Posted by Jingann > 2020-07-24 19:38 | Report Abuse

No more vaccine bottling ? Still can limit up ?

Posted by kirikuru > 2020-07-24 20:15 | Report Abuse

cheap buy and keep now, new investors panic selling although Pharmaniaga just announced expansions into Indonesia

Posted by limkokthye > 2020-07-24 21:06 | Report Abuse

keong gan liao, kina tipu,liao

Posted by mni75 > 2020-07-24 23:37 | Report Abuse

Because of this ..

Kerajaan yg dahulu;

https://www.bharian.com.my/berita/nasional/2019/11/626288/kerajaan-tidak-lanjut-perkhidmatan-konsesi-pharmaniaga

Kerajaan bersetuju tidak meneruskan perkhidmatan konsesi perolehan ubat dan peralatan perubatan dari Pharmaniaga yang akan berakhir pada 30 November ini.

Pharmaniaga owned by Bstead ..both shares dropped significantly because the previous Pakatan (lucky the gov went to Holland ) and both Bstead (owner of) Pharmaniaga will regain concession for supplying medical and pharmaceuticals to Government hospitals.. so RM billion incoming revenue.. plus Covid 19 vaccine this also will add more billion to Pharmaniaga and will reflect to Bstead..

So thos3 who are inside.. hold.. Vaccine just around the corner few more months to come..if every student must be vaccinated about 6m student x RM200-300 per pax..RM1.8B..

Posted by learnbyheart > 2020-07-25 07:23 | Report Abuse

KYY is just typical speculator..he put nasty article on pharma is to let the people not to dump glove share..glove & vaccine is contradict to each other ..when vaccine is ready mean not more attention to glove share..simple..remember Hengyuan, Jaks, Dayang guys..vaccine will be in play eventually..

Posted by wickedlion > 2020-07-25 08:47 | Report Abuse

I am so thrilled with strong conviction by traders and investors alike that vaccine will eventually ready for the masses in foreseeable timeline. Again this conviction is not entirely baseless at all. With govt announcement for vaccine's 'fill and finish' by two govt-linked pharmas should not be taken lightly. I am sure they've really thought out the consequences before making public announcement like this. If thing went sour or extended to unknown future, it won't affect much to general public perception since we NOT are actually the one who producing vaccine but merely bottling and packaging. Backlash from business community, traders and investors who betting on it is though, highly expected. As much we all hope vaccine will eventually emerged, producing viable vaccine is not a short term affair. With my limited knowledge and readings, I have to say I can't anticipate what's really brewing under the scene unless you've got insider tips to hold on to.

Posted by bsklshark > 2020-07-25 09:02 | Report Abuse

CONSERVATIVE TP RM 8.0000

Posted by mni75 > 2020-07-25 09:58 | Report Abuse

And why Bstead buy Pharma shares up to 10% from previous 55%.. now Bstead owns 65% of Pharmaniaga.. 10% in 2 days..

Posted by gemfinder > 2020-07-25 10:49 | Report Abuse

Ya, kyy is wory he cant dump his topglove shares at higher px

Posted by luckyman > 2020-07-25 10:59 | Report Abuse

https://www.theedgemarkets.com/article/pharmaceutical-stocks-down-profit-taking-after-hitting-new-highs-0

Athila noted that it was not a surprise to her that Pharmaniaga and Duopharma have been tasked with the COVID-19 packaging process in Malaysia, given that both have the largest manufacturing and pharmaceutical facilities in Malaysia as well as a reliable nationwide logistic network already in place.

She added that more than 50% of Pharmaniaga and Duopharma's products are supplied to the Ministry of Health's hospitals and facilities.

Posted by luckyman > 2020-07-25 11:08 | Report Abuse

https://www.thestar.com.my/business/business-news/2020/07/23/pharma-stock-play

The vaccine story aside, Equitiestracker Holdings Bhd head of research Lim Tze Cheng said the demand for vitamins and general supplements has been strong during the movement control order (MCO), which would see pharmaceutical companies that deal more on supplements seeing stronger numbers in upcoming quarters.

Posted by Keyman188 > 2020-07-25 11:22 | Report Abuse

Covid-19 Vaccine Latest Updates: Oxford’s Covishield in India by ‘end of year’; Pfizer shot shows promise

Coronavirus (Covid-19) Vaccine Latest Update: While the promising results showed by experimental Covid-19 vaccines being developed by University of Oxford and Moderna Inc in early human testing have grabbed the spotlight in the past week, raising hopes of early availability in the market, a World Health Organization (WHO) expert said their first use cannot be expected until early 2021.

“Several vaccines are now in Phase 3 trials and none have failed, so far, in terms of safety or ability to generate an immune response. Realistically, it is going to be the first part of next year before we start seeing people getting vaccinated,” Reuters quoted said Mike Ryan, head of WHO’s emergencies programme, as saying.

Meanwhile, latest results from Oxford university and Moderna show that two doses of a vaccine may be better than one in getting protection from the novel coronavirus.

Presently, there are more than 150 vaccine candidates that are in various stages of trials against the coronavirus, according to the World Health Organisation. Out of them, about two dozen are undergoing human clinical trials.

Oxford-AstraZeneca coronavirus vaccine status

Results published this week of early human trials of the AZD1222 vaccine, based on a chimpanzee adenovirus called ChAdOx1, developed by the University of Oxford and drugmaker AstraZeneca showed that it produced a dual immune response in people aged between 18 and 55 years.

The vaccine increased levels of both protective neutralising antibodies and immune T-cells that target the virus, according to the study organisers. “Our hope is that we can actually start delivering a vaccine before the end of the year,” Bloomberg quoted AstraZeneca Chief Executive Officer Pascal Soriot as saying.

A single dose of the vaccine elicited an increase in antibodies specifically against the spike protein by the first 28 days.

The Oxford shot is already undergoing a combined Phase II/III trials in the UK, Brazil and South Africa. The Serum Institute of India hopes to embark on phase III human clinical trials with the vaccine candidate by August and it may be launched as early as November.

Adar Poonawalla, CEO of Serum Institute of India, said the cost of the vaccine is estimated to be below Rs 1,000 and will be called Covishield in India.


##https://indianexpress.com/article/coronavirus/covid-19-coronavirus-vaccine-india-latest-update-covaxin-covishield-oxford-moderna-6519851/

Posted by Keyman188 > 2020-07-25 11:32 | Report Abuse

The first Phase 3 coronavirus vaccine trial in the US is expected to begin next week. Here's how the vaccine works

Updated 0122 GMT (0922 HKT) July 25, 2020

Covid-19 vaccine shows 'promising' immune response results


(CNN)Much of the world has pinned its hopes on a vaccine as a way out of the Covid-19 pandemic that has infected more than 15 million and killed more than 630,000 people globally.

The World Health Organization says there are 25 potential coronavirus vaccines in clinical trials internationally.

Here in the United States, the government has put its money behind several different vaccine candidates through Operation Warp Speed.

One of those vaccines is being developed by the Vaccine Research Center at the National Institutes of Health's National Institute of Allergy and Infectious Diseases, in partnership with the biotechnology company Moderna. The vaccine is expected to enter Phase 3 testing next week. This phase of the trial is expected to involve 30,000 volunteers and will test whether the vaccine protects people against the coronavirus.

The vaccine uses messenger RNA (mRNA), which are cells used to build proteins -- in this case, the proteins that are needed to build the coronavirus' spike protein, which the virus uses to attach itself to and infect human cells. Once the immune system learns to recognize this target -- thanks to the vaccine -- it can mount a response faster than if it encountered the virus for the first time due to an infection.

Early results from the Phase 1 study were published in the New England Journal of Medicine in mid-July. The study showed that the vaccine, given at three different doses, triggered an immune response in the people who received it (the higher the dose, the higher the immune response). More than half of the participants experienced side effects including fatigue, chills, headache, muscle pain and pain at the injection site. The Phase 3 trial will involve the middle dose --100 micrograms (µg).

Dr. Barney Graham is the deputy director of the Vaccine Research Center. He spoke to Dr. Sanjay Gupta to explain a little bit about the technology behind the Moderna vaccine. What follows is a portion of their conversation, edited for length and clarity, to explain what is happening inside the body.


##https://edition.cnn.com/2020/07/24/health/moderna-vaccine-barney-graham-gupta/index.html

Posted by kd88 > 2020-07-25 11:36 | Report Abuse

A vaccine in development by the British-Swedish company AstraZeneca and the University of Oxford is based on a chimpanzee adenovirus called ChAdOx1. Their Phase I/II trial, reported on July 20 in the journal Lancet, found that the vaccine was safe, causing no severe side effects. It raised antibodies against the coronavirus as well as other immune defenses. The vaccine is now in a Phase II/III trial in England, as well as Phase III trials in Brazil and South Africa. The project may deliver emergency vaccines by October. AstraZeneca has said their total manufacturing capacity for the vaccine, if approved, stands at two billion doses.

Posted by kd88 > 2020-07-25 11:36 | Report Abuse

The German company BioNTech has entered into collaborations with Pfizer, based in New York, and the Chinese drug maker Fosun Pharma to develop their mRNA vaccine. In July, they posted preliminary results from their Phase I/II trials in the United States and Germany. They found that the volunteers produced antibodies against SARS-CoV-2, as well as immune cells called T cells that respond to the virus. Some volunteers experienced moderate side effects such as sleep disturbances and sore arms.

The company expects to start Phase III trials by the end of July. On July 22, the Trump administration awarded a $1.9 billion contract for 100 million doses to be delivered by December and the option to acquire 500 million more doses. If approved, Pfizer said they expect to manufacture over 1.3 billion doses of their vaccine by the end of 2021.

Posted by Keyman188 > 2020-07-25 11:38 | Report Abuse

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 Minister) :-


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.



@@ Keyman188 always like to repeat & repeat to remind "old people" like Keyman188 to avoid forgotten........

Posted by Keyman188 > 2020-07-25 11:45 | Report Abuse

All investors & traders must view the following news...

Why vaccine very very close to finalize soon......


##https://www.nytimes.com/interactive/2020/science/coronavirus-vaccine-tracker.html

Posted by wickedlion > 2020-07-25 13:38 | Report Abuse

ayo...balance sheet neck-to-neck for 4 consecutive years. how this company can be good? crazy.

Posted by luckyman > 2020-07-25 14:21 | Report Abuse

https://www.youtube.com/watch?v=tPMHZiR_htQ&list=PLTMFVFEuEuiy9F49p7Mjqm6eW-HDtIgvu&index

https://www.cytodyn.com/

https://edge.media-server.com/mmc/p/rdofnvf9/dimode/ondemand/preview_key/f7f3e9b393aab168625b9674f06976fa08e43ca43a7034240e2b7480f438950b

Listen to the above and do a thorough research to assess if it is worth investing in the OTC biotech company Cytodyn which is about to obtain FDA's approval on its amazing drug Leronlimab which can the solution to the global Covid-19 pandemic.

Posted by super aloha > 2020-07-25 14:39 | Report Abuse

2-3 more months we will know the good progress/ status of vaccine develop

Posted by wickedlion > 2020-07-25 15:29 | Report Abuse

Ayo i3 target price lower than current price. die laaa...
Average Price Target: 2.29

Posted by iskandar5156 > 2020-07-25 15:31 | Report Abuse

"As the Covid-19 outbreak is resulting in an influx of treatment activities at government medical facilities, we expect Pharmaniaga's L&D activities, and consequently sales, to pick up in 2QFY20F, which represents the peak period of domestic Covid-19 infections,"
this upcoming result on 23 aug is 2Q2020...yehaa..
last quarter profit 22.4mil..saya target profit 2Q 30mil..upside profit by 33%..mesti ramai yg nk ride

Posted by iskandar5156 > 2020-07-25 15:34 | Report Abuse

cgs-cimb new TP is rm3.40..this without factor in vaccine bottling revenue...
after superb result in 2Q..most analyst will revise upside target price..mark my words..

Posted by iskandar5156 > 2020-07-25 15:34 | Report Abuse

last quarter profit 22.4mil..saya target profit 2Q 30mil..upside profit by 33%..mesti ramai yg nk ride

Posted by iskandar5156 > 2020-07-25 15:35 | Report Abuse

We make no changes to our earnings estimates as we have not factored in the potential
contribution from the fill-and-finish works for the Covid-19 vaccine, pending further
details.

Posted by wickedlion > 2020-07-25 16:02 | Report Abuse

Price before spike around rm2.25

Posted by iskandar5156 > 2020-07-25 16:19 | Report Abuse

cgs-cimb new TP is rm3.40..the current price is stabilised already if it is not rising up next monday..this company market cap is huge..small traders not able to play around with it..but the last 2 days seem profit taking activities took place..lets see the direction next mon..hopefully will rebound slightly..and further up the day onwards..

Posted by wickedlion > 2020-07-25 16:26 | Report Abuse

I am not convinced that vaccine can be ready as early by end of this yr. While there is so many positive and hopeful news, human can easily trapped on confirmation bias. They seek news that confirms to their believe and most times, refuse to accept contradictive ones. I am included. If you read the announcement by KJ recently, there is no confidence on vaccine. It is just about we are getting ready when vaccine is available.

Posted by iskandar5156 > 2020-07-25 16:41 | Report Abuse

u r true indeed..but the target price is without vaccine bottling revenue..its 2quarter will be improve due to higher demand in medicine during covid..

Posted by Fadzli Alias > 2020-07-25 17:56 | Report Abuse

https://www.theedgemarkets.com/article/who-scientist-sees-regulators-cooperating-speed-covid19-vaccine-approval

The time vaccine ready, im sure PHARMA price is above rm 10.....

Buy healthcare and glove, u wont regret........

Posted by degaht > 2020-07-25 18:19 | Report Abuse

Covid-19 vaccine likely to be widely available only at the end of 2021, says Singapore MOH official

https://www.malaymail.com/news/singapore/2020/07/24/covid-19-vaccine-likely-to-be-widely-available-only-at-the-end-of-2021-says/1887807

Posted by stocktrade101 > 2020-07-25 19:18 | Report Abuse

I think government will only allow the company to make a small profit selling the vaccine in a pandemic (price control).

Posted by iskandar5156 > 2020-07-25 19:21 | Report Abuse

its not about selling vaccine..its about bottling charges that generate revenue..u misunderstood brader..although vaccine is free also can generate income to pharma..

Posted by Just2Earn > 2020-07-25 19:22 | Report Abuse

Glove is definitely needed. With vaccine around, the ASP will be under control. Once ASP is under control, the glove earning and return is no more ridiculous number, like PE 30, 40 or 60. Soon the gambling mode will switch back to investment mode for glove counter.
About vaccine, to have 100% effective vaccine for covid 19 may take longer time, but who say we must wait for the 100% working vaccine? Phase 3 is to look for the right dosing for each individual if not wrong. How about inject a safe dosage for everyone for the phase 1? Maybe follow by Phase 2 injection as a booster and Phase 3 and so on, like hep B. In this case, those pharma company will earn multiple time instead of just 1 time.

Posted by wickedlion > 2020-07-25 20:01 | Report Abuse

@Just2Earn good points.

Posted by degaht > 2020-07-25 21:16 | Report Abuse

@Just2Earn, agreed, just wait now since moderna is entering its trial 3 phase this month july so lets hope for some good news.

sad thing is my gf is in overseas, we were planning for serious commitments now i dont know when i can visit her..every single day im hoping for a hope and vaccine news...sigh...

Posted by mni75 > 2020-07-25 21:23 | Report Abuse

Gloves will be less attractive when Covid 19 vaccines will arrive.. that why people in gloves counter feeling some sort of uncertainty if glove can maintain their high price.. for sure when vaccines come.. gloves price will be normal like before covid 19 be'ause people are not too much worried and we can live normal again.. there is still demand for glove but at a normal level and normal price.. or may be up to 2021 when all the countries have enough gloves stocks then they will stop order in a big way. They will use their gloves untill finish.. may be in 2023 they will re order our gloves..

Posted by Aramco > 2020-07-25 21:39 | Report Abuse

Coronavirus vaccine may be available in Singapore only at the end of next year: MOH
A research officer checks the quality of cells and virus that are used in the development of a vaccine.
A research officer checks the quality of cells and virus that are used in the development of a vaccine.ST PHOTO: KELVIN CHNG
PUBLISHEDJUL 24, 2020, 7:00 PM SGT
FACEBOOKTWITTER
Rei Kurohi
SINGAPORE - A Covid-19 vaccine may become available in sufficient doses only towards the end of next year, the Health Ministry director of medical services Kenneth Mak said.

He said Singapore is proactively working with vaccine developers, pharmaceutical companies and research institutions on research efforts into a Covid-19 vaccine.

Discussions have also begun to ensure Singapore will have access to vaccines when they become available, he told a virtual press conference on Friday (July 24).

But even though a number of companies have announced that they have started on phase three trials, which are a "relatively later stage" of the process of vaccine development, Associate Professor Mak said there may yet be failures in delivering a vaccine that is safe and effective.

"Practically speaking, we expect, realistically, a vaccine to be available perhaps next year rather than this year," he said.

"Given the global demand for these vaccines, it may not even be in the beginning of next year but perhaps towards the end of next year, when we might see vaccines produced in sufficient doses, and available then for procurement and to be delivered into Singapore."

He added that at this stage, it is still not known which of the vaccine candidates undergoing trials will ultimately be the one that is most likely to be brought into Singapore

Posted by Aramco > 2020-07-25 21:40 | Report Abuse

But even though a number of companies have announced that they have started on phase three trials, which are a "relatively later stage" of the process of vaccine development, Associate Professor Mak said there may yet be failures in delivering a vaccine that is safe and effective.

"Practically speaking, we expect, realistically, a vaccine to be available perhaps next year rather than this year," he said.

"Given the global demand for these vaccines, it may not even be in the beginning of next year but perhaps towards the end of next year, when we might see vaccines produced in sufficient doses, and available then for procurement and to be delivered into Singapore."

He added that at this stage, it is still not known which of the vaccine candidates undergoing trials will ultimately be the one that is most likely to be brought into Singapore

Posted by supergreat > 2020-07-25 21:40 | Report Abuse

https://www.perretica.com/marketsreview/week-30-2020

Posted by Aramco > 2020-07-25 21:45 | Report Abuse

All kacang Goreng kena toasted this Monday hahah

Posted by mni75 > 2020-07-25 21:51 | Report Abuse

Seems Gloves people in worried... No need to worry.. just hold your gloves tightly.. later will get bonus 1:2 or 1:1.. then we will buy the later at cheaper price.. may be RM3.5 per share after bonus issue..

Posted by wickedlion > 2020-07-25 22:14 | Report Abuse

At PE ratio 30x, this stock should be priced at around Rm1.02 which is 3x lower than current price. This is the initial price of vaccine's bottling and packaging hope.

Posted by gemfinder > 2020-07-25 22:17 | Report Abuse

I just believe china sinopharm. Vacine be ready by 2020

Posted by tingyongginn > 2020-07-25 22:58 | Report Abuse

China sinopharm coming very soon . The whole world top scientists are working on the vaccine. Then pharma stocks price will be up n up. Make huge profit then.

Posted by Mk Jr > 2020-07-25 23:01 | Report Abuse

all buy hope. trap by hope....

Posted by gemfinder > 2020-07-25 23:03 | Report Abuse

Dun under estimate chinese scientist. China sinopharm wil spring u surprise by end of 2020

Posted by tingyongginn > 2020-07-25 23:14 | Report Abuse

Buy for hope then dont buy. We buy to make money n can see the future is there

Posted by Aramco > 2020-07-25 23:20 | Report Abuse

Goldberg Dr Fauci believes vaccine will only be available well into 2021.
-------------------------------------------------------
Dr. Anthony Fauci, director of the National Institute of Allergy and Infectious Diseases, said he believes that hope is warranted and that a vaccine could stop the pandemic in its tracks, but he also doesn't believe that will happen until well into 2021.

The first Phase 3 coronavirus vaccine trial in the US is expected to begin next week.
"I think as we get into 2021, several months in, that you would have (a) vaccine that would be widely available to people in the United States," Fauci told the Washington Post's Bob Costa during a Post Live event.

Posted by Aramco > 2020-07-25 23:29 | Report Abuse

@Mk Jr , All those hopeful will be hopeless KEKEKE


Mk Jr all buy hope. trap by hope..


gemfinder Dun under estimate chinese scientist. China sinopharm wil spring u surprise by end of 2020