Beximco Pharma Discussion Threads

[greg the grinch] 31/12/2020 12:13

Dhaka - Last Trading Price 190.50

:o)

[mfhmfh] 30/12/2020 15:29

compared to other vaccines, the Oxford vaccine is the cheapest and most likely to be widely distributed in developing countries who don't take up the Chinese/Russian vaccines.

Also, BXP has so far signed an MOU for 30m doses equivalent to 15m people. So hopefully scope for much bigger deals in the pipeline.

[cityfarmer] 30/12/2020 14:15

Hope so, having exclusivity to provide the Oxford vaccine to the whole of Bangladesh @ 165m people is no small deal. The other vaccines are not going to pay a role here (in my view) due to logistical issues. Am surprised we have not added a few pennies on the Oxford news. Maybe we will later and yes have loads of these :-)

[winnings1] 30/12/2020 13:35

I think wew will see further rises in the share price of Beximco now that the Oxford vaccine hasa been approved. BXP will be the sole diostributor of this vaccine in Bangladesh. I reckon we may see 125p before very long.

[greg the grinch] 24/12/2020 14:34

Dhaka - Last Trading Price 174.60


:o)

[mfhmfh] 18/12/2020 16:12

2 x 100,000 buys today and a 175,000 buy.

[mfhmfh] 17/12/2020 10:41

some huge buys yesterday reported late.

[mfhmfh] 15/12/2020 16:18

New highs now

[winnings1] 14/12/2020 15:35

Share price heading for £1 by the looks of things.

[greg the grinch] 14/12/2020 14:50

Dhaka taking off!!! Bid?

[mfhmfh] 10/12/2020 11:49

low volume

[mfhmfh] 01/12/2020 12:29

tipped somewhere?

[toadhall1] 26/11/2020 07:58

Yes to be honest that is a failing with the Govt distribution rule. Allowing companies to issue shares to meet the 30% earnings distribution target fails to meet the objectives of the rule they created to enable reinvestment/spending by shareholders.

I’m confident that as BXP continues to generate cash and pay down debt the cash dividend will grow, even without the vaccine distribution revenues.

[outsizeclothes.com] 25/11/2020 23:44

Hi CB7.
They don't do scrips every year. In fact I think there have only been 3 in the last 4 years, counting this one. At the same time, if you are a long term holder these can add value.
My original 100,000k shares purchase has become 161,080, BUT, I wouldn't like to see them issue "bonus/scrip" shares as a way of getting around the new "30% of profits in divvys" rule.

[cb7] 24/11/2020 10:25

Issuing free shares will make it harder for them to grow their eps. So you would anticipate that they will have to increase their eps by 10% just to standstill each year. However, as the share issuance is taking place well into this FY, the weighted average of shares will only increase by about 6% this year. Also as they have been growing rapidly, approaching 20% pa, we should still see reasonable growth in eps each year.

[winnings1] 23/11/2020 23:27

I agree in principle, but if the 10% additional shares are not damaging the existing share price, then surely it is a good sign.

[winnings1] 23/11/2020 23:27

I agree in principle, but if the 10% additional shares are not damaging the existing share price, then surely it is a good sign.

[pyemckay] 23/11/2020 21:24

everyone gets free shares so we are no better off.

[winnings1] 23/11/2020 17:28

Ex Dividend today and Ex 10% free shares. Share price holding up nicely.

[mfhmfh] 23/11/2020 10:52

the key point here is the vaccine is cheap and is 90% effective (similar to Pfizer and Moderna) if it is given in the low dose followed by high dose formulation.

IMHO.

[toadhall1] 23/11/2020 10:23

Yes very promising. I would have expected more of a rise today in London. Guessing the news was too late for Dhaka. 70% is excellent given the nature of vaccine, price, and distribution requirements.

Bangladesh will surely be buying more in the coming months to cover more of the population.

[mfhmfh] 23/11/2020 09:51

So cheaper vaccine, 90% effectiveness with low dose followed by high dose which means more vaccine can be given.

Also, MOU signed for 30 million doses of Astrazeneca vaccine announced on 05.11.20.

That's only 15 million doses for a country with a population of around 164 million.

DYOR.

All IMHO.

[mfhmfh] 23/11/2020 09:49

very interesting results from Astrazeneca vaccine today.

overall effectiveness 70% BUT

'this rose to 90% when people were given a "low" dose followed by a high one.'

Prof Andrew Pollard, the trial's lead investigator, told the BBC:

'the 90% effectiveness data was "intriguing" and would mean "we would have a lot more doses to distribute."'

'the Oxford jab is far cheaper' than the Pfizer, Moderna one.