Cansino is fine

Based on the above, kossan is undervalued.buy call.

More facts

In recent weeks, a string of vaccine makers including Pfizer, Moderna, and AstraZeneca have released promising phase III trial data, injecting the world with hope that the COVID-19 pandemic will come to an end.

On Wednesday, the U.K. became the first western country to approve a vaccine for COVID-19, authorizing Pfizer to distribute its vaccine on an emergency basis to frontline medical workers and other high-risk groups. The U.S. and the European Union are expected to follow suit in coming days or weeks and give vaccine makers the green light to start distributing their candidates.


But amid the optimism, experts have raised some concerns about the accessibility of Pfizer and Moderna’s candidates, which require costly cold-chain distribution mechanisms, and about the quality of the data provided by British vaccine maker AstraZeneca.

Subscribe to Eastworld for weekly insight on what’s dominating business in Asia, delivered free to your inbox

At the same time, China’s two leading vaccine makers—the private Sinovac and state-owned Sinopharm—appear close to rolling out their vaccines in coming weeks with candidates that don’t require expensive cold chain networks.

Western vaccine makers appear to have taken the lead in the global race to produce a vaccine, but Chinese vaccine makers may help fill in the gaps they leave behind.


Data limits
In mid-November, American firms Pfizer and Moderna each announced preliminary trial results for their experimental vaccines indicating that they were over 90% effective in preventing infections of COVID-19. The results far exceeded expectations, given that the U.S. Food and Drug Administration said it would require a vaccine to be just 50% effective or better to gain approval.

Still, Pfizer and Moderna’s vaccines are based on newly-developed mRNA technology that requires the candidates to be kept at sub-zero temperatures during shipments. Such temperature restrictions will make it difficult for lower- and middle-income countries to access the vaccines because they will need cold-storage infrastructure to distribute the doses.

In Indonesia, for example, the country’s state-owned vaccine manufacturer Bio Farma said that Indonesia, the world’s fourth-most populous nation, effectively cannot purchase Pfizer’s vaccine given the logistical challenges in distributing it.

Facts remain the facts

The three most reliable vaccines in the world

*Sinopharm’s vaccines,
*Sinovac’s CoronaVac, and
*CanSino’s vaccine

Lastest facts

Turkey says China's CoronaVac efficacy 91.25%, likely to increase
Thu, December 24, 2020, 8:52 AM PST·1 min read

ANKARA, Dec 24 (Reuters) - A COVID-19 vaccine developed by China's Sinovac Biotech is 91.25% effective and the rate is likely to increase based on late-stage trial data, Turkish researchers said on Thursday, as the country becomes the second trial site to produce results for the Chinese candidate.

The researchers, part of the government's science council, said no major symptoms were detected during CoronaVac's trials in Turkey, apart from one person who had an allergic reaction.

Turkey had agreed to procure 50 million doses of Sinovac's CoronaVac by Dec. 11 but the shipment had been delayed.

Health Minister Fahrettin Koca said the vaccines would arrive in Turkey on Monday, adding that Turkey would vaccinate some 9 million people in the first group, starting with health workers.

FYI,sinovac is sold at USD 60 per 2 doses.

U read from scratch by yourself....lazy to repeat.

Hellow

Inoculation is FOC on a voluntary basis in malaysia

Pfizer was approved on " emergency " basis by FDA .it is not a final approval so you cant blame FDA for any side effect

The Gov can't make compulsory. If so,who is responsible for it if something goes wrong?

Even though it is FOC,people still have the choice whether to go for it or not

Its the choice of the people. They would rather pay for the safest vaccines from their own pockets than risking their lives with the unsafe vaccine FOC

Hellow

Inoculation is FOC on a voluntary basis in malaysia

Pfizer was approved on " emergency " basis by FDA .it is not a final approval so you cant blame FDA for any side effect

The Gov can't make compulsory. If so,who is responsible for it if something goes wrong?

There will be indemnity issue.

The government is open to the flood gate of consequential claims from its people.

Ah cow.

new year is approaching...can hit 0.30?

Remember our bet

Facts reported from US

There have been several reports of individuals receiving the COVID-19 vaccine developed by Pfizer (NYSE:PFE) and BioNTech (NASDAQ:BNTX) and experiencing serious allergic reactions.

The advisory panel to the U.S. Food and Drug Administration (FDA) that reviewed Moderna's (NASDAQ:MRNA) coronavirus vaccine focused on the potential for similar reactions.

In this Motley Fool Live video recorded on Dec. 18, 2020, healthcare and cannabis bureau chief Corinne Cardina and Fool.com writer Keith Speights discuss how big of a concern these allergic reactions should be.

Hellow

Inoculation is on a voluntary basis in Singapore and in malaysia

The government can't have two policies whereby one group is compulsory and next group is voluntary and so on

If it is made compulsory, who is responsible for it if something goes wrong?

There will be indemnity issue. The government is open to consequential claims from its people.

Hellow

Inoculation is on a voluntary basis in Singapore and in malaysia

Its the choice of the people. They would rather pay for the safest vaccines from their own pockets than risking their lives with the unsafe vaccine FOC.

If not many people want to use pfizer or UK ones , in the end, the government will back off to buy from pfizer or UK ones but swift to the most popular ones...

Back to China vaccine

Hellow

Inoculation is on a voluntary basis in Singapore

Its the choice of the people. You don't speak for the people of Singapore nor do the pm and his cabinet.

No indication of more than half of the Singaporean would accept it.

Singaporeans are well- known for being afraid of dying and losing hence they will not take the inoculation which is believed to cause side effect

If not many people want to use pfizer or UK ones even though it is FOC, in the end, the government will back off to buy from pfizer or UK ones but swift to the most popular ones...

Back to China vaccine

Hello
Inoculation is on a voluntary basis in Singapore

Its the choice of the people. You don't speak for the people of Singapore nor do the pm and his cabinet.

No indication of more than half of the Singaporean would accept it.

Singaporeans are well- known for being afraid of dying and losing hence they will not take the inoculation which is believed to cause side effect


If not many people want to use pfizer or UK ones, in the end, the government will back off to buy from pfizer or UK ones but swift to the most popular ones...

Back to China vaccine

Hello
Inoculation is on a voluntary basis in Singapore

Its the choice of the people. You don't speak for the people of Singapore nor do the pm and his cabinet.

No indication of more than half of the Singaporean would accept it..

Vaccine is not applicable to children below 12 years old

If not many people want to use pfizer or UK ones, in the end, the government will back off to buy from pfizer or UK ones but swift to the most popular ones...

Back to China vaccines

Hello
Inoculation is on a voluntary basis in malaysia

It doesn't matter Whether pfizer is approved by NPRA earlier or what.

It doesn't matter whether Shipment arrives in Feb 2021 or what..

What matters whether people want to use it or not.

If not many people want to use pfizer or UK ones, in the end, the government will back off to buy from pfizer or UK ones but swift to the most popular ones...

Back to China vaccines

Hello
Inoculation is on a voluntary basis in malaysia

It doesn't matter Whether pfizer is approved by NPRA earlier or what. Whether people want to use it matters

If not many people want to use pfizer or UK ones, in the end, the government will back off to buy from pfizer or UK ones but swift to the most popular ones...

Back to China vaccines

Survey is survey .reality is reality.

If I was the Singaporean,I would not accept it ...

PM has accepted it.... so what?.....thats his choice........

Hello
Inoculation is on a voluntary basis in Singapore

Its the choice of the people.it is the choice of Singapore PM. Just like you have the choice to go to heaven or hell

No indication of more than half of the Singaporean would accept it..

If not many people want to use pfizer or UK ones, in the end, the government will back off to buy from pfizer or UK ones but swift to the most popular ones...

Back to China vaccines

Layout plan usually inclusive of plants lsyout to fill and finish CanSino approved by NPRA is good indication of approval of CanSino

Hello
Inoculation is on a voluntary basis in Singapore

Its the choice of the people.it is the choice of Singapore PM. Just like you have the choice to go to heaven or hell.

If not many people want to use pfizer or UK ones, it is a waste for the government to procure that milch.....

In the end, the government will back off to buy from pfizer or UK ones but swift to the most popular ones...guess what ???

Back to China vaccines

Hello
Inoculation is on a voluntary basis.

If not many people want to use pfizer or UK ones, it is a waste for the government to procure that milch.....

In the end, the government will back off to buy from pfizer or UK ones but swift to the most popular ones...guess what ???

Back to China vaccines

Layout plan to fill and finish CanSino approved by NPRA is good indication of approval of CanSino

Facts

China: CanSino’s vaccine was authorized for use in the military (June 29), followed by wider emergency use authorization for it and 3 other vaccines – Sinopharm’s 2 and CoronaVac (July 22)

*cansino has been put on trial for a no.of people over millions since June 2020.no side effect has been reported.

Indonesia: Authorization for use of Sinopharm’s vaccines, Sinovac’s CoronaVac, and CanSino’s vaccine, is currently planned for November – presumably pending assessment of trial data.

Inoculation is on a voluntary basis.

Even if it is FOC and no one wants to use pfizer or UK ones,then government will not continue to buy from them but swift to the most popular ones...guess what ??? Back to China vaccines

Hello

Though Pfizer has been " emergency " approved by FDA,it has yet to be approved by NPRA.

As such,any thing can happen? Purchase of Pfizer is not final yet.....dont count the chicken or snake before they are hatched.

The followings could still have the chance of securing the government procurement.

*Sinopharm’s vaccines,
*Sinovac’s CoronaVac, and
*CanSino’s vaccines

Why run? The fun has just started......

Inoculation is on a voluntary basis.if no one wants to use pfizer or UK ones,then government will not continue to buy from them but swift to the most popular ones...just what ??? Back to China vaccine be it cansino or what

Facts remain the facts

Only three reliable proven vaccines in the world

*Sinopharm’s vaccines,
*Sinovac’s CoronaVac, and
*CanSino’s vaccine

No matter what and how you compare, you still get the above answers

Proven vaccine matters

Who got the exclusive right to sell proven vaccine is laughing loud to the bank

No need to argue until the snake or cow comes home.whatever you say won't change the facts

Today is the eve of Xmas,get a life please....

Wanna me to buy you a Xmas lunch? Free to u but not free to me. Who makes money? The restaurant of course.

Only three reliable China vaccines

*Sinopharm’s vaccines,
*Sinovac’s CoronaVac, and
*CanSino’s vaccine

I bet you know solu is associated to which.

Facts

China: CanSino’s vaccine was authorized for use in the military (June 29), followed by wider emergency use authorization for it and 3 other vaccines – Sinopharm’s 2 and CoronaVac (July 22)

*cansino has been put on trial for a no.of people over millions since June 2020.no side effect has been reported.

Russia: Sputnik V was registered for limited use (August). Another local vaccine, EpiVacCorona, will reportedly be registered in October, too

UAE: The Sinopharm vaccines were authorized for emergency use there. Those vaccines are being tested in the UAE’s #4Humanity phase 3 trial, and the trial’s academic lead, Nawal Al Kawabi, addressed the committee making the decision (September 14).

Indonesia: Authorization for use of Sinopharm’s vaccines, Sinovac’s CoronaVac, and CanSino’s vaccine, is currently planned for November – presumably pending assessment of trial data.

Ah cow,you miss the fun here.i suggest you read from right beginning and all your doubts can be answered.

Facts

* 30% is from the purchase of pfizer ( direct procurement)

* 10% is from the purchase of AstraZeneca ( direct procurement )

* 60% is from others Ie Sinovac, CanSino and Gamaley ( through authorised dealers)

*MOU has been signed .direct procurement is not possible.

Singapore plans to innoculate its 5.7 million people by the third quarter of 2021 on a voluntary basis.

The big interesting question is how many would trust Pfizer? If it is not well received, Pfizer would be a flop in Singapore

There is no need for Malaysia to rush into the purchase of Pfizer and Astrazeneca as these two are believed to cause more side effects
Malaysia should adopt "wait and see " before committing to it .

like Singapore , the inoculation in Malaysia is on a voluntary basis. I bet Many would just go for whatever available without bothering the side effect since it is FOC...

60% is from others Ie Sinovac, CanSino and Gamaley ( through authorised dealers)

Mou have been signed in respect of Sinovac, CanSino and Gamaley No direct procurement is possible

China has also joined the COVID-19 Vaccines Global Access (COVAX) facility, an effort led by the World Health Organization (WHO) and the global Coalition for Epidemic Preparedness Innovations (CEPI) to make sure that any products are proven to be safe and effective and quickly reach rich and poor countries alike.

Back in China, the regulators appear to be satisfied with studies from each of these three companies as concerns a China national vaccination program. In June, CanSino received authorization to vaccinate the military, and since then both Sinovac and CNBG have received the go-ahead to vaccinate large populations in China outside of ongoing clinical trials.

Facts

* 30% is from the purchase of pfizer ( direct procurement)

* 10% is from the purchase of AstraZeneca ( direct procurement )

*KJ said he would not reveal the purchase price of pfizer and AstraZeneca due to confidentiality clauses in the agreement.

* from my source,it is believed to be in the region of USD 50- 60 per 2 doses.

* 60% is from others Ie Sinovac, CanSino and Gamaley ( through authorised dealers)

* who has fill and finish for cansino ? Who else?

Where is ah cow?

From the article, it is clear that

* 30% is from the purchase of pfizer

* 10% is from the purchase of AstraZeneca

* 60% is from others Ie Sinovac, CanSino and Gamaley

* I bet you know which one has fill and finish as approved by NPRA.

* Good Luck guys .

Guys

*Forward thinking always

*not backward living under the shadow of the past.

*Backward thinking makes you look like a cuckoo living in a cuckoo land.

Based on the above

*Only 30 % of population is from the purchase of Pfizer in line with the Government proposal.

* 70% is from other sources .

* 35% (half of 70%)of population is assumed from the purchase of solu,that is 10 million people( 35% x total population of 30 m )

* profit margin after tax (PAT) is rm 10 per bottle per head (min) assumed to be derived from sale of solu ,that is rm 100 million profit after tax ( rm 10 x10 m).

Note the profit margin after tax of rm 10 per bottle per head is considered very low.it is believed to be higher than rm 10.

* solu share base is 364 million

* expected EPS would be rm 0.27( rm 100m / 364 million shares)

*modest PE is assumed to be 10

*TP would be rm 2.70( min)

* this is the 1st year forward growth but its just a beginning.export sale has yet to be accounted for

In conclusion,the current price is justifiable...

Some one has claimed ( how true remains in doubt)

*Sinovac charged usd60 in china
*Oxford only usd 3 to USD 4 only.
_____________________________________________
Facts

*the pharmaceutical giant ,Pfizer will charge the government around USD $39 for a two-dose treatment based on Pfizer’s contract with the U.S. the cost of production is USD 15.

*gross profit margin is 60%

* net profit margin is easily 30% ie USD 12.(rm 50)

* cansino price has yet to be fixed

* my assumption of putting a net profit after tax of rm10 per 2 doses for cansino is not far fetching.

Hello

1.the proven vaccine( casino) must be approved by the country of origin

2.the proven vaccine must be approved by the countries to whom the vaccine is sold .in mal is NPRA.

3.fill and finish layout plan of solu has been approved by NPRA.

4.fill and finish setting in progress

5. Fill and finish shall be ready for use by new year

6.No 1 is any moment from now.

7. No 2 is dependent on no.1

8. What are you waiting for?.

Mou is secondary.

What matters is who got the proven product?.

Who has been authorised to supply the proven product?.

The answer is clear....we are not in the wrong counter here.

The new kid 's concern has no cause of concern.

Pfizer and moderna are made of substance more or less the same but sinovac is made of different substance which is believed to be of lesser side effect..

Good for Singapore to diversify

Singapore is small in population and is rich.no problem for them to buy and offer free to its population

Singapore is believed to have spent usd 250 million for purchase of Pfizer on the basis of 5 million population including foreign workers at USD 50 per 2 doses including logistics costs

For Malaysia where 30 % of the population is from the purchase of Pfizer. The total purchase cost is believed to be USD 450 million (rm 1.6 billion)on the basis of 9 million population (30%) at usd 50 per 2 doses.

If Malaysia would like to get 100% of population for Pfizer,it would cost Malaysia usd 1.5 b ( rm 6 billion)

Thats why Malaysia gets 30% only. even that,it costs Malaysia a bomb.

Kat si

Singapore is kat su ....