Posted by Vanbasten > 2020-09-01 10:41 | Report Abuse

Bintai is lower, solution will drop like hell... Let them ALL come down..... Relax

Posted by Vanbasten > 2020-09-01 10:41 | Report Abuse

check international vaccine producer share price guys..... Relax.........

Posted by Secret > 2020-09-01 10:42 | Report Abuse

Bought some cd at 28c

Posted by Vanbasten > 2020-09-01 10:42 | Report Abuse

Tiada ayunan macam mana mahu pancut?

Posted by Vanbasten > 2020-09-01 10:44 | Report Abuse

Be careful macam drop will be deep this afternoon tomorrow.... Go in deep deep Kasi rasa....... My announcement service to humanity.....

Posted by Vanbasten > 2020-09-01 10:46 | Report Abuse

Let's corner ALL vaccine stocks...... Bintai, solution n dpharma.... Currently we are witnessing deeper penetration.... Let it come....

Posted by Vanbasten > 2020-09-01 10:46 | Report Abuse

Don't support yet long time to climax

Posted by 25yrsinvestor > 2020-09-01 10:47 | Report Abuse

Glove = red. Pharma = green as always. At least for this week

Posted by foongkitmun > 2020-09-01 10:47 | Report Abuse

gloves will drop...... I don't think this counter will drop.. reward will come soon.... during gloves correction, this counter will reach 4

Posted by Vanbasten > 2020-09-01 10:48 | Report Abuse

hope the senior citizens among us not offended its a young person game, I'm early 60's spring chicken bag.... Let's play

Posted by moneypedia > 2020-09-01 10:54 | Report Abuse

wonderful dpharma loh wonderful loh lah leh mah wonderful wonderpet loh

Posted by Mabel > 2020-09-01 11:02 | Report Abuse

@25yrsinvestor Glove = red. Pharma = green as always. At least for this week
01/09/2020 10:47 AM

No lah...

My Top Gloves, Hartalega and Supermax is also Green. Kossan will be green by the end of the day.

Price fluctuation is part of the playing fields...

Vaccine and Gloves tend to hedge each other’s. Vaccine is currently at an early stage just like Gloves early this year when Theresa Kok pledged that we are donating 18 million gloves to China to help them to fight the Coronavirus. Every stock has a life cycle. The trick is to catch them before it explodes and rally like we have seen in Gloves..

The reason why this sector became hot recently is beyond my expectations. It is not like the vaccine is ready tomorrow or next month. However, from what I read sector has already moved in US, China, Hong Kong, South Korea markets. Hence it is a good to invest in this sector before the market took notice.

Always stay invested..

Meow

Posted by CKNG8291 > 2020-09-01 11:06 | Report Abuse

The vaccine would be bottled at Duopharma’s plant in Klang, where it has a capacity of close to six to seven million vials per year and able to run an a 24-hour basis. The Klang plant is GMP approved.

Today news

Posted by stockraider > 2020-09-01 11:06 | Report Abuse

Solution Green lah...!!

Cansino is the best vaccine u can find mah...!!

U only need a real vaccine like cansino with Solution their distributor mah....!!

Not just talk cock like Dpharma & pharmaniaga...say got covid19 vaccine but when ask what type of covid19 vaccine they got ??

Answer ; Tak tahu loh...!!

Shiok sendiri loh...!!

Say prepare prepare...tapi takala vaccine pun loh...!!

Just a dream...n cakap kosong...not like solution very real mah..!!

Stupid con job this dpharma & pharmaniaga loh...!!

Everything say govt...govt....everytime say khairi...khairi loh..!!

Bila tanya what covid19 vaccine ia ada...TAK TAHU LOH...!!


Brady bullshitters these people mah...!!


Posted by Vanbasten > Sep 1, 2020 10:41 AM | Report Abuse

Bintai is lower, solution will drop like hell... Let them ALL come down..... Relax

Posted by 25yrsinvestor > 2020-09-01 11:12 | Report Abuse

Hold yr seat belt. Fly high noon

Posted by laychee > 2020-09-01 11:18 | Report Abuse

Vaccine should be widely available before CNY2021 in Malaysia.

Still months away.

Posted by jimmy84 > 2020-09-01 11:29 | Report Abuse

Noon fly? Got news?

Posted by Secret > 2020-09-01 11:40 | Report Abuse

Dropping! Have to cut loss cd?

Posted by mf123 > 2020-09-01 11:42 | Report Abuse

drop...collect at lowest price

Posted by Cklew1832 > 2020-09-01 11:46 | Report Abuse

Everyday 6-10cents enuf , no need fly too high

Posted by Hush77 > 2020-09-01 11:57 | Report Abuse

just remember, kodak share price go from $2++ to $60++ after trump chosen them for a vaccine deal..
while i am not saying dphama will be like kodak.. but dphama is in a very good position...as it is one of the chosen company...

Posted by Plantermen > 2020-09-01 11:59 | Report Abuse

Technical & MACD showed uptrend support

Posted by steeelman (Discipline Investor) > 2020-09-01 11:59 | Report Abuse

vaccine fast fast come dont like to wear mask like sorchai everyday

Posted by SEE_Research > 2020-09-01 12:38 | Report Abuse

SEE_Research To :menort
To :BALANCE_VIEW

Full agreed on
Your remarks
(i) sales revenues,
on refilling or repacking are very limited, as the Malaysian government are inclined to be affordable to the citizens,
Anyway, it is just a projection with little or no concrete plans as without extensive logistics and storage facilities,
CANNOT PERFORM THIS REFILLING, REPACKING,
NOT THAT SIMPLE REFILLING ON BOTTLED DRINKS.
(ii) no concrete vaccine name,
no concrete official liaison with
ANY PRINCIPALS OF VACCINE INVENTORS

IN SHORT, AS RHB Bank research, there is no significant revenues in the near future to substantiate the prices run, purely on
SPECULATION and in fact downgrades
D Pharma to sell with target price
RM 1.95

RHB Bank further stated that this downgrade followed a media report which stated that the packaging of the PROSPECTIVE COVID 19 vaccine WILL NOT BE EXCLUSIVE TO
DUOPHARMA AND PHARMANIAGA BHD.
RHB RESEARCH EXPECT

NO POSITIVE SURPRISES FOR THE SECOND QUARTER AND FY20 EARNINGS.

THE FULL REPORT IS BY
THE EDGE MARKETS
ISSUED BY
Areeshya Thevamanohar
July 29, 2020
10.43am

Subject title :
RHB downgrades
Duopharma to "sell

Posted by stockraider > 2020-09-01 12:45 | Report Abuse

U only need a real vaccine like cansino with Solution their distributor mah....!!

Not just talk cock like bintai...say got covid19 vaccine but when ask what type of covid19 vaccine they got ??

Answer ; Secret loh..!!

Secret..!! Secret...!! Kepala bapa engkau loh..!!

Shiok sendiri loh...!!

Say prepare prepare ala vaccine...tapi tak ala vaccine pun tapi nak cakap secret tipu olang loh...!!

Just a dream...n cakap kosong...not like solution very real mah..!!

Stupid con job this bintai loh...!!

Everything say secret..! secret..!!....everytime say Secret..secret !!
Bodo tipu olang this bantai loh..!

Bila tanya what covid19 vaccine ia ada...SECRET tak boleh tahu..tipu olang bodoh LOH...!!


Brady bullshitters these BANTAI people mah...!!

Posted by SEE_Research > 2020-09-01 12:52 | Report Abuse

RHB downgrades Duopharma to 'sell' following overdose of vaccine hope
Areeshya Thevamanohar
/
theedgemarkets.com

July 29, 2020 10:43 am +08


-A+A
KUALA LUMPUR (July 29): RHB Investment Bank Research has downgraded its rating of Duopharma Biotech Bhd to “sell” at RM2.82, with an unchanged discounted cash flow (DCF)-derived target price (TP) of RM1.95 and 31% downside.

In a note today, RHB analyst Alan Lim said the downgrade followed a media report which stated that packaging of the prospective Covid-19 vaccine will not be exclusive to Duopharma and Pharmaniaga Bhd.

“We maintain our earnings estimates as we have not imputed any earnings contribution from the potential vaccine.

Sponsored Content

“Although the company is fundamentally strong, a valuation of +3.98SD (standard deviation) means its share price has run up purely on speculation. We expect no positive surprises for the second quarter ended on June 30, 2020 (2QFY20) and FY20F earnings,” he added.


Lim said the New Straits Times, quoting Science, Technology and Innovation Minister Khairy Jamaluddin, had reported that the selection of companies to package the Covid-19 vaccine (once it has been developed) will not be limited to Duopharma and Pharmaniaga.

He said this followed an initial report by theedgemarkets.com on July 14 that Duopharma and Pharmaniaga were selected to undertake the fill-and-finish processes of the Covid-19 vaccine.

Lim noted that Duopharma's share price had surged 76% in the past one month with no change in the company’s fundamentals.

“At RM2.82, Duopharma is trading at 30.5 times FY21F price-earnings ratio (PER). Although it is fundamentally strong, we believe that the huge premium is not justified in the absence of an immediate catalyst which would improve earnings significantly for the near term.

“We expect Duopharma to announce its 2QFY20 results in August. Earnings should match expectations with no major positive surprises."

Lim expects Vitamin C sales to be strong in 2QFY20.

However, he said sales of pharmaceutical products to private hospitals were likely to be weak due to a low occupancy rate.

With no surprises seen for 2QFY20, Lim said FY20F earnings growth is also limited at 6%.

At 9.42am, Duopharma had shed four sen or 1.42% to RM2.79, with a market capitalisation of RM1.93 billion. The stock saw some 4.7 million shares traded.

Posted by ramunia > 2020-09-01 12:54 | Report Abuse

RHB downgrade to sell??? It us now rm3. 65 please wake up friends

Posted by stockraider > 2020-09-01 13:01 | Report Abuse

Rubbish loh...!!

The IB also downgrade Gloves...why don sell leh ??


Posted by SEE_Research > Sep 1, 2020 12:52 PM | Report Abuse

RHB downgrades Duopharma to 'sell' following overdose of vaccine hope
Areeshya Thevamanohar
/
theedgemarkets.com

July 29, 2020 10:43 am +08


-A+A
KUALA LUMPUR (July 29): RHB Investment Bank Research has downgraded its rating of Duopharma Biotech Bhd to “sell” at RM2.82, with an unchanged discounted cash flow (DCF)-derived target price (TP) of RM1.95 and 31% downside.

In a note today, RHB analyst Alan Lim said the downgrade followed a media report which stated that packaging of the prospective Covid-19 vaccine will not be exclusive to Duopharma and Pharmaniaga Bhd.

“We maintain our earnings estimates as we have not imputed any earnings contribution from the potential vaccine.

Sponsored Content

“Although the company is fundamentally strong, a valuation of +3.98SD (standard deviation) means its share price has run up purely on speculation. We expect no positive surprises for the second quarter ended on June 30, 2020 (2QFY20) and FY20F earnings,” he added.

Posted by stockraider > 2020-09-01 13:05 | Report Abuse

Just stay with solution...u will never go wrong mah...!!

Very steady loh...!!

Posted by laychee > 2020-09-01 13:11 | Report Abuse

The truth:

1) We don't need glove as many now. US case dropping (although India's case up, but they are too poor to buy as many gloves at high price).

2) Vaccine will only be here early 2021 in Malaysia (although USA will start populating vaccines end of 2020)

3) What to do between the fall of gloves until the rise of vaccines? Budget 2020 for Malaysia with possible GE15 if budget is not approved by parliament. And US presidential election with 2nd Trump administration as a result.

If you guys want to fight, you need to save your saliva for another 2 months.

Posted by stockraider > 2020-09-01 13:14 | Report Abuse

Sedia kan payung sebelum hujan mah...!!

The best cansino covid19 vaccine coming & SOLUTION the distributor mah.....!!

This is the finest vaccine in the world mah...!!

Posted by laychee > Sep 1, 2020 1:11 PM | Report Abuse

The truth:

1) We don't need glove as many now. US case dropping (although India's case up, but they are too poor to buy as many gloves at high price).

2) Vaccine will only be here early 2021 in Malaysia (although USA will start populating vaccines end of 2020)

3) What to do between the fall of gloves until the rise of vaccines? Budget 2020 for Malaysia with possible GE15 if budget is not approved by parliament. And US presidential election with 2nd Trump administration as a result.

If you guys want to fight, you need to save your saliva for another 2 months.

Posted by 25yrsinvestor > 2020-09-01 13:17 | Report Abuse

Hospital share like kpj are goin to rocket once vaccine released too.

Posted by CKNG8291 > 2020-09-01 13:29 | Report Abuse

联合药业（DPHARMA,7148,主板医疗保健组）要透过跨步东盟，实现2025年达到10亿令吉业务的愿景，专精药物与消费保健品是该纯药业集团锐意主打的领域。

主打专精药物保健品

该集团董事经理李奥纳阿里夫接受访问时指出，专精药物占总营收的20%或1亿至1亿2000万令吉，计划要在2至3年内再扩大至30%营收。专精药物包括糖尿病、心脏病、肾病、癌症等药物。

Posted by henry888 > 2020-09-01 13:41 | Report Abuse

Downgrades or upgrade just said only. Last few weeks one IB said TP 5.50 but i never see the price touch the target. We buy stock is buy for future. If everthing is in place, sure the price will be more than 10.00 and it is the time analyst/IB will come in again TP 20.00. Just like Glove one IB said can reach 80.00...he..he..

Posted by irenechararuks > 2020-09-01 13:48 | Report Abuse

drop again wait for it

Posted by henry888 > 2020-09-01 13:54 | Report Abuse

waiting to collect

Posted by stockwinner > 2020-09-01 13:54 | Report Abuse

For good/potential counters, IB say buy, you sell. If they say Sell, you buy. Unlikely to go wrong. No need PhD to understand that.
See what happened to their call on Dpharma. If you listen to them earlier, your pocket will burn a hole. They ask you to sell to RM1.95 LoL the share price surge past RM4 a few times since then.

Later they will tell another story to cover the shame.

Posted by moneypedia > 2020-09-01 13:59 | Report Abuse

IB downgrade is the most funny thing i ever seen i think....who ever follow is just noob or nut.

Posted by stockwinner > 2020-09-01 14:00 | Report Abuse

IB / glove lovers will think of 101 reasons for you to sell.
But I need only 1 reason to hold: VACCINE the glove killer.

Posted by menort > 2020-09-01 14:04 | Report Abuse

Dpharma and Pharmaniaga will not benefit high profit because they just distribute the vaccine not produce vaccine.

Malaysia is small population and i dont think both of the company can make profit quarter and annual like the big 4 glove.

When vaccine come out also both of the company will not profit much.

Unless Pharmaniaga and Duopharma export the vaccine to other country if only Malaysia then small profit.

Posted by henry888 > 2020-09-01 14:08 | Report Abuse

baseless comments..

Posted by irenechararuks > 2020-09-01 14:11 | Report Abuse

whoever who say no to covid 19 vaccine when it is available just put down you names here
this should be hilarous

Posted by ForbesKK > 2020-09-01 14:17 | Report Abuse

Foreseeable for the vaccine to be available before USA's general election ?

https://www.freemalaysiatoday.com/category/world/2020/08/30/fda-commissioner-says-willing-to-fast-track-covid-19-vaccine/

Posted by yiqqre > 2020-09-01 15:22 | Report Abuse

https://www.klsescreener.com/v2/news/view/722237/%E6%94%BE%E7%9C%BC5%E5%B9%B4%E5%86%85%E8%BF%8810%E4%BA%BF%E5%A4%A7%E5%85%B3-%E8%81%94%E5%90%88%E8%8D%AF%E4%B8%9A%E8%B7%A8%E5%90%91%E5%8C%BA%E5%9F%9F

放眼5年内迈10亿大关‧联合药业跨向区域
Sinchew Tue, Sep 01, 2020 12:40pm - 2 hours ago







李奥纳阿里夫小档案

现年55岁，联合药业集团董事经理、执行董事。

早年曾在国油集团公司任职，2015年1月9日，受委当时马化学（CCM,2879,主板工业产品服务组）集团董事经理，至2017年年杪。

两公司化学与药业分拆后，受委任掌管联合药业董事经理职务。

早期在澳洲大学法律与经济“双修”，30多年来累积丰富经验，驰骋法律、化学与药剂业。

联合药业（DPHARMA,7148,主板医疗保健组）要透过跨步东盟，实现2025年达到10亿令吉业务的愿景，专精药物与消费保健品是该纯药业集团锐意主打的领域。

主打专精药物保健品

该集团董事经理李奥纳阿里夫接受访问时指出，专精药物占总营收的20%或1亿至1亿2000万令吉，计划要在2至3年内再扩大至30%营收。专精药物包括糖尿病、心脏病、肾病、癌症等药物。

2017年杪从马化学药业崛起为纯药业公司后，该集团设定上述2025年远景。

截至2019年12月31日，全年营收增长至5亿7646万2000令吉，前期为4亿9872万2000令吉。

李奥纳阿里夫说，专精药物是5年前开展的业务，成长迅速。他说，该公司每年推展6项产品，不管是小细胞或生物产品。

他指出，要推展一项专精产品，2008年时仅需要20万至30万令吉的成本，随著法规日益严谨，目前需要80万至120万令吉。

“糖尿病与肾病药物是最大的组合产品，未来用以治疗癌症的产品，也将逐步居显著地位。”

“去年推展一项癌症药物产品，今年再推展一项目，希望明年也推展一项产品。”

肾药物方面，该药剂公司联合开发了促红细胞生成素（erythropoietin，EPO）。这是本国药剂生产商首次生产的生物相似药品，以Erysaa作为品牌。该药物普遍用于进行洗肾的贫血型病人，用以刺激生产血红素。

他披露，此业务里头包含一些生物性与癌症药物，格林马利的高活性成份药厂专门处理这个区块。

他说，已经推展首项癌症产品供应予政府医院；将在未来6个月推展第二项这类产品。

糖尿病药物方面，除推出胰岛素（insulin），也有二甲双胍（Metformin）；此后开始生产其他经销的糖尿病产品。

至于肾病药物，除了一些EPO药物，也制造一些浓剂（concentrate）。

看好专精药物区块

李奥纳阿里夫表示：“坦白来说，这个区块成长强劲，优于常规或经典药物，多年前进军这区块的决定看来是正确的。”

他表示：“我们看好专精药物区块，这将让我们在国内外竞争时，长远可成为区分因素而大放异彩。”

该集团将会以特许经营方式，继续建立这个业务组合。

“当我说特许经营，我是指建立糖尿病、肾病药物的全方位药物，并扩展至其他项药物。这之中，还包括胰岛素类似物（insulin analog）（又称餐时胰岛素）。

要成全方位肾病药物供应商

他说，要成为大马全方位的肾病药物供应商。目前已接近这个目标。

至于癌症药物，已有了小分子抗肿瘤设施，目前有药片（tablet）与胶囊（capsule）生产设施。

他指出，未来愿景是要有生产注射剂的设施，将评估设立癌症注射剂设施的可行性。

“这也是跨向区域的一个良好平台，一些已经在大马推展的产品，正探讨如何也在新加坡、菲律宾、泰国等区域推展。”



销量冠10大药商

在2018年，10大药商中，目前销售量最大为联合药业，若以价值计算仍排名第二至第三名。

李奥纳阿里夫表示，要扩大东盟市场，除了要有符合全球水平的设施，还要有与众不同的专精产品，以更具竞争性。

他说，联合药业要以科技打赢战争，以已有的科技装备，这可能需要很长的时间。

他指出，目前因人口关系，印尼仍然是区域最大药剂业公司。

该集团要善用大马作为泰国、新加坡与菲律宾的生产基地，以此途径尝试登上东盟五甲的地位。

在2019年已在越南找到经销商，鉴定与评估寮国的潜在伙伴、缅甸业务超越预期目标，汶莱业务达致99%目标。

他披露，专注专精与生物制剂的专精领域，是其中一个途径，尤其是生物领域。

与韩生物科技公司合作

该公司与韩国生物科技公司PanGen Biotech公司展开合作，预期2024年将有生物类似药物设施，这让大马人可以可负担方式获取慢性病痛的药品。

李奥纳阿里夫指出：“我们已首次与韩国展开类似生物合作，投资很多在生物药品，并进行临床试验等合作。”

至于冠病疫情是否为联合药业在东盟加速扩展区域进程，李奥纳阿里夫表示这是肯定的。

谈到东盟5甲的药剂商里程，他披露，在2008年时，很多为跨国公司，没有一家是国内公司。

保现金 并购摆一旁

谈到专精业务是否有区域联营与并购计划，李奥纳阿里表示，如果是疫情未来袭之前的6个月，答案是肯定的；目前则是以保现金为前提。

“目前正在观望中，重点是保现金，确保能存活比较要紧。”

“我们需保持谨慎，这家公司曾经历亚洲金融风暴、全球金融海啸、沙斯疫情和中东呼吸综合症（MERS），内部经历与经验丰富，正在管理此非常情况。

他表示，记忆中因疫情实施行管或封城锁国是史无前例的，目前也不积极追寻并购。“当机会出现时，我们才考量。”

马币走疲冲击业绩

截至2020年3月31日首季，集团负债比0.5倍，首季净利按年跌6.2%至1356万令吉，较去年第四季跌16.3%至1203万有所改善。

他披露，该集团毛利通常约40%，将会尽量维持这个水平。

他也指出，在首季，基于很多原料以美元进口，马币走疲，造成400万令吉的冲击。进入下半年马币回扬，预料对该集团和所有药剂行业利好。

疫情拉抬保健品需求

联合药业是大马最大的维他命C生产商。李奥纳阿里夫披露，疫情期间，加强免疫能力的维他命C销售走高20至30%。

他认为相关需求将继续增长，可持续至今年杪。

这些产品包括Flavettes、孩童嚼品Champs、感冒发烧药Uphamol等。

首季保健品需求双位数增长

他指出，创造9000万令吉销售的消费保健品业务，有望今年增长至逾1亿令吉。

他说，这次疫情史无前例，需求也随著改变，今年首季消费保健品需求双位数增长，预期这个区块可取得优于去年的表现。

私人界销售下跌

政府业务方面，4月间政府有更高需求，因而促成更长时间的药物采购与配给。

疫情期间，很多私人诊疗所关闭，很多人避免在上述期间开刀，因此私人界的销售下跌。

他指出，政府与私人界的需求与成长目前难以定论，主要是人们趋避风险而少到私人医院。

总体业绩而言，李奥纳阿里夫希望保持去年业绩，或者优于去年水平。

“下半年常态化后，我们仍在评估状况，希望消费保健的需求，可抵销其他两大领域（政府与私人界）的弱势。”

根据2019年年报，经典药物7%营收来自私人界，17%自政府；市占率居于37与39%的领导地位。

他指出，其业务有55%供应政府，价格将决定是否能得标，因此需谨慎管理成本，使产品具备竞争力。

产品分配为10%出口，35%私人界，55%政府机构。

55%包括卫生部与政府机构，每2至3年进行招标。

7大策略路線圖

●使核心业务增长
●扩展现有生物制剂（biotherapeutics）组合，特别是生物相似药、再生医药
●在药剂與保健的新利基领域进行策略投资。
●在大马與东盟展开並购。
●数码化营运與提高保健方案
●强化国际业务
●专注清真药剂市场，與其他策略市场齐头並进






疫苗若面市 随时就位灌封

冠病疫苗灌封（Fill and finish）可能在2021年杪之后，也可能更早启动，主要是看疫苗面世，和达到可安全应用的时间表。

世界卫生组织（WHO）报告说，最快也要到2021年杪疫苗才能研发成功。

他认为，世卫这看法没错，美国福奇博士也相信疫苗会于明年面世，也有其他报告认为存在今年杪获疫苗的可能性。

美国国家过敏症与传染病研究所所长福奇表示，有关疫苗可能在2021年更早之前面世。

他说，印度、中国、欧洲、日本等地研发疫苗，相信可更早引进大马试验。

对联合药业来说，一旦疫苗面市，联合药业便可随时就位灌封。

联合药业位于巴生良木园的生产线于2010年就存在，受全国药剂局批准，当时是作为其他疫苗用途，后来没有使用。目前可即时使用，不过需有疫苗才行。

卫生部和政府与多方合作，在鉴定疫苗后，联合药业才会启动其营运线。

灌封设施随时可启动

李奥纳阿里夫说，疫苗灌封设施随时可启动和使用，但看有关疫苗何时到来。

（注：灌封冠病疫苗设施：灌封设施的产能是生产600万管状小瓶（via，一般是有橡胶头）的疫苗，其剂量可能波动。600万小瓶能有多少剂量，取决于每小瓶装多少剂量而定。）他披露，该疫苗以自动化，每周7天全天候生产，每周生产8批次，每批次达2万400个管状小瓶。

目前，该集团尚需与科学与卫生部洽商，目前未有具体决策，他指出，联合药业2.5%的营收作为每年研发用途，目前每年300万至400万令吉。

该设施的700万令吉的资本开销是内部资金，2010年就已融资。这只作为配备，因已有硬体存在，若重新建立，总共需要3000万至4000万令吉；临床试验成本大约需要400万令吉。

李奥纳阿里夫说，冠病疫苗让我们把潜在的试验对象，更早引进。

联合药业有唯一的人类疫苗，也可作为其他疫苗测试之用，为其他药剂做承包。

他指出，目前未知会开发甚么疫苗，若是一次过的疫苗，用完便没有了业务。

设施也供其他疫苗潜在用途

“若是一年用一次的疫苗，则可有业务的持续发展；若可能是感冒疫苗，这样每年可用。”

他指出，目前情况未能明朗化，这要看未来的疫苗发展与开发。

除此，该设施也可作为其他疫苗的潜在用途，可作为其他药剂行的合约承包商。

清真疫苗潜能无限

李奥纳阿里夫说，该设施过去10年与潜在疫苗进行灌封，下一个潜在灌封的疫苗，是穆斯林往麦加朝圣所有疫苗。

穆斯林在朝圣期间使用的免疫清真疫苗，全球有2至3个这类疫苗，然而清真用途的则是第一个。

这个叫流行性脑脊髓膜炎（MeningitisVaccine）的清真疫苗，主要用于朝圣期间防范流行性脑脊髓膜炎（是一种猝发性疾病，常见的症状有发烧、剧烈头痛、恶心、呕吐、颈项僵直、意识改变等），若能够成功，灌封后可供应全球。

可行销至全球

他预计，在大马每年需13万至15万剂量供穆斯林使用，也可扩大至全球穆斯林使用。

他说，该疫苗也有潜能行销至新加坡、菲律宾、泰国及全球穆斯林，潜能无限。

他指出：“我们希望在2022年中有这类样本，可作为临床试验。”

建新产能需早规划

李奥纳阿里夫说，药厂产能使用一般平均为60%，就需筹划扩充。

基于这个行业的特殊性质，需要很长时间获得批准，建筑新设施需时3年，审核需要一年，到真正有产品出来时，可能耗上5年；主要还是需严守法规。

他指出，作为更妥善与到位的规划，到70至75%产能时，就需计划建立新产能。

他举例说，若巴生厂房于2017年始建，2021年杪才能建竣。因此，每到75至80%就被视为已达全面产能。

他指出，巴生良木园厂房的新设施，启用后药片产能能增至50%，孟沙厂房则将跌至55%。

谨慎管理成本

谈到如何在盈利与药品可负担性取得平衡，李奥纳阿里夫表示，55%业务来自政府而需竞标，因此需谨慎管理成本；定价需细致，要最低价格，也要照顾企业、社会责任。

投资人才展开数码化

该集团6月间被列入富时FTSE4Good Bursa Malaysia Index（F4GBM）。

Posted by free2invest > 2020-09-01 15:52 | Report Abuse

zzzZZZ

Posted by foongkitmun > 2020-09-01 16:01 | Report Abuse

Need to wait a while....glove naik, pharma turun

Posted by Vanbasten > 2020-09-01 16:17 | Report Abuse

Short sharp drop cumming

Posted by Yu_and_Mee > 2020-09-01 16:18 | Report Abuse

while glove counters not moving, why vaccine counters also cannot move?
any vaccine counter expert want to share?

Posted by Vaccine > 2020-09-01 16:19 | Report Abuse

EPF will dump in today again... get ready

Posted by Vaccine > 2020-09-01 16:22 | Report Abuse

Tomorrow high volume...