can never be sure but I would expect the FBM KLCI to regain the 1,600-level next week on a favourable trade talk outcome between the two economic powerhouses,” Innes said, adding the stable and stronger ringgit would appeal to foreign investors to invest especially in health-related stocks

People will learn after losses else after more losses. The market takes no prisoners. Pharmaceutical is definitely next industry to invest. Market entrance is hard; need license and track record. The supply chain here are mainly wholesalers of agencies. Only two can CKD and one has ready manufacturing facility for more medicine and therefore had the government contract which in our analysis is part of nta cost those contract are income generating assets. Many don't know yet the EPS of all pharmaceutical will disappoint cuz during MCO sales have suffered except for Pharmaniaga that just had to supply more to gomen hospitals and KKM.

https://themalaysianreserve.com/2020/07/29/duopharma-expects-consumer-healthcare-segment-to-drive-growth/

be a contrarian...good thing no need talk on media cuz keep secret so pharma silent means something is smelling great

https://themalaysianreserve.com/2020/07/29/duopharma-expects-consumer-healthcare-segment-to-drive-growth/

Why Duopharma price dropped?
Dp sales is mostly to public and less to gomen.
It mfg facility only ready by end 2021 so how to do covid medicine?

Possible news leaked that revenue from medicine suffered while supplement for immunization improved but how much margin can vitamin C compensate for poor medicine sales.

EPF selling alot last few days so possibly EPF knows the Q2 report.
Monday not going to be good.

The MD interview and on this link said medicine revenue suffered during MCO.

Otoh... Pharmaniaga has been quiet. It had taken down all share disposal and acquisition filing on Bursa since last two Fridays..and why no new filing on disposal and acquisition as that is mandatory. So it's either institutional funds haven't been selling or private funds have been collecting since the turnover is about 1/8 of Duopharma due to smaller shares issued and even much smaller free float.

Pharmaniaga supplies mainly to gomen hospitals and got at least 32 and hundreds of KKM.
During MCO, public hospitals and KKM busy with covid so medicine revenue was very good. Excellent EPS can be expected for Q2 by Pharmaniaga.

Why Duopharma price dropped?
Dp sales is mostly to public and less to gomen.
It mfg facility only ready by end 2021 so how to do covid medicine?

Possible news leaked that revenue from medicine suffered while supplement for immunization improved but how much margin can vitamin C compensate for poor medicine sales.

EPF selling alot last few days so possibly EPF knows the Q2 report.
Monday not going to be good.

The MD interview and on this link said medicine revenue suffered during MCO.

Otoh... Pharmaniaga has been quiet. It had taken down all share disposal and acquisition filing on Bursa since last two Fridays..and why no new filing on disposal and acquisition as that is mandatory. So it's either institutional funds haven't been selling or private funds have been collecting since the turnover is about 1/8 of Duopharma due to smaller shares issued and even much smaller free float.

Pharmaniaga supplies mainly to gomen hospitals and got at least 32 and hundreds of KKM.
During MCO, public hospitals and KKM busy with covid so medicine revenue was very good. Excellent EPS can be expected for Q2 by Pharmaniaga.

Half Dp revenue from private sector so you are right q2 revenue will drop

Takers:. haha so you noticed..the MD said biz slowed during MCO cuz private sector can't buy so no order

don't count jiken... some don't hatch.

Baseline from
6-12m back 3.45
3m back 3.75
1m back 3.90

Next step 6.9 - 7.5 (old high 2015) - 7.8 - 10.35 - 11.15 - 11.70 - 13.90 - 15.00 - 15.60 ...