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Riverstone
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Riverstone go go go!
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beng1102
Elite |
05-Dec-2021 13:22
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I am still loading up anyway. Glove and PPE is long term business and will continue to do well regardless of pandemic situation. The Omicron variant simply means more wide spread infection and more virus replication and more new variants will be created. RS is free cash balance is 39c per share price is now only 1.7 time over its' cash.
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Godwinlow
Elite |
05-Dec-2021 12:59
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Microbiologist Pei-Yong Shi has studied all the variants: alpha, beta, gamma, delta, " delta-plus," lambda and mu. So he was ready for omicron, the variant that incited global anxiety unlike any of the variants that came before. Like most scientists, he was shocked by the sheer number of mutations. He also knew exactly what to do next. Subscribe to The Post Most newsletter for the most important and interesting stories from The Washington Post. Shi runs a high-containment laboratory at the University of Texas Medical Branch, in Galveston, and collaborates closely with Pfizer. Over Thanksgiving, his team began engineering a replica of the new variant to test against the antibodies generated by vaccines. But it doesn' t happen overnight: It will take about two weeks to build the omicron replica, another few days to confirm that it' s an accurate facsimile, and one more week to pit the virus against blood samples from vaccinated people. Shi and colleagues around the world are in an urgent race to gauge the danger posed by omicron, which is rapidly seeding itself everywhere. As the tally of cases mounts, what happens inside labs over the next few weeks will help scientists determine the true potential of the virus, tipping off government officials and pharmaceutical companies about whether they need to revise their global vaccination campaign. His message: Be patient. Wait for the data. " I think there is a lot of overreaction, and we just have to sit tight," Shi said. " There are no results yet, these are just the mutations. What does that mean? We have to see." There' s no doubt that omicron is different - and worrisome. It is riddled with mutations, some known to help the coronavirus dodge the body' s immune defenses. Others are newcomers, a complete mystery. Omicron has more than 30 genetic changes in the coronavirus spike where vaccines train their firepower. But the scientific community is focused, not freaked out - perhaps because it has seen this movie before: A new variant pops up, and everyone on the planet is desperate to know how bad it is. Science ensues. First, researchers will test how well the virus is equipped to dodge current vaccines. At the same time, they will watch closely what happens in the real world. Most scientists are betting omicron will have some capacity to slip past the virus-blocking antibodies that form a primary line of defense - but no one knows yet how deft an escape artist it will turn out to be. Many also believe vaccines are likely to retain a level of protection, particularly against severe illness. Even the worst-case omicron possibility - faster-than-delta transmission, a sharp erosion in the protection afforded by vaccines and higher rates of severe disease - isn' t a hopeless scenario. Companies will reboot omicron-specific vaccines and test them. Vaccine-makers have already begun adapting their vaccines as a precaution, and even ran a dress rehearsal of this strategy earlier this year, against the beta variant. Omicron is still studded with question marks. Does it, as some preliminary data from South Africa suggest, spread more easily than delta? Can it evade the multiple lines of defense mustered by vaccines? Is it more pathogenic - capable of causing severe disease? " Working on it! No data yet!" Penny Moore, the scientist whose laboratory in South Africa first revealed the immune-evading potential of the beta variant, wrote in an email. " We have to create the spike by introducing the many mutations, or grow the live virus." Matthew B. Frieman, a coronavirus expert at the University of Maryland School of Medicine, hopes samples of the virus will arrive in the next week so he can start experiments in lab dishes and vaccinated mice. Many people, including him, had shared the hope that as vaccine eligibility was expanded to younger children, it might be a last steppingstone before resuming more normal life. Instead, his Thanksgiving was interrupted by phone calls and Zoom meetings, continuing a relentless pace of work with few slow periods since January 2020. " There is an urgency to know, but it' s been urgent for two years," Frieman said. " The good thing is, we know what to do. We' ve been planning for this, and we know the science to do. We know what assays work and how to do them. We have mice vaccinated and ready to be infected." Speculation that coronavirus vaccines could falter against omicron has sent tremors through financial markets and concern through a pandemic-weary public wondering whether Christmas is canceled or travel plans need to be rescheduled. Most experts are measured. " We' re in a position of gathering data," said John Mascola, director of the National Institutes of Health' s Vaccine Research Center. " The virus has proved to us that it has an uncanny ability to evolve rapidly, and it has the ability to change in a way that dramatically changes the variant that is predominant in the world." But will omicron usurp delta, just as delta took over from alpha? " We need about two more weeks" to see laboratory data and what the virus does on the ground, Mascola said. Scientists do know the path to answers. They' ve walked it many times during this pandemic. If they decide a revised shot is necessary - far from certain at this point - the process will take about three months for the messenger RNA shots. " This is essentially the same drill, as I call it, that we are always using. We stay very . . . levelheaded about it," said Kathrin U. Jansen, Pfizer' s head of vaccine research and development. " What we are seeing right now is everyone is afraid of the unknown. . . . What I think, as a scientist, is that what' s unknown, we don' t address that with fear, but with studying that and getting the data." The Texas scientists, clad head-to-toe in protective gear, work in secure biosafety laboratories. They start with the original strain of coronavirus, the virus isolated in Snohomish County, Wash., nearly two years ago. They synthesize the omicron spike gene, with its dozens of mutations. Using the original virus as a scaffold, they swap in the new spike - steps they' ve done for alpha, beta, gamma, delta - and now omicron. Once the virus is ready, the Texas researchers will test it against a panel of 20 antibody-rich blood samples taken from people fully vaccinated with the Pfizer-BioNTech coronavirus vaccine. This will tell them how good the virus is at evading this key line of immune defense and allow them to compare it to other variants. Other labs are working on similar experiments with blood from vaccinated patients, including those who have received booster shots. Mehul Suthar, an immunologist at Emory University, is eager to study omicron itself in his high-containment laboratory, where he typically dilutes a vaccinated patient' s blood in stages to see at what point a variant is able to break through the antibodies and infect cells. " We' re all scrambling to get ahold of the virus," Suthar said. Other laboratories don' t experiment with the virus itself, but instead create pseudoviruses - a version that superficially looks like the variant, and is capable of infecting an individual cell in lab experiments, but that is designed to be incapable of replicating. These pseudoviruses carry the spike protein of the variant but are easier to work with because they don' t require layers of protective gear and biocontainment laboratories. Collectively, those tests will show how much antibody protection drops against omicron. If it' s a big enough reduction, vaccine-makers may decide to reboot their shots with new genetic sequences that match the changes in omicron' s spikes. They' re already laying the groundwork. But that is only one line of evidence. Omicron' s true threat will be revealed not only by what it does in a laboratory dish, but also by what it does outside the lab. A preprint study from South African scientists, for example, found evidence that people previously infected with the coronavirus may not have much of a shield against omicron, with reinfections three times likelier than during previous outbreaks. The paper did not shed light on how severe reinfections were or whether vaccinated people were more likely to experience breakthrough infections when exposed to omicron compared with their response to other variants. " It' s going to be a deluge of unfiltered information - press releases, preprint servers, some people making opinions, but I think the scientific community has definitely engaged very quickly, so hopefully a scientific consensus will emerge," said Dan H. Barouch, director of the Center for Virology and Vaccine Research at Beth Israel Deaconess Medical Center in Boston. " To some extent, it' s: Here we go again, we have another job to do," said Barouch, who helped develop the Johnson & Johnson vaccine. Scientists debate how well omicron' s ensemble of mutations will help it get around immune defenses. But most agree that even if it barrels through that key line of defense, it won' t zero out the protection from vaccines. " We are no longer a blank slate. We have preexisting immunity, even though it may not be perfectly matched," said Barney Graham, a key architect of the coronavirus vaccines, who recently retired from the National Institutes of Health. Previous variants already taught that lesson. The beta variant posed a clear threat to immune protection in a dish. But clinical trials of the Johnson & Johnson and Pfizer-BioNTech vaccines showed they still offered protection to people. Although it is difficult to predict from a virus' s mutations how it will act, many scientists say they think omicron may ultimately require a revised vaccine. " At this point, the wise thing to do is to start the early steps for making a booster against this variant," said Jesse Bloom, an expert on viral evolution at the Fred Hutchinson Cancer Research Center in Seattle. The major vaccine companies are at work doing that, just in case. Pfizer and BioNTech have announced that adapting their vaccine will take six weeks and that the first batches could be shipped within 100 days. Moderna is formulating an omicron-specific candidate, a process that typically takes 60 to 90 days based on its experience doing so against beta and delta. Johnson & Johnson is pursuing an omicron-specific shot. Instead of running time-consuming large-scale trials that depend on waiting for people to get ill, vaccine-makers expect to be able to show that their revamped vaccines are safe and effective by measuring immune responses in blood samples taken from study participants. " We can turn the key relatively quickly and start to produce the updated vaccine," Pfizer' s Jansen said. This could also be the moment for second-generation vaccines designed to be variant-proof by triggering a broader swath of immunity beyond antibodies. " Our premise was that this would happen," said Andrew Allen, chief executive of Gritstone Bio, a company whose vaccine formula is designed to rouse protection from T cells, the immune-system warriors that kill infected cells. " It is naive to think that the very first vaccine we made in the very first hot minutes of the pandemic would be the very best vaccine we could make." The idea behind Gritstone' s vaccine is that a broader set of immune defenses will free the world from constantly trying to play catch-up to the latest mutant strain of the virus. But unless more of the world becomes vaccinated, the frenzy of worry is likely to continue to repeat. " If we don' t develop systems to immunize the whole world in three months, instead of three years, we are not going to be successful against these kind of pandemic threats," Graham said. " Because viruses adapt and they change, and unless we develop generalized global immunity more readily, we will always be faced with chasing our tail." |
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Godwinlow
Elite |
04-Dec-2021 17:58
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RS go go go!
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ttbanthony
Veteran |
04-Dec-2021 16:12
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When bitcoins and relatives crash, it means Ppe will soar.
They travel opposites. Hatten Land, SMi, HGH must correct down TG RS UG Medtec must correct up Go go go! |
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tritonyeah6666
Senior |
04-Dec-2021 14:04
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Thanks for pointing out all these facts
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Godwinlow
Elite |
04-Dec-2021 13:26
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That why Go Go Go! Wait next friday, use my bonus pump in to average down. After that i no power already
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ttbanthony
Veteran |
04-Dec-2021 13:21
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Those who want to sell, just let them sell
Those who want to short, let them short This company has got solid fundamentals. I rank it on par with TG. This will come back hard.
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sutiono
Veteran |
04-Dec-2021 13:02
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Latest CIMB research report already said many distrubutors had already started to secure orders for deliveries in Dec and beyond .and also high lighted that clean room glove still can command USD120/1000pieces. . So the CR segment is still going strong as ever. | ||||
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Longtermer
Elite |
04-Dec-2021 12:56
Yells: "A disciplined investor is a wealthy investor" |
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UOB rev, profits figures are out by a mile. Check the analyst estimates before calling for sell.
2021 3qtr profits Rm1.31b (actual)
2021 FY profits Rm1.6b (likely)
UOB 2021 FY profits Rm 1.42b (really?)
UOB 2022 profits Rm 504m (joking??)
Using these figures, TP is 68c. Lets see RS results next month. Anyway, their disclaimer is " subject in spike in cases and high ASPs for clean room gloves" Dyodd is best.
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Godwinlow
Elite |
04-Dec-2021 12:56
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Gloves &ndash Neutral (top pick: Riverstone) The recently discovered Omicron variant of Covid-19 triggered another share price rally for glovemakers over the past week, as concerns rise over another potential wave of outbreak. From our conversation with glovemakers, we gather that demand for healthcare gloves have steadily improved in late 4QCY21F, with distributors turning more active in placing orders for delivery in Dec and beyond. This was mainly due to a combination of 1) low inventory holding (distributors and end-customers have been cautious in their procurement over the past six months), and 2) stabilisation of ex-factory prices driving improvements to distribution margins. We expect the production utilisation rate of both Riverstone (RSTON SP, Add, TP: S$1.20) and UG Healthcare (UGHC SP, Add, TP: S$0.42) to return to an optimal level of c.90% by 1QCY22F. Industry ex-factory prices for nitrile healthcare gloves have declined to c.US$28-34/carton for Nov and Dec shipments, according to findings from our channel checks. This is significantly lower than the peak levels of c.US$100/carton seen in early 2Q21, though still higher than pre- pandemic pricing of c.US$20/carton, mainly due to higher raw material prices. We expect ex-factory prices to decline at a gradual pace hereon, tracking the easing of raw material prices, as ex-factory margins have returned to a more normalised level of c.20% (pre-Covid level: c.15%). Meanwhile, we expect cleanroom glove prices to remain healthy at c.US$120/carton in 4QCY21F, driven by continued strong demand by the electronics and pharmaceutical industries. We maintain Add calls on both RSTON and UGHC. While the ASP declines point to a weaker earnings profile (on a yoy basis) for glovemakers for CY22F, we continue to like RSTON and UGHC given their relative resilience vs. other glovemakers. RSTON stands out with its cleanroom capability, which contributed 20% to its volume and 50% to its gross profit pre-pandemic. UGHC is also uniquely positioned given its original brand manufacturer (OBM) business model, which allows the company a relatively sticky pricing profile as it deals directly with end-consumers in the various countries it has expanded its distribution network to. We believe RSTON&rsquo s valuation is especially attractive &ndash it trades at 9.8x CY23F P/E, while backed by net cash of S$0.39/share (55% of its market cap). We expect back-loaded dividend payout for FY21F (RM0.38 per share) to be the support for its share price. |
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Godwinlow
Elite |
04-Dec-2021 12:46
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SINGAPORE &mdash The new Covid variant omicron will likely &ldquo overwhelm the whole world&rdquo in the coming months, according to a Singapore-based infectious disease doctor. While vaccines against the strain can be developed quickly, they need to be tested over three to six months to prove that they can provide immunity against the variant, Dr. Leong Hoe Nam of Mount Elizabeth Novena Hospital said Wednesday. &ldquo But frankly, omicron will dominate and overwhelm the whole world in three to six months,&rdquo he told CNBC&rsquo s &ldquo Street Signs Asia.&rdquo Delta, the strain that is currently accounts for 99% of Covid infections, started becoming more common in the Indian state of Maharashtra in March 2021, and was dominant globally by July, according to Reuters. Moderna CEO Stephane Bancel on Monday said it will take months to develop and ship a vaccine that specifically targets the omicron variant. Pfizer CEO Albert Bourla also said shots could be ready in less than 100 days, or slightly over three months. &ldquo Nice idea, but honestly, it is not practical,&rdquo Leong said of a vaccine that specifically targets omicron. &ldquo We won&rsquo t be able to rush out the vaccines in time and by the time the vaccines come, practically everyone will be infected [with] omicron given this high infectious and transmissibility.&rdquo Experts don&rsquo t know exactly how contagious the highly mutated omicron variant is, but the virus&rsquo spike protein &mdash which binds to human cells &mdash has mutations associated with higher transmission and a decrease in antibody protection. &ldquo The profile of the mutations strongly suggest that it&rsquo s going to have an advantage in transmissibility and that it might evade immune protection that you would get,&rdquo U.S. infectious disease expert Dr. Anthony Fauci told NBC&rsquo s &ldquo Meet the Press&rdquo on Sunday. Protection from current vaccinesThat said, some doctors believe that the existing vaccines will be able to provide some protection against the new variant. Our bodies generate a &ldquo whole host of different antibodies&rdquo in response to vaccines, said Dr. Syra Madad, a fellow at the Belfer Center for Science and International Affairs. &ldquo I do think that our current vaccines will hold up to a certain extent, with this new variant,&rdquo she told CNBC&rsquo s &ldquo Capital Connection&rdquo on Wednesday, noting that the vaccines were able to provide protection against delta. &ldquo It may reduce vaccine effectiveness by a couple of notches, but that is yet to be seen,&rdquo she said. Current vaccines, along with boosters should still provide a &ldquo good level of protection,&rdquo she added. Leong agreed that a three-dose vaccine regimen would likely protect against severe disease, but pointed out that many countries still have low vaccination rates. He said omicron is &ldquo threatening the whole world&rdquo with a sudden surge in cases, and health-care systems could be overwhelmed, even if only 1% or 2% of the cases end up in hospital. Omicron was first detected in South Africa and was designated a variant of concern by the WHO last week. It has since been reported in several other places, including Hong Kong, the Netherlands and Portugal. For now, however, Leong said we should continue to roll out vaccinations, keep our distance, wear masks, and not be overly concerned. Madad echoed the same sentiment. &ldquo We continue to do the Covid-19 prevention measures on an ongoing basis,&rdquo she said. &ldquo Layering it up is really the best approach here.&rdquo &mdash CNBC&rsquo s Saheli Roy Choudhury, Spencer Kimball and Yen Nee Lee contributed to this report. |
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Godwinlow
Elite |
04-Dec-2021 12:43
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It' s nice to debate and hear different views. | ||||
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Godwinlow
Elite |
04-Dec-2021 12:42
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Hear all your views. Let' s wait one or two weeks more when it' s more visible | ||||
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vix787
Member |
04-Dec-2021 12:37
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Indeed. Old TP all that were pre Omicron.
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ttbanthony
Veteran |
04-Dec-2021 12:08
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Relax
Why selling into old tp Re rating coming Dbs and cimb tp $1.20 Why mkt pay attention to low tp only? 🤔 Tg results n outlook next week should serve as bel weather
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Stocky901
Supreme |
04-Dec-2021 12:01
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OMG. If down 25% means tp is $0.51. Short next week very good kopi.. 😋 😋
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ttbanthony
Veteran |
04-Dec-2021 10:35
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Bro. Agree with you both hands up.
The progression is always like this: Mild > hospitalised > Critical ICU > bye bye Now stage one and two. Wait a few more weeks. Sure have a lot of cases How can omicron virus be milder when it has more than 40 spikes? Our home bred Dr Hoe Nam already hinted the severity. His tone and body language are quick worrying. Go watch.
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msksmsks
Supreme |
04-Dec-2021 09:58
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Bro
If high hospitalization rates occurs, it's already bad enough. I do not wish any fatality or someone's death to enrich ourselves... RS biz model is resilient serving the clranroom of semicon and healthcare. This lucrative sector is one big contribution . Cheers
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Longtermer
Elite |
04-Dec-2021 09:38
Yells: "A disciplined investor is a wealthy investor" |
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Number of deaths is related to number of covid cases. Current Omicron cases are still v low compared with Delta variants. Hope for the best while preparing for the worse.
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ttbanthony
Veteran |
04-Dec-2021 09:33
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Bro. Not yet.
Of course we don wish such fatality but objectively fatality will definitely happen. Any variant will cause fatality. Even the common flu when strike the weakest, will cause death. Omicron plus delta, watch the new wave. Now hitting west. Don forget the Winter Olympics. This may become a Winter Omicropics. And China will see its new wave after Wuhan. The omicron plus delta May be more devastating as unlike the first few waves concentrating on certain regions such as USA and India, this latest wave will be more global more wide spread.
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