Posted by DrLimKH > 2020-08-09 14:18 | Report Abuse

Boustead report stated Pharma had Q1 surplus 29.4m due to accelerated amortization of 247.3m from rights to supply, sales demand increase in Indonesia and our MoH concession due to covid, and cost cutting measures.
we can expect similar or better Q2 surplus from no more need to amortized rights to supply and higher demand in Indonesia than more demand here due to covid situation even before vaccine.

We don't know when pharma will start fill and pack covid vaccine as it already doing that since 2011 while Duopharma (and seems APexH also) will start end 2021. So looks like only Pharma can do this now.
https://www.pharmaceutical-technology.com/projects/pharmaniaga-small-volume-injectables-svi-facility/

Posted by DrLimKH > 2020-08-09 14:18 | Report Abuse

this why I prefer Pharma, lower risk higher reward

Posted by brucechun > 2020-08-09 14:22 | Report Abuse

Referring to Top glove and pharam during 2010 once the WHO annouce the vaccine for H1N1, what happen ?

Glove price drop and pharam rises.

See the comparison in monthly chart here : https://ibb.co/b1JD3b9

That why buy and wait. Those have glove shares must also buy for hedging.

Posted by DrLimKH > 2020-08-09 14:33 | Report Abuse

Bruce: tQ for this chart ... hope it repeats

Posted by Hafidz Pisex > 2020-08-09 14:33 | Report Abuse

Last year dpharma extend their contract for insulin product (dec 2020) and pharmateciucal supply (dec 2021) to gov and dpharma also have vaccine facility. Dpharma has good chances to be the vaccine distributers. Dpharma already in fill and finish business way before when they FF the insulin product from Biocon. They already have the capacity for the vaccine. So high chances Dpharma will have the contract.

Posted by Hafidz Pisex > 2020-08-09 14:34 | Report Abuse

And plus the price is so low which make it more attractive

Posted by DrLimKH > 2020-08-09 14:36 | Report Abuse

Also Pharma has 1/3 shares than Dpha..
yet only 30 m free float. Recent trade volume 1/7 of DPharma

Posted by Hafidz Pisex > 2020-08-09 14:41 | Report Abuse

Thats why it makes the price higher. You can the same value with dpharma

Posted by Hafidz Pisex > 2020-08-09 14:41 | Report Abuse

Have*

Posted by Hafidz Pisex > 2020-08-09 14:42 | Report Abuse

With lower price. More share for public

Posted by trylearn123 > 2020-08-09 14:56 | Report Abuse

@DrLimKH ,tht only can said that period nothing happen in disposed or acquired..why said deleted the record?Do you mean had happend but the record delete by bursa?

Posted by DrLimKH > 2020-08-09 15:24 | Report Abuse

PM: Msia ready to provide support for Covid-19 vaccine development https://klse.i3investor.com/blogs/savemalaysia/366036.jsp

make in Msia .... want to inject or not.

Posted by DrLimKH > 2020-08-09 15:27 | Report Abuse

tryto... plz check announcement page ....all disposal and acquisition deleted.....I update earlier that is why I know

Posted by DrLimKH > 2020-08-09 15:30 | Report Abuse

other than just reading P or Dp got this or that.... go find out physically .... or know ppl there or used to know those two

Posted by DrLimKH > 2020-08-09 15:31 | Report Abuse

more share for public... true.... therefore harder to push

Posted by trylearn123 > 2020-08-09 15:32 | Report Abuse

Lembaga Tabung Angkatan Tentera last trade 28-feb-2018,still can check,i really dun understand..

Posted by Hafidz Pisex > 2020-08-09 15:33 | Report Abuse

Once the vaccine out should be no prob to push

Posted by trylearn123 > 2020-08-09 15:37 | Report Abuse

as i know more liquidate share more easy buy & sell,fund more like enter to.,不是吗。

Posted by DrLimKH > 2020-08-09 15:37 | Report Abuse

13 uly 18 was last filed. it used to be daily till 2 weeks ago ..
.then all deleted

Posted by DrLimKH > 2020-08-09 15:39 | Report Abuse

why deleted ? sthg going on? In May LTAT proposed to take boustead private.

Posted by Hafidz Pisex > 2020-08-09 15:54 | Report Abuse

trylearn123 as i know more liquidate share more easy buy & sell,fund more like enter to.,不是吗。

Agreed

Posted by trylearn123 > 2020-08-09 15:56 | Report Abuse

if really take private ,means price will press down by them soon?but no any record buy or sell...so u guess deleted.

Posted by DrLimKH > 2020-08-09 15:59 | Report Abuse

that take private was for boustead which has 50% Pharma

Posted by DrLimKH > 2020-08-09 16:00 | Report Abuse

dunno why SC allowed no need report

Posted by DrLimKH > 2020-08-09 16:04 | Report Abuse

Hafid...go check..DP facility only ready Dec 2021

Posted by trylearn123 > 2020-08-09 16:04 | Report Abuse

maybe really no happen buy & sell bu them.still negotia with other big player outside,one time buy from them,after done just report to sc.

Posted by trylearn123 > 2020-08-09 16:05 | Report Abuse

same happen in bp plant....

Posted by DrLimKH > 2020-08-09 16:16 | Report Abuse

try...,. you haven't follow... I recorded those buy sell by epf and individuals

Posted by DrLimKH > 2020-08-09 16:20 | Report Abuse

bpp also....boustead must have requested SC to suspend from certain date .... I think got to do with ltat taking boustead private

Posted by DrLimKH > 2020-08-09 16:22 | Report Abuse

https://www.theedgemarkets.com/article/ltat-confirms-it-considering-taking-boustead-private

Posted by trylearn123 > 2020-08-09 16:22 | Report Abuse

if this period epf no buying,and individual less then 5%,no need report to sc right?

Posted by Hafidz Pisex > 2020-08-09 16:26 | Report Abuse

That one is biotech which is new product based on biosimilar. They already have factory that can prepare the vaccine

DrLimKH Hafid...go check..DP facility only ready Dec 2021

Posted by DrLimKH > 2020-08-09 16:28 | Report Abuse

At Pharmaniaga, Boustead holds a 56.09% while LTAT owns an 11.23% stake.

Posted by DrLimKH > 2020-08-09 16:36 | Report Abuse

Commenting further, Khairy said he had personally visited both the production facilities and found that they had the capacity to carry out the bottling process.

"They are the two companies that have accredited fill and finish capabilities in Malaysia. The Duopharma fill and finish facility is not being used but Pharmaniaga's is being used

Posted by DrLimKH > 2020-08-09 16:38 | Report Abuse

MD Leonard interview said Dph had a small facility but not used....why not used? no order lar... Pharma is already filling

Posted by DrLimKH > 2020-08-09 16:40 | Report Abuse

http://english.astroawani.com/malaysia-news/covid-19-vaccine-be-bottled-two-local-firms-khairy-251238

Posted by DrLimKH > 2020-08-09 16:42 | Report Abuse

I have asked around...sure to get bulk from China... Pharma has much larger capacity as since 2011 they have been filling

Posted by DrLimKH > 2020-08-09 16:44 | Report Abuse

for MoH... but those vaccine not for vivid so easily Pharma can switch ever ready.... that's why I prefer Pharma

Posted by DrLimKH > 2020-08-09 16:46 | Report Abuse

I think both will get the contract cuz we need all production full steam and pH continue for MoH... Dph supply to private

Posted by James89 > 2020-08-09 16:47 | Report Abuse

DrLimKH http://english.astroawani.com/malaysia-news/covid-19-vaccine-be-bottled-two-local-firms-khairy-251238

Khairy added that the government was also ready to offer the service to other countries.

"For example, we will work with Correlation of Epidemic Preparedness and Innovation to offer our fill and finish facility for other countries that don't have the facility once we have done it for our people," he said.

Hence, to answer question on whether the FF market is limited to Malaysia. The answer is No.

Posted by trylearn123 > 2020-08-09 16:47 | Report Abuse

btw,一荣俱荣 一损俱损,hope dpharma & pharma price go to moon.good luck together.DRLimKH thanks ur lot of information.

Posted by DrLimKH > 2020-08-09 16:47 | Report Abuse

sell to private higher margin. ppl pay for no need wait. go gomen must queue

Posted by DrLimKH > 2020-08-09 16:48 | Report Abuse

priority goes to senior.... hopefully free

Posted by DrLimKH > 2020-08-09 16:50 | Report Abuse

these vaccine not fool proof cuz 6 strains of virus and keep mutating

Posted by Hafidz Pisex > 2020-08-09 16:54 | Report Abuse

DrLimKH Commenting further, Khairy said he had personally visited both the production facilities and found that they had the capacity to carry out the bottling process.

"They are the two companies that have accredited fill and finish capabilities in Malaysia. The Duopharma fill and finish facility is not being used but Pharmaniaga's is being used

It means pharma FF is occupied already. Unlike dpharma open for use.

Posted by DrLimKH > 2020-08-09 17:20 | Report Abuse

Pharma said everready to switch to FF covid vaccine and as it's capacity is huge so both companies MUST do

Posted by DrLimKH > 2020-08-09 17:21 | Report Abuse

anyway pharma market size in Indonesia not big cuz got local companies can FF

Posted by DrLimKH > 2020-08-09 17:23 | Report Abuse

Indonesia partner FF with Korea. I don't think Indonesia on China priority list cuz not friendly

Posted by super aloha > 2020-08-09 17:27 | Report Abuse

just buy both of DP and PH...no need argue here and there...

Posted by James89 > 2020-08-09 17:45 | Report Abuse

super aloha just buy both of DP and PH...no need argue here and there.

Smart aloha. Remember to save your kuku for tmr show