Posted by DrMichael > 2020-12-03 12:00 | Report Abuse

Immunisation is not the same as a "CURE". The intention is to have the antigens in our bodies for us to create a "block" and dispel the awful virus before it can attack us. Herd immunity is ideal if can be achieved at 70% of populations.

Posted by DrMichael > 2020-12-03 12:04 | Report Abuse

Fundamental stocks are not the same as Speculative shares....and Dp is owned by LTAT, PNB and heavily invested by EPF. Don't believe as Government agencies, they would spew info into rumour mills to create speculative actions.

Posted by DrMichael > 2020-12-03 12:10 | Report Abuse

Although Government has placed orders for Pfizer vaccine to be delivered on quarterly basis. It's hard to see on basis of high demands on book-orders and current low production to have a single vial reaching our shores in 1Q 2021. Moreover, MOH has reiterated that all Vaccines should have FDA approval, NPRA certification, CTIL reviewed data and MTEC before being imported into the country and distributed into public. MOH has also implied that they should "wait and see" the response and reactions for the next 3-4 months, upon UK having the shots approved days ago.

Posted by DrMichael > 2020-12-03 12:19 | Report Abuse

Now, realise this, based on MOH stringent Control and Guidelines for vaccines and Drugs to be ALLOWED importation, and used on Public, would some other Vaccines be hitting the market soon? Especially those loudly advertised by some 10 sens companies, claiming to have signed MOU (not Agreement) purportedly to be distributing the Vaccines to some 600 million population of Asian regions (excluding China and India)????

Posted by DrMichael > 2020-12-03 12:24 | Report Abuse

Yes, certainly, the bottling fraternity may not be making huge and unimaginable profit margins as the inventors and manufacturing companies (holding copyrights too) Malaysia is too small a population of only 31 million to set up and start-up production plants which may cost tens of millions. However, Dp has been in this line for the past 20 over years with filling and distributing Insulin. New start ups would not be competitive and not viable as all beginnings the Cost Recovery period may take decades.

Posted by DrMichael > 2020-12-03 12:29 | Report Abuse

Yes, Dp cannot be compared with the giant pharmaceutical companies listed on Dow and priced at US$30 to above US$80 per share as Dp may just be US$1 here. However, the potential and prospect of Dp having a reasonable hand in the local markets, being under Government contracts should out-reach others.

Posted by DrMichael > 2020-12-03 12:38 | Report Abuse

We picked Pharmaniaga and Dp way back in March 2020, as a Vaccine is the most possible and probable way to contain the deadly virus. Pharma has been awarded the Government Contact the past 26 years as the Logistic, delivery and distributions channels to all hospitals. Their Contract expired in end 2019 and extended in Jan 2020 for 18 months. Ph may be the courier or postman, Dp would be a force to be involved in this tic-tac team for the Government, given that most medicine of Dp is for hospitals, govt and private as well as public pharmacies. As Govt has procured 20% from Pfizer and 10% under COVAX Agreement for the people, there still another 40-50% for herd immunity, if not more.

Posted by kukubird88 > 2020-12-03 12:48 | Report Abuse

To heavy of cw causing ph and dp sleeping..you can see the line up there frm dp CA to CM..

Posted by DrMichael > 2020-12-03 12:48 | Report Abuse

Also, given to understand that these vaccines are pre-packed and bottling may not be required. Having said that, the vials are not to be construed as a DIY item to be picked up at pharmacies and plunge into your arms, commando style. The storage, transportation, data registration and collections, coupled with the administration could only be in hospitals or Immunisation Centers allocated and approved by the Govt under MOH.

Posted by Jonathan Keung > 2020-12-03 15:12 | Report Abuse

Filling ,storage, logistics ,distribution and administration of the vaccines. Need different applications and set up

Posted by DrMichael > 2020-12-03 15:46 | Report Abuse

Yes Jonathan, you're seeing the whole picture now. Filling may not be required anymore. (except in another scenario) There are different stages and roles to be executed by different companies and healthcare administrators. All in, the Govt should be footing a lot of bills and paying much higher than the US$20 per bottle (maybe discount?) from Pfizer, if given FREE as announced (to front-line healthcare workers at the start) And from last week till this moment in the US, as preparation for mass vaccination, many Immunisation Centers has been put up and training for the nurses in handling of the vaccines (needs dilution in saline) to the actual injection is rolled out.

Posted by Larrytrader > 2020-12-03 15:46 |

Post removed.Why?

Posted by param1 > 2020-12-03 16:24 | Report Abuse

only people in medical line will understand ...this vaccine will be so controlled ...it will have real time tracking not all logistics or healthcare company will have the right to distribute

Posted by pertamina > 2020-12-03 17:14 | Report Abuse

So how all of you think now about the share price? Is it undervalue or overvalue.

Posted by DrMichael > 2020-12-03 17:16 | Report Abuse

Yes, Param. But 10 sens counters claims to be vaccine distributors are hitting limits up. GLC counter, DP will have to wait their day and reap slowly. Nonetheless, Dp was only at RM1.55 in March and is now at RM4.00, can't complain.

Posted by DrMichael > 2020-12-03 17:25 | Report Abuse

Price at 4.00 is fairly valued. If the distribution and GLC are not factored in, it's a crime to be trading at PE of 51x. But would there be any opportunity for it to drop, say 5%, back to 3.80? We came in very much earlier in March-April, so it's nothing to worry. We shall evaluate the price in 4-6 weeks when REAL vaccination in USA, UK and other parts of the world has started.

Posted by DawscpJ > 2020-12-03 19:17 | Report Abuse

epf keep selling..

Posted by DrMichael > 2020-12-03 19:29 | Report Abuse

Yes, good eyes Daw. EPF has been selling on those days when it hit 4.08 to 4.15 But who has been supporting at 4.00 levels now? If it drops by 5% to 3.80, we shall go hunting.

Posted by oasischeah > 2020-12-03 20:44 | Report Abuse

No wonder this share got dumped. We will understand how investors lost interest. Those others like Bintai and Solution will go crazy and smart people make good money.

Posted by fishchu > 2020-12-03 21:56 | Report Abuse

ATA IMS Bhd, Duopharma Biotech Bhd, Heineken Malaysia Bhd, KLCCP Stapled, MR D.I.Y., Unisem (M) Bhd, UWC Bhd, and YTL Power International Bhd have been added to the FTSE Bursa Malaysia Mid 70 Index.

Posted by NPRA1985 > 2020-12-03 22:00 | Report Abuse

Promise of Covid vaccines is ‘phenomenal’, WHO says

https://www.freemalaysiatoday.com/category/world/2020/12/03/promise-of-covid-vaccines-is-phenomenal-who-says/

Posted by ensome88 > 2020-12-03 22:13 | Report Abuse

Be patient guys,time will come soon!!

Posted by NPRA1985 > 2020-12-03 22:48 | Report Abuse

Equities up as Covid-19 cases drop, vaccine news spurs economic recovery bets

https://www.theedgemarkets.com/article/fbm-klci-closes-2954-points-162826

Posted by oasischeah > 2020-12-04 08:21 | Report Abuse

EPF keeps dumping daily. Is it good news?

Posted by henry888 > 2020-12-04 08:47 | Report Abuse

EPF has to prepare for I-sinar account 1 with eligible members can withdraw up to RM10,000.00. If well absorbed by market will OK..otherwise...

Posted by DrMichael > 2020-12-04 10:12 | Report Abuse

Withdrawal from EPF under I-Sinar account 1? Not so simple terms...many not eligible. Anyway, Oasischeah, the doomsayer says EPF selling DP EVERYDAY, where did he see that? Maybe care to share?

Posted by DrMichael > 2020-12-04 10:17 | Report Abuse

Dp fell through 4.00. Very good for litmus test now. The needle has pricked the flesh. Like to see it break 3.90....love it!

Posted by param1 > 2020-12-04 11:16 | Report Abuse

waiting at 3.84

Posted by Lee_CK > 2020-12-04 11:18 | Report Abuse

https://www.orientaldaily.com.my/news/international/2020/12/04/379056

Posted by Gloveslayer5566 > 2020-12-04 11:19 | Report Abuse

bottle margin how much?

Posted by Gloveslayer5566 > 2020-12-04 11:20 | Report Abuse

dphar do not make vaccine, dphar bottle vaccine from overseas...

Posted by Lee_CK > 2020-12-04 11:21 | Report Abuse

Here is the news of EPF sold the stock to prepare funding for I-sinar:

KUALA LUMPUR: Economists have brushed off claims that the Employees Provident Fund (EPF) has low cash reserves, thus compelling it to sell some of its assets to facilitate withdrawals for the i-Sinar programme.

https://www.nst.com.my/news/nation/2020/11/643490/claims-about-epf-rubbished

Posted by DrMichael > 2020-12-04 11:27 | Report Abuse

I'm still baffled why there are so many nutcases being let out from Tanjung Rambutan. Really blew my casket. Covid-19 vaccines ARE ALL PRE-PACKED!!!!!!!! No need fill and finish.....period! It's the Govt Contract to handle Import and Distribution. That's the jewel. Phew!

Posted by miloo > 2020-12-04 11:29 | Report Abuse

Just wandering why an educationist making this statement?

Posted by param1 > 2020-12-04 11:36 | Report Abuse

dear colleague Dr Michael making a layman understand the cold chain cycle and how vaccine are so fragile is difficult that is why they are at bintai and solution.and some have filtered here

Posted by jgb349000 > 2020-12-04 13:08 | Report Abuse

Opetator keep pressing down like shit

Posted by DrMichael > 2020-12-04 13:20 | Report Abuse

Since it has not moved, it has to come down. Being stagnant at 4.00 the past 2 weeks, it's time to test the support again. Discount 5% to 3.80? Loving it.

Posted by miloo > 2020-12-04 16:37 | Report Abuse

Vaccine news out, didn't go up. Budget process almost over, didn't go up. Fate = gloves?

Posted by DickyMe > 2020-12-04 16:39 |

Post removed.Why?

Posted by miloo > 2020-12-04 17:02 | Report Abuse

In the top losers list today

Posted by oasischeah > 2020-12-04 18:41 | Report Abuse

By the time approval is completed by some heroes in Malaysia, the vaccine may not be of much value.

Posted by NPRA1985 > 2020-12-05 01:28 | Report Abuse

DUBAI: Bahrain said on Friday it has granted emergency use authorization for the Pfizer/BioNTech COVID-19 vaccine, becoming the second country after Britain to approve it.

The kingdom had also approved Sinopharm’s COVID-19 vaccine in November for use by frontline workers.

https://www.arabnews.com/node/1772516/middle-east

Posted by NPRA1985 > 2020-12-05 01:44 | Report Abuse

South Korea reaches deal to buy AstraZeneca's Covid-19 vaccine candidate

https://www.straitstimes.com/asia/east-asia/south-korea-reaches-deal-to-buy-astrazenecas-covid-19-vaccine-candidate

Posted by DrMichael > 2020-12-05 07:46 | Report Abuse

Did anyone see this?.....Is this true?.... Didn't this same DG said Malaysians would not be used as "Lab Rats" for the Trials?...https://www.theedgemarkets.com/article/eight-hospitals-conduct-phase-3-clinical-trial-covid19-vaccine-%E2%80%94-health-dg?type=malaysia

Posted by Keyman188 > 2020-12-05 11:53 | Report Abuse

Kesian...Kesian...

Seem like late comer retail investors keep on struggling everyday...

Big Boy already earned substantial handsome profits liao...

Foresee only late comer carrying the boom until insomnia everyday...

Foresee only late comer everyday defence what they bet in...

Wkwkwk...kekeke...


-----------------------------------------------------------------------------------------------


Time to wake up lorrr....

Time to switch upcoming bullish trend sector......

Do you know which sector!!!...

Can't realised!!!......

Resilience moving liao......


Wkwkwk...kekeke...

Posted by DrMichael > 2020-12-05 12:21 | Report Abuse

Count to 10 and just ignore.......anger management.

Posted by Jonathan Keung > 2020-12-05 12:25 | Report Abuse

So much hope and expectations pin on DPharma { but this counter only stir 1 day and trend down next 2 days } need to break the 4.20 barrier

Posted by DrMichael > 2020-12-05 12:45 | Report Abuse

Not sure which is your entry price, Jon. This is really not a speculative counter where it jump leaps and bounds without foundations. The built-up has been long way back from above 2.30, 2.80, 3.20 then at 4.00. Twice breached 4.30 and pulled back. Failed the 4.15 many times. It's time to retest the support below 3.90 and hope it can re-test resistance at 4.20 But it would be a bad signal if it cannot.

Posted by Keyman188 > 2020-12-05 12:56 | Report Abuse

Players will be surprised after confirmed vaccine rollout into market...

This counter will be normalised back to 2.50 ~ 2.70 range...

Posted by DrMichael > 2020-12-05 13:01 | Report Abuse

Oh, how we pray and hope the price is at below 3.00 You simply have no idea how hungry we are.