Posted by kd88 > 2020-07-25 11:35 | 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 11:39 | 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 Technoleaf1987 > 2020-07-25 11:39 | Report Abuse

A coronavirus vaccine candidate developed by a Chinese pharmaceutical company could be ready for use by the end of this year, state media reported.
Liu Jingzhen, chairman of China National Pharmaceutical Group (SinoPharm), told state broadcaster CCTV on Tuesday that SinoPharm started phase three clinical trials in late June and the product was expected to enter the market by the end of the year.

Posted by Technoleaf1987 > 2020-07-25 11:40 | Report Abuse

Phase three trials should be completed in about three months. In the meantime, they are in the final stages of approval,” he was quoted as saying.
Get the latest insights and analysis from our Global Impact newsletter on the big stories originating in China.

The vaccine candidate was jointly developed by the Beijing Institute of Biological Products and the Wuhan Institute of Biological Products – subsidiaries of the SinoPharm unit, China National Biotec Group (CNBG).
Liu said the two institutes had built P3-level production facilities to ensure they had the capacity for large-scale production if the next phase was successful.

Posted by Technoleaf1987 > 2020-07-25 11:42 | Report Abuse

Russia’s first vaccine against the novel coronavirus is ready, a government official said on Tuesday.
Ruslan Tsalikov, the first deputy defense minister, said two groups of volunteers have successfully completed clinical trials, with all of them having “built up immunity.”
“At the time of discharge, all the volunteers, without exception, built up immunity to the coronavirus and felt well. Thus, the first domestic vaccine against a new coronavirus infection is ready,” he said in an interview with AiF newspaper.
The vaccine, he said, was jointly developed by the Gamaleya National Research Centre for Epidemiology and Microbiology and the Main Military Clinical Burdenko Hospital.
Tsalikov added that the Russian military has “significant scientific potential and extensive experience” in vaccine development, citing as an example its contributions to developing a vaccine against the Ebola virus.
Production approval in August
Russian companies may get the go-ahead for mass production of the COVID-19 vaccine by August, another official said.
Kirill Dmitriyev, head of the Russian Direct Investment Fund (RDIF), said the next phase of clinical trials will end on Aug. 3, after which the third phase will be launched in Russia, Turkey, the UAE, and Africa.
“We expect approval from regulatory bodies in the Russian Federation in August, and immediately after that we plan to start mass production at the sites of the RDIF’s R-Pharm and Alium companies. We expect approval in other partner countries in September,” he said in a statement.
The official said Russia aims to produce 200 million doses of the vaccine by the end of the year in partnership with five other countries, which he did not name.
According to Dmitriyev, 30 million doses will be made in Russia and the rest in the other countries.
He added that Russia also plans to produce the vaccine being jointly developed by the Oxford University and pharmaceutical company AstraZeneca.
The Russian vaccine will be delivered together with a unique patented test that identifies special antibodies in the human body that attack the crown-like spikes of the coronavirus, the official said.
“I was myself inoculated with the Russian vaccine. I developed a stable immunity after 20 days, before getting the second maintenance dose, which should extend the immunity to two years,” he said.
Meanwhile, the daily figure of new coronavirus cases in Russia remained below 6,000 on Tuesday.
As many as 5,842 more infections raised the country’s total count to 783,328, with fatalities now over 12,500 and recoveries exceeding 562,000.

Posted by Keyman188 > 2020-07-25 11:44 | 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 iskandar5156 > 2020-07-25 12:09 | Report Abuse

https://docs.google.com/document/d/16bbhKwzmvMGWdB9Oeo-JXsaEgakFLuKGo_L52dXh8OE/edit?usp=sharing

Posted by iskandar5156 > 2020-07-25 12:10 | Report Abuse

While the commercial terms are unknown, we conducted a rough scenario analysis on
potential earnings contributions from the fill-and-finish arrangement based on data from
vaccine packaging research. Assuming fill-and-finish works start by FY21F and total
production is shared equally with Duopharma Bhd, potential earnings accretion to FY21F
earnings for our conservative, base-case and blue-sky scenario is +0.4%, +3.5%, and
+27.9%, respectively

Posted by iskandar5156 > 2020-07-25 12:11 | Report Abuse

We assumed that the vaccines will be packaged in single-dose glass
vials, which we gather is one of the most commonly used vials for
parenteral (injection, infusion or implantation) vaccines. Based on a
research paper by Jeff Sedita, Stefanie Perrella, et al published in 2018
on the costs of various vaccine packaging formats, the fill-finish costs for
each single-dose glass vial is c.US$0.59. Assuming an exchange rate
for RM/US$ of RM4.3/US$1, the estimated fill-finish costs per singledose glass vial is c.RM2.53. We have assumed RM2.50 for fill-finish
costs in our base case scenario.
 For our conservative case, we assumed 10m vials to be produced, or
approximately one dose for every three people in Malaysia (2018
Malaysian population of 31.5m based on World Bank statistics). For our
base case, we have assumed 30m doses, implying close to one dose
per capita. For our blue-sky case, we have assumed production of close
to 4 doses per capita, implying 120m vials or a run-rate of 10m doses
per month.
 We have assumed net margins in the range of 2-8% for our three
scenarios. Our base case scenario net margin of 5% is lower than our
estimated manufacturing net margin for Duopharma Bhd of 9-11%. We
think this is fair as the fill-and-finish process does not involve the bulk
manufacturing of the vaccine.
 We have also assumed that fill-and-finish works will be shared equally
(50/50) between Duopharma and Pharmaniaga

Posted by iskandar5156 > 2020-07-25 12:12 | Report Abuse

cgs-cimb TP 3.40 dated 22 Jul 2020

Posted by iskandar5156 > 2020-07-25 12:14 | 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,"

Posted by iskandar5156 > 2020-07-25 12:15 | Report Abuse

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 12:17 | Report Abuse

sorry..wrong house..im referring to Pharmaniaga..

Posted by iskandar5156 > 2020-07-25 12:18 | Report Abuse

worst case ble generate additional profit 200k....best case rm15.7 mil
utk botlling vaksin

Posted by CKNG8291 > 2020-07-25 12:25 | Report Abuse

V shape is coming Monday, stay tight, don't drop, hold tight!

Posted by pang72 > 2020-07-25 12:30 | Report Abuse

Expected big rebound next Monday

Posted by iskandar5156 > 2020-07-25 12:35 | Report Abuse

lets pray for it..

Posted by wickedlion > 2020-07-25 12:40 | Report Abuse

I won't discount vaccine price would go sky high before public backlash comes into play.

Posted by iskandar5156 > 2020-07-25 12:41 | 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..

its clearly in the cgs-cimb report..they trying to give insight to us..means the bottling vaccine revenue could be generate higher income to duopharma and pharma hence increase TP..

Posted by iskandar5156 > 2020-07-25 12:42 | Report Abuse

when the time come..those who are sitting outside will get excited to jump in..

Posted by pang72 > 2020-07-25 13:05 | Report Abuse

IB used the similar approach in glove to pharma Co in past few mons..
IB rated glove Co like Supermx at below rm2 past 6 months. This was to accumulate cheap shares in that time. After sufficient quantity then rearing higher TP within 3 days from rm2 to rm18.

This cycle is repeated in dpharma.

Posted by Louis7777 > 2020-07-25 13:06 | Report Abuse

https://www.marketwatch.com/story/pharma-stocks-fall-with-trump-set-to-sign-executive-orders-targeting-drug-prices-2020-07-24?fbclid=IwAR3p0yiDBX1nDt4g0dOVlUTe70kW1SEl3uLf2sfzHThcH_Xw-7N7m7P8lbA

Posted by pang72 > 2020-07-25 13:08 | Report Abuse

The rm250mils buying into dpharma can't be fork out by retailers

Posted by pang72 > 2020-07-25 13:10 | Report Abuse

Pharma will slowly catching up glove as post covid play.

Posted by iskandar5156 > 2020-07-25 13:13 | Report Abuse

where did u see the rm250 mil pang72..

Posted by Flyinghorse > 2020-07-25 13:15 | Report Abuse

Agreed. Pharma will chase glove counter once vaccine available. Might even higher than glove.

Posted by CKNG8291 > 2020-07-25 13:15 | Report Abuse

Ya, doctors use gloves, patients take medicines, it is obvious, the demand increases accordingly, even without vaccines, they are already profitable.

Posted by pang72 > 2020-07-25 13:17 | Report Abuse

Just reference to the volume to estimate... 100mils volume x price..

Posted by CKNG8291 > 2020-07-25 13:18 | Report Abuse

How Quickly Is Duopharma Biotech Berhad Increasing Earnings Per Share?
As one of my mentors once told me, share price follows earnings per share (EPS). That means EPS growth is considered a real positive by most successful long-term investors. It certainly is nice to see that Duopharma Biotech Berhad has managed to grow EPS by 26% per year over three years. As a general rule, we’d say that if a company can keep up that sort of growth, shareholders will be smiling.

I like to take a look at earnings before interest and (EBIT) tax margins, as well as revenue growth, to get another take on the quality of the company’s growth. Duopharma Biotech Berhad maintained stable EBIT margins over the last year, all while growing revenue 16% to RM576m. That’s a real positive.
That's the fundamental

Posted by pang72 > 2020-07-25 13:18 | Report Abuse

No one will buy if the stock is not good..
So no volume

Posted by pang72 > 2020-07-25 13:22 | Report Abuse

You must buy before IB rerating them.

Posted by wickedlion > 2020-07-25 13:41 | Report Abuse

DPharma is way better in financial performance than Pharma for 4 consecutive fiscal years. Pharma's balance sheet is neck to neck for 4 last 4 yrs. crazy.

Posted by Flyinghorse > 2020-07-25 13:58 | Report Abuse

Dpharma is Best buy now. Retail investors are back. Will shoot up.

Posted by pang72 > 2020-07-25 13:58 | Report Abuse

It will strong rebound followed glove stock on Monday.

Posted by pang72 > 2020-07-25 14:29 | Report Abuse

Glove stock up then pharma up together

Posted by pang72 > 2020-07-25 14:29 | Report Abuse

If otherwise then too bad.

Posted by pang72 > 2020-07-25 14:29 | Report Abuse

If per I say then good

Posted by wickedlion > 2020-07-25 14:45 | Report Abuse

Current price already at 20x ttm PE ratio when industry is at 18x is already a bit overvalued (based on figure in investing.com). Let say once vaccine kicks in, say also earning could be doubled in the next one fiscal yr, price could reach rm5.20 which is twice the current price. Earning potential could be lot higher than this hence the share price.

Posted by pang72 > 2020-07-25 15:03 | Report Abuse

（北京24日讯）在文革期间中断了学业，曾干过建筑、记者和瓶装水行业的钟睒睒，如今身家已经达到170亿美元（约731亿令吉）。

这要归功于他的制药公司于4月份上市，然后股价暴涨了26倍

PHARMA STOCK... GUYS

Posted by iskandar5156 > 2020-07-25 15:09 | Report Abuse

wow..what a blow..26 times worth now

Posted by pang72 > 2020-07-25 15:12 | Report Abuse

This is Pharma Stock.
No joke!

This happen to Supermx.. 6 mons ago.
All new young Facebook live Sifu... say glove is too high at 3..

100% up.. Valued..

Today... All young Facebook live Sifu say supermx can up lagi 100%...

....Chase High Yi Chi Bang....!

Posted by wickedlion > 2020-07-25 15:22 | Report Abuse

kayalah you all. congrats!

Posted by pang72 > 2020-07-25 15:33 | Report Abuse

| July 17, 2020
facebook sharing buttontwitter sharing buttonlinkedin sharing buttonemail sharing button
Venturetech Announces New RM15 Million Investment Through Triparte MoU With Duopharma Biotech Bhd And Pangen Biotech Inc. To Build Malaysia's First Commercial Biosimilar Production Facility

Posted by pang72 > 2020-07-25 15:34 | Report Abuse

VentureTECH will invest RM15 million into a joint venture between Duopharma Biotech, a Malaysian leading pharmaceutical company and PanGen, a South Korea-based company that specializes in research and manufacturing of bio-based medicine to produce biosimilar drugs to cater to both domestic and export market. Biosimilars are growing market globally, with Asia Pacific expected to represent 32.8% of the market by 2027, the next biggest after the European market.

Posted by pang72 > 2020-07-25 15:37 | Report Abuse

“I believe this strategic MOU and international collaboration in biopharmaceutical market could further spur the growth of biotechnology industry in Malaysia, as the ministry sets to prime biotechnology as the main engine of growth for Malaysia’s economy” expressed YB Khairy Jamaluddin.


GOVERMENT HAS INDENTIFIED PHARMA AS NEXT ECONOMIY GROWTH ENGINE.

MONEY IS POURING IN..

DPHARMA WILL LIKE AMGEN!

Posted by pang72 > 2020-07-25 15:38 | Report Abuse

Vaccine or no vaccine...
Dpharma as asia biosimilars plant has signed and build..

Get ready next year.

Posted by James89 > 2020-07-25 15:47 | Report Abuse

https://www.biosimilardevelopment.com/doc/venturetech-rm-triparte-mou-duopharma-biotech-bhd-pangen-malaysia-biosimilar-production-facility-0001

Posted by Siang1221 > 2020-07-25 15:51 | Report Abuse

Dphrama chiong chiong chiong

Posted by pang72 > 2020-07-25 16:11 | Report Abuse

17july signed the MOU for biosimilars plant
22 July jump limit up where Khairy add more good news of covid into this new factory signing.

So, fund investors are positive on new biosimilars. But, Malaysia newbies think too much of covid.

This is to path way for dpharma to expand the business as per Pfizer and AMGEN

Posted by pang72 > 2020-07-25 16:12 | Report Abuse

Many did not know because the news is not in msi stream paper.

Main stream paper published gossip news of covid 19 only...