https://www.freemalaysiatoday.com/category/nation/2021/08/03/no-antibodies-after-2-doses-trio-claim/

For those LU and Sinovac lover who not yet inject, please insist Sinovac during registration or in PPV.
Give chance to Pharma " hater" to jab Pfez n AZ.

Except some state gov and GLC, many reluctant to take due to high price. Even private clinic would not want to take due to high cost low margin. Klang valley close to 100% for first dose as per reported, Pharma will facing difficulty to sell all its stock. If Pharma still unable sell out its inventory in Oct when almost 80% population will be vaccinated according to JKAV schedule, Pharma may need to write off the vaccine. This is a 50-50 bet. I would prefer the co in sustable biz and well plan not gamble.


https://www.straitstimes.com/asia/se-asia/malaysias-klang-valley-close-to-100-in-first-dose-covid-19-vaccinations

gov ordered 12mil, even pharma increase its capacity from 2mil to 4mil does, the order still stood at 12mil.

many local retailers still not allowed to open shop.
many self-employed still not allowed to works.
many operated companies has low income this year.
many retailers has bought penthouse last year or earlier of the year.

The longer the lockdown the poorer the local retailer in the market.

where got ikan kembung for ikan yu now? semua ikan bilis dah..that's y Pharma sluggish even many shuout LU Lu..but no buying power...

EPF is disposing for i-sinar
LTAT is disposing for rationalization of its investment
KWAN has been withdrawn RM5bil
MARA has scandal still need to solve
Tabung Haji has scandal need to solve

where got local fund to uplift market ?

Since there are plenty LU gang value Pharma at RM2.00, why the price still stuck in penny? Why?
The gang just shout slogan LU but take no action like kerjaangagal?

morning have a delicious breakfast, afternoon cirit birit.

Pharma plays the Front, someone plays the Back.

who own Pharma2u ? ? ?

Is Mysejahtera a gov own or a private own platform like Lazada? How many commissions need to pay the platform?

Nah you see the price is transparent, why KJ misled Malaysian said need sign NDA?With whom he sign the NDA?

The new price for the Pfizer shot was €19.50 (US$23.15) against €15.50 previously, the newspaper said, citing portions of the contracts seen.

https://www.freemalaysiatoday.com/category/nation/2021/07/30/1779539/

Dulu org mau derma vaksin, PN X benar!
Sinovac mau supply direct, xboleh ! Mesti dibotal di sini.
Sekarang company engineering bawa direct import, Boleh!

https://www.economist.com/graphic-detail/2021/04/15/in-clinical-and-real-world-trials-chinas-sinovac-underperforms

Ya..the more covid the more biz for Pharma or the more sinovac the more covid?

which relationship do you think is the real case in Malaysia? would like to hear your thought before investment decision.

Sinovac Sub to @Pharma,
Pharma sub to @Majuperak
Majuperak sub to @private hospital
Private hospital sell to @corporate

Multi level direct sales?

Well, RM350-400 reasonable is it?
Demi rakyat!

https://www.google.com/amp/s/www.nst.com.my/amp/business/2021/07/711835/majuperak-gets-nod-buy-distribute-sinovac-covid-19-vaccine-perak

Pharma is UMNO gang, Anwar n PN both need UMNO. In this turbulence situation, Pharma is relatively safe.

As the legal advisor to Agong and Government, Peguam Negara must hold the higest standard of moral. In this case, he keep mum since Monday and now Agong pinpoint him for dishonest his promise by constituition. How foreign investor confident of our law if PM and his ministers including Peguam Negara do not follow the law. Peguam Negara must resign immediately to restore our constituition and market confidence.

PN might collapse this evening, stay tune...

Trevor probably busy monitoring new development in Parliment observing whether PM8 cirit birit today or not as you know when PM8 cirit birit, Pharma pun cirit birit.

So what is your purpose here if you don't want to see other opinions? Keep warm with LU gang in the penthouse? Everyday shout LU LU so the price will go up?

Trevor..this smooth morning call..

**Good morning...oh, such news so early. Someone lurking around the breakfast table will choke on his croissant. Better call 911.

Good morning. Morning paper while having your cop of coffee

https://www.google.com/amp/s/fortune.com/2021/07/16/china-mrna-vaccine-pfizer-biontech-fosun-doses/amp/

let's me start with syiok sendiri:

If Pharma earn RM50/dose for 14mil vaccine, It equal to RM700mil. or EPS 53cents. PE only 1.55 for today closing price. To LU gang, it is still very very cheap even though tomorrow it LU. Come on, sell your penties all in tomorrow.

p/s: I am follower of LU but never follow. Above figure just for syiok sendiri. Follow your judgement. If you cant judge. Follow Buffet rule number 2.

You are very humble master Trevor. Over the decades, i have seen many share sifu and property guru enable many positive thinking investors move-in penthouse. I hope you are immune to those SeeNoWay LU followers in forum.

As a layman who save every penny day & night, 14mil is a huge sum to me especially its retails price claimed by some at RM350-400. I make a wild guess if Pharma make a 100% profit margin, the cost would be RM350/2 x 14mil = RM2.45bil

For the return of unstatisfied goods i dont think imbrassing is an issue since our PM said he doesn't matter if ppl calls him bodoh. He doesn't feel the mock telling the world he was cirit birit. He wont feel guilty absent the closing speech in Parliament and the multiply death of rakyat. Gov can cancel the bullet train contract and don't know whereabout an aeroplane, so embarassing never in the book. Morever in biz contract always has clause of refund/compensate if product has defect or not meet the specifications.

Lastly, i agree with you that Pharma earn little as gov-sinovac repack and logistic. But if Pharma still make the same razor thin margin for the 14mil, i would say the management not wise in biz given the peril unporposional to profit.

My two cents. :)

TQ Cikgu Trevor, for addressing certain issue. Can Pharma return the unsold vaccine to Sinovac if Pharma can proof Sinovac knew its vaccine is low efficacy before it land Bolehland?

please answer asap since it is related to P&L with time tickering. This will give me insight whether this counter will LU or cirit birit.

some1 delete my post.

Insulin and vaccine are diffrent thing, can pusing what..hi hi ..PLS is the first facility in Malaysia to do FnF for vaccine so you do not have reference for localisation cost. I guess PAC recall KJ because they feel con by his NDA claim earlier since the vaccine price is transparent now in the market.

Because they cleverly add "FnF" in between the selling n buying price and it is first in kind in Malaysia, PAC who formed by politician may not know the actual price in details.

I would like to add one more laughter:

4. 3rd jab is required for thise who took Sinovax, huree Pharma will supply 3rd Sinovax? Thai n Indo is planning to give Pfer and AZ as the booster on top of 2 sinovax to their front liner. What benefit Pharma will get from the 3rd jab except wrong bet?

Europe donate their access to poor countries, Malaysia minister said them greedy stocking access.
AP co resell vaccine to Malaysian, Minister said this is market norm who want fast they must pay.

What US and UK will think when seeing Malaysia buying excess vaccine for profiting resale ? (I remember one minister said Europe n US are greedy by stocking excess ) Will they speedy and supply more to Malaysia now?

I guess now they reliase who is spreading fake news and who is straight arrow.

Well Trevor, one thing i dont understand perhaps you may explain the mist:

some1 has bought somewhere near RM7 and award the CEO with fat bonus, share price start cirit birit since then and now seen it has wrong bet on vaccine and no promising business in making we can see, why these guys come to you asking explaination and forecast instead of pointing the question to the CEO?

https://www.cnbc.com/2018/05/08/warren-buffett-heres-how-to-judge-management.html

Those who is LU believer now is the time to BUY it is very cheap and you will gain huge success once Pharma LU. BUY BUY BUY LU LU LU OTW. If you believe it can hit RM5 buying at RM1.50 why not buy at RM0.80 now? Unless you are not die hard LU fan. Show me your courage. Don't like someone talked only, my 4 pcs face mask still not yet arrived.

we have no statistic disclose how many death of covid after 2 jabs and from which vaccine.

Even in PIKAS, a dose cost around RM80.

If you want fast, pay! (Can't gov speed up? )
If you want avoid cross containmination at PPV, pay! (Can't KKM make a better SOP? )

Why we need privatasion of vaccine since RM6bil had been allocated + donation from other countries and if not mistaken PM said already fully paid.

wow! Today i first know Malaysia has more population than Indonesia.

On recorded Malaysia have 600M peoples, which is included all foreigner workers n this foreigner also need to inject the vaccines. So that no argument phama shall have to ready 300M more to sells.

@startrade syiok sendiri and naive has blur boundry here.

I remember some1 said China facing shortage even the rich need to buy for faster vaccination and they are under capacity hence needing Pharma to help repack. Perhaps Pharma can sell to China. The size of China market can generate huge profit for Pharma. 14mil just a rat shit in a soup.
I am a big fan of LU.

Dichotomy is the most convenient way to use in debate. You can see most arguments in forum or by Malaysia politician. By labeling Lover vs Hater, one no need to present fact or logic in debate but can simply conveniently claim Nah, he say so because he is Hater.

https://twitter.com/arqylashfl/status/1419174769069498373?s=20

July Fest:
Selangor EMCO
Pharma bonus issue
Pharma complete delivered all 12mil in July
New infection rose passed 10k in July
Ketua U turn promoted.
Gov stop purchase Sinovac
Pharma cirit birit.

If Ketua SOP intention is to promote Pharma vaccine by allowing ppl who completed 2 doses cross state, with the questionable efficacy, it may put the nation security in jeopardize.

I agree with Thai ppl stand: This shouldn't be a factor!

Thai ppl make more sense compare to Malaysian who always say take la whatever given by gov, it is Free, apa u mau lagi? or China is the safest place in the world and this is propanda from Western . Or don't picky as virus is more dangerous.

**********

In Thailand, the outrage has been further fuelled by a leaked health ministry document quoting an official who opposed giving medical workers a Pfizer booster shot as it would be "an admission that Sinovac can't give protection".

"There is a lot of anger among the Thai public, they're saying 'why don't you care about healthcare workers', 'this should not be a factor'.

This is Thai research that's why they suggest front liner to take booster like Pfzer or Moderna. No Sinovac counter fact is reported. Back at home, never see such research but only politician assurance.

https://www.bbc.com/news/world-asia-57845644

The rich in China buy pfzer or Modena because they don't trust China vaccine not because they can't get Sinovac or else sooner.

@rise Your question should refer to Zul.

Congratulations Pharma, rupanya Pharma dapat distributorship for seluruh ASEAN. Semua negara xboleh direct China, semua mesti beli drpd Pharma, sebab kerajaan PN dapat monopoli Sinovac..wakaka

Ikenduit Hi my fellow countryman. Be careful in your hometown heard Roadside news Sungai Besar has foreign fisherman cluster.