Aids , H1N1 , SARS , Malaria , dengue and many more viruses alreday few decades n no vaccine found yet . Do u think Convid 19 vaccine can easily be invented such a short time. hahaha The old viruses still cannot Kow Tim n want to solve this mysterious convid 19 virus OMG The God Must Be Crazy
not all health counter got exclsuive right to distribute covid vaccine..i just checked...only Dpharma and pharmaniaga were given exclusive rights by malaysian government to distribute covid vaccinbe. Don't simply hantam
Jusly like not all glove counters is the same. Rubberex and Comfort is NOT the same as supermax and Topglove..hahaha
So A health is not the same as Dpharma and pharmaniaga
Why KPJ is next gem for post covid-19? Based on Fundamental analysis our current PE guideline is approx 57.14 (Based on 1.75% of BNM base rate) however KPJ PE=17.47@RM0.83 thus the actual price for KPJ should be RM2.71. Covid-19 only good for medical sector (more clearly is protective medical equipment “glove, mask, face shield and etc” and diagnosis instrument “thermo scanners, PCR tester and etc” For Malaysia top glove, harta, kossan and supermx all are the first round winners. For the last stage of vaccination development, now is the time to look for the next gem but unfortunately our country is impossible to produce these vaccine. The only vaccine we can get is import and we hv 20+mil ppl need to be vaccinated. Early stage of vaccine must be very expensive and gov won’t sponsor. We only can get vaccinated through private hospital no matter for travel or job requirement or just stay safe. Based on 2019, KPJ recorded 2,629,878 outpatients @ net profit 226.7mil with 28 hospitals overall the state. If half of 20mil ppl go KPJ for vaccination so approx net profit can reach up to 1bil. And u need to know tat those vaccine isn’t 1 injection for lifetime (like seasonally flu vaccine) and must get it semi or annually. RM1k-2k per vaccine per yrs for everyone to stay safe is new normal of post covid-19. And it is long term investment value of KPJ.
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.
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.
Apex Health business beside manufacturing & selling pharmaceutical products, they hold a division involve with fast moving consumer products which hold many agency lines with big multinational companies under Apex marketing.
This Apex marketing is something like DKSH and Harrison involve in distribution of fast moving consumer products beside pharma & drug products.
This give competitive advantage for the group in terms of distribution reached and cost.
Apex Marketing can be a future spinoff from ahealth, as a separate future listed entity as it is already profitable on its own right.
As Apex Marketing is the top marketing distribution company with technical pharma & drug knowledge, it stand a very good chance of getting agency relation with multinational pharma drug company throughout the world, wanting to distribute & market its new covid19 drug & vaccine in malaysia.
This is the unique advantage of Apex Health Group compare with the rest.
Malaysia accounts for 70% of Apex Healthcare’s revenue currently, followed by Singapore, Myanmar and Hong Kong. In addition, the group also exports to 12 other countries
Ahealth has distribution partnership with those vaccine manufacturer for more than 20 years. They might not be able to get it for Malaysia, but Apex has big exposure to Indonesia and Singapore.
" Apex Pharmacy Marketing Sdn Bhd (APM) and Apex Pharma Marketing Pte Ltd (APS) undertake the Group’s wholesale and distribution activities. Having 8 warehouses in Malaysia and 1 warehouse in Singapore, Apex Healthcare distributes over 5,000 of its in-house and third parties’ pharmaceuticals and consumer healthcare products to hospitals, clinics, pharmacies, supermarkets, and health stores throughout Malaysia and Singapore. Some of its third-party clients include multinational pharmaceutical companies such as GlaxoSmithKline, Ranbaxy, Pfizer, Novartis, AstraZeneca, and Roche.
forget about pharmaceutical stock la.... how long it takes for covid19 vaccine to be available? How much can u earn from the vaccine distribution? Ahealth just kena goreng-ed cause pharma and Dpharma kena goreng as well. Go for those counters/sectors that are still silent and still cold. Such as construction or plantation. And dont forget, pls check the CPO price. It has creeping up from 2300 beginning of the month to now almost 2800. I personally think plantation is the next hot sector follow-by contruction and pharmaceutical is nearly game-over.
If u looking for covid19 theme counter. UEMS-Edgenta is another forgotten one. Edgenta has lots of contract with various hospital in the world and its business not only in Malaysia, but also in Singapore,Indonesia and even Taiwan. And we all know. due to this covid19, many premises/public places/transport need to be constantly sanitized/disinfect and Edgenta is involved in this business for very long. Also personally think it will benefit from this crisis. But pls do own research before making any decision
WASHINGTON: The United States has doubled its investment - to nearly US$1 billion - to expedite development of a potential COVID-19 vaccine by American firm Moderna, which on Monday (Jul 27) begins the decisive final phase of clinical trials.
This book is the result of the author's many years of experience and observation throughout his 26 years in the stockbroking industry. It was written for general public to learn to invest based on facts and not on fantasies or hearsay....
LiimInvest
2,267 posts
Posted by LiimInvest > 2020-05-30 11:21 | Report Abuse
Khuen@ thanks for your info.