"The U.S. government has awarded Novavax $1.6 billion to cover testing, commercialization and manufacturing of a potential coronavirus vaccine in the United States, with the aim of delivering 100 million doses by January 2021."
A dose would cost say 16 dollar or about RM65.
Duopharma and Pharmaniaga received the mandates to bottle the vaccines from bulk volume. If we assume RM10 profit per bottle of vaccine and the whole of 30m population to receive the vaccine. There will be RM300m PAT. Split half for Duopharma and Pharmaniaga. Well there may be boosters required for the vaccine.
Key question is - how recurring would this income be? Is it one off in nature? or the market actually see it as recurring income.How much incremental valuation one would give to such vaccine bottling contracts? Food for thoughts....
Insider news.... government will sign a new concession with pharma for another 8 years...... that is the inside reason why sudden gap up.... good luck .......
Guys take profit when can. Up too fast but only news and rumours..products not in yet. Careful. Price cant justify if products are not available and qtr report to support
So many sour grape come here for what? Hope for drop? Drop your kukujiao la. Use your ass o to think la. No study come here to talk. Our gang all win big money in glove counter. Now we just put a bit money in, price already limit up. Go to sleep la. We still got 100 lots Harta and 85 lots of top glove on hand. What share do u have? Kuku maybe also don't have lo. Tommorow let us show u how to push to sky. Open big your mouth and eye. Ok
People hope for vaccine, so we just give vaccine hope for them. Big gap only can see money. Vaccine hope will continue until one day real vaccine coming out. People all need hope. We just provide hope for them only.
based on forward eps 25, current pharma pe only 18, compare to Apex & Ahealth current pe 39 & 33, the Pharma price still consider undervalue ..............
Pharma will shoot up like rocket, fast and furious mode.
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mytwocents
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Posted by mytwocents > 2020-07-22 17:45 | Report Abuse
sharing my two cents.
"The U.S. government has awarded Novavax $1.6 billion to cover testing, commercialization and manufacturing of a potential coronavirus vaccine in the United States, with the aim of delivering 100 million doses by January 2021."
A dose would cost say 16 dollar or about RM65.
Duopharma and Pharmaniaga received the mandates to bottle the vaccines from bulk volume. If we assume RM10 profit per bottle of vaccine and the whole of 30m population to receive the vaccine. There will be RM300m PAT. Split half for Duopharma and Pharmaniaga. Well there may be boosters required for the vaccine.
Key question is - how recurring would this income be? Is it one off in nature? or the market actually see it as recurring income.How much incremental valuation one would give to such vaccine bottling contracts? Food for thoughts....