this healthcare counter just start engin,still got BIG ROOM to go.排除了疫苗,公司的保健品,药物随着疫情的爆发,公司的业绩也爆发了,它的价格才刚开始。看看i3,这个counter,已经排名前五大了,手套股的粉丝时不时过来诋毁,因为他们也怕了。这里要是跌也跌不多,可是要是起就像飞的一样。手套股就不是这样了,哈哈。
In stock market, opportunity exist everywhere. If you have earned a lot from glove sector, then is good and congratulation. The wierd thing is if you do not have pharma shares, why you come to talk bad on the company without fact & data? just becos the share price surged last few days and you not own it? Glove & pharma sectors both are winners in this covid-19 environment.
In the past 2 days, we have been witnessing spectacular rallies for 2 pharmaceutical stocks, Pharma and DPharma. What prompted the rally was an announcement on July 14 by the Science, Technology & Innovation Minister, Khairy that Pharma and DPharma will do the "fill-and-finish" process for the re-packing the Covid-19 vaccine when it becomes available (here).
We know that the market is getting wary of glove stocks after the spectacular rally, and many players are now looking for something else to play. So the above story seems like just the right catalyst to shift to new stocks that are (1) relatively inexpensive vis-a-vis the glove stocks and (2) they can still be counted as pandemic stocks.
However, there are a few inconvenient questions which we must answer if and when we want to get into Pharma and DPharma. They are:
1) When will the vaccine be available? Despite promising progress made, the first vaccine will be at least 18 months from now. That's the optimistic case!
2) Will the vaccine be produced in sufficient quantity to reach our shore? This is a tough one. The answer is probably not for a few years as demand will continue to outstrip supply, and America- the epicenter of the pandemic- has shown that it is willing to use its enormous muscle to buy up everything.
3) Can Pharma and DPharma handle the fill-and-finish process? While they may have done similar process for other drugs or vaccines, the new vaccine for Covid-19 will be novel and involve complex chemistry. They may need special pharmaceutical-grade glass to be bottled in. This is taken from an interview given by Bill Gates in the Vox magazine back in April (here). When asked by the interviewer, Ezra Klein about how much of a limiting factor will the manufacturing supply chain capacity be, Bill Gates replied: For some of these vaccine constructs, it’s hard to scale up the manufacturing, partly because they are novel or just because the chemistry is very complex. And you’re in a new regime when you talk about making billions of a vaccine. We don’t make billions of any vaccine. We make hundreds of millions, but for those, we’ve had decades to work on their efficiency. Even the fill finish at the very end where you put it in a glass bottle, that’s a special pharmaceutical-grade glass — the world doesn’t have enough of that. So we’re working to get that underway because all the vaccine approaches need to be put into a bottle at some point in time. I hope we get to the point where it’s the manufacturing piece because those investments are at most billions to save trillions. 4) Where is the market for the end-product, the re-bottled vaccine? If it is for the local market, then that market is too small for the time and effort required to get into the business. I presume it would include overseas market, such as Indonesia etc. I remember our pharmaceutical companies needed a long time to apply for licenses to distribute individual drugs in Indonesia. I think the same should continue now and this will delay the business.
All in all, I think we have to temper our enthusiasm to get into Pharma and DPharma as well as other pharmaceutical stocks which have gone up substantially. The investment basis may be comparable in some way to glove stocks, since they are deemed to be pandemic stocks, but the case for pharmaceutical stocks is very weak, unlike glove stocks. Be careful! 24/07/2020 11:14 AM
1) When will the vaccine be available? Despite promising progress made, the first vaccine will be at least 18 months from now. That's the optimistic case!
2) Will the vaccine be produced in sufficient quantity to reach our shore? This is a tough one. The answer is probably not for a few years as demand will continue to outstrip supply, and America- the epicenter of the pandemic- has shown that it is willing to use its enormous muscle to buy up everything
when real vaccine available, mostly goes to usa where they've among most active cases. Sure sell, capitalist make money and export also. How can msia make money from bottling margin?
They include all which also logistic coverage all over malaysia which they have the full data medical base, huge advantage for them to get the vaccine contract!!!
Keyman188 foresee a lot of traders & investors will surprised by this 2 core pharmaceutical firms which dealing with Covid-19 vaccine will be reaching unprecedented level :-
Keyman188 foresee a lot of traders & investors will surprised by this 2 core pharmaceutical firms which dealing with Covid-19 vaccine will be reaching unprecedented level :-
1) Pharma - TP 10.00
2) Dpharma - TP 7.50
Keyman188 looking at long term growth due to following reason (which were highlighted by MOH) :-
1) Two government-linked companies (GLC) which are also pharmaceutical manufacturing facilities have been identified to do the "fill and finish" process for the Covid-19 vaccine once it's available
2) "The two companies have told the government that they are willing to take stock production and prioritise it for the Covid-19 vaccine when it is available.
3) If we have the capacity, we will also offer our fill and finish service to other countries.
Please remember that the turn over for acute might be low but the chronic medicines which contributes to the hugh chunk are all posted via Pos Malaysia during MCO period.
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Posted by stingray_ea > 2020-07-24 10:52 | Report Abuse
same class with Bursa...