DrMichael

DrMichael | Joined since 2020-11-28

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Stock

2020-12-15 13:08 |

Post removed.Why?

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2020-12-15 12:52 | Report Abuse

In the US, their season and common flu vaccines can be bought OTC with just a VA or MO's prescription. Can't imagine the Covid to be available at the local Pharmacies or Drugstore for the next 5-10 years. Even the Swine Flu vaccines are not available yet.

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2020-12-15 12:49 | Report Abuse

These newly crowned Covid vaccines are for prevention and NOT a cure. It's to create herd immunity to break the chain and to prevent and contain the spreading. These vaccines are such precious commodities that some countries like India (has announced) and USA (Trump declared) that the supply needs to be for local injections before allowed to be exported to other countries.

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2020-12-15 12:26 | Report Abuse

To assist in the nationwide vaccination, and a piece of the pie, some Private hospitals are hoping that the govt would allow them access to whichever vaccine deemed to have NPRA, CTIL and MTEC, and even FDA approval, certification and accreditation. And there is only ONE company with INJECTABLE Drugs License in Malaysia to comply with just that.

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2020-12-15 12:16 | Report Abuse

PM has ordered for additional procurement of Vaccines from SUPPLIERS. Govt has confirmed order for Pfizer (20% population) and COVAX (10%) and hope to increase herd immunisation to 70% population.

When KJ announced the purchase details which is "Delivered to Destination" That does not mean the vaccine is delivered to the hospitals, vaccination centers, rural clinics and out-of-reach villages. The vaccination process may take a whole year, given the supply shipments and the local networking. The govt may be providing FREE, but someone needs to settle the bills for the work to be done in handling, distributing and nurses. (Each Pfizer vial/bottle is good for 5 shots and needs to be diluted with Saline) PLEASE DO NOT TELL ME THEY WOULD COME FREE OF THE SERVICES?

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2020-12-15 12:03 | Report Abuse

Malaysia is expecting and schedule for some Pfizer in March, 2021, which some are still doubtful as the queue is long, demand is extremely high with supplies out-striped. Pfizer plant in Michigan is producing 500 million shots per year with their Swiss plant delivering 600 million shots. Their orders overshot their supplies.

Singapore as reported yesterday, shall be receiving their Pfizer-BioNTech Vaccines by end Dec, 2020. Their PM Lee and his colleagues in Cabinet is in line for the early shots to show their confidence for this EUA (Emergency Use Authorised) vaccine.

Pfizer Gen-2 vaccine which is still in the pipeline and shecduled release in 2Q, DOES NOT need -70 degrees storage and cold chain deliveries. It is at the same temperate as vaccines from Moderna, AstraZeneca and the Russian's Sputnik, which is at -2 to -4 degrees.

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2020-12-15 11:41 | Report Abuse

Going back to pre-Covid, RM1.30 to 1.60 must be a joke.

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2020-12-15 11:40 | Report Abuse

Completely irrelevant reasoning, utterly rubbish, and totally illogical to compare prices of the past BEFORE any unprecedented, super-normal events.....such incomprehensible intelligence.

Most Gloves counters were struggling to survive pre-Covid and some were trading as penny stocks, as in March 2020, Supermax at RM0.70, Rubberex at 0.17, TG at 1.29. But their persistence, hard work and perseverance paid off. When the unfortunate event of Covid Pandemic struck worldwide, their product became GOLD. Their book-orders are fully filled till end 2021. Some are expecting Billions in profits, which is in line with Confirmed Sales. Do you expect the pandemic to end in a few months and their value/prices going back to pennies?

There are no "Vaccine" counters traded on KLSE. All are toilet paper MOU shouted to create romours for speculations.

However, there are on Pharmaceutical counters, under which some are retailing and others to be part of govt's networking, distribution and well laid infra-structure of public administration for decades. The pandemic has given some unexpected duties to be part of the govt's effort for mass immunisation, which might be performed by GLCs, thus a little more benefits. Do you expect the related "unexpected" requirement for healthcare is FREE of charge?

I wish to state I do not hold any stocks in Gloves. To each their own as money is yours to command, not advising nor solicitous.

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2020-12-15 09:46 | Report Abuse

If the Political attempt is the reason for this down-slide, then there is no further issues to worry about. Regardless, of who's in power, the Medical Administration and execution remains the same, even during PH time.

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2020-12-15 09:43 | Report Abuse

Predicting Status Quo in Parliament. He had his chances.

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2020-12-07 20:26 |

Post removed.Why?

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2020-12-07 20:26 | Report Abuse

KJ's speech in Parliment today : “I want to clarify — and the health minister is on my left — that the announcements made involving private companies and companies that are producing vaccines have nothing to do with the government procurements.


“Any (private) companies can negotiate with international companies, to be their agent or distributor but we cannot control if they want to strike commercial deals.

“But if they don’t get approval from clinical research Malaysia, they cannot conduct clinical trials here,” Khairy told the Dewan Rakyat today during his winding-up speech at the committee level.


At the same time, Khairy said if private companies failed to get relevant approvals such as the National Pharmaceutical Regulatory Agency under the Health Ministry, they cannot bring Covid-19 vaccines into Malaysia.

“So I want to say this to market investors. The announcement made by these (private) companies does not mean that they have an allocation from the government.

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2020-12-05 14:41 | Report Abuse

Malaysia initially didn't want to join COVAX by paying USD10 million as member fees, but later KJ announced we shall be paying RM94 million (USD22 Mill) to GAVI. Not sure payment has been transferred.

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2020-12-05 14:35 |

Post removed.Why?

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2020-12-05 14:26 |

Post removed.Why?

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2020-12-05 14:16 | Report Abuse

Pitiful, those having insomnia. Awful disease, becomes a zombie...glad that we are better endowed.... "Health is Wealth"

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2020-12-05 14:07 | Report Abuse

Ignore...ignore......... "Please God, give me strength for he does not know what he is doing."

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2020-12-05 14:00 | Report Abuse

Not here to advocate, advise or defending. Don't need those stuff. Just hate so see the herd being lead to slaughter by 10 sen companies. The last in would certainly be burned. Those early birds have flown. You do things your way, we just do ours but just want to share and warn the danger of "unsolicited, fake leads news".

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2020-12-05 13:15 | Report Abuse

Vaccines of this nature can only be between Govt to Govt (G2G) A 10 sen company waving an MOU, (soon to become toilet paper) purportedly signed with an unknown parties is able to effectively and legitimately distribute without FDA, NPRA, CTIL and MTEC into the public? MOH is still a respectable institution to perform its duties. Please strike my name from the queue.

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2020-12-05 13:01 | Report Abuse

Oh, how we pray and hope the price is at below 3.00 You simply have no idea how hungry we are.

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2020-12-05 12:45 | Report Abuse

Not sure which is your entry price, Jon. This is really not a speculative counter where it jump leaps and bounds without foundations. The built-up has been long way back from above 2.30, 2.80, 3.20 then at 4.00. Twice breached 4.30 and pulled back. Failed the 4.15 many times. It's time to retest the support below 3.90 and hope it can re-test resistance at 4.20 But it would be a bad signal if it cannot.

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2020-12-05 12:21 | Report Abuse

Count to 10 and just ignore.......anger management.

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2020-12-05 07:47 | Report Abuse

Did anyone see this?.....Is this true?.... Didn't this same DG said Malaysians would not be used as "Lab Rats" for the Trials?..https://www.theedgemarkets.com/article/eight-hospitals-conduct-phase-3-clinical-trial-covid19-vaccine-%E2%80%94-health-dg?type=malaysia

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2020-12-05 07:46 | Report Abuse

Did anyone see this?.....Is this true?.... Didn't this same DG said Malaysians would not be used as "Lab Rats" for the Trials?...https://www.theedgemarkets.com/article/eight-hospitals-conduct-phase-3-clinical-trial-covid19-vaccine-%E2%80%94-health-dg?type=malaysia

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2020-12-04 13:20 | Report Abuse

Since it has not moved, it has to come down. Being stagnant at 4.00 the past 2 weeks, it's time to test the support again. Discount 5% to 3.80? Loving it.

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2020-12-04 11:27 | Report Abuse

I'm still baffled why there are so many nutcases being let out from Tanjung Rambutan. Really blew my casket. Covid-19 vaccines ARE ALL PRE-PACKED!!!!!!!! No need fill and finish.....period! It's the Govt Contract to handle Import and Distribution. That's the jewel. Phew!

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2020-12-04 10:17 | Report Abuse

Dp fell through 4.00. Very good for litmus test now. The needle has pricked the flesh. Like to see it break 3.90....love it!

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2020-12-04 10:12 | Report Abuse

Withdrawal from EPF under I-Sinar account 1? Not so simple terms...many not eligible. Anyway, Oasischeah, the doomsayer says EPF selling DP EVERYDAY, where did he see that? Maybe care to share?

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2020-12-03 19:29 | Report Abuse

Yes, good eyes Daw. EPF has been selling on those days when it hit 4.08 to 4.15 But who has been supporting at 4.00 levels now? If it drops by 5% to 3.80, we shall go hunting.

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2020-12-03 17:25 | Report Abuse

Price at 4.00 is fairly valued. If the distribution and GLC are not factored in, it's a crime to be trading at PE of 51x. But would there be any opportunity for it to drop, say 5%, back to 3.80? We came in very much earlier in March-April, so it's nothing to worry. We shall evaluate the price in 4-6 weeks when REAL vaccination in USA, UK and other parts of the world has started.

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2020-12-03 17:16 | Report Abuse

Yes, Param. But 10 sens counters claims to be vaccine distributors are hitting limits up. GLC counter, DP will have to wait their day and reap slowly. Nonetheless, Dp was only at RM1.55 in March and is now at RM4.00, can't complain.

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2020-12-03 15:46 | Report Abuse

Yes Jonathan, you're seeing the whole picture now. Filling may not be required anymore. (except in another scenario) There are different stages and roles to be executed by different companies and healthcare administrators. All in, the Govt should be footing a lot of bills and paying much higher than the US$20 per bottle (maybe discount?) from Pfizer, if given FREE as announced (to front-line healthcare workers at the start) And from last week till this moment in the US, as preparation for mass vaccination, many Immunisation Centers has been put up and training for the nurses in handling of the vaccines (needs dilution in saline) to the actual injection is rolled out.

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2020-12-03 12:48 | Report Abuse

Also, given to understand that these vaccines are pre-packed and bottling may not be required. Having said that, the vials are not to be construed as a DIY item to be picked up at pharmacies and plunge into your arms, commando style. The storage, transportation, data registration and collections, coupled with the administration could only be in hospitals or Immunisation Centers allocated and approved by the Govt under MOH.

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2020-12-03 12:38 | Report Abuse

We picked Pharmaniaga and Dp way back in March 2020, as a Vaccine is the most possible and probable way to contain the deadly virus. Pharma has been awarded the Government Contact the past 26 years as the Logistic, delivery and distributions channels to all hospitals. Their Contract expired in end 2019 and extended in Jan 2020 for 18 months. Ph may be the courier or postman, Dp would be a force to be involved in this tic-tac team for the Government, given that most medicine of Dp is for hospitals, govt and private as well as public pharmacies. As Govt has procured 20% from Pfizer and 10% under COVAX Agreement for the people, there still another 40-50% for herd immunity, if not more.

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2020-12-03 12:29 | Report Abuse

Yes, Dp cannot be compared with the giant pharmaceutical companies listed on Dow and priced at US$30 to above US$80 per share as Dp may just be US$1 here. However, the potential and prospect of Dp having a reasonable hand in the local markets, being under Government contracts should out-reach others.

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2020-12-03 12:24 | Report Abuse

Yes, certainly, the bottling fraternity may not be making huge and unimaginable profit margins as the inventors and manufacturing companies (holding copyrights too) Malaysia is too small a population of only 31 million to set up and start-up production plants which may cost tens of millions. However, Dp has been in this line for the past 20 over years with filling and distributing Insulin. New start ups would not be competitive and not viable as all beginnings the Cost Recovery period may take decades.

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2020-12-03 12:19 | Report Abuse

Now, realise this, based on MOH stringent Control and Guidelines for vaccines and Drugs to be ALLOWED importation, and used on Public, would some other Vaccines be hitting the market soon? Especially those loudly advertised by some 10 sens companies, claiming to have signed MOU (not Agreement) purportedly to be distributing the Vaccines to some 600 million population of Asian regions (excluding China and India)????

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2020-12-03 12:10 | Report Abuse

Although Government has placed orders for Pfizer vaccine to be delivered on quarterly basis. It's hard to see on basis of high demands on book-orders and current low production to have a single vial reaching our shores in 1Q 2021. Moreover, MOH has reiterated that all Vaccines should have FDA approval, NPRA certification, CTIL reviewed data and MTEC before being imported into the country and distributed into public. MOH has also implied that they should "wait and see" the response and reactions for the next 3-4 months, upon UK having the shots approved days ago.

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2020-12-03 12:04 | Report Abuse

Fundamental stocks are not the same as Speculative shares....and Dp is owned by LTAT, PNB and heavily invested by EPF. Don't believe as Government agencies, they would spew info into rumour mills to create speculative actions.

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2020-12-03 12:00 | Report Abuse

Immunisation is not the same as a "CURE". The intention is to have the antigens in our bodies for us to create a "block" and dispel the awful virus before it can attack us. Herd immunity is ideal if can be achieved at 70% of populations.

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2020-12-03 11:57 | Report Abuse

Yes, as mentioned in earlier message, United Airlines had started ferring Pfizer vaccines all across USA anticipating the FDA to grant approval on 10 Dec, for Emergency use, and immunisation to start on 11 Dec, straight into the arms.

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2020-11-30 19:58 | Report Abuse

YES, Yes....ini kali la.

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2020-11-30 19:22 | Report Abuse

Hard to see any vial of Pfizer reaching our shores in 1Q 2021 but is the theme of the play.....Pharmaniage's Contract from MOH was extended in Jan 2020 for another 18 months for supplying Logistic, distribution and deliveries to all Government hospitals....and role of Dp?.....https://www.theedgemarkets.com/article/pharmaniaga-sets-task-force-it-gears-distribute-covid19-vaccine

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2020-11-30 08:40 | Report Abuse

Good for you Paktua, way to go. Unlike K, who has described himself as masterful and ever changing to meet the daunting landscape of stocks investing, also revealed and come across as a Day Trader and Contra Player. You win some and you lose some and end of day, when dust settles, either you square a bit in positive territory or doomed to hold the worthless paper when they crashed. As for us, we stick to FACTS and is in it for the long haul. "Patience is a Virtue" and always pays off on most calculated, well researched, realistic and humbly putting our monies where our mouth is.

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2020-11-30 08:31 | Report Abuse

Free for all? Nothing is free in this world. No such thing as a free lunch. Someone needs to foot the bill. Yin and Yang of the balanced Universe. Certainly, I am not here to defend my bought position, hear me, K?Your entry choice is purely you own decision. Someone's meat may be other's poison. After several volatile consolidation and heavy trading, Dp seems to have found strong support at 3.90 to 4.00 levels. The underlying thrust should and ought to show a break of "twin peaks" of 4.36 and 4.38 in order to decisively break away from support 4.00

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2020-11-29 20:20 | Report Abuse

Perhaps, a brief peep and divulge into the Board of Directors and Management team of Dp, as we did in order to help with our decision making could help to provide more useful pointers. Each and every one of the Board has umpteen years of experience, creme de la cream in the medical field, and some are the very top echelons in managements. Now, compare them to the 10 sens companies.

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2020-11-29 19:47 | Report Abuse

Thanks Group888, but I am not here to advocate or offer advise, just to share opinions and my train of thoughts for our benefits. I would also apologise in advance if I may offend anyone who did not like to hear, or are already into the "get quick scheme of musical chairs" (1) How is it realistically possible for engineers and contractors to jump into medical overalls and suddenly become medical professionals? (2)Furthermore, it is unthinkable for them to be granted approvals and certifications on an unqualified association. (3) Consequently, would you have enough trust in such companies with their Vaccines for your family and loved ones? (4)Pharmaceutical products are not like sweets and cake from a Convenient store or home improvement gadgets from a DIY. Technically, the suspicious trading traits that total daily volume surpassing almost double that of total shares issued? Obliviously, this is a pattern of passing the bucks and when the music stops, CRASH! I would rather stick to the rudiments and conventional delivery systems of drugs distribution and administration at the Hospitals be it Government or Private, but approved drugs under the MOH chain of Contractors, namely P and Dp.

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2020-11-29 19:22 |

Post removed.Why?

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2020-11-29 13:14 | Report Abuse

Yes, was my info wrong? On 10 Dec, FDA would most likely approve it as the 1st Vaccine and on 11 Dec, the vaccination would have started.