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The Market ! => Pak Equities => Topic started by: Farzooq on January 13, 2011, 12:25:27 AM

Title: FEROZ -- Ferozsons laboratories
Post by: Farzooq on January 13, 2011, 12:25:27 AM
All about ferozsons lab
Title: Re: FEROZ -- Ferozsons laboratories
Post by: Farzooq on January 13, 2011, 12:29:05 AM
http://www.ferozsons-labs.com/

1q eps 3.31
Title: Re: FEROZ -- Ferozsons laboratories
Post by: STOCK.DEPENDENT on August 29, 2011, 09:33:59 AM
EPS 12.04
12.50%D 15%B
Title: Re: FEROZ -- Ferozsons laboratories
Post by: masamad on February 07, 2012, 10:43:59 PM
what is happening with it.
Title: Re: FEROZ -- Ferozsons laboratories
Post by: Poker Face on September 06, 2012, 04:31:25 PM
Eps 14.21 previous 10.47
dps 45% bonus 5%
Title: Re: FEROZ -- Ferozsons laboratories
Post by: Salammembers on January 19, 2013, 06:00:00 PM
 holding some for last 3 yrs, want to buy few more for `never sell portfolio`
,any idea about Good buy price?
Title: Re: FEROZ -- Ferozsons laboratories
Post by: SBM on January 19, 2013, 06:22:48 PM
holding some for last 3 yrs, want to buy few more for `never sell portfolio`
,any idea about Good buy price?

sir you are holding for 3 years, you tell us what will be a good price for buying it :)
Title: Re: FEROZ -- Ferozsons laboratories
Post by: Salammembers on January 19, 2013, 06:46:09 PM
my lowest purchase was around 67,
for investment, below 80 is fine though for kamzoor
dil entry under 75 might be better
it has traded mainly in 80-98 range in recent months
, improved B payout is needed to break 100
 
Title: Re: FEROZ -- Ferozsons laboratories
Post by: Salammembers on February 13, 2013, 10:43:47 AM
my lowest purchase was around 67,
for investment, below 80 is fine though for kamzoor
dil entry under 75 might be better
it has traded mainly in 80-98 range in recent months
, improved B payout is needed to break 100
 

i have re-started buying for long term,
70 totna mushkil haay
Title: Re: FEROZ -- Ferozsons laboratories
Post by: Salammembers on March 28, 2013, 06:30:47 PM
my lowest purchase was around 67,
for investment, below 80 is fine though for kamzoor
dil entry under 75 might be better
it has traded mainly in 80-98 range in recent months
, improved B payout is needed to break 100
 

i have re-started buying for long term,
70 totna mushkil haay

anybody else riding ferozsons with me :tongue:
Title: Re: FEROZ -- Ferozsons laboratories
Post by: Salammembers on April 10, 2013, 02:06:08 PM
my lowest purchase was around 67,
for investment, below 80 is fine though for kamzoor
dil entry under 75 might be better
it has traded mainly in 80-98 range in recent months
, improved B payout is needed to break 100
 

i have re-started buying for long term,
70 totna mushkil haay

anybody else riding ferozsons with me :tongue:
  100 ki phir awazain haay 90 tu lagta haay,
not a buy call, i am offloading shlowly shlowly my overvalued GREEN maal,
no point in buying feroz for 5 rupee gain but for long term investment
u can buy in chunks in 82-85 range b/c sector prospects at this point
finally looking good, i am holding glaxo,searl and feroz
Title: Re: FEROZ -- Ferozsons laboratories
Post by: tariq54 on July 06, 2013, 04:50:50 AM
Ferozsons Laboratories is a nice Pakistani Pharmaceutical Company

“The Ferozsons Laboratories Limited, incorporated as a Private Limited Company in 1954, became Pakistan’s first local pharmaceutical company to be listed on the country’s stock exchangesin 1960. It commenced production in 1956. It is now an independent entity and a public limited company listed on the country’s three stock exchanges. Only pharmaceutical company in Pakistan who won award from Karachi Stock Exchange for their 25 Top Companies, and Ferozsons Laboratories hold position in the first 25 companies list for 8 consecutive years from 2000-2008.”


Ferozsons join hands with Laboratorios Bagó, Argentina and installed Pakistan’s first Bio-Tec Plant at Sunder Raiwind Road, Raiwind, Punjab. Ferozsons Laboratories’s head office is located at Sunder Raiwind Road, Raiwind, Punjab, Pakistan and their manufacturing plants are located in Nowshera, Pakistan and Sunder Raiwind Road, Raiwind, Pakistan.

Ferozsons Laboratories producing medicines in capacity of Oncology, Hepatology, Cardiology, Gastrology and Dermatology. Ferozsons Laboratories is the authorised distributuor of Boston Scientific in Pakistan.”

http://www.ferozsons-labs.com/
Title: Re: FEROZ -- Ferozsons laboratories
Post by: tariq54 on July 15, 2013, 09:33:25 PM
FEROZSONS Laboratories  Limited
FOR THE YEAR ENDED JUNE 30, 2012
EPS: 14.21.
DIVIDEND: 45% bonus: 5%
NINE MONTHS MARCH 31, 2013
EPS: 7.92
Dear Seniors whats your advice and Target Price for Ferozsons laboratories
kindly give some suggestions.
Anbody have some news regarding this and Target Price please share.
Title: Re: FEROZ -- Ferozsons laboratories
Post by: tariq54 on July 18, 2013, 04:49:20 PM
PHARMACEUTICALS LOOKS GOOD, FEROZSONS LABORATORIES TARGET 120-125 IN NEAR TERM.
INSHA ALLAH
Title: Re: FEROZ -- Ferozsons laboratories
Post by: umair vohra on July 18, 2013, 05:00:51 PM
kiya yeah acha time hai is mai entry karnay ka???? saray lab uper lagrahy hai seniours please advice me
Title: Re: FEROZ -- Ferozsons laboratories
Post by: umair vohra on July 18, 2013, 05:13:21 PM
symbol                                  FEROZ   ABOT   HINOON      
Fundamentals     
Price Performance (1 month)   -2.16 %   18.06 %   41.25 %      
Price Performance (3 months)   29.38 %   55.82 %   92.84 %      
Price Performance (6 months)   38.50 %   94.02 %   143.84 %      
Price Performance (12 months)   27.88 %   185.70 %   204.74 %      
Beta                                             0.68     0.39     0.55       
Dividends / Earnings   
Dividends (Latest Quarter)               
Dividends (Last Year)          Rs 4.50   Rs 7.00   Rs 3.50      
Dividend Yield   4.17 %   1.76 %   3.02 %      
EPS (Uptill Latest Quarter)   8.31   4.69   1.66      
EPS (Last Year)   14.21   21.35   5.69      
Valuations     
PE (Last Year)   7.60   18.67   20.35      
Expected PE (Latest Quarter)   9.75   21.24   17.44      
PE (3 Year Average)   8.40   4.24   6.34      
PEG (Latest)   -0.44   -1.76   1.05          
Book Value (Last Year)   76.87   68.51   47.67      
Book Value (Latest Quarter)   84.53   69.30   49.33      
EV/EBITDA   5.98   3.49   3.54      
Growth     
Earning Growth (Last Year)   35.72   27.09   11.93      
Book Value Growth (Last Year)   13.73   29.34   13.50      
Cash Flow (Last Year)   191.50   91.99   -48.70      
EBITDA Growth (Last Year)   13.99   26.36   23.97      
Underwriting Result Growth (Last Year)   N/A   N/A   N/A       
Profitability     
Gross Profit Margin (Last Year)   51.34 %   37.48 %   41.57 %      
Net Profit Margin (Last Year)   23.07 %   13.74 %   4.19 %      
Net Interest Margin (Last Year)   N/A   N/A   N/A      
EBITDA Margin (Last Year)   22.99 %   22.89 %   11.70 %          
Return On Assets (Last Year)   15.65 %   22.40 %   6.14 %      
Return On Equity (Last Year)   17.60 %   31.16 %   11.93 %   
Title: Re: FEROZ -- Ferozsons laboratories
Post by: tariq54 on July 18, 2013, 05:41:47 PM
looking good to buy at these levels compared to other pharmaceuticals its my opinion.
Title: Re: FEROZ -- Ferozsons laboratories
Post by: umair vohra on July 19, 2013, 11:27:55 AM
looo kal he soucha tha or aaj hat he nahi aya  huhu huhu huhu
Title: Re: FEROZ -- Ferozsons laboratories
Post by: umair vohra on July 22, 2013, 12:19:19 PM
ajjj entry marty he down hona start hogay  :crying_anim02: :crying_anim02: :crying_anim02: :crying_anim02:
Title: Re: FEROZ -- Ferozsons laboratories
Post by: tariq54 on July 22, 2013, 02:40:46 PM
Relax Insha Allah going up in near term.

"Suno sab ki, laiken Dehan apna apna"




Title: Re: FEROZ -- Ferozsons laboratories
Post by: umair vohra on July 22, 2013, 03:09:37 PM
Relax Insha Allah going up in near term.

"Suno sab ki, laiken Dehan apna apna"






INSHAALLAH abhi to is nay perform karn ahe start nahi kiya agr compare kary peer compnay k stocks say
Title: Re: FEROZ -- Ferozsons laboratories
Post by: umair vohra on July 22, 2013, 03:17:00 PM
Symbol                                  FEROZ   ABOT   HINOON   SEARL   GLAXO
Fundamentals     
Price Performance (1 month)   6.89 %   17.99 %   64.28 %   9.30 %     15.40 %
Price Performance (3 months)   29.22 %   54.71 %   92.84 %   26.06 %     77.84 %
Price Performance (6 months)   50.65 %   90.13 %   177.52 %   113.52 %     89.21 %
Price Performance (12 months)37.03 %   167.58 %   228.68 %   83.21 %     83.08 %
Beta                                              0.72     0.40     0.61     0.93     0.73
Dividends / Earnings   
Dividends (Latest Quarter)               
Dividends (Last Year)         Rs 4.50   Rs 7.00   Rs 3.50   Rs 1.00     Rs 4.00
Dividend Yield                            3.88 %   1.74 %   2.74 %   1.06 %     2.94 %
EPS (Uptill Latest Quarter)   8.31    4.69    1.66    7.93           1.40
EPS (Last Year)                        14.21   21.35   5.69           7.98          4.56
Valuations     
PE (Last Year)                            8.16   18.79   22.44   11.77     29.86
Expected PE (Latest Quarter)   10.47   21.38   19.23   8.89     24.31
PE (3 Year Average)                     8.40   4.24   6.34   5.56     16.63
PEG (Latest)   -0.47   -1.76   1.15   0.27     1.06
Book Value (Last Year)   76.87   68.51   47.67   76.28     43.59
Book Value (Latest Quarter)   84.53   69.30   49.33   52.75     40.75
EV/EBITDA   5.98   3.49   3.54   2.50   6.08
Growth     
Earning Growth (Last Year)   35.72   27.09   11.93   2.32   15.70
Book Value Growth (Last Year)   13.73   29.34   13.50   41.42   3.27
Cash Flow (Last Year)   191.50   91.99   -48.70   949.27   -0.43
EBITDA Growth (Last Year)   13.99   26.36   23.97   12.99   2.98
Underwriting Result Growth (Last Year)   N/A   N/A   N/A     N/A   N/A
Profitability     
Gross Profit Margin (Last Year)   51.34 %   37.48 %   41.57 %   43.14 %     26.27 %
Net Profit Margin (Last Year)   23.07 %   13.74 %   4.19 %   7.63 %     5.70 %
Net Interest Margin (Last Year)   N/A   N/A   N/A   N/A     N/A
EBITDA Margin (Last Year)   22.99 %   22.89 %   11.70 %   19.67 %     11.72 %
Return On Assets (Last Year)   15.65 %   22.40 %   6.14 %   7.88 %     8.13 %
Return On Equity (Last Year)   17.60 %   31.16 %   11.93 %   10.47 %     11.51 %
Title: Re: FEROZ -- Ferozsons laboratories
Post by: umair vohra on July 22, 2013, 04:12:26 PM
on average sari pharma aab EPS 20+ per trade karahi hai srif Feroz bahi ko chor kar...
Title: Re: FEROZ -- Ferozsons laboratories
Post by: tariq54 on July 22, 2013, 09:25:07 PM
FEROZ : TURNOVER
19-7-2013 :50,500 Shares
22-7-2013 :46,500 Shares

Compare it with previous volumes in july 2013 and june 2013 what's it shows ???
Title: Re: FEROZ -- Ferozsons laboratories
Post by: umair vohra on July 23, 2013, 11:37:32 AM
laooooooooooooooooo cappppppppppppppppp  :dance :dance :dance :dance
Title: Re: FEROZ -- Ferozsons laboratories
Post by: umair vohra on July 23, 2013, 01:00:29 PM
 :dance :dance :dance :dance :dance :dance :shoaby: :shoaby: :shoaby: :shoaby: :shoaby: :shoaby: :shoaby: :shoaby: :shoaby: :shoaby: :shoaby: :shoaby: :shoaby: :shoaby:
225 SAY PHELY EK SHARE BHE SALE NAHI KARNAY WALA
Title: Re: FEROZ -- Ferozsons laboratories
Post by: Allah Tawakal on July 23, 2013, 01:23:00 PM
umair bhai over ambitious na ho jana  :D
Title: Re: FEROZ -- Ferozsons laboratories
Post by: umair vohra on July 23, 2013, 02:02:45 PM
umair bhai over ambitious na ho jana  :D

bahi sector ki price earning ratio check karo more then 20 per trade karha hai or yeh abhi sirf 12 per he hai
Title: Re: FEROZ -- Ferozsons laboratories
Post by: tariq54 on July 23, 2013, 02:29:18 PM
:dance :dance :dance :dance :dance :dance :shoaby: :shoaby: :shoaby: :shoaby: :shoaby: :shoaby: :shoaby: :shoaby: :shoaby: :shoaby: :shoaby: :shoaby: :shoaby: :shoaby:
225 SAY PHELY EK SHARE BHE SALE NAHI KARNAY WALA

 Umair Bhai how's you feeling today. :dance :dance :dance

Title: Re: FEROZ -- Ferozsons laboratories
Post by: Allah Tawakal on July 23, 2013, 02:37:43 PM
so.. entry making safe hy?  :skeptic:
Title: Re: FEROZ -- Ferozsons laboratories
Post by: umair vohra on July 23, 2013, 02:39:16 PM
:dance :dance :dance :dance :dance :dance :shoaby: :shoaby: :shoaby: :shoaby: :shoaby: :shoaby: :shoaby: :shoaby: :shoaby: :shoaby: :shoaby: :shoaby: :shoaby: :shoaby:
225 SAY PHELY EK SHARE BHE SALE NAHI KARNAY WALA

 Umair Bhai how's you feeling today. :dance :dance :dance



tariq bahi dil khush kardiya hai is nay aaj mera  :thumbsup_anim: :thumbsup_anim: :thumbsup_anim: :thumbsup_anim: :thumbsup_anim: :thumbsup_anim: :thumbsup_anim: :thumbsup_anim: :thumbsup_anim: :thumbsup_anim: :thumbsup_anim: :thumbsup_anim:
Title: Re: FEROZ -- Ferozsons laboratories
Post by: umair vohra on July 23, 2013, 02:40:25 PM
so.. entry making safe hy?  :skeptic:

yes safe hai agr kal miljhay to
Title: Re: FEROZ -- Ferozsons laboratories
Post by: umair vohra on July 24, 2013, 11:56:51 AM
 :clap1: :clap1: :clap1: :clap1: :clap1: :clap1: :clap1: :clap1: :clap1: :clap1: :clap1: 220 SAY PHLEY EK SHARE NAHI SALE KARNA
Title: Re: FEROZ -- Ferozsons laboratories
Post by: umair vohra on July 25, 2013, 04:12:41 PM
:clap1: :clap1: :clap1: :clap1: :clap1: :clap1: :clap1: :clap1: :clap1: :clap1: :clap1: 220 SAY PHLEY EK SHARE NAHI SALE KARNA

 :shoaby: :shoaby: :shoaby: :shoaby: :shoaby: :shoaby: :shoaby: :shoaby: :shoaby: :dance :dance :dance :dance :dance
itni mandi mai bhe pakka hai
Title: Re: FEROZ -- Ferozsons laboratories
Post by: umair vohra on August 13, 2013, 03:53:35 PM
:clap1: :clap1: :clap1: :clap1: :clap1: :clap1: :clap1: :clap1: :clap1: :clap1: :clap1: 220 SAY PHLEY EK SHARE NAHI SALE KARNA

 :shoaby: :shoaby: :shoaby: :shoaby: :shoaby: :shoaby: :shoaby: :shoaby: :shoaby: :dance :dance :dance :dance :dance
itni mandi mai bhe pakka hai

Title: Re: FEROZ -- Ferozsons laboratories
Post by: Sharjeel on September 03, 2013, 02:21:32 PM
:clap1: :clap1: :clap1: :clap1: :clap1: :clap1: :clap1: :clap1: :clap1: :clap1: :clap1: 220 SAY PHLEY EK SHARE NAHI SALE KARNA

 :shoaby: :shoaby: :shoaby: :shoaby: :shoaby: :shoaby: :shoaby: :shoaby: :shoaby: :dance :dance :dance :dance :dance
itni mandi mai bhe pakka hai

issay kya howa acha khasa tha  :mad:
Title: Re: FEROZ -- Ferozsons laboratories
Post by: umair vohra on September 13, 2013, 11:54:00 AM
:clap1: :clap1: :clap1: :clap1: :clap1: :clap1: :clap1: :clap1: :clap1: :clap1: :clap1: 220 SAY PHLEY EK SHARE NAHI SALE KARNA

 :shoaby: :shoaby: :shoaby: :shoaby: :shoaby: :shoaby: :shoaby: :shoaby: :shoaby: :dance :dance :dance :dance :dance
itni mandi mai bhe pakka hai

issay kya howa acha khasa tha  :mad:

kiya howa lallay tjhy chalta kyu nahi hai ????
Title: Re: FEROZ -- Ferozsons laboratories
Post by: Sharjeel on September 13, 2013, 12:06:36 PM
Pata nhn isko kiska ghum laga hai sab pura sector last sessions se chal raha hai ye ulta chal raha hai...

umair bhai iskay result late hogaya is baar
Title: Re: FEROZ -- Ferozsons laboratories
Post by: umair vohra on September 13, 2013, 12:20:42 PM
Pata nhn isko kiska ghum laga hai sab pura sector last sessions se chal raha hai ye ulta chal raha hai...

umair bhai iskay result late hogaya is baar

haan shahid is he waja say mar kharaha hai wesy dil charaha hai entry karnay ka in rates per around 110 per kafi attractive lagraha hai
Title: Re: FEROZ -- Ferozsons laboratories
Post by: Rizwan Bhatti on September 13, 2013, 03:18:26 PM
Abdul Qadir and asim your attention is requird to this share at this price ;)
Title: Re: FEROZ -- Ferozsons laboratories
Post by: umair vohra on September 16, 2013, 11:46:26 AM
BM 24-sept-2013
http://www.kse.com.pk/notices-updates/detail2.php?id=4&nid=046325&qsid=423

time to take position
EPS 12 with DPS 4
Title: Re: FEROZ -- Ferozsons laboratories
Post by: Sharjeel on September 16, 2013, 12:30:53 PM
BM 24-sept-2013
http://www.kse.com.pk/notices-updates/detail2.php?id=4&nid=046325&qsid=423

time to take position
EPS 12 with DPS 4

laaao ab wait khatam  :clap1:
Title: Re: FEROZ -- Ferozsons laboratories
Post by: Rizwan Bhatti on September 16, 2013, 06:12:17 PM
BM 24-sept-2013
http://www.kse.com.pk/notices-updates/detail2.php?id=4&nid=046325&qsid=423

time to take position
EPS 12 with DPS 4

Umair what is ur target price?
Title: Re: FEROZ -- Ferozsons laboratories
Post by: umair vohra on September 17, 2013, 11:59:34 AM
BM 24-sept-2013
http://www.kse.com.pk/notices-updates/detail2.php?id=4&nid=046325&qsid=423

time to take position
EPS 12 with DPS 4

Umair what is ur target price?

BM 24-sept-2013
http://www.kse.com.pk/notices-updates/detail2.php?id=4&nid=046325&qsid=423

time to take position
EPS 12 with DPS 4

Umair what is ur target price?

WEL ITS DEPAND ON ITS DPS...
Title: Re: FEROZ -- Ferozsons laboratories
Post by: Rizwan Bhatti on September 17, 2013, 05:46:41 PM
BM 24-sept-2013
http://www.kse.com.pk/notices-updates/detail2.php?id=4&nid=046325&qsid=423

time to take position
EPS 12 with DPS 4

Umair what is ur target price?

BM 24-sept-2013
http://www.kse.com.pk/notices-updates/detail2.php?id=4&nid=046325&qsid=423

time to take position
EPS 12 with DPS 4

Umair what is ur target price?

WEL ITS DEPAND ON ITS DPS...

in my point of view it looks attractive at current rats
Title: Re: FEROZ -- Ferozsons laboratories
Post by: Rizwan Bhatti on September 17, 2013, 07:44:00 PM
What u said about this Abdul Qadir?
Title: Re: FEROZ -- Ferozsons laboratories
Post by: tariq54 on September 17, 2013, 07:57:10 PM
FEROZSONS LABORATORIES :

DIRECTORS’ REVIEW OF THE CONDENSED INTERIM FINANCIAL INFORMATION
FOR THE QUARTER/NINE MONTHS ENDED MARCH 31, 2013

However, owing to the discontinuation of tax exemptions granted to companies operating in terrorism hit areas in the Khyber Pukhtoonkhwa, the company’s provision for taxation increased from 10 million for the nine months period ended March 31, 2012 to Rs. 104 million during the period under review. Consequently, Net Profit after Tax (NPAT) had decreased by 25% in 3rd Quarter and by 10% for the nine months period ended March 31, 2013. NPAT stood at Rs. 78 Million and Rs. 239 Million for the quarter and nine months respectively.
Based on the net profit for the nine months ended March 31, 2013, the Earnings per Share (EPS), both basic and diluted, stand at 7.92 compared to EPS of Rs. 8.76 of same respective period of last year, on the enhanced capital of Rs. 302 million after the issuance of bonus share during the period.

links :
http://www.ferozsons-labs.com/pdf/Ferozsons%203rd%20Quarerly%20March%202013.pdf

Have some negative impact on EPS due to discontinuation of tax exemptions granted to companies operating in terrorism hit areas in the Khyber Pukhtoonkhwa
Title: Re: FEROZ -- Ferozsons laboratories
Post by: umair vohra on September 18, 2013, 05:05:21 PM
EPS Max 12 with DPS 4 INSHAALLAH
TP atleast 120 INSHAALLAH

Export increase InSha Allah heavey Dollar Gain expected in 1 Quarter 2014. Low debt to Interest rate k increase ka as such ko khas farak nahi

Title: Re: FEROZ -- Ferozsons laboratories
Post by: tariq54 on September 18, 2013, 05:44:45 PM
EPS Max 12 with DPS 4 INSHAALLAH
TP atleast 120 INSHAALLAH

Export increase InSha Allah heavey Dollar Gain expected in 1 Quarter 2014. Low debt to Interest rate k increase ka as such ko khas farak nahi
I agree with your analysis EPS 12 with DPS 4 and expected bonus.

Dear Umair Bhai i needs your advice its is right time to take entry in Glaxo at these rates or wait for further going down and what's your TP for Glaxo in current scenario .
Title: Re: FEROZ -- Ferozsons laboratories
Post by: MZ on September 24, 2013, 03:03:57 PM
Financial Result (http://www.kse.com.pk/notices-updates/detail2.php?id=4&nid=046628&qsid=885)
Title: Re: FEROZ -- Ferozsons laboratories
Post by: tariq54 on September 24, 2013, 03:16:50 PM
good result above expectation.
Title: Re: FEROZ -- Ferozsons laboratories
Post by: Sharjeel on September 24, 2013, 03:22:53 PM
EPS Max 12 with DPS 4 INSHAALLAH
TP atleast 120 INSHAALLAH

Export increase InSha Allah heavey Dollar Gain expected in 1 Quarter 2014. Low debt to Interest rate k increase ka as such ko khas farak nahi

Umair bhai acha DPS hai..  :clap1:
Title: Re: FEROZ -- Ferozsons laboratories
Post by: Allah Tawakal on September 24, 2013, 04:41:42 PM
Good results... seniors kya TP honi chahye by end of year?
Title: Re: FEROZ -- Ferozsons laboratories
Post by: Salammembers on September 24, 2013, 11:04:10 PM
strong hold though i am not holding it any more :(
Title: Re: FEROZ -- Ferozsons laboratories
Post by: Sharjeel on September 24, 2013, 11:26:22 PM
Good results... seniors kya TP honi chahye by end of year?

Iam not senior but based on PE analysis it should be 220+ a very safe bet.

Compare it with SEARL GLAXO and HINOON among them FEROZ has the best EPS and announced way better payout than SEARL.
Title: Re: FEROZ -- Ferozsons laboratories
Post by: Sharjeel on October 01, 2013, 12:33:11 PM
Notice of AGM

http://kse.com.pk/notices-updates/detail2.php?0.8964194047969702&id=4&nid=046913
Title: Re: FEROZ -- Ferozsons laboratories
Post by: umair vohra on October 01, 2013, 02:42:17 PM
lay reentry at 100 today
Title: Re: FEROZ -- Ferozsons laboratories
Post by: engrusama on October 01, 2013, 04:24:59 PM
lay reentry at 100 today

Took entry yesterday
Title: Re: FEROZ -- Ferozsons laboratories
Post by: umair vohra on October 02, 2013, 11:21:26 AM
lay reentry at 100 today

Took entry yesterday

lay entryyyyyyyyy bahi phir na bolna time nahi mela kam as kam bhe 120 with in one month
Title: Re: FEROZ -- Ferozsons laboratories
Post by: umair vohra on October 02, 2013, 02:01:19 PM
just waiting for annual report
Title: Re: FEROZ -- Ferozsons laboratories
Post by: Sharjeel on October 02, 2013, 02:23:03 PM
just waiting for annual report

Eagerly waiting for same
Title: Re: FEROZ -- Ferozsons laboratories
Post by: tariq54 on October 02, 2013, 09:49:15 PM
Ferozsons Laboratories looks attractive on 95 to 100.
Title: Re: FEROZ -- Ferozsons laboratories
Post by: umair vohra on October 03, 2013, 10:59:38 AM
keep buying below 100 short term mai kam as kam bhe 20 % gain hai
Title: Re: FEROZ -- Ferozsons laboratories
Post by: umair vohra on October 03, 2013, 12:43:06 PM
                                        2013                         till 3rd                           4th
Revenue                          1,953,192,682                      1,372,032,415                    581,160,267
cost of sales                   (902,067,319)                       (607,232,765)                  (294,834,554)
gross profit                   1,051,125,363                  764,799,650                    286,325,713
Other Income                     90,822,495                         67,632,629                     23,189,866
Admin Expense            (140,304,385)                    (106,784,081)                     (33,520,304)
Selling and dist            (501,773,098)                      (357,203,306)                    (144,569,792)
Finance cost                       (11,751,809)                      (6,366,735)                   (5,385,074)
Other expense                      (32,712,047)                          (24,788,900)                     (7,923,147)
Share in profit of farmaci        (4,488,438)                              5,833,514                       (10,321,952)
Profit before tax              450,918,081                           343,122,771                      107,795,310
Taxation                              (42,336,706)                         (104,112,078)                       61,775,372
Profit After tax                     408,581,375                             239,010,693                       169,570,682
                                         13.54                                    7.92                      5.62
NO of share    30,175,877     30,175,877     30,175,877
Title: Re: FEROZ -- Ferozsons laboratories
Post by: umair vohra on October 03, 2013, 12:43:57 PM
                                        2013                         till 3rd                           4th
Revenue                          1,953,192,682                      1,372,032,415                    581,160,267
cost of sales                   (902,067,319)                       (607,232,765)                  (294,834,554)
gross profit                   1,051,125,363                  764,799,650                    286,325,713
Other Income                     90,822,495                         67,632,629                     23,189,866
Admin Expense            (140,304,385)                    (106,784,081)                     (33,520,304)
Selling and dist            (501,773,098)                      (357,203,306)                    (144,569,792)
Finance cost                       (11,751,809)                      (6,366,735)                   (5,385,074)
Other expense                      (32,712,047)                          (24,788,900)                     (7,923,147)
Share in profit of farmaci        (4,488,438)                              5,833,514                       (10,321,952)
Profit before tax              450,918,081                           343,122,771                      107,795,310
Taxation                              (42,336,706)                         (104,112,078)                       61,775,372
Profit After tax                     408,581,375                             239,010,693                       169,570,682
                                         13.54                                    7.92                      5.62
NO of share    30,175,877     30,175,877     30,175,877


KIya game kheyla hai bahi ???? taxation k saat ????
Title: Re: FEROZ -- Ferozsons laboratories
Post by: tariq54 on October 03, 2013, 03:10:43 PM
                                        2013                         till 3rd                           4th
Revenue                          1,953,192,682                      1,372,032,415                    581,160,267
cost of sales                   (902,067,319)                       (607,232,765)                  (294,834,554)
gross profit                   1,051,125,363                  764,799,650                    286,325,713
Other Income                     90,822,495                         67,632,629                     23,189,866
Admin Expense            (140,304,385)                    (106,784,081)                     (33,520,304)
Selling and dist            (501,773,098)                      (357,203,306)                    (144,569,792)
Finance cost                       (11,751,809)                      (6,366,735)                   (5,385,074)
Other expense                      (32,712,047)                          (24,788,900)                     (7,923,147)
Share in profit of farmaci        (4,488,438)                              5,833,514                       (10,321,952)
Profit before tax              450,918,081                           343,122,771                      107,795,310
Taxation                              (42,336,706)                         (104,112,078)                       61,775,372
Profit After tax                     408,581,375                             239,010,693                       169,570,682
                                         13.54                                    7.92                      5.62
NO of share    30,175,877     30,175,877     30,175,877


KIya game kheyla hai bahi ???? taxation k saat ????
Umair Bhia there are some doubts ?
Title: Re: FEROZ -- Ferozsons laboratories
Post by: umair vohra on October 03, 2013, 03:35:01 PM
                                        2013                         till 3rd                           4th
Revenue                          1,953,192,682                      1,372,032,415                    581,160,267
cost of sales                   (902,067,319)                       (607,232,765)                  (294,834,554)
gross profit                   1,051,125,363                  764,799,650                    286,325,713
Other Income                     90,822,495                         67,632,629                     23,189,866
Admin Expense            (140,304,385)                    (106,784,081)                     (33,520,304)
Selling and dist            (501,773,098)                      (357,203,306)                    (144,569,792)
Finance cost                       (11,751,809)                      (6,366,735)                   (5,385,074)
Other expense                      (32,712,047)                          (24,788,900)                     (7,923,147)
Share in profit of farmaci        (4,488,438)                              5,833,514                       (10,321,952)
Profit before tax              450,918,081                           343,122,771                      107,795,310
Taxation                              (42,336,706)                         (104,112,078)                       61,775,372
Profit After tax                     408,581,375                             239,010,693                       169,570,682
                                         13.54                                    7.92                      5.62
NO of share    30,175,877     30,175,877     30,175,877


KIya game kheyla hai bahi ???? taxation k saat ????
Umair Bhia there are some doubts ?

waiting for anual report yaar
Title: Re: FEROZ -- Ferozsons laboratories
Post by: Ali on October 03, 2013, 03:44:18 PM
This is not the first time probably... check last 5 years
Title: Re: FEROZ -- Ferozsons laboratories
Post by: umair vohra on October 03, 2013, 03:50:33 PM
This is not the first time probably... check last 5 years

2010 say 2012 tak tax exemption tha is ka is current year mai to normal tax appilable tha is ka
Title: Re: FEROZ -- Ferozsons laboratories
Post by: umair vohra on October 03, 2013, 03:53:02 PM
1    Pursuant to the clause 126F in Part-I of the Second Schedule of Income Tax
Ordinance 2001 (the Ordinance) through the Finance Act 2010, the income of
the Company is exempt from tax forthree years commencing from the tax year
2010. Accordingly the Company has not provided any normal tax liability on
its taxable income. However, minimum tax under section 113 of the Ordinance
has been provided for in this condensed interim financial information.
Title: Re: FEROZ -- Ferozsons laboratories
Post by: umair vohra on October 04, 2013, 11:09:11 AM
dont worry bahi log atleast 120 min side hoga after XD just sabar say kam lay pls
Title: Re: FEROZ -- Ferozsons laboratories
Post by: Sharjeel on October 04, 2013, 01:52:02 PM
dont worry bahi log atleast 120 min side hoga after XD just sabar say kam lay pls

They mentioned this tax exemption in their 3rd quarter report... (someone in the thread also mentioned)... exemptions can be expected giving the recent earth quake in the area...
Title: Re: FEROZ -- Ferozsons laboratories
Post by: engrusama on October 04, 2013, 02:09:27 PM
dont worry bahi log atleast 120 min side hoga after XD just sabar say kam lay pls

They mentioned this tax exemption in their 3rd quarter report... (someone in the thread also mentioned)... exemptions can be expected giving the recent earth quake in the area...

Ferozsons plant is situated in Nowshehra. Aman garh to be specific. No earthquake there. This iexemption is for terror hit areas. I thought it had finished but i guess still in effect.
Title: Re: FEROZ -- Ferozsons laboratories
Post by: umair vohra on October 04, 2013, 04:05:28 PM
dont worry bahi log atleast 120 min side hoga after XD just sabar say kam lay pls

They mentioned this tax exemption in their 3rd quarter report... (someone in the thread also mentioned)... exemptions can be expected giving the recent earth quake in the area...

Ferozsons plant is situated in Nowshehra. Aman garh to be specific. No earthquake there. This iexemption is for terror hit areas. I thought it had finished but i guess still in effect.

khair is saab ka jawab to annual report mai he melyga
Title: Re: FEROZ -- Ferozsons laboratories
Post by: umair vohra on October 04, 2013, 04:18:24 PM
aaaj to cap lagna he hai
Title: Re: FEROZ -- Ferozsons laboratories
Post by: umair vohra on October 04, 2013, 04:19:31 PM
QADIR BAHI AAP KI ADVICE REQUIRE HAI REGARDS TAXATION ISSUE
Title: Re: FEROZ -- Ferozsons laboratories
Post by: umair vohra on October 04, 2013, 04:41:36 PM

Symbol                                 FEROZ HINOON SEARLABOT

Fundamentals     
Price Performance (1 month)   -6.03 %   -7.98 %   13.69 %   8.86 %   
Price Performance (3 months)   -6.30 %   3.15 %   11.31 %   19.89 %   
Price Performance (6 months)   27.25 %   49.02 %   39.80 %   91.11 %   
Price Performance (12 months)   6.93 %   105.25 %   61.34 %   114.98 %   
Beta     0.86     0.85     0.91     0.32   
Dividends / Earnings   
Dividends (Latest Quarter)               
Dividends (Last Year)   Rs 7.00   Rs 3.50   Rs 2.00   Rs 7.00   
Dividend Yield   6.82 %   4.07 %   2.12 %   1.63 %   
EPS (Uptill Latest Quarter)   13.54   4.04   11.11   11.64   
EPS (Last Year)   13.54   5.69   11.11   21.35   
Valuations     
PE (Last Year)   7.58   15.11   8.50   20.14   
Expected PE (Latest Quarter)   7.58   10.64   8.50   18.47   
PE (3 Year Average)   8.40   6.34   5.56   4.24   
PEG (Latest)   N/A   0.25   N/A   2.04      
Book Value (Last Year)   76.87   47.67   76.28   68.51   
Book Value (Latest Quarter)   80.50   47.51   52.75   76.33   
EV/EBITDA   5.98   3.54   2.50   3.49   
Growth     
Earning Growth (Last Year)   35.72   11.93   2.32   27.09   
Book Value Growth (Last Year)   13.73   13.50   41.42   29.34   
Cash Flow (Last Year)   191.50   -48.70   949.27   91.99   
EBITDA Growth (Last Year)   13.99   23.97   12.99   26.36   
Underwriting Result Growth (Last Year)   N/A   N/A   N/A     N/A   
Profitability     
Gross Profit Margin (Last Year)   51.34 %   41.57 %   43.14 %   37.48 %   
Net Profit Margin (Last Year)   23.07 %   4.19 %   7.63 %   13.74 %   
Net Interest Margin (Last Year)   N/A   N/A   N/A   N/A   
EBITDA Margin (Last Year)   22.99 %   11.70 %   19.67 %   22.89 %      
Return On Assets (Last Year)   15.65 %   6.14 %   7.88 %   22.40 %   
Return On Equity (Last Year)   17.60 %   11.93 %   10.47 %   31.16 %   

highest dividend yield
lowest PE as compare to peer companies

MIN:- Rate 70 (Min yeild of 10%)
MAX:- Rate 270 (if company trade at Sector PE ratio) which is more then 20 e.g (glaxo, abot,wyeth,sapl)

please note that my tummy is full with Feroz hehehe
Title: Re: FEROZ -- Ferozsons laboratories
Post by: Sharjeel on October 05, 2013, 03:52:30 PM
dont worry bahi log atleast 120 min side hoga after XD just sabar say kam lay pls

They mentioned this tax exemption in their 3rd quarter report... (someone in the thread also mentioned)... exemptions can be expected giving the recent earth quake in the area...

Ferozsons plant is situated in Nowshehra. Aman garh to be specific. No earthquake there. This iexemption is for terror hit areas. I thought it had finished but i guess still in effect.

Agreed bro.
 
Title: Re: FEROZ -- Ferozsons laboratories
Post by: umair vohra on October 07, 2013, 12:06:57 PM
laoooooooooooooooooooooooooo capppppppppppppp o cappppppppppppppppp
Title: Re: FEROZ -- Ferozsons laboratories
Post by: umair vohra on October 11, 2013, 04:10:48 PM
TURN OVER CHECK KARO BAHI GAME ON HONAY WALA HAI
Title: Re: FEROZ -- Ferozsons laboratories
Post by: Sharjeel on October 11, 2013, 07:17:12 PM
TURN OVER CHECK KARO BAHI GAME ON HONAY WALA HAI

Agreed half hour main 176000...  :o kahan subha se 500 shares thy sirf
Title: Re: FEROZ -- Ferozsons laboratories
Post by: umair vohra on October 12, 2013, 02:32:19 PM
 :fingerscrossed1: :fingerscrossed1: :fingerscrossed1: :fingerscrossed1: :fingerscrossed1: :fingerscrossed1:
Title: Re: FEROZ -- Ferozsons laboratories
Post by: Sharjeel on October 23, 2013, 02:51:22 PM
Laaaaaaaao Cap  :dance
Title: Re: FEROZ -- Ferozsons laboratories
Post by: umair vohra on October 24, 2013, 10:58:32 AM
akhir feroz bhai per bhe logo ka dehan arha hai  :dance :dance
Title: Re: FEROZ -- Ferozsons laboratories
Post by: umair vohra on October 24, 2013, 11:31:42 AM
PHARMA SECTOR MAI KOI NEWS HAI KIYA PURA HE UPER LOCK LAGRAHA HAI
Title: Re: FEROZ -- Ferozsons laboratories
Post by: Sharjeel on October 24, 2013, 11:53:53 AM
PHARMA SECTOR MAI KOI NEWS HAI KIYA PURA HE UPER LOCK LAGRAHA HAI

Agreed... but news ka pata nhn chala ab tak
Title: Re: FEROZ -- Ferozsons laboratories
Post by: umair vohra on October 24, 2013, 12:36:08 PM
agr koi news hai to pls share karay
Title: Re: FEROZ -- Ferozsons laboratories
Post by: umair vohra on October 24, 2013, 02:38:15 PM
Abdul Qadir Pharma sector price increase news , Earnings will also show growth , so hold if you have any.
Title: Re: FEROZ -- Ferozsons laboratories
Post by: umair vohra on October 25, 2013, 11:46:53 AM
MAX IST Quater EPS Between 2.5 to 3
Title: Re: FEROZ -- Ferozsons laboratories
Post by: tariq54 on October 27, 2013, 10:34:35 PM
Abdul Qadir Pharma sector price increase news , Earnings will also show growth , so hold if you have any.
any Pharma sector price increase news, please share if any.
Title: Re: FEROZ -- Ferozsons laboratories
Post by: umair vohra on October 28, 2013, 11:11:50 AM
good earning feroz bahi  :clap1: :clap1: :clap1: aab to chaloo yaar
Title: Re: FEROZ -- Ferozsons laboratories
Post by: Sharjeel on October 28, 2013, 11:31:58 AM
good earning feroz bahi  :clap1: :clap1: :clap1: aab to chaloo yaar

http://kse.com.pk/notices-updates/detail2.php?id=4&nid=048192&pagesize=1&pageno=2

Umair bhai achi eps di hai apki calculations k kareeb  :good
Title: Re: FEROZ -- Ferozsons laboratories
Post by: umair vohra on October 28, 2013, 12:40:43 PM
good earning feroz bahi  :clap1: :clap1: :clap1: aab to chaloo yaar

http://kse.com.pk/notices-updates/detail2.php?id=4&nid=048192&pagesize=1&pageno=2

Umair bhai achi eps di hai apki calculations k kareeb  :good

ATLEAST 130 IS KI PRICE HONI CHAHYEH
Title: Re: FEROZ -- Ferozsons laboratories
Post by: umair vohra on October 28, 2013, 04:38:05 PM
AN outstanding result
sale up by 45%
EPS up by 25%
Hightest profit to sale ratio 19%
lowest Earning multiplier
Title: Re: FEROZ -- Ferozsons laboratories
Post by: Sharjeel on November 11, 2013, 12:37:51 PM
Why this is not getting fair treatment  :confused1:
Title: Re: FEROZ -- Ferozsons laboratories
Post by: umair vohra on November 11, 2013, 01:11:58 PM
Why this is not getting fair treatment  :confused1:

koi idea nahi bahi prices increase say inko as such koi farak nahi yeh phely he value added high cost product sale karahy hai
Title: Re: FEROZ -- Ferozsons laboratories
Post by: Sharjeel on November 11, 2013, 01:53:29 PM
Why this is not getting fair treatment  :confused1:

koi idea nahi bahi prices increase say inko as such koi farak nahi yeh phely he value added high cost product sale karahy hai

Umair bhai currently all pharma Cos are focusing on high margin products.. price increase production of other products be attractive hojaigi jis se sales volumes increase hoga... my opinion 
Title: Re: FEROZ -- Ferozsons laboratories
Post by: umair vohra on November 11, 2013, 02:34:50 PM
INSHA ALLAH is ki rally bhe chalni hai hold karo yaar per pls note that i dont have a single share of feroz lab
Title: Re: FEROZ -- Ferozsons laboratories
Post by: engrusama on November 18, 2013, 10:06:29 PM
Any tgt in sight seniors? Really wanted to offload at cap.
Title: Re: FEROZ -- Ferozsons laboratories
Post by: Sharjeel on November 18, 2013, 10:47:49 PM
I am holding for 150  :D
Title: Re: FEROZ -- Ferozsons laboratories
Post by: umair vohra on December 05, 2013, 10:58:20 AM
dividend milgaya bhaiyoo
Title: Re: FEROZ -- Ferozsons laboratories
Post by: Sharjeel on December 05, 2013, 12:17:34 PM
dividend milgaya bhaiyoo

 :clap1:
Title: Re: FEROZ -- Ferozsons laboratories
Post by: SBM on February 24, 2014, 06:20:19 PM
dps3
eps 6.24

http://www.kse.com.pk/notices-updates/detail2.php?id=4&nid=051249&pagesize=1&pageno=2

comments vohra bhai ?
Title: Re: FEROZ -- Ferozsons laboratories
Post by: MZ on April 01, 2014, 05:46:52 AM
Engaged in the pharmaceutical business since 1956, Ferozsons Laboratories Limited caters to Pakistani market in the fields of cardiology, oncology, gastroenterology, dermatology and anti-infectives. And, not only the company supplies products in local market but also it has expanded its wings outside Pakistan where it exports to markets in Asia and Africa.

Further to this, Ferozsons Laboratories is the partner of Boston Scientific Corporation, USA, for marketing and distribution of Boston's cardiac and peripheral products and interventional devices in Pakistan. The company is also involved in the manufacturing of tablets, capsules, syrups, suspensions, creams and ointments. Reportedly, the company expanded its manufacturing capacity in 2012, thereby adding a new production wing for the manufacturing of solid dosage forms.

Financial performance, 1H FY14 During six months ended December 2013, net sales of the company grew by 27 percent year on year. According to company's director report, this boost came on the heels of rationalisation of sales mix, where the medical devices' sales achieved a growth of 74 percent, non-promotional products' sales marked a growth of 70 percent while promotional products' increased by 11 percent.

Sadly, surge in cost of sales by 35 percent year on year during the period gobbled up whatever gains the company achieved from increase in top line. Consequently, gross margin deteriorated to 52 percent from 55 percent in the corresponding period of last year.

However, on the bright side, company's efforts to curb operating expenses bore fruits as administrative and selling and distribution cost declined as a proportion of sales revenue. Resultantly, bottom line clocked in at Rs 188 million vis-à-vis Rs 161 million, reflecting a rise of 17 percent year on year during the period.

Financial performance, FY13 During FY13, sales revenue of the company grew by 10 percent. Unfortunately, revenue break-up is not available in the financials of FY13, leaving us unable to comment on where the revenue growth actually came from.

However, according to company's director report for the year ended June 2013, sales of promoted products grew by 14 percent, while the sales in the medical devices business remained subdued, where notable cuts in purchase budgets of public sector hospitals in the latter half of the year remained the primary reason behind muted sales in this category.

While on the cost front, the company was able to limit the costs amid rising inflationary pressures, which helped in strengthening the gross margin to 54 percent from 51 percent earlier. As a result, costs as cost of sales made up 46 percent of the sales revenue during the year, as opposed to 49 percent in FY12.

Other income saw a decline of 12 percent or Rs 12.8 million during the year, where downtrend in commission income, mark-up on loan to subsidiary and gain on sale of property, plant and equipment remained the culprits of deteriorating the other income. Increase in selling and distribution expenses, primarily due to surge in salaries and other benefits by a hefty Rs 62 million exerted further pressure on bottom line. As a result of interest charged on workers' profit participation fund, finance cost witnessed an upsurge of 49 percent to Rs 11.7 million.

Also, a change in deposit mix was observed during the year where the deposits were tilted more towards current accounts. Deposit accounts that made up 72 percent of total deposits in FY12, tailed off to mere 10 percent in FY13. As a result of increasing mix of current accounts and lower proportion of deposit accounts, profit on deposit with banks declined by 47 percent to Rs 0.32 million.

Owing to improvement in gross margin, profit before taxation managed to post a 7 percent rise during the year. However, termination of exemption under the Income Tax Ordinance 2001 in 2012 resulted in company paying taxes under the normal tax regime during the year. This is evident as the effective tax rate increased to 9 percent in FY13 from 3 percent last year. Hence, the bottom line stayed flat at Rs 408 million during the year.

Dilemmas surrounding the industry: For quite many years, survival hasn't been that painless for the pharmaceutical industry in Pakistan. Some of the multinationals have already shut down their operations and others are reported to be listless about investing further in the country.

Lack of proper pricing mechanism has crippled the growth of the industry, hence making it difficult for pharma manufacturers to maintain profitability. Moreover, absence of proper regulatory environment has not only hindered the growth of the industry but has also dissuaded companies to invest in FDA-approved plants. In such a tough situation, pharma companies have been focusing on product diversification and exports, which have somehow proved to comfort their bottom line.

Outlook of the company Talking about Ferozsons Laboratories, the company may face a tough time in years to come. Termination of exemption of income tax will result in the company paying taxes under the normal tax regime, which may slow down the bottom line growth going forward.

Moreover, for any pharmaceutical company in Pakistan, the key to maintaining successful financial performance lies in controlling the costs. Since pricing is fixed on most of the life saving drugs, increase in cost of sales oversteps the growth in top line. And in this context, the company needs to keep a check on its costs and focus on increasing its sales revenue. At this stage, cost of sales frames up nearly 47 percent of the sales revenue of the company. While cutting costs in a rising inflationary scenario is challenging, focusing on strengthening exports and diversifying its product line in areas where prices are not controlled such as in the medical devices sale business, can become the hopeful prospects for the company.

==========================================================
FEROZSONS LABORATORIES LIMITED - FINANCIAL HIGHLIGHTS
==========================================================
Rs (mn)                                      FY12      FY13     1HFY14
==========================================================
Revenue - Net                            1,771     1,953      1,145
Cost of sales                              (861)     (902)     (546)
Gross Profit                                 909      1,051        599
Other income                             104        91         38
Administrative expenses          (134)     (140)      (75)
Selling and distribution costs   (439)     (502)     (270)
Finance costs                           (8)         (12)       (7)
Other expenses                        (29)      (33)      (23)
Share in profit of Farmacia        20        (4)         2
Profit before taxation              422       451        264
Taxation                                  (14)      (42)      (75)
Profit after taxation                 408       409        189
EPS - basic and diluted           13.53     13.54       6.24
----------------------------------------------------------
Source: Company accounts
==========================================================
Title: Re: FEROZ -- Ferozsons laboratories
Post by: MZ on May 07, 2014, 07:35:33 PM
Ferozsons ltd announced its 3QFY14 result posting a PAT of
Rs.137 mn (EPS Rs4.5/share),up by 77% YoY. Topline of the
company depicts a tremendous growth of 43% (YoY) owing
to increase in prices of many of the products in Dec-13.Gross
profit of the company clocked in at Rs 356ml,up by 35%
(YoY).
On sequential QoQ basis topline grew by 17% with 1% increased
in gross margins.
Future Prospect:
Ferozsons enjoyes the highest margins among our universe
of Pharma Sector (FERO last 5 year average gross profit
margins are 51% against our universe average of 40% where
GLAXO, SEARL, ABBOT and Highoon last 5 year GPMs are
26%, 44%, 35% and 37% respectively) along with double digit
topline growth (16% CAGR over the last 5 years). This trend
is also reflected in the operating margins of the company that
are also the highest in our universe at around 24% in 2013
against our universe average of 16% only). Furthermore, it
has a consistent track record of paying dividend and bouns
share as over the last couple of years the company 's average
payout ratio remained at around 38%.
Ferozsons is currently trading at P/E of 17x below the industry
average P/E of 25x.Based on relative valuation,the script
is trading at discount to our Dec-14 TP of Rs 290/
share,offering upside potential of 24%.
Owing to company’s strong fundamentals ,We still maintain
a POSITIVE stance on Ferozsons Lab.

MMSPL
Title: Re: FEROZ -- Ferozsons laboratories
Post by: m.omar on July 07, 2014, 11:11:01 PM
Aoa,
Any input on this item? Have u read its latest announcement?
Any forecast on year end dividend and tp?
It has one of the highest payout ratios in our pharma sector
Comments from senior members...
Wish u all a blessed ramazan
Title: Re: FEROZ -- Ferozsons laboratories
Post by: Loto or Photo on September 09, 2014, 11:32:18 AM
Aoa,
Any input on this item? Have u read its latest announcement?
Any forecast on year end dividend and tp?
It has one of the highest payout ratios in our pharma sector
Comments from senior members...
Wish u all a blessed ramazan

Most likely Bonus is coming that is why since last week daily capped. I guess we should send complain to SECP that some insider they know that bonus is coming so that is why they were buying everyday. Public do not know about this. Meeting ki announcement to kal hui hay lekin yeh to last week say cap hi cap per chal reha hay
Title: Re: FEROZ -- Ferozsons laboratories
Post by: SBM on September 09, 2014, 11:46:03 AM
Aoa,
Any input on this item? Have u read its latest announcement?
Any forecast on year end dividend and tp?
It has one of the highest payout ratios in our pharma sector
Comments from senior members...
Wish u all a blessed ramazan

Most likely Bonus is coming that is why since last week daily capped. I guess we should send complain to SECP that some insider they know that bonus is coming so that is why they were buying everyday. Public do not know about this. Meeting ki announcement to kal hui hay lekin yeh to last week say cap hi cap per chal reha hay

bonus nahi milna
even PPL didn't announce bonus why should private sector companies give extra tax to gov  when gov's own companies are least bit interested
Title: Re: FEROZ -- Ferozsons laboratories
Post by: JF on September 09, 2014, 09:38:09 PM
i expect Rs.350
also galaxo soon cross 200+ 3rd tier product increasing due to market holding
like SAPL ABBOT EXIDE ATBA ICI
Title: Re: FEROZ -- Ferozsons laboratories
Post by: engrusama on September 15, 2014, 07:31:57 PM
Can somebody post a screen shot of the result.the pdf is not opening for me
Title: Re: FEROZ -- Ferozsons laboratories
Post by: Loto or Photo on September 15, 2014, 07:52:46 PM
Can somebody post a screen shot of the result.the pdf is not opening for me

http://www.kse.com.pk/newsattachment/057183.pdf

http://www.kse.com.pk/notices-updates/detail2.php?0.9345220040261351&id=4&nid=057179
Title: Re: FEROZ -- Ferozsons laboratories
Post by: JF on September 15, 2014, 09:42:59 PM
highest payout history of feroz in any year
Title: Re: FEROZ -- Ferozsons laboratories
Post by: Cheetah on September 15, 2014, 10:18:53 PM
Supreme result . Lagao cap BC ko
Title: Re: FEROZ -- Ferozsons laboratories
Post by: Loto or Photo on September 15, 2014, 11:04:47 PM
Supreme result . Lagao cap BC ko

Price went from sept 01 to Sept 10th  Rs: 220 -327......... already acknowledge the good result .................now max can go 320 which it already achieved

sochany ki bat hay some insider already knew that...........SECP should investigate why its price went high before any announcement..........
Title: Re: FEROZ -- Ferozsons laboratories
Post by: small bbs on September 16, 2014, 09:14:04 PM
Supreme result . Lagao cap BC ko

Price went from sept 01 to Sept 10th  Rs: 220 -327......... already acknowledge the good result .................now max can go 320 which it already achieved

sochany ki bat hay some insider already knew that...........SECP should investigate why its price went high before any announcement..........

LOTO PHOTO br below is the reason why it was going up. But SECP should investigate why this information is not being released at KSE. BIG players they earned good money by knowing this news before it went publically

Ferozesons Laboratories (FEROZ) has signed an agreement with Gilead Sciences to market and distribute its breakthrough drug for Hepatitis-C (HCV), Sovaldi, in Pakistan. We expect it to start marketing the drug through hospitals in FY15 after it gets registered in Pakistan, the application for which was submitted in May 2014. As per our calculations FEROZ’s earnings in FY15 are likely to rise by PKR 19/share as a result of this drug, thereby more than doubling its total earnings.


IIS Research Desk
Title: Re: FEROZ -- Ferozsons laboratories
Post by: m.omar on September 16, 2014, 09:28:21 PM
Supreme result . Lagao cap BC ko

Price went from sept 01 to Sept 10th  Rs: 220 -327......... already acknowledge the good result .................now max can go 320 which it already achieved

sochany ki bat hay some insider already knew that...........SECP should investigate why its price went high before any announcement..........

LOTO PHOTO br below is the reason why it was going up. But SECP should investigate why this information is not being released at KSE. BIG players they earned good money by knowing this news before it went publically

Ferozesons Laboratories (FEROZ) has signed an agreement with Gilead Sciences to market and distribute its breakthrough drug for Hepatitis-C (HCV), Sovaldi, in Pakistan. We expect it to start marketing the drug through hospitals in FY15 after it gets registered in Pakistan, the application for which was submitted in May 2014. As per our calculations FEROZ’s earnings in FY15 are likely to rise by PKR 19/share as a result of this drug, thereby more than doubling its total earnings.


IIS Research Desk

http://www.kse.com.pk/notices-updates/detail2.php?0.045711329905316234&id=4&nid=055267
I had commented on this 2 months pls review previous post in topic
I asked SBM other seniors to review it when it was at 220


Title: Re: FEROZ -- Ferozsons laboratories
Post by: ValueInvestor on September 16, 2014, 11:35:53 PM
Supreme result . Lagao cap BC ko

Price went from sept 01 to Sept 10th  Rs: 220 -327......... already acknowledge the good result .................now max can go 320 which it already achieved

sochany ki bat hay some insider already knew that...........SECP should investigate why its price went high before any announcement..........

LOTO PHOTO br below is the reason why it was going up. But SECP should investigate why this information is not being released at KSE. BIG players they earned good money by knowing this news before it went publically

Ferozesons Laboratories (FEROZ) has signed an agreement with Gilead Sciences to market and distribute its breakthrough drug for Hepatitis-C (HCV), Sovaldi, in Pakistan. We expect it to start marketing the drug through hospitals in FY15 after it gets registered in Pakistan, the application for which was submitted in May 2014. As per our calculations FEROZ’s earnings in FY15 are likely to rise by PKR 19/share as a result of this drug, thereby more than doubling its total earnings.


IIS Research Desk

http://www.kse.com.pk/notices-updates/detail2.php?0.045711329905316234&id=4&nid=055267
I had commented on this 2 months pls review previous post in topic
I asked SBM other seniors to review it when it was at 220

Kudos to you. Proves again, the more you dig - more you find.
It was great & timely information.
Title: Re: FEROZ -- Ferozsons laboratories
Post by: JF on September 17, 2014, 11:10:15 AM
i expect Rs.350
also galaxo soon cross 200+ 3rd tier product increasing due to market holding
like SAPL
Two more lock then corss 350+
and also GLAXO will seen 200+
Title: Re: FEROZ -- Ferozsons laboratories
Post by: Maverick on September 21, 2014, 06:56:01 PM
I agree with small bbs that the surge in FEROZ is due to the Sovaldi story which is a soon-to-be blockbuster drug for Hep C treatment. It is expected to exceed US$10 billion sales in 2014.

Talked to my broker and came with the following analysis,

There are roughly 10 M hep C patients in Pakistan. For 25% of these i.e., 2.5 million the disease will become serious over time. Taking a conservative estimate that 10,000 patients per year will go for the Sovaldi regimen which in Pakistan will cost around Rs. 350,000/= for one complete course/regimen, Feroz's top line and hence its EPS will double in FY15 i.e., ~ Rs. 37 (assuming rest of the business has 0% growth). Giving a multiple of 15 gives a price of Rs.550/=. From then onwards sky is the limit.

One pill of Sovaldi costs $10 in India and the complete course is $1800 for a 24 week regimen.

http://www.nytimes.com/2014/09/16/business/international/maker-of-hepatitis-c-drug-strikes-deal-on-generics-for-poor-countries.html?_r=0.

Risk:

The major risk is that one fine morning you wake up and read a report in NY Times that  Gilead has withdrawn Sovaldi because of serious side effects. But that scenario is unlikely.

For now Feroz rocks and Laoooooo Feroz.
Title: Re: FEROZ -- Ferozsons laboratories
Post by: sabir.hussain on September 21, 2014, 08:57:53 PM
I agree with small bbs that the surge in FEROZ is due to the Sovaldi story which is a soon-to-be blockbuster drug for Hep C treatment. It is expected to exceed US$10 billion sales in 2014.

Talked to my broker and came with the following analysis,

There are roughly 10 M hep C patients in Pakistan. For 25% of these i.e., 2.5 million the disease will become serious over time. Taking a conservative estimate that 10,000 patients per year will go for the Sovaldi regimen which in Pakistan will cost around Rs. 350,000/= for one complete course/regimen, Feroz's top line and hence its EPS will double in FY15 i.e., ~ Rs. 37 (assuming rest of the business has 0% growth). Giving a multiple of 15 gives a price of Rs.550/=. From then onwards sky is the limit.

One pill of Sovaldi costs $10 in India and the complete course is $1800 for a 24 week regimen.

http://www.nytimes.com/2014/09/16/business/international/maker-of-hepatitis-c-drug-strikes-deal-on-generics-for-poor-countries.html?_r=0.

Risk:

The major risk is that one fine morning you wake up and read a report in NY Times that  Gilead has withdrawn Sovaldi because of serious side effects. But that scenario is unlikely.

For now Feroz rocks and Laoooooo Feroz.
Nice share....cool
Title: Re: FEROZ -- Ferozsons laboratories
Post by: dr.muhammad zia on October 07, 2014, 11:28:16 AM
i will buy it around 350
Title: Re: FEROZ -- Ferozsons laboratories
Post by: Maverick on October 07, 2014, 11:34:15 AM
u r a doctor. u know better:)
Title: Re: FEROZ -- Ferozsons laboratories
Post by: Maverick on October 12, 2014, 10:38:29 AM
Another good news for FEROZ. I wonder what its price will be JUN'14.

http://nation.com.pk/islamabad/01-Oct-2014/import-of-hepatitis-c-medicine-okayed
Title: Re: FEROZ -- Ferozsons laboratories
Post by: sabir.hussain on October 13, 2014, 08:25:34 AM
600 very soon :fingerscrossed1:
Title: Re: FEROZ -- Ferozsons laboratories
Post by: SBM on October 24, 2014, 06:03:13 PM
(http://www.kse.com.pk/newsimage/59438-3.gif)
Title: Re: FEROZ -- Ferozsons laboratories
Post by: znadeem on October 24, 2014, 09:46:46 PM
Dear Senior,
Please guide me about this share, I bought it @ 430.............. Am I stuck in it for a long time or will find an exit in coming days.
Please guide me, what should I do?? huhu huhu
Thanks in advance............
Title: Re: FEROZ -- Ferozsons laboratories
Post by: JF on October 24, 2014, 10:46:07 PM
Sir wall par marnay say 500 nahi hoga
1qtr result hai means no more surprise till next year result...

but ABBOT ki medicine main jab tak TONIC baqi hai or highnoon ki laboratory perform karahi hai
+ Glaxo ka satta mental top par hai

Tau FEROZ kay qadmon taqat rahay gi 453 ka tau nahi pata 370-380 short term mai maintain karay ga q k apni height speed mai kuch ziada he bara li hai is nay

GLAXO ki tarah SATTA MENTAL maintain rakhta tau easily 500 cross kar laita
Title: Re: FEROZ -- Ferozsons laboratories
Post by: znadeem on October 25, 2014, 09:28:43 PM
Dear JF sb.................many thnx for the reply.................
Title: Re: FEROZ -- Ferozsons laboratories
Post by: ksenewb on October 25, 2014, 09:55:45 PM
Dear Senior,
Please guide me about this share, I bought it @ 430.............. Am I stuck in it for a long time or will find an exit in coming days.
Please guide me, what should I do?? huhu huhu
Thanks in advance............

How much of your investment % is in feroz? If you can hold for few months, it will easily cross 500 or even 600.

If you wanna sale, then you can hold few days as searl, hinoon, iblhl rally is in progress and may last for another 2-3 days, shayad feroz b thora ooper chala jaye, then u can sell it and book loss if u cant hold for longer time
Title: Re: FEROZ -- Ferozsons laboratories
Post by: dr.muhammad zia on October 26, 2014, 02:26:23 AM
i think u shud sell it and buy again on dips ...because ek dafa maal pehna dene ke baad dip lagti phir again maal jama kiya jata hai abhi market men sovaldi aye hi nahin ayegi toh margin steadiily increase honge par phir bhi operating margin kam hi hoga i think 2nd quarter k baad hi kuch clear hogaa...
Title: Re: FEROZ -- Ferozsons laboratories
Post by: Capricon83 on October 26, 2014, 04:00:02 AM
Yaar one thing to note plz: FEROZ oper gaya due to this..........

Under a Contract on June 20, 2014 "Ferozsons will market and distribute certain Gilead medications for the treatment of chronic Hepatitis-C; HIV and chronic Hepatitis-B virus (HBV) infection in Pakistan"

This contract is expected to increase current EPS of FEROZ by Rs. 35/-. SOME people were expecting k Jun 20th ko contract hua and it would be reflected in September Quarter EPS. WTF   uuu  yaar

As far as I know regulators ne unhein September 2014 mai medicine import ka license diya. Then how come it should reflect in September 2014. I dont expect its first shipment before Jan 2015. as suggested by others if you can hold for some months you will be well rewarded otherwise it will be further dented because December results will not be too much impressive either as well. Good Luck Bro  :fingerscrossed1:
Title: Re: FEROZ -- Ferozsons laboratories
Post by: dr.muhammad zia on October 26, 2014, 11:18:24 AM
Yaar one thing to note plz: FEROZ oper gaya due to this..........

Under a Contract on June 20, 2014 "Ferozsons will market and distribute certain Gilead medications for the treatment of chronic Hepatitis-C; HIV and chronic Hepatitis-B virus (HBV) infection in Pakistan"

This contract is expected to increase current EPS of FEROZ by Rs. 35/-. SOME people were expecting k Jun 20th ko contract hua and it would be reflected in September Quarter EPS. WTF   uuu  yaar

As far as I know regulators ne unhein September 2014 mai medicine import ka license diya. Then how come it should reflect in September 2014. I dont expect its first shipment before Jan 2015. as suggested by others if you can hold for some months you will be well rewarded otherwise it will be further dented because December results will not be too much impressive either as well. Good Luck Bro  :fingerscrossed1:

excellent analysis
Title: Re: FEROZ -- Ferozsons laboratories
Post by: sabir.hussain on October 26, 2014, 04:25:07 PM
i will buy it around 350
ur rate comes by dr....... :biggthumpup:
Title: Re: FEROZ -- Ferozsons laboratories
Post by: ksenewb on November 02, 2014, 05:17:00 PM
i will buy it around 350
ur rate comes by dr....... :biggthumpup:

Report for the 1st quarter ended 30 September 2014

http://www.ferozsons-labs.com/pdf/Condensed_Interim_Financial%20Information_for_the_Quarter_ended_September_30_2014.pdf
Title: Re: FEROZ -- Ferozsons laboratories
Post by: sabir.hussain on November 06, 2014, 08:44:14 PM
i will buy it around 350
ur rate comes by dr....... :biggthumpup:
lao feroz ka satta again :fingerscrossed1:
Title: Re: FEROZ -- Ferozsons laboratories
Post by: ksenewb on November 06, 2014, 11:22:17 PM
i will buy it around 350
ur rate comes by dr....... :biggthumpup:

Waah Dr.. aap k rate pee aa ker reverse hogya  :biggthumpup:
Title: Re: FEROZ -- Ferozsons laboratories
Post by: znadeem on November 12, 2014, 07:32:16 AM
Dear Seniors, Please guide us, what should be the selling price..............many thanks.
Title: Re: FEROZ -- Ferozsons laboratories
Post by: salaara579 on November 12, 2014, 08:58:59 AM
yester day i sold my holdings @415. RSI near 77
Title: Re: FEROZ -- Ferozsons laboratories
Post by: stockz_123 on November 18, 2014, 02:39:38 PM
laoo maal... huge buyer at cappppp

Title: Re: FEROZ -- Ferozsons laboratories
Post by: SBM on November 21, 2014, 11:09:08 AM
http://www.dawn.com/news/1145916/sovaldi-miracle-hepatitis-c-oral-drug-gets-official-nod
Title: Re: FEROZ -- Ferozsons laboratories
Post by: Loto or Photo on November 21, 2014, 11:13:10 AM
http://www.dawn.com/news/1145916/sovaldi-miracle-hepatitis-c-oral-drug-gets-official-nod

 Sept 2015 tak is ki price INSHALLAH Rs 900- 1000
Title: Re: FEROZ -- Ferozsons laboratories
Post by: zakhan76 on November 21, 2014, 11:48:35 AM
http://www.dawn.com/news/1145916/sovaldi-miracle-hepatitis-c-oral-drug-gets-official-nod

 Sept 2015 tak is ki price INSHALLAH Rs 900- 1000

 :good
Cement mein profit taking karlon tou iss mein entry maro ga insha-Allah... ;)
Title: Re: FEROZ -- Ferozsons laboratories
Post by: stockz_123 on November 21, 2014, 12:32:02 PM
http://www.dawn.com/news/1145916/sovaldi-miracle-hepatitis-c-oral-drug-gets-official-nod

nice share.. laoo mal
Title: Re: FEROZ -- Ferozsons laboratories
Post by: zakhan76 on November 22, 2014, 08:15:01 PM
Salam, I would like seniors to provide their expert opinion and guidance to individuals like me about this scrip and its potential for short, medium and long term.
Title: Re: FEROZ -- Ferozsons laboratories
Post by: Sharoze123 on November 22, 2014, 11:31:25 PM
Salam, I would like seniors to provide their expert opinion and guidance to individuals like me about this scrip and its potential for short, medium and long term.

Zak bhai you are posting this on all pharma topics so let me advise you right now that although the future of Pharma is very bright, these multiples are getting out of hand day by day.
I posted something similar a while back on Hinoon(I think), where I attempted to explain that to justify these prices on the cash it earns- a growth rate of minimum 20% is needed for 10 years which is HUGE to say the least.
I grant that pharma could still rally upwards, but I cannot predict that. All I can estimate are the fundamentals, and fundamentally there is no/little margin of safety at this moment.
As for Feroze specifically, do not  buy on expectation a large boost in Dec quarter earnings due to Sovaldi- sales will start to pick up next quarter onwards.

But since I don't account for as a senior, the suggestion wouldn't carry much weight would it? :$:
Title: Re: FEROZ -- Ferozsons laboratories
Post by: ksenewb on November 22, 2014, 11:57:05 PM
Salam, I would like seniors to provide their expert opinion and guidance to individuals like me about this scrip and its potential for short, medium and long term.

Zak bhai you are posting this on all pharma topics so let me advise you right now that although the future of Pharma is very bright, these multiples are getting out of hand day by day.
I posted something similar a while back on Hinoon(I think), where I attempted to explain that to justify these prices on the cash it earns- a growth rate of minimum 20% is needed for 10 years which is HUGE to say the least.
I grant that pharma could still rally upwards, but I cannot predict that. All I can estimate are the fundamentals, and fundamentally there is no/little margin of safety at this moment.
As for Feroze specifically, do not  buy on expectation a large boost in Dec quarter earnings due to Sovaldi- sales will start to pick up next quarter onwards.

But since I don't account for as a senior, the suggestion wouldn't carry much weight would it? :$:

Lol.. this is where fundamental analysis fails..

kse ki janta pharma k pechey bhooki hai lol..  :biggthumpup:
Title: Re: FEROZ -- Ferozsons laboratories
Post by: Loto or Photo on November 23, 2014, 12:28:19 AM
Salam, I would like seniors to provide their expert opinion and guidance to individuals like me about this scrip and its potential for short, medium and long term.

Zak bhai you are posting this on all pharma topics so let me advise you right now that although the future of Pharma is very bright, these multiples are getting out of hand day by day.
I posted something similar a while back on Hinoon(I think), where I attempted to explain that to justify these prices on the cash it earns- a growth rate of minimum 20% is needed for 10 years which is HUGE to say the least.
I grant that pharma could still rally upwards, but I cannot predict that. All I can estimate are the fundamentals, and fundamentally there is no/little margin of safety at this moment.
As for Feroze specifically, do not  buy on expectation a large boost in Dec quarter earnings due to Sovaldi- sales will start to pick up next quarter onwards.

But since I don't account for as a senior, the suggestion wouldn't carry much weight would it? :$:

Lol.. this is where fundamental analysis fails..

kse ki janta pharma k pechey bhooki hai lol..  :biggthumpup:

Fundamental mostly works, except when BBs are in mood of gambling in kse.

All paharma companies actually adopted latest business process improvement strategies and standardized their businesses accordingly including diversification of their business. These pharma  companies now practices LEAN, KAIZAN methodology to eliminate the waste in their processes either machine or man. Due to these strategies their profit is increasing if any body noticed as compare to previous years.

INSHALLAH pharma ka future bright hay...................... :thumbsup_anim:
Title: Re: FEROZ -- Ferozsons laboratories
Post by: mansoorsajid on November 23, 2014, 01:16:39 AM
Kaizen and LEAN manufacturing is applicable to all businesses and manufacturing.Every industry and business  is following the principles of LEAN manufacturing and KAIZEN  So dont misguide the people that pharma industry is booming with kaizen and LEAN.
Title: Re: FEROZ -- Ferozsons laboratories
Post by: Loto or Photo on November 23, 2014, 01:34:18 AM
Kaizen and LEAN manufacturing is applicable to all businesses and manufacturing.Every industry and business  is following the principles of LEAN manufacturing and KAIZEN  So dont misguide the people that pharma industry is booming with kaizen and LEAN.

I just told the reason why fundamental are strong for pharma companies.  I understand that these days pk companies are going for lean, kaizan, six sigma etc that is why business are improving.
is main misguide kernay wali kia bat hay, I could not understand.
Title: Re: FEROZ -- Ferozsons laboratories
Post by: mansoorsajid on November 23, 2014, 02:08:28 AM
Sorry, No offense was intended.
I wanted to say that every industry and business adopts the Kizen and LEAN and the reason for pharma boom cannot  be explained solely on this.
Title: Re: FEROZ -- Ferozsons laboratories
Post by: Loto or Photo on November 23, 2014, 02:56:53 AM
Sorry, No offense was intended.
I wanted to say that every industry and business adopts the Kizen and LEAN and the reason for pharma boom cannot  be explained solely on this.

No problem.
I disagree that every industry in Pakistan is adopting these tools. No doubt many companies in pk already adopted these tools, but still lot to go.

I still believe that by adopting these tools every department i.e. Mkt, finance, production, Sales, Warehouse productivity will improve and that is what where fundamental comes. These all tools help companies to improve their revenue which owner, share holder and GP wants.

My perspective is that these tools are the sole/only reason
Title: Re: FEROZ -- Ferozsons laboratories
Post by: zakhan76 on November 23, 2014, 10:29:40 AM
Salam to All seniors. Your views are appreciated and respected.

My humble view is that pharmaceutical sector has no issues such going concern. Therefore your investment is highly safe like you invest in government securities. Further,  this industry has immense growth potential due to R&D and specialised medicine demand. Now we also see nutrition element,  preventive medication and cosmetic treatments etc etc.

Therefore what is in the pipeline e.g. New research or vaccine, just keep pushing the pe multiples. This is confirmed when you do the trend analysis of a pharmaceutical company for 5 to 8 years.
Title: Re: FEROZ -- Ferozsons laboratories
Post by: Loto or Photo on November 23, 2014, 10:58:28 AM
Salam, I would like seniors to provide their expert opinion and guidance to individuals like me about this scrip and its potential for short, medium and long term.

Salam to All seniors. Your views are appreciated and respected.

My humble view is that pharmaceutical sector has no issues such going concern. Therefore your investment is highly safe like you invest in government securities. Further,  this industry has immense growth potential due to R&D and specialised medicine demand. Now we also see nutrition element,  preventive medication and cosmetic treatments etc etc.

Therefore what is in the pipeline e.g. New research or vaccine, just keep pushing the pe multiples. This is confirmed when you do the trend analysis of a pharmaceutical company for 5 to 8 years.

MASHALLAH zakhan76 khud hi question kia tha or ab khud hi answer b de dia  :biggthumpup:
Title: Re: FEROZ -- Ferozsons laboratories
Post by: sabir.hussain on November 23, 2014, 11:04:25 AM
Salam to All seniors. Your views are appreciated and respected.

My humble view is that pharmaceutical sector has no issues such going concern. Therefore your investment is highly safe like you invest in government securities. Further,  this industry has immense growth potential due to R&D and specialised medicine demand. Now we also see nutrition element,  preventive medication and cosmetic treatments etc etc.

Therefore what is in the pipeline e.g. New research or vaccine, just keep pushing the pe multiples. This is confirmed when you do the trend analysis of a pharmaceutical company for 5 to 8 years.

MASHALLAH zakhan76 khud hi question kia tha or ab khud hi answer b de dia  :biggthumpup:
-not a buy sell call
-lakin kabhi b peaky shares buy na kero at kse...
-look at past records
peak stays for vry short timr and the tkaes a very long time to even reach half of that peak
-rest chioce is urs dears
Title: Re: FEROZ -- Ferozsons laboratories
Post by: zakhan76 on November 23, 2014, 11:18:45 AM
Loto bhai,  all I wanted to hear is the seniors own analysis and comments. We keep on reading the reports from institutions.
 :good
Title: Re: FEROZ -- Ferozsons laboratories
Post by: nadeemkhaliq on November 24, 2014, 04:17:14 PM
Tomorrow if share price consolidate above 500 then 600+ most likely
Title: Re: FEROZ -- Ferozsons laboratories
Post by: online88 on November 25, 2014, 12:23:59 PM
 :clap1: :clap1: :clap1: :clap1: :clap1: :clap1: :clap1: :clap1: Honda car ka nuqsaan feroz sey poora hogya, :dance :dance :dance :dance :dance
Title: Re: FEROZ -- Ferozsons laboratories
Post by: online88 on November 25, 2014, 12:30:43 PM
sold 2100 at cap as the cap looks weak, :dance :dance :dance :dance
Title: Re: FEROZ -- Ferozsons laboratories
Post by: stockz_123 on November 25, 2014, 12:44:13 PM
laoooooo feroz cap , sold on today's cap. bot at 430
Title: Re: FEROZ -- Ferozsons laboratories
Post by: MZ on November 25, 2014, 05:19:57 PM
Ferozsons Laboratories Ltd Be Healthy, Be Wealthy, Be Wise

Ferozesons Limited (FEROZ), the sixth largest publicly listed pharmaceutical company (in terms of sales), recently came into limelight after it announced that it entered into an agreement with an American company, Gilead, for the distribution of its new revolutionary Hepatitis-C treatment drug “Sovaldi” in Pakistan. This agreement has finally been endorsed by the country’s drug regulation authority (DRAP) which will allow Ferozesons to start the distribution of the drug by Dec’14. As per news reports, the complete treatment is going to cost ~PKR330,000 per patient alongwith a success ratio significantly higher than the other treatments currently available in the market. We have presented a sensitivity analysis to assess the impact of “Sovaldi” sales on FEROZ’s earnings. As per WHO’s reports, ~5% of the country’s total population are carrying the disease (or ~9.0mn individuals) and roughly 250,000 new patients join the list every year. Our preliminary analysis shows that if 30,000 patients take the new treatment, the annualized impact on company’s bottom-line is of PKR33/sh (assuming Net margin of 10% against current margin of 16%). The stock has outperformed the benchmark index by 113% during last 3-months following the aforesaid development. Given the phenomenal impact of the new drug on company’s earnings, we believe the stock still offers an attractive upside of 86% based on our tentative estimates.

The Development: Ferozesons Limited in Jun’14 announced that it entered into a partnership with American Pharmaceutical giant Gilead for the distribution of its new Hepatitis?C treatment drug in Pakistan. After a period of 3?4 months, the company has finally acquired DRAP’s approval to market and distribute the drug in Pakistan. As per DRAP, the patients will be able to have the treatment at a total cost of ~PKR330,000 where the cost of an individual pill is ~PKR2,000 and the treatment duration will be of 24 weeks (for Genome?3, most common type in Pakistan).

BMA
Title: Re: FEROZ -- Ferozsons laboratories
Post by: zakhan76 on November 25, 2014, 09:54:44 PM
So seniors please advise if this is the right time for entry into Ferozsons.
Title: Re: FEROZ -- Ferozsons laboratories
Post by: small bbs on November 25, 2014, 10:10:13 PM
So seniors please advise if this is the right time for entry into Ferozsons.

WAIT FOR DHARNA ISSUE, WHAT COMES UP
IMRAN KHAN DO /DIE POSITION
Title: Re: FEROZ -- Ferozsons laboratories
Post by: stockz_123 on November 26, 2014, 05:45:16 PM
Synopsis

In this report we would like to highlight Ferozsons Laboratories Limited (FEROZ) for solid growth prospects after business agreement with global biopharmaceutical giant, Gilead Sciences Inc, USA. The arrangement makes Ferozsons Laboratories the sole company with rights to sell and market Gilead branded medicine in Pakistan. The Drug Regulatory Authority of Pakistan (DRAP) has recently approved registration and price of oral drug, Sovaldi, which is a considered a breakthrough in treating patients with chronic Hepatitis C. Having rights to distribute the medicine in Pakistan, Ferozsons laboratories will benefit greatly selling the highly anticipated drug at subsidized rates.

Rewards growing, further increases expected

Management has maintained a solid reward policy to keep investors interested in the stock. In FY14, after strong price appreciation and company popularity, the firm upgraded cash reward for the year by 71% with total payout of PKR 12/share against PKR 7/share in the previous year. Cash reward was also upgraded by 33% in FY13 against payout of PKR 4.5/share in the previous year.

Company Outlook

Earnings have been relatively constrained over the past few years primarily due to rising selling and distribution charges. However, moving forward, the new line of medication, Sovaldi is expected to drastically improve the company’s earnings looking at substantial demand for the product in Pakistan. The current market value of FEROZ is PKR504.26 (25-Nov-2014) which drives FY15E P/BV (x) at 2.68, suggesting it offers a great value as compared to its peer. Based on initial assessment, FEROZ has 23% upside potential to reach towards TP of PKR620.37. Buy

Pearl sec
Title: Re: FEROZ -- Ferozsons laboratories
Post by: zakhan76 on November 26, 2014, 06:02:36 PM
Kal is ka cap khulwa do so that hum bhi buy karlein.... ::)
 :thanks:
Title: Re: FEROZ -- Ferozsons laboratories
Post by: salaara579 on November 26, 2014, 08:55:59 PM
FriDay ko lay lana  ::)
Title: Re: FEROZ -- Ferozsons laboratories
Post by: Loto or Photo on November 26, 2014, 09:12:27 PM
FriDay ko lay lana  ::)

itna high kion lena hay is ki bejaye other pharma company kay shares lay lo
Title: Re: FEROZ -- Ferozsons laboratories
Post by: zakhan76 on November 26, 2014, 10:04:27 PM
FriDay ko lay lana  ::)

itna high kion lena hay is ki bejaye other pharma company kay shares lay lo

Achha  bhai tou yeh bhi bata do konsa ???
Title: Re: FEROZ -- Ferozsons laboratories
Post by: Loto or Photo on November 26, 2014, 10:16:27 PM
FriDay ko lay lana  ::)

itna high kion lena hay is ki bejaye other pharma company kay shares lay lo

Achha  bhai tou yeh bhi bata do konsa ???

zakhan76 ap bi chutkaly chortay hain....... zera apni pichli post daikhain ap to khud hi logoan ko pharma ka guide ker rehain hain...........or sath hi masoom bi bantay hain..........any way ap ka hukm ser ankhoan per

filhal to 3 hi pasand hain, 4 tak gunjaish hay  ;)  un kay nam glaxo, highnoon, searl

Title: Re: FEROZ -- Ferozsons laboratories
Post by: zakhan76 on November 26, 2014, 10:43:39 PM
FriDay ko lay lana  ::)

itna high kion lena hay is ki bejaye other pharma company kay shares lay lo

Achha  bhai tou yeh bhi bata do konsa ???

zakhan76 ap bi chutkaly chortay hain....... zera apni pichli post daikhain ap to khud hi logoan ko pharma ka guide ker rehain hain...........or sath hi masoom bi bantay hain..........any way ap ka hukm ser ankhoan per

filhal to 3 hi pasand hain, 4 tak gunjaish hay  ;)  un kay nam glaxo, highnoon, searl



Hahhaaa...aahaaa... :D
Wese loto bhai...highnoon mujhe bhi achh lag raha hai...par kion k yeh local company hai..tou darr lagta hai...
Wese I have bought Searle...Alhamdulillah.. :good
Title: Re: FEROZ -- Ferozsons laboratories
Post by: nadeemkhaliq on November 27, 2014, 08:28:38 PM
Tomorrow if share price consolidate above 500 then 600+ most likely
laoo feroz 600
Title: Re: FEROZ -- Ferozsons laboratories
Post by: Abid70 on November 27, 2014, 09:03:01 PM
Tomorrow if share price consolidate above 500 then 600+ most likely
laoo feroz 600
nadeem bhai exit kahan karna chahiaay.... pl guide
Title: Re: FEROZ -- Ferozsons laboratories
Post by: nadeemkhaliq on November 27, 2014, 09:51:50 PM
Tomorrow if share price consolidate above 500 then 600+ most likely
laoo feroz 600
nadeem bhai exit kahan karna chahiaay.... pl guide
700 looks possible profit taking in between 630 above if u hold till feb-15 then u will get maximum return
Title: Re: FEROZ -- Ferozsons laboratories
Post by: nadeemkhaliq on November 28, 2014, 01:15:31 PM
Abid bro hold it till 700+
Title: Re: FEROZ -- Ferozsons laboratories
Post by: online88 on November 28, 2014, 09:40:24 PM
Abid bro hold it till 700+
IN SHA ALLAH 700+
Title: Re: FEROZ -- Ferozsons laboratories
Post by: nadeemkhaliq on November 29, 2014, 06:50:51 PM
Thursday and Friday lock open Howa to week holder exit ho gaye I think Monday ko upper cap strong ho game with 200000 buyer with thin volume don't be panic selling in feroze hold tightly
Title: Re: FEROZ -- Ferozsons laboratories
Post by: online88 on November 29, 2014, 07:11:35 PM
Thursday and Friday lock open Howa to week holder exit ho gaye I think Monday ko upper cap strong ho game with 200000 buyer with thin volume don't be panic selling in feroze hold tightly
nadee
WTI oil price fell to 66 dollars . IPPs generally and PKGP specially is very sensitive to OIL Price movement.  As the price moves down it gains in price.  Most analyst expecting Oil at 60 dollars pretty soon.  Therefore , this movement will be supporting PKGP specially.

Turbine Retrofit in LPL have clearly put in perspective the success of management to deliver the same in PKGP case.  PKGP is much better than LPL if you see its financials. LPL AND PKGP are also investing solar panels as they want to shift the auxilaries load to solar in next 3 years this will free up capacity for WAPDA.  This is a strategic plan specially in view of post coal conversion electricity generation, that , will ensure ROE at 24 percent in dollar terms.  Clearly the current investment in solar is going to be very feasible .

The next trigger of  COAL TARIFF APPROVAL is expected in December 2014 just before the arrival of Chinese President.   Therefore, we might see rally to extend with more chances of strong bullish trend to emerge if NEPRA approves tariff.
nadeem Bhai I bought it on Fridays cap, 1000 quantity what u suggest, I do not have holding power
Title: Re: FEROZ -- Ferozsons laboratories
Post by: nadeemkhaliq on November 29, 2014, 07:39:56 PM
If u have no holding power then sale it in upper cap on Monday otherwise if u hold till then Friday u earn maximum gain I think but god knows better this is advise only
Title: Re: FEROZ -- Ferozsons laboratories
Post by: online88 on December 01, 2014, 12:00:37 PM
great performance MA SHA ALLAH
Title: Re: FEROZ -- Ferozsons laboratories
Post by: Loto or Photo on December 01, 2014, 12:13:01 PM
great performance MA SHA ALLAH

yes
Food for thought...............if Feroz can @612, and Abot can @874 (approaching toward 1000)
then why not SEARL and HIGHNOON should go to @400

Lao........... HIGHNOON @400........... and SEARL @400
Title: Re: FEROZ -- Ferozsons laboratories
Post by: SBM on December 01, 2014, 12:15:56 PM
great performance MA SHA ALLAH

yes
Food for thought...............if Feroz can @612, and Abot can @874 (approaching toward 1000)
then why not SEARL and HIGHNOON should go to @400

Lao........... HIGHNOON @400........... and SEARL @400

searl has better growth than highnoon .. and a much bigger company
Title: Re: FEROZ -- Ferozsons laboratories
Post by: online88 on December 01, 2014, 12:24:59 PM
great performance MA SHA ALLAH

yes
Food for thought...............if Feroz can @612, and Abot can @874 (approaching toward 1000)
then why not SEARL and HIGHNOON should go to @400

Lao........... HIGHNOON @400........... and SEARL @400

searl has better growth than highnoon .. and a much bigger company
SBM brother short term (30 days) mein FEROZ ka TP kya hona chahiyey
Title: Re: FEROZ -- Ferozsons laboratories
Post by: nadeemkhaliq on December 01, 2014, 04:36:41 PM
Thursday and Friday lock open Howa to week holder exit ho gaye I think Monday ko upper cap strong ho game with 200000 buyer with thin volume don't be panic selling in feroze hold tightly
good to see upper cap open today and week holders exit heading towards first resistance above 705
Title: Re: FEROZ -- Ferozsons laboratories
Post by: online88 on December 02, 2014, 10:32:28 AM
good cap MA SHA ALLAH
Title: Re: FEROZ -- Ferozsons laboratories
Post by: online88 on December 02, 2014, 11:39:55 AM
good cap MA SHA ALLAH
sold at average 641,good gain MA SHA ALLAH
Title: Re: FEROZ -- Ferozsons laboratories
Post by: nadeemkhaliq on December 02, 2014, 09:24:14 PM
Laoo feroz 700
Title: Re: FEROZ -- Ferozsons laboratories
Post by: Monty on December 02, 2014, 10:12:53 PM
Apologies if this report has previously being shared...

New drug curing company’s earnings: Strong BUY

November 27, 2014

The Landmark achievement   
Ferozsons Laboratories Limited formed an agreement back in June`14 with the USA based Gilead Sciences to market and sell their breakthrough drug Sovaldi (generic name Sofosbuvir) in Pakistan, which is used in the treatment of Hepatitis C. As per media sources, the drug has finally been ratified for distribution by Drug Regulatory Authority of Pakistan (DRAP) with prices of PKR 1,950/pill and PKR 55,000/28-tablet-pack. The duration of treatment is 24 weeks, with the cost ~PKR 328,000. We believe that the impact of this drug on their earnings will be momentous. Our target price, using forward PE multiple of 20.0x compared to sector average PER of 41.1x, works out to PKR 928/share implying a massive upside potential of 75% from current levels.   

What has transpired?   
Since their official declaration in June this year about the agreement with Gilead Sciences, the stock price of FEROZ has risen by 131.5% to date. Likewise, Gilead Sciences (GILD) has also provided a return of 34.8% since Jan-14TD (NASDAQ: GILD) due to this breakthrough achievement. Despite the success, the drug has caused intense debate in the US, as the selling price in that country is a mind-boggling USD 1,000/pill, (~PKR 100,000/pill). However, Gilead has been providing the generic version of the drug at significantly cheaper prices to companies based in countries with lower purchasing power such as Egypt, (highest Hepatitis C death rate) India and Pakistan, while collecting royalty fees on sales from each manufacturer.   

Estimated sales and earnings impact:   
As per sources, there are approximately 10mn people suffering from Hepatitis C in Pakistan, we believe that the range of patients opting for the treatment with SOLVADI will fall within 0.1% to 0.5%, or 10,000-50,000 patients. We have assumed 10.0% net profit margins for Sovaldi, despite the fact that company has booked net margins of 14.4% in FY14 (5-Yr average margin ~18.7%). Important to mention here that Sovaldi being a lifesaving drug have typically higher margins as compared to non prescription and over the counter (OCT) drugs.   


Scenario Analysis   


[/img]
Source: AHL Research               



Pricing policy   
We believe the pricing policy, if released this week, will not provide satisfaction to pharma companies, as the political pressure on the incumbent government is likely to dissuade them from increasing prices. However, if the policy is delayed till after the current stand-off, it would be justified to expect a larger price increase, causing the profit margins of these companies to increase significantly. The pharmaceutical industry has actively been lobbying for the reference pricing mechanism, which will link local prices to comparable regional prices, based on categories according to therapeutic use, ingredients, etc.   

Recommendation   
Given our analysis, the impact of this revolutionary drug is apparently of enormous proportions for the company’s earnings. We assumed net profit margin of 10%, which suggest that earnings should increase by a range of PKR 10.85/share to 54.26/share on an annualized basis for 10,000 to 50,000 patients respectively. With FY14 earnings of PKR 13.83/share, even with a low of 10,000 patients, earnings would be upgraded by at least ~59.3% to PKR 29.1/sh. With our base case scenario of tapping the infected population by 0.3% or 30,000 patients and using PE of 20x (conservative case) for the company against sector PE (x) of 41.1, our target price works out to PKR 927/share, offering an astounding upside of 75% from yesterday’s closing price. Thus, we recommend a ‘Strong Buy’ for the stock.   
Title: Re: FEROZ -- Ferozsons laboratories
Post by: nadeemkhaliq on December 03, 2014, 06:08:09 PM
Thursday and Friday lock open Howa to week holder exit ho gaye I think Monday ko upper cap strong ho game with 200000 buyer with thin volume don't be panic selling in feroze hold tightly
good to see upper cap open today and week holders exit heading towards first resistance above 705
laoo feroz 700
Title: Re: FEROZ -- Ferozsons laboratories
Post by: zakhan76 on December 03, 2014, 06:23:39 PM
Thanks Nadeem bhai...aap jab awaz lagatey hain tou achha lagta hai...ek awaz k-electric k lye bhi laga dein.... :good
Title: Re: FEROZ -- Ferozsons laboratories
Post by: nadeemkhaliq on December 03, 2014, 07:51:23 PM
Laoo k electric 10
Title: Re: FEROZ -- Ferozsons laboratories
Post by: online88 on December 04, 2014, 12:03:12 PM
lower lock and then lock open, 647 , rebuy at 650 :down:
Title: Re: FEROZ -- Ferozsons laboratories
Post by: syeduzair on December 04, 2014, 12:51:21 PM
nikal dun kia abhi  :crying_anim02: kal he buy kia tha 675 pe ..
Title: Re: FEROZ -- Ferozsons laboratories
Post by: zakhan76 on December 04, 2014, 07:31:09 PM
Laoo k electric 10

Thanks Nadeem Bhai...
I will hold till it reaches at least 850+ ...Insha-Allah....
Title: Re: FEROZ -- Ferozsons laboratories
Post by: online88 on December 04, 2014, 07:45:30 PM
Lower lock per 150k buy huay hain by big players , and at close lock was very weak, hopefully it will go beyond 700 very soon IN SHA ALLAH
Title: Re: FEROZ -- Ferozsons laboratories
Post by: nadeemkhaliq on December 04, 2014, 09:03:43 PM
Profit taking above  700+
Title: Re: FEROZ -- Ferozsons laboratories
Post by: online88 on December 04, 2014, 10:31:57 PM
Profit taking above  700+
nadeem bhai please advice on it bought at 650 today
Title: Re: FEROZ -- Ferozsons laboratories
Post by: nadeemkhaliq on December 04, 2014, 10:34:24 PM
Hold I think 620 per support a jay ge
Title: Re: FEROZ -- Ferozsons laboratories
Post by: online88 on December 04, 2014, 10:39:38 PM
If tomorrow 620 then should I add some more, however today a lot of buying on lower lock shows strength in it , pl respond Nadeem bhai
Title: Re: FEROZ -- Ferozsons laboratories
Post by: nadeemkhaliq on December 04, 2014, 10:55:40 PM
Its better to take entry in Searle confirm 310+ news in short term
Title: Re: FEROZ -- Ferozsons laboratories
Post by: nadeemkhaliq on December 04, 2014, 10:59:44 PM
If tomorrow 620 then should I add some more, however today a lot of buying on lower lock shows strength in it , pl respond Nadeem bhai
those who hold feroz till feb-15 got maximum return price touches new highs
Title: Re: FEROZ -- Ferozsons laboratories
Post by: online88 on December 04, 2014, 11:01:38 PM
Its better to take entry in Searle confirm 310+ news in short term
thanks Nadeem Bhai , I ll add searl
Title: Re: FEROZ -- Ferozsons laboratories
Post by: Loto or Photo on December 04, 2014, 11:12:57 PM
Its better to take entry in Searle confirm 310+ news in short term
thanks Nadeem Bhai , I ll add searl

Agree with Nadeem Bhai that INSHALLAH SEARL will be cross 300. Now people start switching Feroz to SEARL
Title: Re: FEROZ -- Ferozsons laboratories
Post by: syeduzair on December 05, 2014, 09:46:00 AM
sold on 25/share loss.. isse pehle or niche jae..nikal he dia thora loss kar k
Title: Re: FEROZ -- Ferozsons laboratories
Post by: online88 on December 05, 2014, 01:40:34 PM
sold on 25/share loss.. isse pehle or niche jae..nikal he dia thora loss kar k
umeed hay aaj positive closing ho gee, aur next week it will touch its high of 708 , those big players who bought 150k on lower lock will take it to new highs IN SHA ALLAH
Title: Re: FEROZ -- Ferozsons laboratories
Post by: nadeemkhaliq on December 05, 2014, 07:11:40 PM
After consolidation in between 610-630 share price touches new hihhs
Title: Re: FEROZ -- Ferozsons laboratories
Post by: Farrukh Muqeem on December 09, 2014, 03:53:20 PM
After consolidation in between 610-630 share price touches new hihhs

Agreed with Nadeed Bhai ......in consolidation phase...should test 750-800
Title: Re: FEROZ -- Ferozsons laboratories
Post by: nadeemkhaliq on December 09, 2014, 08:50:06 PM
If breaks 645.45 on closing basis then again 700+
Title: Re: FEROZ -- Ferozsons laboratories
Post by: online88 on December 09, 2014, 09:17:10 PM
If breaks 645.45 on closing basis then again 700+
laoo tomorrow 645+ IN SHA ALLAH
Title: Re: FEROZ -- Ferozsons laboratories
Post by: aim2b1 on December 09, 2014, 10:23:35 PM
If breaks 645.45 on closing basis then again 700+
laoo tomorrow 645+ IN SHA ALLAH

Flight is almost ready,,, soon it'll insha'Allah take off...
Title: Re: FEROZ -- Ferozsons laboratories
Post by: hammad ahmed on December 09, 2014, 11:46:57 PM
nadeem bhai,i got at 613.should i wait for 800,or 700
Title: Re: FEROZ -- Ferozsons laboratories
Post by: online88 on December 11, 2014, 12:11:17 PM
nadeem bhai,i got at 613.should i wait for 800,or 700
2nd consecutive lower lock  :bangin: :bangin: :bangin: :bangin:
Title: Re: FEROZ -- Ferozsons laboratories
Post by: zakhan76 on December 11, 2014, 12:43:05 PM
nadeem bhai,i got at 613.should i wait for 800,or 700
2nd consecutive lower lock  :bangin: :bangin: :bangin: :bangin:

Salam. Bhai log don't panic or worry. There is no problem in holding a share that has worth more than its market value. Ferozson searle and highnoon are very very good shares. Prior to rally the BBs bring the market down to deprive the GP from their cash. Hold it just hold it.  The same thing happened in k electric couple of weeks ago.
Title: Re: FEROZ -- Ferozsons laboratories
Post by: nadeemkhaliq on December 11, 2014, 04:02:03 PM
nadeem bhai,i got at 613.should i wait for 800,or 700
I think wait u get better return if u hold till march-15 but fresh entry is avoid
Title: Re: FEROZ -- Ferozsons laboratories
Post by: online88 on December 11, 2014, 05:02:05 PM
If breaks 645.45 on closing basis then again 700+
laoo tomorrow 645+ IN SHA ALLAH

Flight is almost ready,,, soon it'll insha'Allah take off...
yar yeh to off ho Gaya take ker k phans gaya hoon , bought 2k at 650 and now it is at 570 with strong lower lock show further down tomorrow may be lower lock again  :$:
Title: Re: FEROZ -- Ferozsons laboratories
Post by: ksenewb on December 11, 2014, 10:25:37 PM
If breaks 645.45 on closing basis then again 700+
laoo tomorrow 645+ IN SHA ALLAH

Flight is almost ready,,, soon it'll insha'Allah take off...
yar yeh to off ho Gaya take ker k phans gaya hoon , bought 2k at 650 and now it is at 570 with strong lower lock show further down tomorrow may be lower lock again  :$:

Strong lower lock doesnt mean k kal b lower lock hoga. But yes Technically feroz seems to be in trouble.. broke important support level of 569. (closed at 570 but judging by the volume of selling at LL, i m assuming its broken.  527-535 is support level to watch for now, and if price gets to this level, must buy...   
Title: Re: FEROZ -- Ferozsons laboratories
Post by: online88 on December 13, 2014, 02:48:06 PM
3 consecutive lower locks ,
If breaks 645.45 on closing basis then again 700+
laoo tomorrow 645+ IN SHA ALLAH

Flight is almost ready,,, soon it'll insha'Allah take off...
yar yeh to off ho Gaya take ker k phans gaya hoon , bought 2k at 650 and now it is at 570 with strong lower lock show further down tomorrow may be lower lock again  :$:

where will it stop , 3 LL , Monday ko Imran khan ki strike in lahore will take kse further down, and this share already down 150+ to its high of 700+ , Abot mein to LL per 40k ki buying aayee thi but this is locked and no buying huhu huhu
Title: Re: FEROZ -- Ferozsons laboratories
Post by: online88 on December 13, 2014, 05:41:42 PM
Nadeem Bhai comment on it and whole pharma sector
Title: Re: FEROZ -- Ferozsons laboratories
Post by: nadeemkhaliq on December 13, 2014, 05:49:25 PM
Don't worry things normalize all pharma sector depressed due to drap new pricing formula which settle soon after all earning of all pharmas company increase rapidly share price appreciates as and when market rise
Title: Re: FEROZ -- Ferozsons laboratories
Post by: zakhan76 on December 13, 2014, 06:45:23 PM
Don't worry things normalize all pharma sector depressed due to drap new pricing formula which settle soon after all earning of all pharmas company increase rapidly share price appreciates as and when market rise

Insha-Allah....and agreed. I have spoken to 2 brokers of KSE and thley have told me hold without any tension. Pharma results will change the mood of this sector. Further,  the PPMA and PCDA will go for legal  fight in case the average pricing formula is imposed. Both PPMA and PCDA have served 'legal notices' to DRAP in this connection.
Title: Re: FEROZ -- Ferozsons laboratories
Post by: ksenewb on December 13, 2014, 08:39:07 PM
3 consecutive lower locks ,
If breaks 645.45 on closing basis then again 700+
laoo tomorrow 645+ IN SHA ALLAH

Flight is almost ready,,, soon it'll insha'Allah take off...
yar yeh to off ho Gaya take ker k phans gaya hoon , bought 2k at 650 and now it is at 570 with strong lower lock show further down tomorrow may be lower lock again  :$:

where will it stop , 3 LL , Monday ko Imran khan ki strike in lahore will take kse further down, and this share already down 150+ to its high of 700+ , Abot mein to LL per 40k ki buying aayee thi but this is locked and no buying huhu huhu

I am confident kal lock khul jayega. 527 is technically a very strong support area as I said above also in my post.
Title: Re: FEROZ -- Ferozsons laboratories
Post by: Arif Nadeem on December 14, 2014, 08:23:09 PM
Dear friends, AoA.
I want to express my feelings about Ferozsons. I think no worries for medium to long term investors. Even if matters of pharma industry don't get settled with DRAP immediately, the effects of the imported medicine for hepatitis are going to be phenomenal. The medicine should be in the market hopefully by end december 2014.EPS for the year 2015 is estimated by many in the range of Rs80 to Rs100. So core earning if reduced by couple of rupees,heavens won't fall. Feroz will be the star performer(In Shaa Allah).Also see the earnings of Glaxo and Abot, their payouts and present prices.These are my views,maybe right or wrong.
Stay blessed.
Title: Re: FEROZ -- Ferozsons laboratories
Post by: salaara579 on December 14, 2014, 09:25:15 PM
Bhai log na janta say maal nical lia
Title: Re: FEROZ -- Ferozsons laboratories
Post by: online88 on December 15, 2014, 10:13:01 AM
Bhai log na janta say maal nical lia
shukar hay lock to khula, lower lock per BB ney 147K buy ker liya, ab is ko upper lay ker jain gey :rtfm:
Title: Re: FEROZ -- Ferozsons laboratories
Post by: salaara579 on December 15, 2014, 10:48:22 AM
once mkt stables, there may be a series of Uper locks
Title: Re: FEROZ -- Ferozsons laboratories
Post by: Farrukh Muqeem on December 15, 2014, 11:06:00 AM
once mkt stables, there may be a series of Uper locks

lets hope kai aisa hi hooo ............. :down:
Title: Re: FEROZ -- Ferozsons laboratories
Post by: Farrukh Muqeem on December 15, 2014, 11:12:29 AM
Bhai log na janta say maal nical lia

With all due respect......... I have a different opinion on this....

Janta kai paas Feroz itni quantity main hai hi nahin ..................As per my analysis .............koi Fund nikla hai Feroz sai ...........and opening of lower lock means change of hands..........koi doosra (BB or another fund) enter howaa hai .............
Title: Re: FEROZ -- Ferozsons laboratories
Post by: online88 on December 15, 2014, 11:41:00 AM
once mkt stables, there may be a series of Uper locks
shukar hai 1st cap to laga, MA SHA ALLAH, ALLAH karey aap ki baat such sabit ho Ameen
Title: Re: FEROZ -- Ferozsons laboratories
Post by: salaara579 on December 15, 2014, 11:49:14 AM
once mkt stables, there may be a series of Uper locks
shukar hai 1st cap to laga, MA SHA ALLAH, ALLAH karey aap ki baat such sabit ho Ameen
:clap1: now other could follow. however i m not holding it.

Title: Re: FEROZ -- Ferozsons laboratories
Post by: Farrukh Muqeem on December 15, 2014, 12:27:00 PM
once mkt stables, there may be a series of Uper locks
shukar hai 1st cap to laga, MA SHA ALLAH, ALLAH karey aap ki baat such sabit ho Ameen
:clap1: now other could follow. however i m not holding it.

Cap is not strong..... consider your stop losses
Title: Re: FEROZ -- Ferozsons laboratories
Post by: salaara579 on December 15, 2014, 02:17:50 PM
once mkt stables, there may be a series of Uper locks
shukar hai 1st cap to laga, MA SHA ALLAH, ALLAH karey aap ki baat such sabit ho Ameen
:clap1: now other could follow. however i m not holding it.

Cap is not strong..... consider your stop losses

anyhow, it good signs of come back for the next days
Title: Re: FEROZ -- Ferozsons laboratories
Post by: ksenewb on December 15, 2014, 04:48:07 PM
Bhai log na janta say maal nical lia

With all due respect......... I have a different opinion on this....

Janta kai paas Feroz itni quantity main hai hi nahin ..................As per my analysis .............koi Fund nikla hai Feroz sai ...........and opening of lower lock means change of hands..........koi doosra (BB or another fund) enter howaa hai .............

Sir jee.. maine mutual fund pe kaam kia hua hai.. fund kabhi bhi iss trah nai nikalta lower lock pe..

Title: Re: FEROZ -- Ferozsons laboratories
Post by: zakhan76 on December 15, 2014, 05:37:27 PM
Now I don't see further upper lock...but after y/e result...there will be upper locks ...inshaAllah...
And by next July/August...850+...if you have the capacity to hold...
Title: Re: FEROZ -- Ferozsons laboratories
Post by: nadeemkhaliq on December 15, 2014, 05:51:30 PM
Laoo feroz 600 but profit taking is compulsary
Title: Re: FEROZ -- Ferozsons laboratories
Post by: Maverick on December 16, 2014, 10:09:11 AM
For every 10,000 patients, the effect of Sovaldi on FEROZ EPS is ~Rs. 19. If the drug starts distribution in Jan 15, then my estimate for the 2H FY15 is 10000 patients. Thus the FY 15 EPS will be ~Rs. 45 including the normal EPS. At a multiple of 18, that should give a price of Rs. 810.

The normalized patient flow after FY 15 should be 30000 per year. That alone gives an EPS impact of ~Rs. 57 and total EPS of around Rs. 80. A decent multiple of 15 should give a TP of Rs. 1200.
Title: Re: FEROZ -- Ferozsons laboratories
Post by: nadeemkhaliq on December 16, 2014, 04:44:51 PM
Junta out today after correction laoo feroze 650
Title: Re: FEROZ -- Ferozsons laboratories
Post by: nadeemkhaliq on December 17, 2014, 02:53:38 PM
Laoo feroz 700
Title: Re: FEROZ -- Ferozsons laboratories
Post by: online88 on December 17, 2014, 02:58:43 PM
Laoo feroz 700
IN SHA ALLAH
Title: Re: FEROZ -- Ferozsons laboratories
Post by: nadeemkhaliq on December 17, 2014, 05:58:37 PM
Public is totally out from feroz in the morning first two minute of trading upper lock for just 11600 shared trading tomorrow is very important if upper lock sustain tmrow then high of 706 breaks next week inshaallah
Title: Re: FEROZ -- Ferozsons laboratories
Post by: Maverick on December 17, 2014, 11:26:56 PM
I see two "Go for the jugular" George Soros fame trades in KSE right now: FEROZ and MARI.
Title: Re: FEROZ -- Ferozsons laboratories
Post by: Sharoze123 on December 18, 2014, 01:17:24 AM
For every 10,000 patients, the effect of Sovaldi on FEROZ EPS is ~Rs. 19. If the drug starts distribution in Jan 15, then my estimate for the 2H FY15 is 10000 patients. Thus the FY 15 EPS will be ~Rs. 45 including the normal EPS. At a multiple of 18, that should give a price of Rs. 810.

The normalized patient flow after FY 15 should be 30000 per year. That alone gives an EPS impact of ~Rs. 57 and total EPS of around Rs. 80. A decent multiple of 15 should give a TP of Rs. 1200.

What assumptions are you using in calculating the EPS impacts? What Net/Gross Margins are you using, given the fact that Pakistan has perhaps the lowest price for Sovaldi worldwide. Do keep in mind royalty fees to Gilead, coupled with the fact that most Hep C patients are from the lower class, unable to afford a 8-12 week course of a medicine which will rack up costs in Lakhs.
I'm not jumping on the Sovaldi bandwagon yet, Feroz has to show some indication of this large potential profitability first.
Title: Re: FEROZ -- Ferozsons laboratories
Post by: zakhan76 on December 18, 2014, 06:43:05 PM
For every 10,000 patients, the effect of Sovaldi on FEROZ EPS is ~Rs. 19. If the drug starts distribution in Jan 15, then my estimate for the 2H FY15 is 10000 patients. Thus the FY 15 EPS will be ~Rs. 45 including the normal EPS. At a multiple of 18, that should give a price of Rs. 810.

The normalized patient flow after FY 15 should be 30000 per year. That alone gives an EPS impact of ~Rs. 57 and total EPS of around Rs. 80. A decent multiple of 15 should give a TP of Rs. 1200.

What assumptions are you using in calculating the EPS impacts? What Net/Gross Margins are you using, given the fact that Pakistan has perhaps the lowest price for Sovaldi worldwide. Do keep in mind royalty fees to Gilead, coupled with the fact that most Hep C patients are from the lower class, unable to afford a 8-12 week course of a medicine which will rack up costs in Lakhs.
I'm not jumping on the Sovaldi bandwagon yet, Feroz has to show some indication of this large potential profitability first.

Sharoze bhai...please read this post....it's repeat ....sorry for that

Apologies if this report has previously being shared...

New drug curing company’s earnings: Strong BUY

November 27, 2014

The Landmark achievement   
Ferozsons Laboratories Limited formed an agreement back in June`14 with the USA based Gilead Sciences to market and sell their breakthrough drug Sovaldi (generic name Sofosbuvir) in Pakistan, which is used in the treatment of Hepatitis C. As per media sources, the drug has finally been ratified for distribution by Drug Regulatory Authority of Pakistan (DRAP) with prices of PKR 1,950/pill and PKR 55,000/28-tablet-pack. The duration of treatment is 24 weeks, with the cost ~PKR 328,000. We believe that the impact of this drug on their earnings will be momentous. Our target price, using forward PE multiple of 20.0x compared to sector average PER of 41.1x, works out to PKR 928/share implying a massive upside potential of 75% from current levels.   

What has transpired?   
Since their official declaration in June this year about the agreement with Gilead Sciences, the stock price of FEROZ has risen by 131.5% to date. Likewise, Gilead Sciences (GILD) has also provided a return of 34.8% since Jan-14TD (NASDAQ: GILD) due to this breakthrough achievement. Despite the success, the drug has caused intense debate in the US, as the selling price in that country is a mind-boggling USD 1,000/pill, (~PKR 100,000/pill). However, Gilead has been providing the generic version of the drug at significantly cheaper prices to companies based in countries with lower purchasing power such as Egypt, (highest Hepatitis C death rate) India and Pakistan, while collecting royalty fees on sales from each manufacturer.   

Estimated sales and earnings impact:   
As per sources, there are approximately 10mn people suffering from Hepatitis C in Pakistan, we believe that the range of patients opting for the treatment with SOLVADI will fall within 0.1% to 0.5%, or 10,000-50,000 patients. We have assumed 10.0% net profit margins for Sovaldi, despite the fact that company has booked net margins of 14.4% in FY14 (5-Yr average margin ~18.7%). Important to mention here that Sovaldi being a lifesaving drug have typically higher margins as compared to non prescription and over the counter (OCT) drugs.   


Scenario Analysis   


[/img]
Source: AHL Research               



Pricing policy   
We believe the pricing policy, if released this week, will not provide satisfaction to pharma companies, as the political pressure on the incumbent government is likely to dissuade them from increasing prices. However, if the policy is delayed till after the current stand-off, it would be justified to expect a larger price increase, causing the profit margins of these companies to increase significantly. The pharmaceutical industry has actively been lobbying for the reference pricing mechanism, which will link local prices to comparable regional prices, based on categories according to therapeutic use, ingredients, etc.   

Recommendation   
Given our analysis, the impact of this revolutionary drug is apparently of enormous proportions for the company’s earnings. We assumed net profit margin of 10%, which suggest that earnings should increase by a range of PKR 10.85/share to 54.26/share on an annualized basis for 10,000 to 50,000 patients respectively. With FY14 earnings of PKR 13.83/share, even with a low of 10,000 patients, earnings would be upgraded by at least ~59.3% to PKR 29.1/sh. With our base case scenario of tapping the infected population by 0.3% or 30,000 patients and using PE of 20x (conservative case) for the company against sector PE (x) of 41.1, our target price works out to PKR 927/share, offering an astounding upside of 75% from yesterday’s closing price. Thus, we recommend a ‘Strong Buy’ for the stock.   
Title: Re: FEROZ -- Ferozsons laboratories
Post by: mansoorsajid on December 18, 2014, 08:05:14 PM
Ferozson may be a very good share but as far as sovaldi is concerned there will be no financial impact on the company.
the drug is being directly delivered to the patient and ferozson is just coordinating it.
the drug is being provided on huge discount so margin of profit is already compromised.
Actually it is a drug trial on pakistani population  :bigeyed:
Title: Re: FEROZ -- Ferozsons laboratories
Post by: Sharoze123 on December 18, 2014, 11:22:44 PM
For every 10,000 patients, the effect of Sovaldi on FEROZ EPS is ~Rs. 19. If the drug starts distribution in Jan 15, then my estimate for the 2H FY15 is 10000 patients. Thus the FY 15 EPS will be ~Rs. 45 including the normal EPS. At a multiple of 18, that should give a price of Rs. 810.

The normalized patient flow after FY 15 should be 30000 per year. That alone gives an EPS impact of ~Rs. 57 and total EPS of around Rs. 80. A decent multiple of 15 should give a TP of Rs. 1200.

What assumptions are you using in calculating the EPS impacts? What Net/Gross Margins are you using, given the fact that Pakistan has perhaps the lowest price for Sovaldi worldwide. Do keep in mind royalty fees to Gilead, coupled with the fact that most Hep C patients are from the lower class, unable to afford a 8-12 week course of a medicine which will rack up costs in Lakhs.
I'm not jumping on the Sovaldi bandwagon yet, Feroz has to show some indication of this large potential profitability first.

Sharoze bhai...please read this post....it's repeat ....sorry for that

Apologies if this report has previously being shared...

New drug curing company’s earnings: Strong BUY

November 27, 2014

The Landmark achievement   
Ferozsons Laboratories Limited formed an agreement back in June`14 with the USA based Gilead Sciences to market and sell their breakthrough drug Sovaldi (generic name Sofosbuvir) in Pakistan, which is used in the treatment of Hepatitis C. As per media sources, the drug has finally been ratified for distribution by Drug Regulatory Authority of Pakistan (DRAP) with prices of PKR 1,950/pill and PKR 55,000/28-tablet-pack. The duration of treatment is 24 weeks, with the cost ~PKR 328,000. We believe that the impact of this drug on their earnings will be momentous. Our target price, using forward PE multiple of 20.0x compared to sector average PER of 41.1x, works out to PKR 928/share implying a massive upside potential of 75% from current levels.   

What has transpired?   
Since their official declaration in June this year about the agreement with Gilead Sciences, the stock price of FEROZ has risen by 131.5% to date. Likewise, Gilead Sciences (GILD) has also provided a return of 34.8% since Jan-14TD (NASDAQ: GILD) due to this breakthrough achievement. Despite the success, the drug has caused intense debate in the US, as the selling price in that country is a mind-boggling USD 1,000/pill, (~PKR 100,000/pill). However, Gilead has been providing the generic version of the drug at significantly cheaper prices to companies based in countries with lower purchasing power such as Egypt, (highest Hepatitis C death rate) India and Pakistan, while collecting royalty fees on sales from each manufacturer.   

Estimated sales and earnings impact:   
As per sources, there are approximately 10mn people suffering from Hepatitis C in Pakistan, we believe that the range of patients opting for the treatment with SOLVADI will fall within 0.1% to 0.5%, or 10,000-50,000 patients. We have assumed 10.0% net profit margins for Sovaldi, despite the fact that company has booked net margins of 14.4% in FY14 (5-Yr average margin ~18.7%). Important to mention here that Sovaldi being a lifesaving drug have typically higher margins as compared to non prescription and over the counter (OCT) drugs.   


Scenario Analysis   


[/img]
Source: AHL Research               



Pricing policy   
We believe the pricing policy, if released this week, will not provide satisfaction to pharma companies, as the political pressure on the incumbent government is likely to dissuade them from increasing prices. However, if the policy is delayed till after the current stand-off, it would be justified to expect a larger price increase, causing the profit margins of these companies to increase significantly. The pharmaceutical industry has actively been lobbying for the reference pricing mechanism, which will link local prices to comparable regional prices, based on categories according to therapeutic use, ingredients, etc.   

Recommendation   
Given our analysis, the impact of this revolutionary drug is apparently of enormous proportions for the company’s earnings. We assumed net profit margin of 10%, which suggest that earnings should increase by a range of PKR 10.85/share to 54.26/share on an annualized basis for 10,000 to 50,000 patients respectively. With FY14 earnings of PKR 13.83/share, even with a low of 10,000 patients, earnings would be upgraded by at least ~59.3% to PKR 29.1/sh. With our base case scenario of tapping the infected population by 0.3% or 30,000 patients and using PE of 20x (conservative case) for the company against sector PE (x) of 41.1, our target price works out to PKR 927/share, offering an astounding upside of 75% from yesterday’s closing price. Thus, we recommend a ‘Strong Buy’ for the stock.   

A 10% net margin is unrealistic. They're not taking into consideration that Sovaldi is EXTREMELY low priced by DRAP as compared to the margins earned by the US Gilead price. DRAP actually had to formally request this price through international channels for it to be allowed. Uper se they are considering 10000-50000 patients annualy, most patients of Hep-C are poor, it still remains whether they will be opting for such an expensive treatment in Lakhs.
 As I said, Feroz has to show SOME indication of the huge profitability increase these 'analysts' are predicting.

Ferozson may be a very good share but as far as sovaldi is concerned there will be no financial impact on the company.
the drug is being directly delivered to the patient and ferozson is just coordinating it.
the drug is being provided on huge discount so margin of profit is already compromised.
Actually it is a drug trial on pakistani population  :bigeyed:

Title: Re: FEROZ -- Ferozsons laboratories
Post by: mansoorsajid on December 19, 2014, 01:30:11 AM
The new drug — Sofosbuvir (Sovaldi), which is in tablet form — can cure Hepatitis-C patient in six months. The price of its complete course is around $84,000 in the US and other developed countries, but in Pakistan it would be available for Rs300,000 only
CAN ANY ONE SEE WHERE IS THE PROFIT :clap1: :tongue:
Title: Re: FEROZ -- Ferozsons laboratories
Post by: online88 on December 19, 2014, 12:21:37 PM
Lower lock per buying aaa rahi hay, I am holding
Title: Re: FEROZ -- Ferozsons laboratories
Post by: zakhan76 on December 19, 2014, 12:31:22 PM
Bhai...Lower lock pe janta sell kar rahi hai....aur Bardey bhai log buy kar rahay hain...DRAP policy ka bahana bana  k...pharma sector mein kafi maal banaya hai...Barday bhai log ne...
Title: Re: FEROZ -- Ferozsons laboratories
Post by: zakhan76 on December 21, 2014, 06:28:36 PM
The new drug — Sofosbuvir (Sovaldi), which is in tablet form — can cure Hepatitis-C patient in six months. The price of its complete course is around $84,000 in the US and other developed countries, but in Pakistan it would be available for Rs300,000 only
CAN ANY ONE SEE WHERE IS THE PROFIT :clap1: :tongue:

http://in.reuters.com/article/2014/09/15/gilead-sciences-india-idINKBN0HA0TI20140915

Read the article carefully then you will understand where is the profit.  uuu
Title: Re: FEROZ -- Ferozsons laboratories
Post by: Arif Nadeem on December 21, 2014, 07:09:32 PM
Thanks brother for the timely clarification. Many such types of hurdles would come in feroze's way.No worries.
Title: Re: FEROZ -- Ferozsons laboratories
Post by: mansoorsajid on December 21, 2014, 07:25:17 PM
The new drug — Sofosbuvir (Sovaldi), which is in tablet form — can cure Hepatitis-C patient in six months. The price of its complete course is around $84,000 in the US and other developed countries, but in Pakistan it would be available for Rs300,000 only
CAN ANY ONE SEE WHERE IS THE PROFIT :clap1: :tongue:

http://in.reuters.com/article/2014/09/15/gilead-sciences-india-idINKBN0HA0TI20140915

Read the article carefully then you will understand where is the profit.  uuu
the article does not show any profitability rather it says that generic will be allowed in 2015 that means no profit margin for any company
Title: Re: FEROZ -- Ferozsons laboratories
Post by: Loto or Photo on December 21, 2014, 11:51:52 PM
The new drug — Sofosbuvir (Sovaldi), which is in tablet form — can cure Hepatitis-C patient in six months. The price of its complete course is around $84,000 in the US and other developed countries, but in Pakistan it would be available for Rs300,000 only
CAN ANY ONE SEE WHERE IS THE PROFIT :clap1: :tongue:

http://in.reuters.com/article/2014/09/15/gilead-sciences-india-idINKBN0HA0TI20140915

Read the article carefully then you will understand where is the profit.  uuu
the article does not show any profitability rather it says that generic will be allowed in 2015 that means no profit margin for any company

ye to wohi bat hui.......
bohat suntay thay pehluay dil ka
Jo cheera to ik qatra khoon ka na nikla.//
Title: Re: FEROZ -- Ferozsons laboratories
Post by: ksenewb on December 22, 2014, 12:34:53 AM
The new drug — Sofosbuvir (Sovaldi), which is in tablet form — can cure Hepatitis-C patient in six months. The price of its complete course is around $84,000 in the US and other developed countries, but in Pakistan it would be available for Rs300,000 only
CAN ANY ONE SEE WHERE IS THE PROFIT :clap1: :tongue:

http://in.reuters.com/article/2014/09/15/gilead-sciences-india-idINKBN0HA0TI20140915

Read the article carefully then you will understand where is the profit.  uuu
the article does not show any profitability rather it says that generic will be allowed in 2015 that means no profit margin for any company

lol.. the company is distributing slovaldi for charity then as per you  :tongue: ?
Title: Re: FEROZ -- Ferozsons laboratories
Post by: SBM on December 22, 2014, 12:41:02 AM
Pls check meaning of generic below. Generic drug makers manufacture for profit and not for charity.
generic
d???n?r?k/Submit
adjective
1.
characteristic of or relating to a class or group of things; not specific.
"chèvre is a generic term for all goats' milk cheese"
synonyms:   general, common, collective, non-specific, inclusive, all-inclusive, all-encompassing, broad, comprehensive, blanket, umbrella, sweeping, universal, cross-disciplinary, interdisciplinary, multidisciplinary
"‘assault’ is used as a generic term for the separate offences of assault and battery"
antonyms:   specific
(of goods, especially medicinal drugs) having no brand name; not protected by a registered trademark.
synonyms:   unbranded, untrademarked, non-proprietary
"generic drugs are generally cheaper than branded drugs"
2.
BIOLOGY
relating to a genus.

noun
noun: generic; plural noun: generics
1.a consumer product having no brand name or registered trademark.
"substituting generics for brand-name drugs"
Title: Re: FEROZ -- Ferozsons laboratories
Post by: Sharoze123 on December 22, 2014, 01:20:10 AM
I think we are getting off topic here now.

The point was whether Feroz had the earning capability of a HUGE boost in earnings  from Sovaldi which the analysts and some forum members believe is possible, even likely.

I've laid out my reasons why I think the analysts projections are inherently faulty and misleading. However, forum members and my own knowledge of the drug and Feroz  are limited and our arguments are not paramount. It is possible that it is me who could be mistaken.

Therefore, the only answer that will satisfy EVERYONE is Feroz's actual earnings when they come. So let's bide time till then and keep each other updated.
Title: Re: FEROZ -- Ferozsons laboratories
Post by: Salammembers on December 22, 2014, 01:41:12 AM
When a pharmaceutical company first develops a new drug to be used for a disease condition, it is initially sold under a brand name by which the clinicians can prescribe the drug for use by patients. The drug is covered under patent protection, which means that only the pharmaceutical company that holds the patent is allowed to manufacture, market the drug and eventually make profit from it.

In most cases, the drug patent is awarded for around twenty years in the United States. The lifetime of the patent varies between countries and also between drugs. Since the company applies for a patent long before the clinical trial to assess a drug’s safety and efficacy has commenced, the effective patent period after the drug has finally received approval is often around seven to twelve years.

Once the patent has expired, the drug can be manufactured and sold by other companies. At this point, the drug is referred to as a generic drug. According to guidelines in most countries, including those from the US FDA, generic drugs have to be identical to the branded drug in terms of efficacy, safety, usage, route of drug administration, pharmacokinetics and pharmacodynamics.
one Generic is out, patent becomes unpopular as original brand price usually remains same issi liay these days uk and usa importing many medicines from india     
Title: Re: FEROZ -- Ferozsons laboratories
Post by: mansoorsajid on December 22, 2014, 12:11:10 PM
 :console:
Title: Re: FEROZ -- Ferozsons laboratories
Post by: Farrukh Muqeem on December 22, 2014, 03:05:57 PM
:console:

kehna kiya chah rahay hoo Bhai ????
Title: Re: FEROZ -- Ferozsons laboratories
Post by: mansoorsajid on December 22, 2014, 04:11:28 PM
:console:

kehna kiya chah rahay hoo Bhai ????
Feroz is a good investment but dont base your investment decision on Sovaldi earnings .Gilead has committed to allow generic of Sovaldi in 2015 and a new generation of Sovaldi in late 2015.Once the generic is allowed low cost brands are available and sale of original drops drastically.
Title: Re: FEROZ -- Ferozsons laboratories
Post by: nadeemkhaliq on December 23, 2014, 04:10:13 PM
Its better to avoid trading in feroz until price settle
Title: Re: FEROZ -- Ferozsons laboratories
Post by: Python on December 23, 2014, 04:24:51 PM
Nadeem bhai whtz ur longterm view?..for 6-8 months..
Title: Re: FEROZ -- Ferozsons laboratories
Post by: nadeemkhaliq on December 23, 2014, 04:29:36 PM
Nadeem bhai whtz ur longterm view?..for 6-8 months..
good share for investment if u hold for six month then u dont loose inshaallah
Title: Re: FEROZ -- Ferozsons laboratories
Post by: Python on December 23, 2014, 04:35:29 PM
Nadeem bhai whtz ur longterm view?..for 6-8 months..
good share for investment if u hold for six month then u dont loose inshaallah

Ok.. :thanks:..wht target can v xpect?
Title: Re: FEROZ -- Ferozsons laboratories
Post by: online88 on January 01, 2015, 11:51:55 PM
Kul is ko Lao kero, accumulation by BB's is on on lower levels , today closing sey 7 mins pehley Bhi 20k ki ail trade hoi hay, same trend for last three sessions , his din pharma acha chala it will be cap  :fingerscrossed1:
Title: Re: FEROZ -- Ferozsons laboratories
Post by: MZ on January 16, 2015, 05:19:11 PM
FEROZ: Sovaldi Sensitivity analysis
Ferozsons Laboratories Limited (FEROZ) is one of pioneer pharmaceutical company established in 1954. During this vast time period FEROZ has achieved its good market share in local market shares with wide product portfolio range curing different diseases.
Along with manufacturing of local medicines, FEROZ acts as marketing and distribution partners of international drug manufactures in Pakistan.
Recently FEROZ has got approval of importing Hepatitis C medicine Sovaldi and being marketed here in Pakistan. Sovaldi is Hepatitis C curing international brand medicine manufactured by Gilead- A US based pharmaceutical company.
We have conducted sensitivity analysis of impact on earnings by adding Sovaldi in FEROZ portfolio.
 
Sovaldi Sensitivity Analysis
 
 
 
Total Patients
8,000
10,000
15,000
Price of 28 tab bottle
56,000
56,000
56,000
Bottles per patients
4
4
4
Net revenue (Rs in mn)
1,792
2,240
3,360
Net profit margin
15%
15%
15%
Net profit (Rs in mn)
268.80
336.00
504.00
Yearly Impact on EPS
8.90
11.13
16.69
Outlook
We expect FEROZ to report EPS of Rs 24.9/sh in FY15 with dividend of Rs 15/sh. There is high demand of Hepatitis C curing medicine and FEROZ would be lucky to cater the market will imported medicine. Growing economic condition and stable USD -PKR parity is also an addition advantage for import oriented company.

SCS
Title: Re: FEROZ -- Ferozsons laboratories
Post by: zakhan76 on January 16, 2015, 10:57:59 PM
FEROZ: Sovaldi Sensitivity analysis
Ferozsons Laboratories Limited (FEROZ) is one of pioneer pharmaceutical company established in 1954. During this vast time period FEROZ has achieved its good market share in local market shares with wide product portfolio range curing different diseases.
Along with manufacturing of local medicines, FEROZ acts as marketing and distribution partners of international drug manufactures in Pakistan.
Recently FEROZ has got approval of importing Hepatitis C medicine Sovaldi and being marketed here in Pakistan. Sovaldi is Hepatitis C curing international brand medicine manufactured by Gilead- A US based pharmaceutical company.
We have conducted sensitivity analysis of impact on earnings by adding Sovaldi in FEROZ portfolio.
 
Sovaldi Sensitivity Analysis
 
 
 
Total Patients
8,000
10,000
15,000
Price of 28 tab bottle
56,000
56,000
56,000
Bottles per patients
4
4
4
Net revenue (Rs in mn)
1,792
2,240
3,360
Net profit margin
15%
15%
15%
Net profit (Rs in mn)
268.80
336.00
504.00
Yearly Impact on EPS
8.90
11.13
16.69
Outlook
We expect FEROZ to report EPS of Rs 24.9/sh in FY15 with dividend of Rs 15/sh. There is high demand of Hepatitis C curing medicine and FEROZ would be lucky to cater the market will imported medicine. Growing economic condition and stable USD -PKR parity is also an addition advantage for import oriented company.

SCS

Jazak-Allah MZ Bhai...very good analysis....
Title: Re: FEROZ -- Ferozsons laboratories
Post by: online88 on January 16, 2015, 11:28:47 PM
Brilliant performance this week, hopefully 650+ jald ho ga
Title: Re: FEROZ -- Ferozsons laboratories
Post by: SBM on January 19, 2015, 01:26:41 AM
http://www.businessweek.com/articles/2015-01-15/how-indias-patent-office-destroyed-gileads-global-game-plan?campaign_id=DN011615
Title: Re: FEROZ -- Ferozsons laboratories
Post by: Maverick on January 21, 2015, 07:36:50 AM
This may be the reason for recent three locks in FEROZ.

http://www.pakistantoday.com.pk/2015/01/16/national/govt-plans-to-construct-500000-low-cost-housing-units-for-homeless-na/

To a question, Minister of State for National Health Services, Regulation and Coordination Saira Afzal Tarar informed the House that the price of “Sovaldi,” a drug used in the treatment of Hepatitis, will be finalized within a week.

Think she was referring to Sovaldi registration. She gave the statement on 15th and a week's time means any day from now. Good luck to FEROZ enthusiasts.
Title: Re: FEROZ -- Ferozsons laboratories
Post by: online88 on January 26, 2015, 08:37:49 PM
This may be the reason for recent three locks in FEROZ.

http://www.pakistantoday.com.pk/2015/01/16/national/govt-plans-to-construct-500000-low-cost-housing-units-for-homeless-na/

To a question, Minister of State for National Health Services, Regulation and Coordination Saira Afzal Tarar informed the House that the price of “Sovaldi,” a drug used in the treatment of Hepatitis, will be finalized within a week.

Think she was referring to Sovaldi registration. She gave the statement on 15th and a week's time means any day from now. Good luck to FEROZ enthusiasts.
laoo FEROZ , good recovery at the end of today's session , accumulation is on
Title: Re: FEROZ -- Ferozsons laboratories
Post by: Afzal on January 27, 2015, 09:34:08 AM
i have observed.... Mostly Hinoon follows Feroz.... but not this time ..

any particular reason why hinoon is under great pressure?
Title: Re: FEROZ -- Ferozsons laboratories
Post by: online88 on January 27, 2015, 04:27:22 PM
Sold at cap
Title: Re: FEROZ -- Ferozsons laboratories
Post by: zakhan76 on January 27, 2015, 04:29:21 PM
Sold at cap

I also thought the same but holding to see its results...a bit of risk... :good
InshaAllah...acha he hoga...
Title: Re: FEROZ -- Ferozsons laboratories
Post by: online88 on January 27, 2015, 04:31:11 PM
Sold at cap

I also thought the same but holding to see its results...a bit of risk... :good
InshaAllah...acha he hoga...
result k baad to neechay milay ga, better to book profit
Title: Re: FEROZ -- Ferozsons laboratories
Post by: fettelx on January 27, 2015, 04:33:57 PM
why did the pharmacutical rallied today? anyone?
Title: Re: FEROZ -- Ferozsons laboratories
Post by: Monty on January 27, 2015, 09:36:43 PM
why did the pharmacutical rallied today? anyone?

Drug Pricing Policy draft readied: NCE to be priced on average of India, Bangladesh brands

The Ministry of National Health Services, Regulation and Co-ordination has finalised draft Drug Pricing Policy, according to which the price of New Chemical Entry (NCE) will be based on average price of the same brand in India and Bangladesh. However, if the originator brand is available in only one of these countries, prices will be fixed at par after considering the exchange rate parity and if the originator brand of NCE has not been marketed in India or Bangladesh its maximum retail price will be fixed equal to the lowest of the following, namely:

(i)                  retail price in developing countries which regulate drug prices;

(ii)                 wholesale price of in UK Monthly Index of Medical Supplies or British National Formulary or Australian Pharmaceutical Benefits Scheme or New Zealand Pharmaceutical Management Agency;

(iii)               Price calculated on the basis of landed cost plus 35 percent mark-up to calculate trade price. Trade price shall be grossed up to provide for 1 5% retailer margin; and

(iv)              (iv)  Demanded price. (Brecorder)
Title: Re: FEROZ -- Ferozsons laboratories
Post by: zakhan76 on January 27, 2015, 10:21:16 PM
Thanks Monty.
Seniors please provide your valuable comments and analysis
Title: Re: FEROZ -- Ferozsons laboratories
Post by: fettelx on January 27, 2015, 11:01:07 PM
why did the pharmacutical rallied today? anyone?

Drug Pricing Policy draft readied: NCE to be priced on average of India, Bangladesh brands

The Ministry of National Health Services, Regulation and Co-ordination has finalised draft Drug Pricing Policy, according to which the price of New Chemical Entry (NCE) will be based on average price of the same brand in India and Bangladesh. However, if the originator brand is available in only one of these countries, prices will be fixed at par after considering the exchange rate parity and if the originator brand of NCE has not been marketed in India or Bangladesh its maximum retail price will be fixed equal to the lowest of the following, namely:

(i)                  retail price in developing countries which regulate drug prices;

(ii)                 wholesale price of in UK Monthly Index of Medical Supplies or British National Formulary or Australian Pharmaceutical Benefits Scheme or New Zealand Pharmaceutical Management Agency;

(iii)               Price calculated on the basis of landed cost plus 35 percent mark-up to calculate trade price. Trade price shall be grossed up to provide for 1 5% retailer margin; and

(iv)              (iv)  Demanded price. (Brecorder)
:thanks:
Title: Re: FEROZ -- Ferozsons laboratories
Post by: SBM on January 27, 2015, 11:12:44 PM
why did the pharmacutical rallied today? anyone?

Drug Pricing Policy draft readied: NCE to be priced on average of India, Bangladesh brands

The Ministry of National Health Services, Regulation and Co-ordination has finalised draft Drug Pricing Policy, according to which the price of New Chemical Entry (NCE) will be based on average price of the same brand in India and Bangladesh. However, if the originator brand is available in only one of these countries, prices will be fixed at par after considering the exchange rate parity and if the originator brand of NCE has not been marketed in India or Bangladesh its maximum retail price will be fixed equal to the lowest of the following, namely:

(i)                  retail price in developing countries which regulate drug prices;

(ii)                 wholesale price of in UK Monthly Index of Medical Supplies or British National Formulary or Australian Pharmaceutical Benefits Scheme or New Zealand Pharmaceutical Management Agency;

(iii)               Price calculated on the basis of landed cost plus 35 percent mark-up to calculate trade price. Trade price shall be grossed up to provide for 1 5% retailer margin; and

(iv)              (iv)  Demanded price. (Brecorder)

but isnt this something that the pharma industry did NOT want ?
Title: Re: FEROZ -- Ferozsons laboratories
Post by: Sharoze123 on January 28, 2015, 12:27:50 AM
why did the pharmacutical rallied today? anyone?

Drug Pricing Policy draft readied: NCE to be priced on average of India, Bangladesh brands

The Ministry of National Health Services, Regulation and Co-ordination has finalised draft Drug Pricing Policy, according to which the price of New Chemical Entry (NCE) will be based on average price of the same brand in India and Bangladesh. However, if the originator brand is available in only one of these countries, prices will be fixed at par after considering the exchange rate parity and if the originator brand of NCE has not been marketed in India or Bangladesh its maximum retail price will be fixed equal to the lowest of the following, namely:

(i)                  retail price in developing countries which regulate drug prices;

(ii)                 wholesale price of in UK Monthly Index of Medical Supplies or British National Formulary or Australian Pharmaceutical Benefits Scheme or New Zealand Pharmaceutical Management Agency;

(iii)               Price calculated on the basis of landed cost plus 35 percent mark-up to calculate trade price. Trade price shall be grossed up to provide for 1 5% retailer margin; and

(iv)              (iv)  Demanded price. (Brecorder)

but isnt this something that the pharma industry did NOT want ?

Exactly, this is what they didn't want!
The second half of the drafted policy is also missing, essentially prices will be frozen onwards from the levels at October 2014 I think, and they will remain thus frozen till Dec 2016( Unless granted waiver by the authority). 2016 onwards prices will be linked directly with CPI, with an upper cap which will almost always be much less than the actual inflation. 
The only good thing is that they allowed new drugs to be priced on a reference based system. They must be thinking that by allowing this shit  new investment will still be encouraged and they won't have to sacrifice price increases for current drugs in return.

This is the same policy jis per a few weeks back the entire sector went floor, now the sector is capped. Wtf
Title: Re: FEROZ -- Ferozsons laboratories
Post by: Maverick on January 29, 2015, 07:13:29 PM
I expect a strong quarterly earning from FEROZ in this quarter becuz:

1. Last quarter was a soft one and the reason the CEO gave in the report was that the govt orders were not coming becuz of the paralysis of the govt and every sector during the dharna days. Now that order backlog will hopefully materialize in 2nd quarter.

2. Some analysts say that 3000 prescriptions of Sovaldi have been sold under the NOC-from-Govt regime. If this figure is true then almost all of it should reflect in the 2nd quarter giving an EPS impact of Rs. 3.5-5 of Sovaldi alone.

Title: Re: FEROZ -- Ferozsons laboratories
Post by: Maverick on January 31, 2015, 05:45:26 PM
What's in the offing for Ferozsons?

Brecorder

Just two months ago, investors were seen flocking at Ferozsons stock counters as if there was no tomorrow! Led by the staggering demand, its stock price kissed a high of Rs675 per share with its average monthly turnover soaring by over five times during December 2014. Surely, those who managed to get their hands on the stocks must now be standing in good stead. But, the madness seems to be losing steam these days.

It all started when Ferozsons joined hands with Gilead Sciences, USA to serve as its exclusive business partner for the treatment of Hepatitis C and Hepatitis B infections in Pakistan. And the registration of Sovaldi in Pakistan, which is Gileads drug for treatment of Hepatitis C and considered to be a revolutionary treatment in Pakistan, brought further excitement in company's stock performance.

Since November 2014, its stock price has sky-rocketed by nearly 71 percent, vis-à-vis a modest gain of 13 percent generated by the benchmark KSE100 index. Thanks to bulk of the gains accrued between November-December 2014 as the current month has remained lull for Ferozsons. This is evident as average volumes during the ongoing month have dropped by nearly 44 percent, while its stock performance has underperformed the benchmark.

Here, the culprit has been the unresolved conundrum on the pricing of Sovaldi drug. Mind you, Ferozsons cannot sell the drug unless the pricing is approved by the pricing committee. Pricing approvals of a good number of 200 drugs (including Sovaldi) are pending with the pricing committee, according to industry sources.

"Pricing committee had approved the summary and sent it to the Secretary for final approval. Thanks to our systems ineffectiveness, the summary has been sent back to the pricing committee for re-assessment recently. Hence, the pricing approvals are being delayed. Still, we are hoping to see some progress on the matter soon", lamented a company official in a conversation with BR Research.

Some investors have expressed their apprehensions about the unnecessary delays arguing that it runs the risk of the drug formula getting generic, hence shaking company's competitive advantage. "The risk of being generic is always present but there have been cases in the past where the consequences of using generics did not prove to be effective hence people were compelled to revert back to the original formulae. So quality consideration and the sole distribution right will give Ferozsons an edge over others, the source added.

Reportedly, the proposed pricing of the treatment in Pakistan has been set below the selling prices in USA. Though it raises questions over the drugs financial viability for Ferozsons, the lower rate has been set on purpose to make it affordable in Pakistan. In any case, the situation is a win-win for Ferozsons as it will continue to reap a specified margin from Gilead.

Given these considerations, there is not much to worry for investors of Ferozsons in the long term! Though, one can expect the stock to remain lackluster on local bourse until some progress is seen on the pricing front.

http://www.brecorder.com/br-research/44:miscellaneous/5133:whats-in-the-offing-for-ferozsons/

Title: Re: FEROZ -- Ferozsons laboratories
Post by: SBM on February 11, 2015, 02:11:18 PM
http://epaper.dawn.com/DetailNews.php?StoryText=11_02_2015_002_010

delay in approval of sovaldi by drap
Title: Re: FEROZ -- Ferozsons laboratories
Post by: MZ on February 16, 2015, 05:27:50 PM
http://www.kse.com.pk/notices-updates/detail2.php?0.7819113493897021&id=4&nid=062519
Title: Re: FEROZ -- Ferozsons laboratories
Post by: MZ on February 16, 2015, 05:28:37 PM
http://www.kse.com.pk/notices-updates/detail2.php?id=4&nid=062517&pagesize=1&pageno=2
Title: Re: FEROZ -- Ferozsons laboratories
Post by: sumbul on February 16, 2015, 05:44:34 PM
Great News  :thumbsup_anim: Laaaaaooooooooo now caaapppp ooooo caaaappppp  :shoaby:  :clap1: Laaaaooooo Solvadi  :biggthumpup:
Title: Re: FEROZ -- Ferozsons laboratories
Post by: zakhan76 on February 16, 2015, 05:55:10 PM
Great News  :thumbsup_anim: Laaaaaooooooooo now caaapppp ooooo caaaappppp  :shoaby:  :clap1: Laaaaooooo Solvadi  :biggthumpup:

Only in Q3 the EPS increased by Rs 1. This is great. Now if anybody can share analysis on 4Q impact of Slovadi on EPS.
Masha-Allah...lao Feroz 700tp
Title: Re: FEROZ -- Ferozsons laboratories
Post by: Maverick on February 16, 2015, 06:10:40 PM
Currently around 6000 applications for Sovaldi are pending with DRAP. If only the revenue for these patients is booked till June, then total revenue from Sovaldi alone will be 6000*320000=Rs. 1.92 billion which is more than 80% of all the revenue booked in last year. Assuming a margin of 15%, the net income from Sovaldi will be Rs. 300 million which will have an EPS impact of Rs. 10 from Sovaldi alone.

Title: Re: FEROZ -- Ferozsons laboratories
Post by: SBM on February 16, 2015, 06:44:04 PM
Currently around 6000 applications for Sovaldi are pending with DRAP. If only the revenue for these patients is booked till June, then total revenue from Sovaldi alone will be 6000*320000=Rs. 1.92 billion which is more than 80% of all the revenue booked in last year. Assuming a margin of 15%, the net income from Sovaldi will be Rs. 300 million which will have an EPS impact of Rs. 10 from Sovaldi alone.

(http://www.kse.com.pk/newsimage/62519-1.gif)
Title: Re: FEROZ -- Ferozsons laboratories
Post by: rizanam on February 16, 2015, 06:46:34 PM
So SBM bhai do we have missed the party or yet we can buy it ? with some TP ?
Title: Re: FEROZ -- Ferozsons laboratories
Post by: libra786 on February 16, 2015, 08:49:07 PM
Is is advisable to by it at or near cap tomorrow at early trading?
Title: Re: FEROZ -- Ferozsons laboratories
Post by: Capricon83 on February 17, 2015, 10:47:21 AM
Is is advisable to by it at or near cap tomorrow at early trading?

In stocks bhai log kehtay hain k always "Buy on rumors Sell on news"
So jumping in is quite risky but Risk is Return Bro.......... Choice is yours  :[

Title: Re: FEROZ -- Ferozsons laboratories
Post by: zakhan76 on February 17, 2015, 05:48:15 PM
The first quarter 2015 will insha-Allah give EPS increase of at least Rs 2.
Then you will see this share crossing 900 by end of the year..Insha-Allah...
Title: Re: FEROZ -- Ferozsons laboratories
Post by: nadeemkhaliq on February 17, 2015, 09:12:05 PM
Looking strong
Title: Re: FEROZ -- Ferozsons laboratories
Post by: alidxb on February 18, 2015, 12:50:14 PM
Currently around 6000 applications for Sovaldi are pending with DRAP. If only the revenue for these patients is booked till June, then total revenue from Sovaldi alone will be 6000*320000=Rs. 1.92 billion which is more than 80% of all the revenue booked in last year. Assuming a margin of 15%, the net income from Sovaldi will be Rs. 300 million which will have an EPS impact of Rs. 10 from Sovaldi alone.
Dear how have you calcuated using pending applications with DRAP as revenue for FEROZ? Can you pls elaborate for my poor knowledge. :thanks:
Title: Re: FEROZ -- Ferozsons laboratories
Post by: Maverick on February 18, 2015, 07:11:31 PM
Forget my analysis. Read this thing from Arif Habib. It is very revealing. You will get a better understanding.

http://www.arifhabibltd.com/downloads/morningcalls/DGKC&FEROZ-2015-02-17.pdf
Title: Re: FEROZ -- Ferozsons laboratories
Post by: zakhan76 on February 18, 2015, 08:42:32 PM
Forget my analysis. Read this thing from Arif Habib. It is very revealing. You will get a better understanding.

http://www.arifhabibltd.com/downloads/morningcalls/DGKC&FEROZ-2015-02-17.pdf

JazakAllah..Maverick :good
Title: Re: FEROZ -- Ferozsons laboratories
Post by: nadeemkhaliq on February 18, 2015, 09:57:49 PM
Goof to see consolidate first in between 615-630
Title: Re: FEROZ -- Ferozsons laboratories
Post by: alidxb on February 19, 2015, 07:26:55 PM
Forget my analysis. Read this thing from Arif Habib. It is very revealing. You will get a better understanding.

http://www.arifhabibltd.com/downloads/morningcalls/DGKC&FEROZ-2015-02-17.pdf
Appreciated pls. :thanks:
Title: Re: FEROZ -- Ferozsons laboratories
Post by: alidxb on February 22, 2015, 12:05:33 PM
The sector is expected further down due to implications of Drug Policy just abnnounced.Drug pricing: Prices of drugs would remain frozen till June 30, 2016 at current approved levels.
Thereafter, annual increase in prices of scheduled drugs shall be restricted to 50 percent of Consumer Price Index (with a cap of 4
percent) and of non?schedule drugs to 70 percent of the CPI (with a cap of 6 percent). The minister said that drugs for human use
would be divided in two categories in terms of pricing in the country. Drugs on essential medicines list, top 50 of most common use
and drugs for treatment of Cancer, TB, Hepatitis, HIV, Thalassamia and Organ Transplant, biological and new chemical entities would
be categorised as schedule drugs and rest of the drugs shall be categorised as non?schedule.For the first time a concept of price
reduction up to 30 percent on originator brands has been introduced with staggered annual reduction up to 10 percent every year if
the drugs are costlier those in India and Bangladesh. This will help reduce prices of many drugs of common use for patients in the
country.
Public will get benefit & pharma sector profitability will hurt.
Title: Re: FEROZ -- Ferozsons laboratories
Post by: ksenewb on February 22, 2015, 03:35:09 PM
The sector is expected further down due to implications of Drug Policy just abnnounced.Drug pricing: Prices of drugs would remain frozen till June 30, 2016 at current approved levels.
Thereafter, annual increase in prices of scheduled drugs shall be restricted to 50 percent of Consumer Price Index (with a cap of 4
percent) and of non?schedule drugs to 70 percent of the CPI (with a cap of 6 percent). The minister said that drugs for human use
would be divided in two categories in terms of pricing in the country. Drugs on essential medicines list, top 50 of most common use
and drugs for treatment of Cancer, TB, Hepatitis, HIV, Thalassamia and Organ Transplant, biological and new chemical entities would
be categorised as schedule drugs and rest of the drugs shall be categorised as non?schedule.For the first time a concept of price
reduction up to 30 percent on originator brands has been introduced with staggered annual reduction up to 10 percent every year if
the drugs are costlier those in India and Bangladesh. This will help reduce prices of many drugs of common use for patients in the
country.
Public will get benefit & pharma sector profitability will hurt.

http://tribune.com.pk/story/835090/pharma-firms-decide-to-drop-objections-to-drug-policy/

KARACHI: The pharmaceutical industry has finally decided to end its opposition to the upcoming drug policy after receiving some assurances from the government on the ongoing pricing issue, an informed industry official said.

aagey aap samjhdaar hain  :tongue:

True sector is bearish but I dont expect much downwards movement as the negativity has already been priced in. This rumor was known since last 2 months.
Title: Re: FEROZ -- Ferozsons laboratories
Post by: nadeemkhaliq on February 22, 2015, 10:01:39 PM
Too buy in between 570-590
Title: Re: FEROZ -- Ferozsons laboratories
Post by: online88 on February 22, 2015, 10:07:17 PM
The sector is expected further down due to implications of Drug Policy just abnnounced.Drug pricing: Prices of drugs would remain frozen till June 30, 2016 at current approved levels.
Thereafter, annual increase in prices of scheduled drugs shall be restricted to 50 percent of Consumer Price Index (with a cap of 4
percent) and of non?schedule drugs to 70 percent of the CPI (with a cap of 6 percent). The minister said that drugs for human use
would be divided in two categories in terms of pricing in the country. Drugs on essential medicines list, top 50 of most common use
and drugs for treatment of Cancer, TB, Hepatitis, HIV, Thalassamia and Organ Transplant, biological and new chemical entities would
be categorised as schedule drugs and rest of the drugs shall be categorised as non?schedule.For the first time a concept of price
reduction up to 30 percent on originator brands has been introduced with staggered annual reduction up to 10 percent every year if
the drugs are costlier those in India and Bangladesh. This will help reduce prices of many drugs of common use for patients in the
country.
Public will get benefit & pharma sector profitability will hurt.

http://tribune.com.pk/story/835090/pharma-firms-decide-to-drop-objections-to-drug-policy/

KARACHI: The pharmaceutical industry has finally decided to end its opposition to the upcoming drug policy after receiving some assurances from the government on the ongoing pricing issue, an informed industry official said.

aagey aap samjhdaar hain  :tongue:

True sector is bearish but I dont expect much downwards movement as the negativity has already been priced in. This rumor was known since last 2 months.
yar yeh news to 9 February kee hay not new
Title: Re: FEROZ -- Ferozsons laboratories
Post by: ksenewb on February 22, 2015, 10:09:35 PM
The sector is expected further down due to implications of Drug Policy just abnnounced.Drug pricing: Prices of drugs would remain frozen till June 30, 2016 at current approved levels.
Thereafter, annual increase in prices of scheduled drugs shall be restricted to 50 percent of Consumer Price Index (with a cap of 4
percent) and of non?schedule drugs to 70 percent of the CPI (with a cap of 6 percent). The minister said that drugs for human use
would be divided in two categories in terms of pricing in the country. Drugs on essential medicines list, top 50 of most common use
and drugs for treatment of Cancer, TB, Hepatitis, HIV, Thalassamia and Organ Transplant, biological and new chemical entities would
be categorised as schedule drugs and rest of the drugs shall be categorised as non?schedule.For the first time a concept of price
reduction up to 30 percent on originator brands has been introduced with staggered annual reduction up to 10 percent every year if
the drugs are costlier those in India and Bangladesh. This will help reduce prices of many drugs of common use for patients in the
country.
Public will get benefit & pharma sector profitability will hurt.

http://tribune.com.pk/story/835090/pharma-firms-decide-to-drop-objections-to-drug-policy/

KARACHI: The pharmaceutical industry has finally decided to end its opposition to the upcoming drug policy after receiving some assurances from the government on the ongoing pricing issue, an informed industry official said.

aagey aap samjhdaar hain  :tongue:

True sector is bearish but I dont expect much downwards movement as the negativity has already been priced in. This rumor was known since last 2 months.
yar yeh news to 9 February kee hay not new

But the policy for which these negotiations were being made was the same which was to be announced.
Title: Re: FEROZ -- Ferozsons laboratories
Post by: Loto or Photo on March 05, 2015, 06:15:40 AM
Sovaldi price reduced from Rs.55000 .......Rs.320000

http://e.dunya.com.pk/detail.php?date=2015-03-05&edition=LHR&id=1579006_97748232

Title: Re: FEROZ -- Ferozsons laboratories
Post by: online88 on March 05, 2015, 09:14:44 AM
Sovaldi price reduced from Rs.55000 .......Rs.320000

http://e.dunya.com.pk/detail.php?date=2015-03-05&edition=LHR&id=1579006_97748232
means 2 to 3 lower locks :down:
Title: Re: FEROZ -- Ferozsons laboratories
Post by: The_Dot on March 05, 2015, 01:59:47 PM
Decreasing the price, should increase the sales too so there may be a balance .... no!
Title: Re: FEROZ -- Ferozsons laboratories
Post by: Zar Ameen on March 05, 2015, 02:47:24 PM
Can we expect to correction up to 450?
Title: Re: FEROZ -- Ferozsons laboratories
Post by: The_Dot on March 05, 2015, 02:59:06 PM
I doubt that; 450. last time it rebounded from 522. I don't think it will go lower than 530.

Next week se ye SPOT bhi honay wala hay... I think many would prefer getting the divdend, it has announced.
Title: Re: FEROZ -- Ferozsons laboratories
Post by: SBM on March 05, 2015, 03:09:17 PM
(http://www.kse.com.pk/newsimage/63555-1.gif)
Title: Re: FEROZ -- Ferozsons laboratories
Post by: sumbul on March 05, 2015, 04:17:02 PM
This is the response I got from BMA Analyst

Dear Sumbul,

Thank you for writing to me.

I did call Ferozeson's CFO today and he did confirm me that the prices have in fact been reduced to PKR32,000 from PKR55,500, however, he didn't confirm me if their margins were fixed in percentage terms or rupee term, making the impact of the cut in prices ambiguous.

Furthermore, CFO also informed me that they have not worked out the probable increase in volumetric off-take given the fact that the drug was only just introduced in the market. However, my personal opinion is that it will in fact increase the volumetric offtake of the drug but to what extent, that remains to be seen.

I am using my channel checks to get a better understanding of the matter and i'll revert back when I've more information available to me.
  :fingerscrossed1:
Title: Re: FEROZ -- Ferozsons laboratories
Post by: Nasirkhan88 on March 05, 2015, 04:54:12 PM
This is the response I got from BMA Analyst

Dear Sumbul,

Thank you for writing to me.

I did call Ferozeson's CFO today and he did confirm me that the prices have in fact been reduced to PKR32,000 from PKR55,500, however, he didn't confirm me if their margins were fixed in percentage terms or rupee term, making the impact of the cut in prices ambiguous.

Furthermore, CFO also informed me that they have not worked out the probable increase in volumetric off-take given the fact that the drug was only just introduced in the market. However, my personal opinion is that it will in fact increase the volumetric offtake of the drug but to what extent, that remains to be seen.

I am using my channel checks to get a better understanding of the matter and i'll revert back when I've more information available to me.
  :fingerscrossed1:
:confused1:
Title: Re: FEROZ -- Ferozsons laboratories
Post by: zakhan76 on March 05, 2015, 06:06:54 PM
 :dunno:
The only positive is volume will increase.
I honestly suspect fraud in this import.
Title: Re: FEROZ -- Ferozsons laboratories
Post by: MZ on March 05, 2015, 06:14:49 PM
http://www.dawn.com/news/1166571
Title: Re: FEROZ -- Ferozsons laboratories
Post by: Sharjeel on March 05, 2015, 06:59:21 PM
http://www.dawn.com/news/1166571

Story main twist  :D
Title: Re: FEROZ -- Ferozsons laboratories
Post by: zakhan76 on March 05, 2015, 08:05:49 PM
http://www.dawn.com/news/1166571
e
Story main twist  :D

 :o :o :o :o :o :o
The arrested factory owner said that he submitted an application to the DRAP saying if I am allowed to manufacture the medicine, I would sell it at Rs 11, 144


If you can read between the lines..So Ferozson and the DRAP (may also be called pharma mafia) have agreed to sell the product at a price of 32,000 this is almost three time the price the "arrested factory owner" claimed to sell at.

I think now we need somebody to "re-calculate" the following for Ferozson:
- Expected sale volume in quantities and values
- Resulting impact on EPS of Ferozson
- Fair value of Ferozson share

 :biggthumpup: :biggthumpup: :biggthumpup: :biggthumpup: :biggthumpup:
Title: Re: FEROZ -- Ferozsons laboratories
Post by: sumbul on March 06, 2015, 09:35:09 AM
I am holding it for long term now - No need to panic  :good


Dear Sumbul,

Thank you for your email. As per the notice sent by the company, the decision to reduce prices was made by the company. Secondly, prices have been reduced to 38,000 for dealers, while for some customers, the company will be providing them the medicine directly @32,300. This is not as negative a sign as people think. We expect that volumes will grow because of this development, compensating the company for the price cuts.


AHL ALERT
Mar 05, 2014

FEROZ slashes price of Hepatitis-C Drug from PKR~55,000 to PKR~32,000
As per our channel checks with the Pharma industry, Ferozsons Laboratories (FEROZ) has cut prices of its revolutionary drug “Sovaldi” (generic name Sofosbuvir) to PKR 32,000 per 28-tablet pack, from the earlier announced PKR 54,600. We believe this should not have a downward impact on company earnings, as the increasing affordability of the product for the >10mn patients in Pakistan should rather support product’s sales volume.

Please find below a sensitivity analysis of FEROZ’s earnings and indicative price target using updated product prices at various number of patients to be treated through this product: 

Exhibit: Sensitivity Analysis of Sovaldi with New Prices
Price of 24-week course (PKR)   192,000           
Total infected population (mn)   10           
% of infected population opting for treatment   0.15%   0.20%   0.25%   0.30%
Total Patients opting for Treatment   15,000   20,000   25,000   30,000
Impact on:               
Sales (PKR mn)   2,880   3,840   4,800   5,760
Net Profits @ 10% margins   288   384   480   576
Consolidated EPS 1HFY15A (PKR)   9.46           
Consolidated EPS 2HFY15E (ex. Sovaldi) (PKR)   11.2           
FY15E EPS (excluding Sovaldi)   20.7           
Sovaldi Impact on 2HFY15 EPS (PKR)   9.54   12.72   15.9   19.08
FY15E EPS (including Sovaldi) (PKR)   30.2   33.38   36.56   39.74
P/E (Sector)   34.7           
P/E (Feroz) FY14   31.1           
Assumed P/E (x)   30           
    Relative Valuations at New Product Price
    906   1,001   1,097   1,192
Source: Company Financials, AHL Research


Conclusion
While the market seems to have reacted negatively to the news of lower prices, we believe going forward this will have a positive impact on their earnings through higher volumes.

Title: Re: FEROZ -- Ferozsons laboratories
Post by: The_Dot on March 06, 2015, 09:45:12 AM
I am thinking to add more at lower lock (520) or below 530... What do you guys suggest?
Title: Re: FEROZ -- Ferozsons laboratories
Post by: sumbul on March 06, 2015, 09:54:16 AM
I am thinking to add more at lower lock (520) or below 530... What do you guys suggest?

Not a bad idea provided your investment horizon is 2-3 years  :biggthumpup:
Title: Re: FEROZ -- Ferozsons laboratories
Post by: alidxb on March 06, 2015, 10:12:42 AM
I am thinking to add more at lower lock (520) or below 530... What do you guys suggest?

Not a bad idea provided your investment horizon is 2-3 years  :biggthumpup:
Dear Sumbul; Thanks a lot for valuable info. :thanks:
Title: Re: FEROZ -- Ferozsons laboratories
Post by: The_Dot on March 06, 2015, 10:22:49 AM
I am thinking to add more at lower lock (520) or below 530... What do you guys suggest?

Not a bad idea provided your investment horizon is 2-3 years  :biggthumpup:

Thora kam kar lo... to 2 - 3 months may be...  :skeptic:

What do you suggest, regarding availing the dividend. 40%?
Title: Re: FEROZ -- Ferozsons laboratories
Post by: sumbul on March 06, 2015, 10:40:00 AM
Chill guys No worries  :thumbsup_anim:

FEROZ: Sovaldi selling price reduced by 32%
Drug Regulatory Authority of Pakistan (DRAP) is stated to have granted product registration of Sovaldi to FEROZ. FEROZ imports Sovaldi from Gilead USA and markets in Pakistan and also aiming to bring other new medicines in future with collaboration of Gilead.
As per the latest information FEROZ has reduced the Maximum Retail Price of Sovaldi from Rs 55,000/ bottle to Rs 38,000/ bottle as DRAP has asked FEROZ to do so. Sovaldi is a known vaccine to cure Hepatitis C disease.
Lower gross margin to compensate with additional sales
In order to attain maximum number of patients, Gilead has been reducing prices of Sovaldi all over world and now decreased in Pakistan too. With decreasing sale prices FEROZ's gross margins on Sovaldi will roughly shrink by 10%. But a decrease in sale price will increase volumetric sales of Sovaldi which will compensate the lowered gross margin.
1HFY15 review: Sovaldi adding values to company
Ferozsons Laboratories Limited (FEROZ) announced financial result for 1HFY15 and reported NPAT of Rs 220.9mn (EPS 7.32) against Rs 183.3mn (EPS Rs 6.07) reported in same period last year, showed 20% YoY growth for period ended on Dec 31, 2015. FEROZ announced 40% (Rs 4/sh) cash dividend for period in consideration.
On Quarterly basis FEROZ reported EPS of Rs 4.15 in 2Q against Rs 3.17 reported in previous quarter showing 30% QoQ growth in bottom-line.
 
Future Outlook:
•   FEROZ supplied Sovaldi to over 3000 patients in last couple of months
•   FEROZ has market size of approx 10mn Hepatitis C patients in Pakistan.
•   FY16 will be glorious year in term of revenue and profitability.
•   Based on sensitivity analysis Sovaldi will boost FEROZ full year EPS by Rs 8.31 to Rs 12.84
 
Taking Rs20 as EPS proxy (after taking incremental impact of Sovaldi sales) ~ FEROZ yields FY15 PE of 26.7x (FEROZ is a value investment)
Title: Re: FEROZ -- Ferozsons laboratories
Post by: alidxb on March 06, 2015, 10:57:07 AM
I am thinking to add more at lower lock (520) or below 530... What do you guys suggest?

Not a bad idea provided your investment horizon is 2-3 years  :biggthumpup:

Thora kam kar lo... to 2 - 3 months may be...  :skeptic:

What do you suggest, regarding availing the dividend. 40%?
Think of buying Ex Div; keep away the falling knife. Sovaldi approval news was built in the price action that started from Nov 14. :good Performance will 
Title: Re: FEROZ -- Ferozsons laboratories
Post by: MZ on March 11, 2015, 10:27:23 PM
Founded in 1954, Ferozsons Laboratories was one of the first pharmaceutical manufacturers in a fledgling Pakistan, and the first pharma company to list itself on the KSE. It offers a wide range of branded generics and in-licensed products.

Ferozsons is the marketing and distribution partner for the Boston Scientific Corporation, USA for its cardiac and peripheral products. It also has a highly successful joint venture with the Bagó Group of Argentina called BF Biosciences Limited. Through this, the company has achieved a leadership position in the oncology and hepatology markets. More importantly though, Ferozsons recently joined hands with Gilead Sciences Inc to market a number of its products in Pakistan.

A RISE IN THE STOCK PRICE Ferozsons' stock started its upward journey in September 2014, after the company reported its first-quarter results for FY15. The share price then fell a bit, but spiked to a peak of Rs 675 in early December. The monumental rise is attributed to Drug Regulatory Authority of Pakistan's (DRAP) nod in favour of Gilead's blockbuster Hepatitis C drug, Sovaldi, in Pakistan.

Ferozsons received DRAP approval for the sale of Gilead's Sovaldi in November. The price of the drug, however, is substantially lower than what it's worth in the US; DRAP fixed the price at Rs 55,000 per bottle of 28 tablets - a 98 percent discount to the $1,000 per tablet in the US. All that's left now is for the federal government to give final approval.

Recently, Ferozsons announced on March 5 that it is voluntarily reducing the drug's maximum retail price from Rs 55,000 to Rs 38,000. This will greatly benefit the public at large, and will make the already discounted drug even more affordable. Those concerned with the impact of the low price on Ferozsons' financials need not worry, as Ferozsons will continue reaping a pre-specified margin from Gilead.

FEROZSONS' PRIOR PERFORMANCE Ferozsons, much like other pharma players, hasn't been entirely immune to the pressures of the Pakistani pharma industry. While the company's top line has been increasing steadily over the years, its bottom line tells a different story.

As is evident, the bottom line of the company has not been following the same uptrend as the revenue; net profits fell in FY11 due to increased selling & distribution expenses. After that, the bottom line has been constant and growth has remained bottlenecked.

FEROZSONS 1HFY15 The company's revenues for the six months ended December 2014 improved 31 percent year-on-year. But again, the increase in cost of sales (37 percent) outpaced the revenue growth, and gross margins ended up declining by 250 basis points.

This time, the decline in gross margins is attributed to Ferozsons' growth in those divisions that carry lower margins. Moreover, tenders for the purchase of medical devices as well as medicines were largely deferred, negatively impacting the company's medical device division and institutional sales of its subsidiary - BF Biosciences Limited. This hurt both the top line as well as the bottom line growth.

OUTLOOK Despite the industry's dreary zeitgeist, things aren't looking too bad for Ferozsons. One step closer to gaining approval for sales of Gilead's drugs, the company is looking at bright prospects for years to come. Sovaldi is, after all, a breakthrough in Hepatitis C treatment, and Pakistan just happens to be one of the regions most affected by it.

There are some who are concerned that the longer the approval takes, the greater the risk of generic rivals springing up and eating up Sovaldi's market share. But in truth, generics aren't always effective, and there have been cases where people had to revert back to the original. So, at the end of the day, Ferozsons' long-term prospects are more or less golden.

=========================================================
Ferozsons Laboratories Results
=========================================================
Rs (mn)                    1HFY15     1HFY14   YoY change
=========================================================
Revenue                     1,495      1,144          31%
Cost of Sales                 757        552          37%
Gross Profit                  737        592          24%
Gross Margin                49.3%      51.7%      250 bps
Administrative                 92         75          23%
Selling & Distribution        347        264          31%
Finance Cost                   11          7          57%
Other expenses                 26         23          13%
Other income                   45         41          10%
Profit before tax             306        264          16%
Tax                            85         75          13%
Profit after tax              221        188          18%
EPS                          9.46       7.88          20%
=========================================================
Title: Re: FEROZ -- Ferozsons laboratories
Post by: SBM on March 23, 2015, 06:54:06 PM
http://www.bloomberg.com/news/articles/2015-03-21/gilead-warns-after-hepatitis-patient-on-heart-drug-dies
Title: Re: FEROZ -- Ferozsons laboratories
Post by: Maverick on March 24, 2015, 08:45:56 AM

Gilead (GILD) Harvoni/Sovaldi Label Changes Are Not Meaningful

http://www.streetinsider.com/Analyst+Comments/Gilead+%28GILD%29+HarvoniSovaldi+Label+Changes+Are+Not+Meaningful,+Baird+Says/10393430.html


Title: Re: FEROZ -- Ferozsons laboratories
Post by: nadeemkhaliq on April 11, 2015, 03:07:13 PM
Upper lock no celebrations
Title: Re: FEROZ -- Ferozsons laboratories
Post by: The_Dot on April 11, 2015, 09:29:14 PM
530 se reverse maar laiga ... very low turnout in Feroz lately.

bahut dukh diye hain iss ne, 635 pe uThaya tha and sold on 500. :/
Title: Re: FEROZ -- Ferozsons laboratories
Post by: engrusama on April 12, 2015, 12:01:15 AM
A batch of 20000 full doses of Sovaldi will be received in this week hopefully. A price of 33000 has been decided.
Title: Re: FEROZ -- Ferozsons laboratories
Post by: zakhan76 on April 27, 2015, 12:47:31 PM
Masha-Allah going good...I have been very patient with this scrip...and Alhamdulillah...patience has always benefited me... :good :good :good
Title: Re: FEROZ -- Ferozsons laboratories
Post by: zakhan76 on April 27, 2015, 02:49:22 PM
Masha-Allah cap ho gaya... :dance :dance :dance
Title: Re: FEROZ -- Ferozsons laboratories
Post by: zakhan76 on April 27, 2015, 02:53:14 PM
http://kse.com.pk/notices-updates/detail2.php?id=4&nid=065660&pagesize=1&pageno=2

Rs 15.45 EPS

 :dance :dance :dance
Title: Re: FEROZ -- Ferozsons laboratories
Post by: Omer The Researcher on April 27, 2015, 02:55:55 PM
Miss ho gya  :@
Title: Re: FEROZ -- Ferozsons laboratories
Post by: zakhan76 on April 27, 2015, 03:01:27 PM
Quote from: Omer The Researcher link=topic=734.msg204015#msg204015 date=143012
Miss ho gya  :@
[/quote

Bhai fikar nishta...kal buy karo...because this quarter eps was Rs. 8+...so imagine the EPS of next quarter...easily 10+ insha-Allah

And this share price insha-Allah will cross 700 in 3-4 months... :biggthumpup:
Title: Re: FEROZ -- Ferozsons laboratories
Post by: stockchild on April 27, 2015, 03:01:58 PM
Here comes Sovaldi impact. EPS double. CAP O CAP
Title: Re: FEROZ -- Ferozsons laboratories
Post by: zakhan76 on April 28, 2015, 10:57:59 AM
Abhi tou party shuru hoi hai....
 :dance :dance :dance
Title: Re: FEROZ -- Ferozsons laboratories
Post by: hasnain0099 on April 28, 2015, 01:17:19 PM
Relatively very expensive vis-a-vis SEARL and HINOON. Almost half of the earnings richness.
Title: Re: FEROZ -- Ferozsons laboratories
Post by: zakhan76 on April 28, 2015, 01:21:01 PM
Relatively very expensive vis-a-vis SEARL and HINOON. Almost half of the earnings richness.

Bhai company profile bhi koi cheez hoti hai. Wese bhi Solvadi ki sale abhi start hui hai...Yeh momentum tou InshaAllah aur agay jaye ga. ...Ameen
Title: Re: FEROZ -- Ferozsons laboratories
Post by: zakhan76 on April 28, 2015, 07:59:09 PM
Laoo Feroz cap again tomorrow...
Title: Re: FEROZ -- Ferozsons laboratories
Post by: nadeemkhaliq on April 28, 2015, 09:35:54 PM
Two more upper cap I think
Title: Re: FEROZ -- Ferozsons laboratories
Post by: stockchild on April 28, 2015, 10:47:02 PM
After Sovaldi, sales have double,unconsolidated EPS > Rs. 8 and consolidated EPS near Rs. 10. Annual consolidated EPS of Rs. 40 with P/E of 20-25, this share going to trade between Rs. 800-1000 within next 3-6 months.
Title: Re: FEROZ -- Ferozsons laboratories
Post by: zakhan76 on April 29, 2015, 02:32:19 PM
Alhamdulillah cap again  :clap1: :clap1: :clap1:
Title: Re: FEROZ -- Ferozsons laboratories
Post by: zakhan76 on April 30, 2015, 07:12:17 AM
Salam, lao ek aur cap...today Insha-Allah...
Title: Re: FEROZ -- Ferozsons laboratories
Post by: NeeHon on April 30, 2015, 12:42:10 PM
Iss ko kya ho gya hai. Kal upper cap par liya tha aur aaj lagta hai lower cap par bechna paray ga.
Title: Re: FEROZ -- Ferozsons laboratories
Post by: The_Dot on April 30, 2015, 12:49:35 PM
Iss ko kya ho gya hai. Kal upper cap par liya tha aur aaj lagta hai lower cap par bechna paray ga.

very good result pe 2 caps + some more, bahut hotay hain .... kal din mein ik dafa upper cap khul gaya tha...

very good result + rights or bonus pe, more than 2 caps ki ummeed ki sakti hay ...
Title: Re: FEROZ -- Ferozsons laboratories
Post by: zakhan76 on April 30, 2015, 12:53:29 PM
Profit taking.
Market correction
Don't worry
Title: Re: FEROZ -- Ferozsons laboratories
Post by: Arif Nadeem on April 30, 2015, 01:02:49 PM
Searl at present rate presents far better prospects than Feroz.This is what time will show.
Title: Re: FEROZ -- Ferozsons laboratories
Post by: The_Dot on April 30, 2015, 01:09:45 PM
Searl at present rate presents far better prospects than Feroz.This is what time will show.
What about Searl ki bhanji, IBLHL? :)

Feroz mein apni qismat achi nahi rahi kabhi. so I am staying away.
Title: Re: FEROZ -- Ferozsons laboratories
Post by: hasnain0099 on April 30, 2015, 10:20:06 PM
Relatively very expensive vis-a-vis SEARL and HINOON. Almost half of the earnings richness.

Bhai company profile bhi koi cheez hoti hai. Wese bhi Solvadi ki sale abhi start hui hai...Yeh momentum tou InshaAllah aur agay jaye ga. ...Ameen
Hepatitus ky kitnay patient hongay? And importantly un ma se kitnay sovaldi afford karsaktay hongay?
Pakistan ma har 3rd person aaj kaal alergy, Asthima aur related diseases ka shikar hay because of deteriorating enviornament. HINOON and SEARL offer similar product range at affordable prices to market competitors. And their clientel is likely to increase with time as the pollution continues picking up in Pakistan.
Title: Re: FEROZ -- Ferozsons laboratories
Post by: stockchild on May 01, 2015, 12:21:58 AM
Hinoon and Searl are good too but feroz cut above the rest. In this qtr Sovaldi was sold only to those customers who got the approval from relevant authority. Now very soon this medicine is going to be available openly and every body can use it without govt  . Next Qtr will be a bit better than this one in terms of sales/eps but the real impact will come in the first qtr of 2016 (July-Sep 2015).

I am expecting customer base of over 10,000 patients till then with annualized EPS of over Rs. 50 for 2015-2016. This share surely gona touch 800-1000 till Sep 2015.
Title: Re: FEROZ -- Ferozsons laboratories
Post by: stockchild on May 01, 2015, 12:29:26 AM
Very surprised to see that no brokerage house has issued any report soo far after its 3rd qtr earning. Lagta sara mil kar abi accumulate kar raha han
Title: Re: FEROZ -- Ferozsons laboratories
Post by: engrusama on May 01, 2015, 12:46:02 AM
okay, a few facts. Ferozsons is one the oldest and technologically best pharma in Pak. They have invested heavily in hormonal preparation in their Lahore unit. they alreadt have 20000 confirm doses of Sovaldi here. The demand ia absolutely above expecTations. Hinoon is good but nowhere near as stable as Feroz. Searle is a different story. they have blockbuster drugs but i can't understand their marketing philosophy. Similar is case with Abbot and other multinationals. They are very slow in fulffilling doctor demands because of stict policies which has made multinanyional pharma have 42 percent share as of 2015(Above 70 percent pre 2000)
Title: Re: FEROZ -- Ferozsons laboratories
Post by: hasnain0099 on May 01, 2015, 10:49:23 AM
okay, a few facts. Ferozsons is one the oldest and technologically best pharma in Pak. They have invested heavily in hormonal preparation in their Lahore unit. they alreadt have 20000 confirm doses of Sovaldi here. The demand ia absolutely above expecTations. Hinoon is good but nowhere near as stable as Feroz. Searle is a different story. they have blockbuster drugs but i can't understand their marketing philosophy. Similar is case with Abbot and other multinationals. They are very slow in fulffilling doctor demands because of stict policies which has made multinanyional pharma have 42 percent share as of 2015(Above 70 percent pre 2000)
Affordability is also a key aspect. For example, a general antibiotic e.g ciprofloxacin when purchased of a multinational brand i.e. Byer (Ciproxin) costs 550 for a pack of 10. While the same from local producer i.e. sammy (Novidat) costs 200 for the pack of 10. While the montelukast costs around 200 for a pack of 10 from SEARL,HINOON and other local pharmas, the multimational brand (Singulair) costs 1300 for a pack of 14. Abbot's prices are similarly on average 1.5-2X costlier than the rest of the market. Doctors also keep affordability in view while writing prescription. Abbot and other multinational can only do little to match the lower prices of local pharmas other than matching their dubious material quality and the tendency to spend more on doctors than on RD.
Title: Re: FEROZ -- Ferozsons laboratories
Post by: zakhan76 on May 01, 2015, 11:36:03 AM
800 is on cards by Aug-Sep insha-Allah...
Afterwards on each quarter it will go up and up...and up Insha-Allah,,,
 :biggthumpup:
Title: Re: FEROZ -- Ferozsons laboratories
Post by: nadeemkhaliq on May 01, 2015, 02:13:10 PM
Agreed
Title: Re: FEROZ -- Ferozsons laboratories
Post by: zakhan76 on May 01, 2015, 02:40:45 PM
http://www.ferozsons-labs.com/images/stories/Condensed-Interim-nine-months-ended-31-March-2015.pdf
Title: Re: FEROZ -- Ferozsons laboratories
Post by: zakhan76 on May 01, 2015, 02:44:04 PM
DIRECTORS’ REVIEW OF THE CONDENSED INTERIM FINANCIAL
INFORMATION FOR THE NINE MONTHS & QUARTER ENDED
31 MARCH 2015
We are pleased to present your Company’s standalone and consolidated financial information for the
nine months & quarter ended 31 March 2015. The consolidated condensed interim financial information
incorporates the Company’s 98% owned retail venture Farmacia and 80% owned subsidiary BF
Biosciences Limited.
OPERATIONAL AND FINANCIAL PERFORMANCE
A summary of operating results for the period is given below:
The Net Sales of your Company showed a growth of 52% for the nine months and 89% for the 3rd quarter
under review compared to the corresponding period last year. At the consolidated level, our Net sales
showed an increase of 31% over the nine months and 67% for the 3rd quarter in comparison with same
period of last year.
Owing to a strong growth in the company’s portfolio of imported products, including Sovaldi ® for Hepatitis
C, sold under license from Gilead Sciences Inc., USA, and the company’s medical devices division in
partnership with Boston Scientific Corporation, USA, the company’s gross profit margin was diluted in
percentage terms. However in absolute terms, the Company’s Gross Profits increased by 37% to Rs. 1.3
Billion for the nine-month and by 58% to Rs. 561.8 Million for the quarter period under review.
Your Company’s Net Profit after Tax (NPAT) for the nine months under review grew by 43% to Rs. 446,
while for the quarter, the Net Profit increased by 79% to Rs. 245 Million. At the consolidated level, the Net
Profit After Tax of your company stood at Rs. 607.7 Million for the nine months and Rs. 305.7 Million for
the quarter under review.
Based on the net profit for the nine months ended 31 March 2015, the Earnings per Share (EPS), both
basic and diluted, stand at Rs. 8.13 for the quarter compared to Rs. 5.62 for the same quarter last year, and
Rs. 15.45 for the nine months under review compared to Rs. 10.80 for the same period last year.
At the Group level, EPS stands at Rs. 19.16 for the nine months and Rs. 9.71 for the quarter under review.
BF Biosciences Limited Operational Status
The Company’s subsidiary company BF Biosciences Limited closed its Net Sales at Rs. 857 million for the
nine months ended 31 March 2015 with a decrease of 14% in comparison with the same corresponding
period last year. On the other hand, the Net Profit after Tax (NPAT) for nine months under review stood at
Rs. 145 million, showing a growth of 41% over the same corresponding period last year. The percentage
growth in bottom line despite sales reduction reflects the effect of cost cutting and reduction in tender/institutional supplies that carry a low GP margin.
Future Outlook
Despite cost pressures and strained economic growth in the country, the company has been able to
demonstrate growth across its portfolio of products. In particular, our range of branded generics in the area
of cardiology demonstrated a growth of 22% during the nine months, export business grew by 21%, while
the sale of our medical device division also increased by 16%
The company is especially privileged by the impact its partnership with Gilead Sciences has been able
to have in combating Hepatitis C, a disease of epidemic proportions in Pakistan. The virus, which affects
over 10 Million Pakistanis, leads to cirrhosis of the liver and liver cancer if left untreated. Under a special
Gilead Access Program, we have begun assisting thousands of patients across Pakistan to access this
breakthrough oral treatment at a fraction of its international cost, and within months of its availability in
the United States and Europe. Until recently, Hepatitis C was considered to be a deathblow to families
in terms of their physical health and the cost of treatment. Through this type of unique partnership, we
hope to continue assisting patients in Pakistan obtain access to the latest medical innovations at a locally
relevant cost.
Acknowledgments
We would like to acknowledge the efforts of the employees of the Company at all levels for their commitment
and hard work in achieving financial results reflected in these interim financial statements.
We would also like to thank our business partners for their support as well as our valued customers for their
continued trust in our products.
For and on behalf of the Board of Directors
 (Mrs. Akhter Khalid Waheed)
Chairperson & Chief Executive
Title: Re: FEROZ -- Ferozsons laboratories
Post by: Maverick on May 01, 2015, 11:28:48 PM
FEROZ is a slam dunk at these rates and for a 1 year holding period. For the last quarter, Sovaldi was only available through the NOC-from-DRAP regime which was cumbersome and still the company posted bumper profits.

The Sovaldi price decrease and official NOC took effect in early March with DRAP saying that huge quantities of the drug have been ordered by the company. So the real effect of Sovaldi will start showing in the EPS from Q4 2015 and onwards. For Q4, I expect an EPS of ~Rs.13. My conservative guess for normalized earnings post-Sovaldi is Rs. 55. Taking a multiple of 18 gives a TP of ~Rs. 1000.
Title: Re: FEROZ -- Ferozsons laboratories
Post by: arehman on May 02, 2015, 12:49:36 PM
Maverick bhai your conservative guess is way over conservative.
Title: Re: FEROZ -- Ferozsons laboratories
Post by: ksenewb on May 02, 2015, 12:53:26 PM
The effect of slovaldi has been astounding.. The EPS has almost doubled in this quarter as compared to previous.
Title: Re: FEROZ -- Ferozsons laboratories
Post by: zakhan76 on May 02, 2015, 08:37:03 PM
When a company is on growth path..then buy and keep quite for 3-4 quarters....
Title: Re: FEROZ -- Ferozsons laboratories
Post by: tariq54 on May 09, 2015, 09:17:32 AM
DRAP ‘denies’ vital medicine to hepatitis C patients

LAHORE: The Pakistan Young Pharmacists Association (PYPA) has alleged that the Drug Regulatory Authority Pakistan (DRAP) is deliberating delaying registration of a low-priced hepatitis C drug, ignoring the need of hundreds of millions of patients awaiting the medicine.

Flanked by the representatives of various other medical and allied associations at the Lahore Press Club on Friday, PYPA President Dr Nabeela Latif claimed that a company had offered a price of Sofosbuvir (hepatitis C drug) which was hundred times lower than that of the drug which had recently been registered by the DRAP.

She said the offer was made by the company keeping in view the affordability of the poor patients who were affected by hepatitis C.

Take a look: Drug registration delay affecting hepatitis patients

Sharing statistics in this regard, Dr Nabeela said Pakistan was recognised as one of the countries in the world with the highest prevalence of hepatitis C.

“It stands second after Egypt,” she said, adding that the prevalence of HCV in Pakistan was at least eight per cent, with much higher figures for certain population pockets.

“This translates into an estimated 16 million infected people, of which five million could have serious liver disease and 1.2 million could have developed liver cancer,” she said.

Dr Nabeela said oral treatment of hepatitis C had been developed in the world two years ago. Consequently, many companies applied to the DRAP for the registration of this drug in Pakistan.

She said M/s Everest Pharmaceuticals Islamabad had offered Rs398 price for each 400mg tablet which was the lowest compared to the other competitors. However, some elements in the DRAP managed to grant registration to the M/s Ferozsons Pharmaceuticals Nowshera which had offered Rs2,000 per tablet.

She alleged that an official of the DRAP, Javed Iqbal, particularly played a negative role in this regard and used influence to delay registration to the Everest company as the request is still pending there.

She revealed that the Ferozsons Laboratories was owned by the brother-in-law of one of the top leaders of the ruling government.

She said officials of the FIA including Usman Anwar and Mian Asif exerted pressure on the pharmaceutical companies including the Everest Pharmaceuticals not to pursue the case in the DRAP.

“The FIA officials also arrested some senior medics in Punjab for recommending the low-priced hepatitis C drugs at the behest of the Ferozsons Lab,” the PYPA president alleged.

Representatives of the medical associations expressed their concerns over the arrest of their colleagues by the FIA. They demanded that the prime minister and chief justice take notice of highhandedness of the FIA and DRAP for their alleged involvement in delaying the low-priced drug to oblige another company.

Dr Izhar Ahmed Chaudhry from the Pakistan Medical Association, Hafiz Ahsan Naseer from the Consumer Protection Society, Azhar Iqbal Butt from the Pakistan Pharmaceuticals Association, Dr Nazar Murshad from the Specialist Doctors Association Punjab, Dr Ihsan-ur-Rehman from the Medical Teachers Association Punjab, Noor Mehar from the Pakistan Pharmacists Association and Samiullah Khan Durrani from the Sunder Pharma Consortium were among the participants.

The Ferozsons Labs says Sovaldi tablets are being supplied to patients as part of Gilead sciences patient access program in Pakistan at a price of Rs1,153 per tablet since its registration in Pakistan.

“This breakthrough product for HCV was made available on a patient-name basis from August 2014 generally and even MNCs do not launch their original research products in developing markets at such a fast speed and after Sovaldi’s registration about 7,000 HCV patients are on treatment currently.

“One medicine which claims to be registered was sold through some selected points but actually was not registered and sold at Rs55,000. A patient of Dera Ghazi Khan approached us and claimed that a doctor sold him six packs of sovaldi which showed no response and was found counterfeit. On complaint, the FIA took legal action and arrested a doctor.”

Published in Dawn, May 9th, 2015
http://www.dawn.com/news/1180918/drap-denies-vital-medicine-to-hepatitis-c-patients
Title: Re: FEROZ -- Ferozsons laboratories
Post by: Malik1 on May 10, 2015, 02:11:37 AM
DRAP ‘denies’ vital medicine to hepatitis C patients

LAHORE: The Pakistan Young Pharmacists Association (PYPA) has alleged that the Drug Regulatory Authority Pakistan (DRAP) is deliberating delaying registration of a low-priced hepatitis C drug, ignoring the need of hundreds of millions of patients awaiting the medicine.

Flanked by the representatives of various other medical and allied associations at the Lahore Press Club on Friday, PYPA President Dr Nabeela Latif claimed that a company had offered a price of Sofosbuvir (hepatitis C drug) which was hundred times lower than that of the drug which had recently been registered by the DRAP.

She said the offer was made by the company keeping in view the affordability of the poor patients who were affected by hepatitis C.

Take a look: Drug registration delay affecting hepatitis patients

Sharing statistics in this regard, Dr Nabeela said Pakistan was recognised as one of the countries in the world with the highest prevalence of hepatitis C.

“It stands second after Egypt,” she said, adding that the prevalence of HCV in Pakistan was at least eight per cent, with much higher figures for certain population pockets.

“This translates into an estimated 16 million infected people, of which five million could have serious liver disease and 1.2 million could have developed liver cancer,” she said.

Dr Nabeela said oral treatment of hepatitis C had been developed in the world two years ago. Consequently, many companies applied to the DRAP for the registration of this drug in Pakistan.

She said M/s Everest Pharmaceuticals Islamabad had offered Rs398 price for each 400mg tablet which was the lowest compared to the other competitors. However, some elements in the DRAP managed to grant registration to the M/s Ferozsons Pharmaceuticals Nowshera which had offered Rs2,000 per tablet.

She alleged that an official of the DRAP, Javed Iqbal, particularly played a negative role in this regard and used influence to delay registration to the Everest company as the request is still pending there.

She revealed that the Ferozsons Laboratories was owned by the brother-in-law of one of the top leaders of the ruling government.

She said officials of the FIA including Usman Anwar and Mian Asif exerted pressure on the pharmaceutical companies including the Everest Pharmaceuticals not to pursue the case in the DRAP.

“The FIA officials also arrested some senior medics in Punjab for recommending the low-priced hepatitis C drugs at the behest of the Ferozsons Lab,” the PYPA president alleged.

Representatives of the medical associations expressed their concerns over the arrest of their colleagues by the FIA. They demanded that the prime minister and chief justice take notice of highhandedness of the FIA and DRAP for their alleged involvement in delaying the low-priced drug to oblige another company.

Dr Izhar Ahmed Chaudhry from the Pakistan Medical Association, Hafiz Ahsan Naseer from the Consumer Protection Society, Azhar Iqbal Butt from the Pakistan Pharmaceuticals Association, Dr Nazar Murshad from the Specialist Doctors Association Punjab, Dr Ihsan-ur-Rehman from the Medical Teachers Association Punjab, Noor Mehar from the Pakistan Pharmacists Association and Samiullah Khan Durrani from the Sunder Pharma Consortium were among the participants.

The Ferozsons Labs says Sovaldi tablets are being supplied to patients as part of Gilead sciences patient access program in Pakistan at a price of Rs1,153 per tablet since its registration in Pakistan.

“This breakthrough product for HCV was made available on a patient-name basis from August 2014 generally and even MNCs do not launch their original research products in developing markets at such a fast speed and after Sovaldi’s registration about 7,000 HCV patients are on treatment currently.

“One medicine which claims to be registered was sold through some selected points but actually was not registered and sold at Rs55,000. A patient of Dera Ghazi Khan approached us and claimed that a doctor sold him six packs of sovaldi which showed no response and was found counterfeit. On complaint, the FIA took legal action and arrested a doctor.”

Published in Dawn, May 9th, 2015
http://www.dawn.com/news/1180918/drap-denies-vital-medicine-to-hepatitis-c-patients

There is a big risk of politicising the solvaldi drug. Its duplicate cheaper formula will be much less effective people should understand this.
Title: Re: FEROZ -- Ferozsons laboratories
Post by: SBM on May 10, 2015, 02:31:26 AM
In February 2015 it was reported[56] that Doctors of the World had submitted an objection to Gilead's patent[57] at the European Patent Office claiming that the structure of sofosbuvir is based on already known molecules.[58] In particular, Doctors of the World argue that the Protide technology powering sofosbuvir has been previously invented by the McGuigan team at Cardiff University in the UK, and that the Gilead drug is not therefore inventive.[59][60] This legal approach had been successfully used in India in January 2015: The Indian Patent Office in Mumbai declined patent protection thus opening the way for producers of generics to produce the drug for the Indian market.[58]
Title: Re: FEROZ -- Ferozsons laboratories
Post by: zakhan76 on May 10, 2015, 10:50:08 AM
Drap took long time to allow Solvadi in pakistan and now when it is available people are trying to build a lobby against it sole distributor. Every one knows that in Pakistan only influential person can do such businesses. So what is new about Ferozson?
Around 1 crore patients of Hepatitis in Pakistan now and due to deteriorating environment and poor food and water the patient production might carry on.
So why not other big guys take benefits from this situation?
Solvadi is proven medicine and Pakistanis will again become guinny pigs if local manufacturers are allowed to produce it.
Title: Re: FEROZ -- Ferozsons laboratories
Post by: Omer The Researcher on May 21, 2015, 02:12:52 PM
Bought Feroz  :clap1: :clap1:
Title: Re: FEROZ -- Ferozsons laboratories
Post by: Omer The Researcher on May 21, 2015, 02:17:28 PM
ye cheez mere aziz ......... Upper cap Upper cap  :clap1: :clap1: :clap1: :clap1: :clap1: :clap1: :clap1: :clap1: :clap1: :clap1: :clap1: :clap1: :clap1: :clap1: :clap1: :clap1: :clap1: :clap1: :clap1: :clap1: :clap1: :clap1: :clap1: :clap1:
Title: Re: FEROZ -- Ferozsons laboratories
Post by: zakhan76 on May 21, 2015, 02:33:24 PM
Abhi tou party shuru bhi nahi hoi....
Title: Re: FEROZ -- Ferozsons laboratories
Post by: Omer The Researcher on May 21, 2015, 02:33:43 PM
Bought Feroz  :clap1: :clap1:

Buy kernay k exact 5 mins baad upper lock  :shoaby: :shoaby: :shoaby:
Title: Re: FEROZ -- Ferozsons laboratories
Post by: Omer The Researcher on May 22, 2015, 11:34:22 AM
maal jama ho raha hai watch out  ;)
Title: Re: FEROZ -- Ferozsons laboratories
Post by: zakhan76 on May 22, 2015, 01:21:03 PM
I have a feeling that FEROZSONS might announce bonus shares...this is just my feeling/expectation...I had the same feeling when HINOON announced its annual results... :[
Title: Re: FEROZ -- Ferozsons laboratories
Post by: zakhan76 on June 06, 2015, 08:13:02 PM
EQUITY AND LIABILITIES
Share capital and reserves
Authorized share capital
50,000,000 (30 June 2014: 50,000,000)
ordinary shares of Rs. 10 each                              500,000,000                           500,000,000
================= ================
Issued, subscribed and paid up capital 3                301,868,410                           301,868,410
Capital reserve                                                               321,843                                   321,843
Accumulated profit                                              2,117,327,189                         2,039,310,336

What seniors has to say...Will FEROZSON issue bonus or not???
Title: Re: FEROZ -- Ferozsons laboratories
Post by: online88 on June 08, 2015, 05:09:39 PM
Great show today, added some more today early now total holding 5.5k will offload 50% tomorrow
Title: Re: FEROZ -- Ferozsons laboratories
Post by: hasnain0099 on June 09, 2015, 02:25:45 PM
EQUITY AND LIABILITIES
Share capital and reserves
Authorized share capital
50,000,000 (30 June 2014: 50,000,000)
ordinary shares of Rs. 10 each                              500,000,000                           500,000,000
================= ================
Issued, subscribed and paid up capital 3                301,868,410                           301,868,410
Capital reserve                                                               321,843                                   321,843
Accumulated profit                                              2,117,327,189                         2,039,310,336

What seniors has to say...Will FEROZSON issue bonus or not???

(http://img4021.photobox.co.uk/24336943e1fb2daea705aadb9bc7bfee9b61b326e9c22cdb56f73e237c73294468bd26d5.jpg)
Title: Re: FEROZ -- Ferozsons laboratories
Post by: zakhan76 on June 09, 2015, 03:42:44 PM
EQUITY AND LIABILITIES
Share capital and reserves
Authorized share capital
50,000,000 (30 June 2014: 50,000,000)
ordinary shares of Rs. 10 each                              500,000,000                           500,000,000
================= ================
Issued, subscribed and paid up capital 3                301,868,410                           301,868,410
Capital reserve                                                               321,843                                   321,843
Accumulated profit                                              2,117,327,189                         2,039,310,336

What seniors has to say...Will FEROZSON issue bonus or not???

(http://img4021.photobox.co.uk/24336943e1fb2daea705aadb9bc7bfee9b61b326e9c22cdb56f73e237c73294468bd26d5.jpg)

In this case there will be some bonus issue. ...InshaAllah
Title: Re: FEROZ -- Ferozsons laboratories
Post by: Python on June 09, 2015, 04:31:02 PM
Nadeem bhai whtz ur longterm view?..for 6-8 months..
good share for investment if u hold for six month then u dont loose inshaallah
nadeem bhai iss per b nazar daalay..whtz ur view now?
Title: Re: FEROZ -- Ferozsons laboratories
Post by: online88 on June 10, 2015, 03:48:37 PM
Good recovery at the end :thumbsup_anim:
Title: Re: FEROZ -- Ferozsons laboratories
Post by: zakhan76 on June 11, 2015, 09:15:31 PM
TP 765..insha-Allah...in 6-8 weeks from now...
Title: Re: FEROZ -- Ferozsons laboratories
Post by: nadeemkhaliq on June 11, 2015, 09:19:43 PM
Nadeem bhai whtz ur longterm view?..for 6-8 months..
good share for investment if u hold for six month then u dont loose inshaallah
nadeem bhai iss per b nazar daalay..whtz ur view now?
very good investment share not for trading
Title: Re: FEROZ -- Ferozsons laboratories
Post by: online88 on June 12, 2015, 04:54:13 PM
TP 765..insha-Allah...in 6-8 weeks from now...
my target is 700, looks to break next week IN SHA ALLAH
Title: Re: FEROZ -- Ferozsons laboratories
Post by: online88 on June 12, 2015, 08:19:07 PM
Feroz kisi k paas nahin Lagta merray siwa, it move upward hostorically in june july
Title: Re: FEROZ -- Ferozsons laboratories
Post by: Maverick on June 12, 2015, 08:26:47 PM
Dude I have tons of it, meaning relative to my overall portfolio. It's a conviction buy.
Title: Re: FEROZ -- Ferozsons laboratories
Post by: online88 on June 12, 2015, 08:29:16 PM
 
Dude I have tons of it, meaning relative to my overall portfolio. It's a conviction buy.
:fingerscrossed1: your dehan is excellant
Title: Re: FEROZ -- Ferozsons laboratories
Post by: Python on June 12, 2015, 08:35:54 PM
Dude I have tons of it, meaning relative to my overall portfolio. It's a conviction buy.
Bro what's your fair value for this scrip for a period of 6 months or so?
Title: Re: FEROZ -- Ferozsons laboratories
Post by: Maverick on June 12, 2015, 08:46:02 PM
As someone said earlier it is not a trading stock. It's a long term play. Nevertheless it should go to Rs. 800 in next 6 months. The 3rd quarter eps when sovaldi was not fully lunched was Rs 9.9. The last quarter should be around 13. That gives a forward yearly eps of 50+ and at a multiple of 18 a price of Rs 900.
Title: Re: FEROZ -- Ferozsons laboratories
Post by: Python on June 12, 2015, 09:10:17 PM
As someone said earlier it is not a trading stock. It's a long term play. Nevertheless it should go to Rs. 800 in next 6 months. The 3rd quarter eps when sovaldi was not fully lunched was Rs 9.9. The last quarter should be around 13. That gives a forward yearly eps of 50+ and at a multiple of 18 a price of Rs 900.
hmm..ryte..thanks bro :thanks:
Title: Re: FEROZ -- Ferozsons laboratories
Post by: zakhan76 on June 13, 2015, 11:50:44 AM
Feroz kisi k paas nahin Lagta merray siwa, it move upward hostorically in june july

 :thumbsup_anim:
Title: Re: FEROZ -- Ferozsons laboratories
Post by: dr.muhammad zia on June 13, 2015, 02:43:40 PM
87 crore allocated by sindh in hepatits program
Title: Re: FEROZ -- Ferozsons laboratories
Post by: zakhan76 on June 13, 2015, 11:36:56 PM
87 crore allocated by sindh in hepatits program

And how much allocated by Punjab, KP, Balochistan and Azad Kashmir? Please share info...
Title: Re: FEROZ -- Ferozsons laboratories
Post by: hammad01 on June 14, 2015, 10:14:37 AM
87 crore allocated by sindh in hepatits program

Zia, any idea on proportion of expenditure b/w prevention and treatment. Based on my understanding significantly more on prevention than treatment.
Could you also suggest whether one can take entry now and what TP expected time frame. Searl is also good, but i haven't decided yet which one to buy for next 3 months time frame. 
Title: Re: FEROZ -- Ferozsons laboratories
Post by: dr.muhammad zia on June 14, 2015, 11:00:06 AM
our sindh govt is also spending on treatment also
the whole budget wil serve
lab investigation pcr and elisa kits
hep b vaccines
hep b and c treatments
ads

lets c
searl is good here to buy.with no risk ...feroz has moderate risk here
Title: Re: FEROZ -- Ferozsons laboratories
Post by: zakhan76 on June 14, 2015, 11:17:27 AM
Better to buy SEARLE...you will insha-Allah earn 25-30% at least from current levels...in 2-3 months time... :good
Title: Re: FEROZ -- Ferozsons laboratories
Post by: online88 on June 15, 2015, 09:11:32 PM
Ups and downs k baad tp of 700 will be achieved IN SHA ALLAH June end
Title: Re: FEROZ -- Ferozsons laboratories
Post by: Monty on June 15, 2015, 10:11:37 PM

Would really appreciate if some one can assist me whether it would be a good time to exit from this script as it has taken 6 odd months to reach back my purchase price of 645. I have the holding power but thinking to take exist at my price and purchase during an index correction at around 580-600.

Title: Re: FEROZ -- Ferozsons laboratories
Post by: zakhan76 on June 15, 2015, 10:30:42 PM
If you see upward movement by end of this week then withdraw your investment else...continue to hold...and don't forget that it will insha-allah cross 750... :biggthumpup:
Title: Re: FEROZ -- Ferozsons laboratories
Post by: dr.muhammad zia on June 16, 2015, 01:13:42 AM
If you see upward movement by end of this week then withdraw your investment else...continue to hold...and don't forget that it will insha-allah cross 750... :biggthumpup:

mine target is 900 mark..a real doc knows its value
Title: Re: FEROZ -- Ferozsons laboratories
Post by: zakhan76 on June 16, 2015, 06:21:14 AM
If you see upward movement by end of this week then withdraw your investment else...continue to hold...and don't forget that it will insha-allah cross 750... :biggthumpup:

mine target is 900 mark..a real doc knows its value

Salam,sirjee where did I mention its fair value... :console:
 :tongue:
Title: Re: FEROZ -- Ferozsons laboratories
Post by: alicima on June 18, 2015, 10:21:30 AM
https://twitter.com/fasiranjha/status/610505176957370371/photo/1
Title: Re: FEROZ -- Ferozsons laboratories
Post by: dr.muhammad zia on June 21, 2015, 06:29:28 PM
http://rakesh-jhunjhunwala.in/stock_research/wp-content/uploads/Natco_Pharma_Edelweiss1.pdf
Title: Re: FEROZ -- Ferozsons laboratories
Post by: zakhan76 on July 01, 2015, 11:06:45 AM
650 ka pardaaaoo..paar kar lya...Alhamdulillah
Title: Re: FEROZ -- Ferozsons laboratories
Post by: zakhan76 on July 01, 2015, 03:26:10 PM
NadeemKahliq bhai, appreciate if you could provide your views on TP
Jazak-Allah
Title: Re: FEROZ -- Ferozsons laboratories
Post by: online88 on July 03, 2015, 11:16:30 AM
Ups and downs k baad tp of 700 will be achieved IN SHA ALLAH June end
Ma Sha ALLAH target of 700 achieved
Title: Re: FEROZ -- Ferozsons laboratories
Post by: Monty on July 03, 2015, 12:35:45 PM
Can any one guide at what price one should exist.
Title: Re: FEROZ -- Ferozsons laboratories
Post by: zakhan76 on July 03, 2015, 12:39:48 PM
Can any one guide at what price one should exist.

1000

 :dance :dance :dance :dance
Title: Re: FEROZ -- Ferozsons laboratories
Post by: online88 on July 03, 2015, 11:34:29 PM
TP 765..insha-Allah...in 6-8 weeks from now...
well done brother looks to reach your target by next week In Sha ALLAH
Title: Re: FEROZ -- Ferozsons laboratories
Post by: Monty on July 04, 2015, 12:09:03 AM
Can any one guide at what price one should exist.

1000

 :dance :dance :dance :dance

Zakhan76 there has been an uptick movement for past 4 trading days; any idea the price it will fall after initial correction/profit taking
Title: Re: FEROZ -- Ferozsons laboratories
Post by: zakhan76 on July 04, 2015, 12:38:40 PM
TP 765..insha-Allah...in 6-8 weeks from now...
well done brother looks to reach your target by next week In Sha ALLAH

Can any one guide at what price one should exist.

1000

 :dance :dance :dance :dance

Zakhan76 there has been an uptick movement for past 4 trading days; any idea the price it will fall after initial correction/profit taking

Alhamdulillah Online88...
Monty...I believe that even if it takes any correction let it...because what matters is it's Direction.. :good
There is very high probability that 4Q EPS will be even higher than 3Q...insha-Allah..
Title: Re: FEROZ -- Ferozsons laboratories
Post by: dr.muhammad zia on July 05, 2015, 07:24:55 PM
mamnon orders low price heap c drug

http://epaper.dawn.com/DetailNews.php?StoryText=05_07_2015_176_012

Title: Re: FEROZ -- Ferozsons laboratories
Post by: dr.muhammad zia on July 05, 2015, 07:28:36 PM
mamnon orders low price heap c drug

http://epaper.dawn.com/DetailNews.php?StoryText=05_07_2015_176_012

one shud safely exit tomorrow..
Title: Re: FEROZ -- Ferozsons laboratories
Post by: Maverick on July 05, 2015, 08:18:22 PM
I have read the news item. Nothing serious in it. The same old stuff.
Title: Re: FEROZ -- Ferozsons laboratories
Post by: dr.muhammad zia on July 05, 2015, 08:48:40 PM
I have read the news item. Nothing serious in it. The same old stuff.

but it will cause impact ...in my opinion it will never gonna happen...but it will harm investors sentiment
Title: Re: FEROZ -- Ferozsons laboratories
Post by: Loto or Photo on July 05, 2015, 10:52:57 PM
I have read the news item. Nothing serious in it. The same old stuff.

but it will cause impact ...in my opinion it will never gonna happen...but it will harm investors sentiment

We should not worry about our investment, we should see the benefit of poor needy people. INSHALLAH drug will be approved and poor and needy people will get benefit from it.

If share of the company come down and we have to bear few/some loss.... no problem, INSHALLAH ALLAH will give profit from other shares, but let the GP get benefit from this low price drug.

If we also see only our benefit then what is difference between us and the corrupt people.

I am sorry if someone annoyed from my point of view.
Title: Re: FEROZ -- Ferozsons laboratories
Post by: zakhan76 on July 06, 2015, 05:23:45 AM
True, the government should allow other pharmaceuticals to produce cheap but quality HCV products for poor people.

But the problem is who cares about the people of Pakistan.
If such news had any weight then same would have been reflected in the share price of FEROZSONS.
There are several pharma companies who would love to produce fake tablets and sell to poor and ignorant people out there.
Who really cares for Pakistan...perhaps EDHI and CHEEPA...

Title: Re: FEROZ -- Ferozsons laboratories
Post by: online88 on July 06, 2015, 02:52:07 PM
Good show :thumbsup_anim:
Title: Re: FEROZ -- Ferozsons laboratories
Post by: M.Iqbal on July 06, 2015, 07:16:05 PM
 :biggthumpup:
Good show :thumbsup_anim:
Title: Re: FEROZ -- Ferozsons laboratories
Post by: Maverick on July 06, 2015, 08:06:12 PM
The threat to Feroz's Sovaldi franchise is not from local pharmas producing sovaldi copycats. The real threat will be the day when Gilead gives marketing rights to some other Pakistani pharma company. I see the likelihood of that happening remote. Feroz must have taken care of this aspect at the beginning when signing agreement with Gilead. The other scenario, i,e. Gilead giving manufacturing rights to multiple firms for Sovaldi as has happened in India and Egypt can play out here in Pakistan too. In that case also Feroz would be the first one to get such manufacturing rights.

Right now I see no threat to Feroz's Sovaldi franchise in the next few quarters to come. However the Hep C breakthrough drugs market is getting crowded. Sooner than later some other breakthrough drug will come and will also get introduced in Pakistan. But that scenario can take at least three years to come to play, if it comes at all.
Title: Re: FEROZ -- Ferozsons laboratories
Post by: SBM on July 07, 2015, 04:03:53 AM
The threat to Feroz's Sovaldi franchise is not from local pharmas producing sovaldi copycats. The real threat will be the day when Gilead gives marketing rights to some other Pakistani pharma company. I see the likelihood of that happening remote. Feroz must have taken care of this aspect at the beginning when signing agreement with Gilead. The other scenario, i,e. Gilead giving manufacturing rights to multiple firms for Sovaldi as has happened in India and Egypt can play out here in Pakistan too. In that case also Feroz would be the first one to get such manufacturing rights.

Right now I see no threat to Feroz's Sovaldi franchise in the next few quarters to come. However the Hep C breakthrough drugs market is getting crowded. Sooner than later some other breakthrough drug will come and will also get introduced in Pakistan. But that scenario can take at least three years to come to play, if it comes at all.

there are already two cures, other one is by abbvie (spun out of Abbot back in 2013)
I dont think AbbVie’s Viekira Pak is in the local market yet.
Title: Re: FEROZ -- Ferozsons laboratories
Post by: danishhussain93 on July 11, 2015, 05:56:24 PM
Assalam-0-alikum Shoaib bhai
TREET kab chalay ga ye to increase nahi ho raha.... :thumbsdown_anim:
Title: Re: FEROZ -- Ferozsons laboratories
Post by: Maverick on July 12, 2015, 04:56:07 PM
AbbVie's Vikera Pak is not a threat to Sovaldi for two reasons:

1. Vikera Pal is for genotype 1 only while Sovaldi is cross genotypes. In Pakistan majority of cases is genotype 3.

2. Viekera Pak is a 4-pill daily regimen while Sovaldi is simpler.

In markets where both these drugs are available Viekera Pak is no match to Sovaldi.
Title: Re: FEROZ -- Ferozsons laboratories
Post by: akbar.aqil on July 22, 2015, 01:26:51 PM
Going good for 1000+ IA very soon :biggthumpup:
Title: Re: FEROZ -- Ferozsons laboratories
Post by: Maverick on August 01, 2015, 02:38:20 PM
My post on another thread in this forum:

"Thanks for starting this. Valuations are not as much talked about as should be on forums like these dominated by traders.

Here I start with my valuation estimate for FEROZ.

For the current quarter, I shall divide Feroz's earnings stream into two segments: Sovaldi segment and traditional segment.

For Sovaldi segment:

Suppose 15000 bottles were sold for each month of the quarter (a conservative estimate as there should be ~3.5 million diagnosed Hep C patients in the country and Sovaldi got full approval in March and hence was available for the whole quarter).

Total revenue from Sovaldi = 15000*3*33000= 1500 million.
Sovali margins = 15%
Profits from Sovaldi = 225 Million
EPS impact from Sovaldi = 7.5 (as shares outstanding are 30 million)

For non-Sovaldi segment; lets suppose EPS is Rs. 6

Total EPS = 7.5+6 =13.5
Lets suppose Sovaldi sales for the next three quarters grow at a conservative rate of 10% and rest at 0%.

Then forward 1 year EPS = 13.5 + 14.25 + 15 + 15.9 = 58

At a conservative multiple of 18, the TP = Rs. 1044."
Title: Re: FEROZ -- Ferozsons laboratories
Post by: MZ on August 01, 2015, 04:43:13 PM
My post on another thread in this forum:

"Thanks for starting this. Valuations are not as much talked about as should be on forums like these dominated by traders.

Here I start with my valuation estimate for FEROZ.

For the current quarter, I shall divide Feroz's earnings stream into two segments: Sovaldi segment and traditional segment.

For Sovaldi segment:

Suppose 15000 bottles were sold for each month of the quarter (a conservative estimate as there should be ~3.5 million diagnosed Hep C patients in the country and Sovaldi got full approval in March and hence was available for the whole quarter).

Total revenue from Sovaldi = 15000*3*33000= 1500 million.
Sovali margins = 15%
Profits from Sovaldi = 225 Million
EPS impact from Sovaldi = 7.5 (as shares outstanding are 30 million)

For non-Sovaldi segment; lets suppose EPS is Rs. 6

Total EPS = 7.5+6 =13.5
Lets suppose Sovaldi sales for the next three quarters grow at a conservative rate of 10% and rest at 0%.

Then forward 1 year EPS = 13.5 + 14.25 + 15 + 15.9 = 58

At a conservative multiple of 18, the TP = Rs. 1044."

agreed with Maverick
Title: Re: FEROZ -- Ferozsons laboratories
Post by: ::WASIF:: on August 01, 2015, 04:44:08 PM
My post on another thread in this forum:

"Thanks for starting this. Valuations are not as much talked about as should be on forums like these dominated by traders.

Here I start with my valuation estimate for FEROZ.

For the current quarter, I shall divide Feroz's earnings stream into two segments: Sovaldi segment and traditional segment.

For Sovaldi segment:

Suppose 15000 bottles were sold for each month of the quarter (a conservative estimate as there should be ~3.5 million diagnosed Hep C patients in the country and Sovaldi got full approval in March and hence was available for the whole quarter).

Total revenue from Sovaldi = 15000*3*33000= 1500 million.
Sovali margins = 15%
Profits from Sovaldi = 225 Million
EPS impact from Sovaldi = 7.5 (as shares outstanding are 30 million)

For non-Sovaldi segment; lets suppose EPS is Rs. 6

Total EPS = 7.5+6 =13.5
Lets suppose Sovaldi sales for the next three quarters grow at a conservative rate of 10% and rest at 0%.

Then forward 1 year EPS = 13.5 + 14.25 + 15 + 15.9 = 58

At a conservative multiple of 18, the TP = Rs. 1044."

Thanks Mr. Conservative, It is your wish or actually happened and will happen? Just wait for official announcement .... all will be cleared in Sep, 2015. Currently, volume is very low, investor are not interested to trade in FEROZ. If, it is actually happening then, It is not come down from 760 to 700. Wakeup from your dreams. EPS 58 I don't think so..

But Still, I appreciate your working. GOOD JOB. WELL DONE. KEEP IT UP.  :biggthumpup: and Don't take my above comments seriously except last one.   
Title: Re: FEROZ -- Ferozsons laboratories
Post by: zakhan76 on August 01, 2015, 11:08:18 PM
O bhai logo...ab sirf market mein ...solid stock chalein gey...at least for 2-3 months...kachra bohat chal gaya...
Title: Re: FEROZ -- Ferozsons laboratories
Post by: alidxb on August 02, 2015, 12:04:37 PM
Traditionally Jul to Oct is down.
Title: Re: FEROZ -- Ferozsons laboratories
Post by: zakhan76 on August 07, 2015, 10:33:51 AM
Lao Ferozson 1000...IA
Title: Re: FEROZ -- Ferozsons laboratories
Post by: akbar.aqil on August 19, 2015, 03:16:05 PM
So raha hai Feroz!!!http://www.pakinvestorsguide.com/Smileys/Emoticons_files/confused1.gif
Title: Re: FEROZ -- Ferozsons laboratories
Post by: Maverick on August 27, 2015, 09:30:19 PM


Ferozsons Laboratories Ltd
   

29.08.2015 Saturday
   

2:00 p.m.
   

Rawalpindi
   

Annual Accounts for the year ended June 30, 2015
Title: Re: FEROZ -- Ferozsons laboratories
Post by: Loto or Photo on August 31, 2015, 09:54:54 AM
150% divid
EPS 2015      24.80
EPS 2014       13.83

http://www.kse.com.pk/newsimage/68765-1.pdf
Title: Re: FEROZ -- Ferozsons laboratories
Post by: hasnain0099 on August 31, 2015, 10:39:38 AM
150% divid
EPS 2015      24.80
EPS 2014       13.83

http://www.kse.com.pk/newsimage/68765-1.pdf
Disappointing payout.
Title: Re: FEROZ -- Ferozsons laboratories
Post by: SBM on August 31, 2015, 11:12:53 AM
150% divid
EPS 2015      24.80
EPS 2014       13.83

http://www.kse.com.pk/newsimage/68765-1.pdf
Disappointing payout.

bro payout is very good
19 out of 24.8
Title: Re: FEROZ -- Ferozsons laboratories
Post by: hasnain0099 on August 31, 2015, 11:42:47 AM
150% divid
EPS 2015      24.80
EPS 2014       13.83

http://www.kse.com.pk/newsimage/68765-1.pdf
Disappointing payout.

bro payout is very good
19 out of 24.8
Trailing P/E of 33 and forward P/E of 21 stock is fairly priced to slightly expensive (should be 748 if I benchmark the P/E to 20). Dividend yield of just 2%. Growth is good, no doubt, but payout should have included some of the bonus issue. If SEARL posts the same growth, it would be trading at about double the richness of FEROZ.
Title: Re: FEROZ -- Ferozsons laboratories
Post by: Maverick on August 31, 2015, 12:19:12 PM
For FEROZ, trailing PE is irrelevant as the Sovaldi effect started appearing from this quarter. The consolidated earnings for this quarter are Rs. 12. and the stock is right now trading at a forward multiple of 17, assuming no further growth in sovaldi and core business.

The stock is still undervalued.
Title: Re: FEROZ -- Ferozsons laboratories
Post by: Cheetah on August 31, 2015, 11:35:51 PM
For FEROZ, trailing PE is irrelevant as the Sovaldi effect started appearing from this quarter. The consolidated earnings for this quarter are Rs. 12. and the stock is right now trading at a forward multiple of 17, assuming no further growth in sovaldi and core business.

The stock is still undervalued.

 :biggthumpup:
Title: Re: FEROZ -- Ferozsons laboratories
Post by: zakhan76 on September 01, 2015, 07:56:45 AM
800 is on cards by Aug-Sep insha-Allah...
Afterwards on each quarter it will go up and up...and up Insha-Allah,,,
 :biggthumpup:

 :biggthumpup:
Title: Re: FEROZ -- Ferozsons laboratories
Post by: sAr on September 01, 2015, 09:51:32 AM
800 is on cards by Aug-Sep insha-Allah...
Afterwards on each quarter it will go up and up...and up Insha-Allah,,,
 :biggthumpup:

 :biggthumpup:

+1
Title: Re: FEROZ -- Ferozsons laboratories
Post by: Capricon83 on September 01, 2015, 09:55:39 AM
Waisay bhaio result k baad se aap ka Feroz SHOCK mai hai ya SUROOR mai  :tongue:
No Trading at all  :confused1:
Title: Re: FEROZ -- Ferozsons laboratories
Post by: SBM on September 18, 2015, 08:43:14 PM
http://www.ferozsons-labs.com/images/stories/Financial%20Statements%20for%20the%20year%20ended%20June%2030,%202015.pdf
Title: Re: FEROZ -- Ferozsons laboratories
Post by: MZ on October 08, 2015, 06:02:43 PM
http://www.kse.com.pk/notices-updates/detail2.php?0.6566887449007481&id=4&nid=070575
Title: Re: FEROZ -- Ferozsons laboratories
Post by: akbar.aqil on October 08, 2015, 06:37:25 PM
Yaar lagta tu acha hai. I think 19 Oct ko BM hai, us ke liey direction set karey ga. It should stand at 850 before the BM......IA
Title: Re: FEROZ -- Ferozsons laboratories
Post by: rational.investor on October 19, 2015, 09:08:48 AM
LAHORE: In what appears to be a major development, the Drug Registration Authority Pakistan (DRAP) has granted registration to 14 pharmaceutical companies to locally manufacture a hepatitis C oral drug.

The initiative was taken by the Drug Registration Board in its 253rd meeting held on Oct 5, a senior official, who was privy to the information, told Dawn.

He said Pakistan had the second highest prevalence rate of hepatitis C in the world where over 3,000 patients were dying daily due to the deadly disease, according to some studies.

Presently, he said, over 20 million Pakistanis were infected with Hepatitis-C virus (HCV). This population, said to be the second largest after Egypt, is taking Pakistan to the epidemic-like situation.

The long-awaited drug in tablets form had made its first entry in Pakistan some months back when the DRAP allowed to the company - Ferozsons Laboratories Ltd to import it from UK.

The registration of 14 pharmaceutical companies for the manufacturing the same drug in Pakistan would defiantly help eradicate hepatitis-C in the near future, some medical experts say.

The firms included M/s Everest Pharmaceuticals, M/s Global Pharma, M/s Weric, M/s Wilson, M/s Scotman, M/s Genom Pharma, M/s Genix, Sami, Max, Crystaline, M/s Mector, M/s Tas Pharmaceuticals, etc.

The DRAP had announced official price of the hepatitis C drug (Sovaldi) Rs55,000 per pack while granting rights to the Ferozsons Laboratories. Though, the company had later reduced the price to Rs33,000 per pack, it was still beyond reach of many patients.

One of the abovementioned firms (Everest Pharmaceuticals), however, offered its lowest price Rs11,000 per pack creating a healthy competition to bring those poor patients in the net who were unable to afford the drug.

To a question, the official said DRAP had rejected cases of three pharmaceutical companies for presenting forged documents while denied registration of the same drug to two more firms.

Published in Dawn, October 17th, 2015
Title: Re: FEROZ -- Ferozsons laboratories
Post by: farhan on October 19, 2015, 11:41:55 AM
LAHORE: In what appears to be a major development, the Drug Registration Authority Pakistan (DRAP) has granted registration to 14 pharmaceutical companies to locally manufacture a hepatitis C oral drug.

The initiative was taken by the Drug Registration Board in its 253rd meeting held on Oct 5, a senior official, who was privy to the information, told Dawn.

He said Pakistan had the second highest prevalence rate of hepatitis C in the world where over 3,000 patients were dying daily due to the deadly disease, according to some studies.

Presently, he said, over 20 million Pakistanis were infected with Hepatitis-C virus (HCV). This population, said to be the second largest after Egypt, is taking Pakistan to the epidemic-like situation.

The long-awaited drug in tablets form had made its first entry in Pakistan some months back when the DRAP allowed to the company - Ferozsons Laboratories Ltd to import it from UK.

The registration of 14 pharmaceutical companies for the manufacturing the same drug in Pakistan would defiantly help eradicate hepatitis-C in the near future, some medical experts say.

The firms included M/s Everest Pharmaceuticals, M/s Global Pharma, M/s Weric, M/s Wilson, M/s Scotman, M/s Genom Pharma, M/s Genix, Sami, Max, Crystaline, M/s Mector, M/s Tas Pharmaceuticals, etc.

The DRAP had announced official price of the hepatitis C drug (Sovaldi) Rs55,000 per pack while granting rights to the Ferozsons Laboratories. Though, the company had later reduced the price to Rs33,000 per pack, it was still beyond reach of many patients.

One of the abovementioned firms (Everest Pharmaceuticals), however, offered its lowest price Rs11,000 per pack creating a healthy competition to bring those poor patients in the net who were unable to afford the drug.

To a question, the official said DRAP had rejected cases of three pharmaceutical companies for presenting forged documents while denied registration of the same drug to two more firms.

Published in Dawn, October 17th, 2015

If this happens then FEROZ will suffer as the recent rise is based entirely on the monopoly of Sovaldi.
Title: Re: FEROZ -- Ferozsons laboratories
Post by: Arif Nadeem on October 19, 2015, 12:29:36 PM
LAHORE: In what appears to be a major development, the Drug Registration Authority Pakistan (DRAP) has granted registration to 14 pharmaceutical companies to locally manufacture a hepatitis C oral drug.

The initiative was taken by the Drug Registration Board in its 253rd meeting held on Oct 5, a senior official, who was privy to the information, told Dawn.

He said Pakistan had the second highest prevalence rate of hepatitis C in the world where over 3,000 patients were dying daily due to the deadly disease, according to some studies.

Presently, he said, over 20 million Pakistanis were infected with Hepatitis-C virus (HCV). This population, said to be the second largest after Egypt, is taking Pakistan to the epidemic-like situation.

The long-awaited drug in tablets form had made its first entry in Pakistan some months back when the DRAP allowed to the company - Ferozsons Laboratories Ltd to import it from UK.

The registration of 14 pharmaceutical companies for the manufacturing the same drug in Pakistan would defiantly help eradicate hepatitis-C in the near future, some medical experts say.

The firms included M/s Everest Pharmaceuticals, M/s Global Pharma, M/s Weric, M/s Wilson, M/s Scotman, M/s Genom Pharma, M/s Genix, Sami, Max, Crystaline, M/s Mector, M/s Tas Pharmaceuticals, etc.

The DRAP had announced official price of the hepatitis C drug (Sovaldi) Rs55,000 per pack while granting rights to the Ferozsons Laboratories. Though, the company had later reduced the price to Rs33,000 per pack, it was still beyond reach of many patients.

One of the abovementioned firms (Everest Pharmaceuticals), however, offered its lowest price Rs11,000 per pack creating a healthy competition to bring those poor patients in the net who were unable to afford the drug.

To a question, the official said DRAP had rejected cases of three pharmaceutical companies for presenting forged documents while denied registration of the same drug to two more firms.

Published in Dawn, October 17th, 2015

If this happens then FEROZ will suffer as the recent rise is based entirely on the monopoly of Sovaldi.
SURELY.
Title: Re: FEROZ -- Ferozsons laboratories
Post by: farhan on October 19, 2015, 03:12:44 PM
Feroz 1 quarter earning Rs 23
Title: Re: FEROZ -- Ferozsons laboratories
Post by: sAr on October 19, 2015, 03:50:26 PM
Feroz 1 quarter earning Rs 23

330% increase in sales. Solvadi effect kicking in. However, Solvadi is also diluting company margins. Excellent result.Persistence of Solvadi sales remain an issue, as DRAP authorized 14 other Pharma companies for Hepatitis-C drugs sale & production. Competition is expected to kick in which is expected to decrease FEROZ sales
Title: Re: FEROZ -- Ferozsons laboratories
Post by: Arif Nadeem on October 19, 2015, 04:04:10 PM
Feroz 1 quarter earning Rs 23

330% increase in sales. Solvadi effect kicking in. However, Solvadi is also diluting company margins. Excellent result.Persistence of Solvadi sales remain an issue, as DRAP authorized 14 other Pharma companies for Hepatitis-C drugs sale & production. Competition is expected to kick in which is expected to decrease FEROZ sales
Has anyone seen the DRAB notification?I suspect the validity of news.Let me clarify that i am not holding FEROZ atall.Meeting was held on 5th Oct and matter was reported a day prior to a wonderful result.Strange enough.Only time will tell.
Title: Re: FEROZ -- Ferozsons laboratories
Post by: alidxb on October 19, 2015, 05:22:53 PM
Feroz 1 quarter earning Rs 23

330% increase in sales. Solvadi effect kicking in. However, Solvadi is also diluting company margins. Excellent result.Persistence of Solvadi sales remain an issue, as DRAP authorized 14 other Pharma companies for Hepatitis-C drugs sale & production. Competition is expected to kick in which is expected to decrease FEROZ sales
Has anyone seen the DRAB notification?I suspect the validity of news.Let me clarify that i am not holding FEROZ atall.Meeting was held on 5th Oct and matter was reported a day prior to a wonderful result.Strange enough.Only time will tell.
It means FEROZ is fused now.
Title: Re: FEROZ -- Ferozsons laboratories
Post by: zohs247 on October 20, 2015, 01:13:07 PM
AOA guys,

Just wanted a quick explanation regarding the following.

The closing price of Feroz yesterday was 846.09 (upper cap). I bought it yesterday around 789. Today the  price increment on a 5% lock should be somewhere around 888.39, however the lock has been initiated at 866.93. Could someone please give an explanation for this, I would be ever so grateful.

Moreover there was dividend announced by feroz @ 150% in August, is it because of the book closure date (however the book closure date started from 13th pct to 19 oct)? If, yes Would I be entitled to a dividend?
Title: Re: FEROZ -- Ferozsons laboratories
Post by: Alpha on October 20, 2015, 02:02:09 PM
AOA guys,

Just wanted a quick explanation regarding the following.

The closing price of Feroz yesterday was 846.09 (upper cap). I bought it yesterday around 789. Today the  price increment on a 5% lock should be somewhere around 888.39, however the lock has been initiated at 866.93. Could someone please give an explanation for this, I would be ever so grateful.

Moreover there was dividend announced by feroz @ 150% in August, is it because of the book closure date (however the book closure date started from 13th pct to 19 oct)? If, yes Would I be entitled to a dividend?

Closing was 825.Due to last 30 min avg

Need to have it on 9th to be Eligible for divident


Title: Re: FEROZ -- Ferozsons laboratories
Post by: Maverick on October 21, 2015, 08:35:15 AM
FEROZ is going to perform well in the near future and here is why:

Feroz showed bumper earnings of almost Rs. 25 for the first quarter and mostly it was due to Sovaldi. The way revenue is booked on Sovaldi predicts that next quarter earning will be bumper too. Sovaldi is sold to patients as mostly a 6 monthly course and payments are received from the patients on a monthly basis. This quarter's bumper earning means a huge number of patients were registered in this quarter. It is safe to presume so becuz last quarter's earnings were Rs. 11 or (vs Rs. 25 for current quarter) which means new patients contributed most of the revenue and profits and becuz of the 6 monthly course these patients will continue to contribute towards revenue and profits till end Dec quarter. Put in the new patients registered and the next quarter earnings could easily be in the vicinity of Rs. 30.

All the above analysis is based on presumption that the company is honest in booking its revenue and there is no earnings management going on.
Title: Re: FEROZ -- Ferozsons laboratories
Post by: genious.genio on October 21, 2015, 10:23:04 AM
FEROZ is going to perform well in the near future and here is why:

Feroz showed bumper earnings of almost Rs. 25 for the first quarter and mostly it was due to Sovaldi. The way revenue is booked on Sovaldi predicts that next quarter earning will be bumper too. Sovaldi is sold to patients as mostly a 6 monthly course and payments are received from the patients on a monthly basis. This quarter's bumper earning means a huge number of patients were registered in this quarter. It is safe to presume so becuz last quarter's earnings were Rs. 11 or (vs Rs. 25 for current quarter) which means new patients contributed most of the revenue and profits and becuz of the 6 monthly course these patients will continue to contribute towards revenue and profits till end Dec quarter. Put in the new patients registered and the next quarter earnings could easily be in the vicinity of Rs. 30.

All the above analysis is based on presumption that the company is honest in booking its revenue and there is no earnings management going on.

yur targt ??
Title: Re: FEROZ -- Ferozsons laboratories
Post by: Maverick on October 21, 2015, 12:07:27 PM
Rs. 1100 by Dec. 2015.
Title: Re: FEROZ -- Ferozsons laboratories
Post by: alidxb on October 21, 2015, 12:15:47 PM
FEROZ is going to perform well in the near future and here is why:

Feroz showed bumper earnings of almost Rs. 25 for the first quarter and mostly it was due to Sovaldi. The way revenue is booked on Sovaldi predicts that next quarter earning will be bumper too. Sovaldi is sold to patients as mostly a 6 monthly course and payments are received from the patients on a monthly basis. This quarter's bumper earning means a huge number of patients were registered in this quarter. It is safe to presume so becuz last quarter's earnings were Rs. 11 or (vs Rs. 25 for current quarter) which means new patients contributed most of the revenue and profits and becuz of the 6 monthly course these patients will continue to contribute towards revenue and profits till end Dec quarter. Put in the new patients registered and the next quarter earnings could easily be in the vicinity of Rs. 30.

All the above analysis is based on presumption that the company is honest in booking its revenue and there is no earnings management going on.
Pls take into a/c the fact that FEROZ will not be the sole distributor now. Fourteen more companies allowed & price decreased from Rs.30,000 to 11,000 per pack. This is a major development that will adversely effect FEROZ profits & market share. :thumbsdown_anim:
Title: Re: FEROZ -- Ferozsons laboratories
Post by: sAr on October 21, 2015, 12:52:29 PM
FEROZ is going to perform well in the near future and here is why:

Feroz showed bumper earnings of almost Rs. 25 for the first quarter and mostly it was due to Sovaldi. The way revenue is booked on Sovaldi predicts that next quarter earning will be bumper too. Sovaldi is sold to patients as mostly a 6 monthly course and payments are received from the patients on a monthly basis. This quarter's bumper earning means a huge number of patients were registered in this quarter. It is safe to presume so becuz last quarter's earnings were Rs. 11 or (vs Rs. 25 for current quarter) which means new patients contributed most of the revenue and profits and becuz of the 6 monthly course these patients will continue to contribute towards revenue and profits till end Dec quarter. Put in the new patients registered and the next quarter earnings could easily be in the vicinity of Rs. 30.

All the above analysis is based on presumption that the company is honest in booking its revenue and there is no earnings management going on.

Back of the envelope calculations shows FEROZ may post EPS of PKR 12-15 in next quarter if the volume of sovaldi sales remain same as of 1st Quarter. The decline in earnings is on back of slash in Sovaldi price by 50%. It may also announce dividend of 250% - 300%
Title: Re: FEROZ -- Ferozsons laboratories
Post by: Maverick on October 21, 2015, 01:25:54 PM
Dear alidxb and sAr, from where u got the news abt price reduction to Rs 11000??
Title: Re: FEROZ -- Ferozsons laboratories
Post by: akbar.aqil on October 21, 2015, 01:29:35 PM
I see this news on the net http://tribune.com.pk/story/847921/hepatitis-c-medication-govt-slashes-sovaldis-price/

I believe is se neechey nahi aayi hai abhi..... If so, please share link. Expected EPS of Feroz for the year is around 96PKR. I see it trading at 1700 in 1 year. That's a good 100% profit.....
Title: Re: FEROZ -- Ferozsons laboratories
Post by: akbar.aqil on October 21, 2015, 02:01:39 PM
Sovaldi Price in Pakistan

Sovaldi Treatment in Pakistan costs around Rs.32,300 PKR per month. This includes price for both Sovaldi 400mg (Sofosbuvir) tablets and Xolox 400mg/600mg (Ribavirin) tablets. Sovaldi tablet is taken once a day, while Xolox is twice a day tablet. However, in future, Sovaldi tablet price in Pakistan is expected to lower further.

Hepatitis-B Treatment Drugs in Pakistan

Other than Sovaldi, there are some new hepatitis treatment drugs in Pakistan awaiting registration and approval including Viread, Truvada and Stribild.


Source: http://healthncare.info/sovaldi-pakistan-price-availability-latest-news-hcv-treatment/

Aaj ki date tak updated site hai..... I think Ferozsons have a bright future specially if they get the distribution of Viread, Truvada and Stribild.....
Title: Re: FEROZ -- Ferozsons laboratories
Post by: sAr on October 21, 2015, 06:04:20 PM
Dear alidxb and sAr, from where u got the news abt price reduction to Rs 11000??

No one said that Sovaldi price is at PKR 11,000. Current price of Sovaldi is around 30,000 levels as per my check. PKR 11,000 is the price quoted by one of the competitors, which has been given license for Hepatitis C drug
Title: Re: FEROZ -- Ferozsons laboratories
Post by: Arif Nadeem on October 22, 2015, 03:03:29 PM
Good opportunity to accumulate feroz for long term.
Title: Re: FEROZ -- Ferozsons laboratories
Post by: akbar.aqil on October 22, 2015, 03:08:28 PM
Agree. 850 is like free.
Title: Re: FEROZ -- Ferozsons laboratories
Post by: hasnain0099 on October 22, 2015, 06:31:20 PM
 The Bell
 
Sofosbuvir Mystery: Feroz in a pickle
 
Feroz surprised the market by posting outstanding result for the quarter ended Sep-15, however concerns remain over the outlook of Feroz’s continued monopoly over Sofosbuvir i.e. a miracle panacea to treat Hepatitis patients that contributed a substantial portion to Feroz’s recent bottom-line. The concerns stem from the recent action of Drug Regulatory Authority of Pakistan (DRAP), which has allowed 12 to 14 pharmaceutical companies to start commercial production of Sofosbuvir in Pakistan.
 
Estimates suggest every 10th Pakistani suffers from viral hepatitis, decision to allow other companies to produce the stock will ignite healthy competition in the industry and will make drug available at lower price. Feroz which is currently sole supplier of Sofosbuvir in Pakistan (selling under a brand name of Sovaldi and license of Gilead Sciences) is expected to face huge competition given that few local manufacturers are planning to roll out Sofosbuvir in the market before end of the current calendar year. On top of that, one official at Everest Pharmaceuticals is claiming to bring the medicine under a brand name of Sovir at price of Rs 398 per tablet, which is two-third lower than Feroz’s Sovaldi. The company official asserted that Sovir’s clinical trials were successful and their product quality is at par with international standards and start of domestic commercial production will also pave the way for exports of Sofosbuvir from Pakistan.
 
Our correspondence with a DRAP official confirmed that more large players are also planning to venture into Sofosbuvir market in Pakistan. The minutes of DRAP’s 251st Meeting Registration Board suggest that 47 pharmaceutical companies applied for registration of Sofosbuvir. As per the document, The Searle Company Limited and Highnoon Laboratories Limited were planning to register Sofosbuvir by the name of Sobvi and  Sovax, respectively.
 
We opine that though the size of the market is expected to increase, market share of Feroz is likely to be eroded from CY16.
Elixer

Title: Re: FEROZ -- Ferozsons laboratories
Post by: hasnain0099 on October 22, 2015, 06:40:03 PM
Sofosbuvir registration submitted by
1. M/s Getz Pharma, Karachi Through Beijing Kawin Technology Share-Holding Co.Ltd, China (Sofosbuvir Intermediate)
2. M/s Hilton Pharma, Karachi Through Zheiejiang jianjbi Pharmaceutical Co, Limited China, Wuxi Sigma Chemical Product Co. Ltd,China
3. M/s Shrooq Pharma, Lahore through Virupaksha Organics Ltd. India
4. M/s Genix Pharma, Karachi through Zhejiang Jiangbei, Pharmaceutical Co. Ltd China (For trial purpose)
5. M/s Macter International Karachi through Xiamen Co. Ltd
All applying through Chinese or Indian principals implies lower price
Title: Re: FEROZ -- Ferozsons laboratories
Post by: SBM on October 22, 2015, 06:41:07 PM
The Bell
 
Sofosbuvir Mystery: Feroz in a pickle
 
Feroz surprised the market by posting outstanding result for the quarter ended Sep-15, however concerns remain over the outlook of Feroz’s continued monopoly over Sofosbuvir i.e. a miracle panacea to treat Hepatitis patients that contributed a substantial portion to Feroz’s recent bottom-line. The concerns stem from the recent action of Drug Regulatory Authority of Pakistan (DRAP), which has allowed 12 to 14 pharmaceutical companies to start commercial production of Sofosbuvir in Pakistan.
 
Estimates suggest every 10th Pakistani suffers from viral hepatitis, decision to allow other companies to produce the stock will ignite healthy competition in the industry and will make drug available at lower price. Feroz which is currently sole supplier of Sofosbuvir in Pakistan (selling under a brand name of Sovaldi and license of Gilead Sciences) is expected to face huge competition given that few local manufacturers are planning to roll out Sofosbuvir in the market before end of the current calendar year. On top of that, one official at Everest Pharmaceuticals is claiming to bring the medicine under a brand name of Sovir at price of Rs 398 per tablet, which is two-third lower than Feroz’s Sovaldi. The company official asserted that Sovir’s clinical trials were successful and their product quality is at par with international standards and start of domestic commercial production will also pave the way for exports of Sofosbuvir from Pakistan.
 
Our correspondence with a DRAP official confirmed that more large players are also planning to venture into Sofosbuvir market in Pakistan. The minutes of DRAP’s 251st Meeting Registration Board suggest that 47 pharmaceutical companies applied for registration of Sofosbuvir. As per the document, The Searle Company Limited and Highnoon Laboratories Limited were planning to register Sofosbuvir by the name of Sobvi and  Sovax, respectively.
 
We opine that though the size of the market is expected to increase, market share of Feroz is likely to be eroded from CY16.
Elixer

I dont quite understand whats happening here
I dont think these other manufacturers have any agreement with gilead
So they will be selling the drug as a generic ?
kiya scene hai ?
Title: Re: FEROZ -- Ferozsons laboratories
Post by: hasnain0099 on October 22, 2015, 06:43:03 PM
The Bell
 
Sofosbuvir Mystery: Feroz in a pickle
 
Feroz surprised the market by posting outstanding result for the quarter ended Sep-15, however concerns remain over the outlook of Feroz’s continued monopoly over Sofosbuvir i.e. a miracle panacea to treat Hepatitis patients that contributed a substantial portion to Feroz’s recent bottom-line. The concerns stem from the recent action of Drug Regulatory Authority of Pakistan (DRAP), which has allowed 12 to 14 pharmaceutical companies to start commercial production of Sofosbuvir in Pakistan.
 
Estimates suggest every 10th Pakistani suffers from viral hepatitis, decision to allow other companies to produce the stock will ignite healthy competition in the industry and will make drug available at lower price. Feroz which is currently sole supplier of Sofosbuvir in Pakistan (selling under a brand name of Sovaldi and license of Gilead Sciences) is expected to face huge competition given that few local manufacturers are planning to roll out Sofosbuvir in the market before end of the current calendar year. On top of that, one official at Everest Pharmaceuticals is claiming to bring the medicine under a brand name of Sovir at price of Rs 398 per tablet, which is two-third lower than Feroz’s Sovaldi. The company official asserted that Sovir’s clinical trials were successful and their product quality is at par with international standards and start of domestic commercial production will also pave the way for exports of Sofosbuvir from Pakistan.
 
Our correspondence with a DRAP official confirmed that more large players are also planning to venture into Sofosbuvir market in Pakistan. The minutes of DRAP’s 251st Meeting Registration Board suggest that 47 pharmaceutical companies applied for registration of Sofosbuvir. As per the document, The Searle Company Limited and Highnoon Laboratories Limited were planning to register Sofosbuvir by the name of Sobvi and  Sovax, respectively.
 
We opine that though the size of the market is expected to increase, market share of Feroz is likely to be eroded from CY16.
Elixer

I dont quite understand whats happening here
I dont think these other manufacturers have any agreement with gilead
So they will be selling the drug as a generic ?
kiya scene hai ?
US patent registration office can only do little to Stop phramas in China or India I guess. So you see none of the newbies choosing US principal
Title: Re: FEROZ -- Ferozsons laboratories
Post by: hasnain0099 on October 22, 2015, 06:46:46 PM
But don't worry folks, sofosbuvir is not the only ace in Feroz's hands
http://www.thenews.com.pk/Todays-News-5-230623-Pakistan-has-highest-number-of-cancer-patients-in-S-Asia
Title: Re: FEROZ -- Ferozsons laboratories
Post by: hasnain0099 on October 22, 2015, 07:03:45 PM
Just a rough workout of Profitability
                                                    2015             2014            YoY
FEROZ+SUBS                                   1,359,610   1,082,539   25.59%
FEROZ                                            760,720              567,075   34.15%
SUBS (Cancer+Hep Research)              598,890      515,464   16.18%
Title: Re: FEROZ -- Ferozsons laboratories
Post by: SBM on October 22, 2015, 07:12:44 PM
But don't worry folks, sofosbuvir is not the only ace in Feroz's hands
http://www.thenews.com.pk/Todays-News-5-230623-Pakistan-has-highest-number-of-cancer-patients-in-S-Asia

sometimes i think it makes perfect sense for  soda companies (coke, pepsi etc ) or fast food companies (yum, mcd etc ) to buy pharma
First take people money to destroy their health, then ask for money again to fix it
:P
Title: Re: FEROZ -- Ferozsons laboratories
Post by: hasnain0099 on October 22, 2015, 07:18:44 PM
But don't worry folks, sofosbuvir is not the only ace in Feroz's hands
http://www.thenews.com.pk/Todays-News-5-230623-Pakistan-has-highest-number-of-cancer-patients-in-S-Asia

sometimes i think it makes perfect sense for  soda companies (coke, pepsi etc ) or fast food companies (yum, mcd etc ) to buy pharma
First take people money to destroy their health, then ask for money again to fix it
:P
Oh they're getting their fair-share of money. ::)
Title: Re: FEROZ -- Ferozsons laboratories
Post by: MZ on October 22, 2015, 07:26:50 PM
The Bell
 
Sofosbuvir Mystery: Feroz in a pickle

 
Feroz surprised the market by posting outstanding result for the quarter ended Sep-15, however concerns remain over the outlook of Feroz’s continued monopoly over Sofosbuvir i.e. a miracle panacea to treat Hepatitis patients that contributed a substantial portion to Feroz’s recent bottom-line. The concerns stem from the recent action of Drug Regulatory Authority of Pakistan (DRAP), which has allowed 12 to 14 pharmaceutical companies to start commercial production of Sofosbuvir in Pakistan.
 
Estimates suggest every 10th Pakistani suffers from viral hepatitis, decision to allow other companies to produce the stock will ignite healthy competition in the industry and will make drug available at lower price. Feroz which is currently sole supplier of Sofosbuvir in Pakistan (selling under a brand name of Sovaldi and license of Gilead Sciences) is expected to face huge competition given that few local manufacturers are planning to roll out Sofosbuvir in the market before end of the current calendar year. On top of that, one official at Everest Pharmaceuticals is claiming to bring the medicine under a brand name of Sovir at price of Rs 398 per tablet, which is two-third lower than Feroz’s Sovaldi. The company official asserted that Sovir’s clinical trials were successful and their product quality is at par with international standards and start of domestic commercial production will also pave the way for exports of Sofosbuvir from Pakistan.
 
Our correspondence with a DRAP official confirmed that more large players are also planning to venture into Sofosbuvir market in Pakistan. The minutes of DRAP’s 251st Meeting Registration Board suggest that 47 pharmaceutical companies applied for registration of Sofosbuvir. As per the document, The Searle Company Limited and Highnoon Laboratories Limited were planning to register Sofosbuvir by the name of Sobvi and  Sovax, respectively.
 
We opine that though the size of the market is expected to increase, market share of Feroz is likely to be eroded from CY16.

elixir
Title: Re: FEROZ -- Ferozsons laboratories
Post by: hasnain0099 on October 22, 2015, 07:35:34 PM
The Bell
 
Sofosbuvir Mystery: Feroz in a pickle

 
Feroz surprised the market by posting outstanding result for the quarter ended Sep-15, however concerns remain over the outlook of Feroz’s continued monopoly over Sofosbuvir i.e. a miracle panacea to treat Hepatitis patients that contributed a substantial portion to Feroz’s recent bottom-line. The concerns stem from the recent action of Drug Regulatory Authority of Pakistan (DRAP), which has allowed 12 to 14 pharmaceutical companies to start commercial production of Sofosbuvir in Pakistan.
 
Estimates suggest every 10th Pakistani suffers from viral hepatitis, decision to allow other companies to produce the stock will ignite healthy competition in the industry and will make drug available at lower price. Feroz which is currently sole supplier of Sofosbuvir in Pakistan (selling under a brand name of Sovaldi and license of Gilead Sciences) is expected to face huge competition given that few local manufacturers are planning to roll out Sofosbuvir in the market before end of the current calendar year. On top of that, one official at Everest Pharmaceuticals is claiming to bring the medicine under a brand name of Sovir at price of Rs 398 per tablet, which is two-third lower than Feroz’s Sovaldi. The company official asserted that Sovir’s clinical trials were successful and their product quality is at par with international standards and start of domestic commercial production will also pave the way for exports of Sofosbuvir from Pakistan.
 
Our correspondence with a DRAP official confirmed that more large players are also planning to venture into Sofosbuvir market in Pakistan. The minutes of DRAP’s 251st Meeting Registration Board suggest that 47 pharmaceutical companies applied for registration of Sofosbuvir. As per the document, The Searle Company Limited and Highnoon Laboratories Limited were planning to register Sofosbuvir by the name of Sobvi and  Sovax, respectively.
 
We opine that though the size of the market is expected to increase, market share of Feroz is likely to be eroded from CY16.

elixir
Searl is the Engro of Pharmaverse. Most diverse, most aggressive and highly innovative.
Title: Re: FEROZ -- Ferozsons laboratories
Post by: SBM on October 23, 2015, 02:13:27 AM
Problems with competing drug from abbvie


The U.S. Food and Drug Administration (FDA) is warning that hepatitis C treatments Viekira Pak and Technivie can cause serious liver injury mostly in patients with underlying advanced liver disease. As a result, we are requiring the manufacturer to add new information about this safety risk to the drug labels.

http://www.fda.gov/Drugs/DrugSafety/ucm468634.htm

Title: Re: FEROZ -- Ferozsons laboratories
Post by: MZ on October 23, 2015, 08:49:44 PM
http://www.brecorder.com/br-research/999:all/5913:ferozsons-growth-is-off-the-charts/?date=2015-10-20
Title: Re: FEROZ -- Ferozsons laboratories
Post by: hammad01 on October 24, 2015, 01:08:23 AM
Problems with competing drug from abbvie


The U.S. Food and Drug Administration (FDA) is warning that hepatitis C treatments Viekira Pak and Technivie can cause serious liver injury mostly in patients with underlying advanced liver disease. As a result, we are requiring the manufacturer to add new information about this safety risk to the drug labels.

http://www.fda.gov/Drugs/DrugSafety/ucm468634.htm

Good news for Sovaldi, but not sure how much good impact one can see in pakistan
Title: Re: FEROZ -- Ferozsons laboratories
Post by: hasnain0099 on October 24, 2015, 03:19:51 PM
Problems with competing drug from abbvie


The U.S. Food and Drug Administration (FDA) is warning that hepatitis C treatments Viekira Pak and Technivie can cause serious liver injury mostly in patients with underlying advanced liver disease. As a result, we are requiring the manufacturer to add new information about this safety risk to the drug labels.

http://www.fda.gov/Drugs/DrugSafety/ucm468634.htm
I don't think we are talking about sofosbuvir formula here.And the problem is not US company turning out with a copy or a modified or alternative formula but the Chinese oR Indian Company coming out with a copy. I think Gilad has already lost a case in India attempting to block sofosbuvir production by a local company.
https://en.m.wikipedia.org/wiki/Ombitasvir
Title: Re: FEROZ -- Ferozsons laboratories
Post by: hasnain0099 on October 24, 2015, 03:32:44 PM
Here's what I am talking about
http://www.wsj.com/articles/BL-270B-2113
http://www.raps.org/Regulatory-Focus/News/2015/01/15/21090/In-Major-Decision-India-Rejects-Patent-on-Gileads-Hepatitis-C-Drug-Sovaldi/
Title: Re: FEROZ -- Ferozsons laboratories
Post by: SBM on October 24, 2015, 04:20:46 PM
Here's what I am talking about
http://www.wsj.com/articles/BL-270B-2113
http://www.raps.org/Regulatory-Focus/News/2015/01/15/21090/In-Major-Decision-India-Rejects-Patent-on-Gileads-Hepatitis-C-Drug-Sovaldi/

thanks
":The Initiative for Medicines, Access & Knowledge (I-MAK), which had filed oppositions to key patent applications for Sovaldi, also praised the decision. Tahir Amin, a lawyer and director for I-MAK, said about the rejection: “The bottom line here is that India’s patent law doesn’t give monopolies for old science. - See more at: http://www.raps.org/Regulatory-Focus/News/2015/01/15/21090/In-Major-Decision-India-Rejects-Patent-on-Gileads-Hepatitis-C-Drug-Sovaldi/#sthash.zWCHwN9Q.dpuf"

is true.
Title: Re: FEROZ -- Ferozsons laboratories
Post by: akbar.aqil on October 28, 2015, 05:42:19 PM
Feroz ka result keh raha tha ke it should be 1000 in no time and will keep on moving but it dropped.... How long one shall hold this share. Any expert opinion? I have a feeling till 1200????
Title: Re: FEROZ -- Ferozsons laboratories
Post by: Arif Nadeem on October 28, 2015, 07:16:33 PM
Feroz ka result keh raha tha ke it should be 1000 in no time and will keep on moving but it dropped.... How long one shall hold this share. Any expert opinion? I have a feeling till 1200????
A fees months back,on rumours of this kind,as are now in the market,I sold my Feroze at 600 and realising my mistake bought it back at 690.Now again some people want weak holders to exit.I am not going to sell Feroze before 1800 on year end.
Title: Re: FEROZ -- Ferozsons laboratories
Post by: hasnain0099 on October 28, 2015, 07:21:02 PM
Feroz ka result keh raha tha ke it should be 1000 in no time and will keep on moving but it dropped.... How long one shall hold this share. Any expert opinion? I have a feeling till 1200????
It can go to 1300-1400. The suspicions of new sofosbuvir entrants is casting doubts on Feroz's outlook. Otherwise,its well poised for good earnings being monopoly on sofosbuvir for the time being.
Title: Re: FEROZ -- Ferozsons laboratories
Post by: Arif Nadeem on October 28, 2015, 07:50:49 PM
Feroz ka result keh raha tha ke it should be 1000 in no time and will keep on moving but it dropped.... How long one shall hold this share. Any expert opinion? I have a feeling till 1200????
It can go to 1300-1400. The suspicions of new sofosbuvir entrants is casting doubts on Feroz's outlook. Otherwise,its well poised for good earnings being monopoly on sofosbuvir for the time being.
Even if new entrants come(with all my doubts),the monopoly of Feroze will remain being US origin as compared to chinese origin medicine.Stakes are very high.A matter of life and death.A large no of patients are already queued up for Feroze and many more will come.May Allah bless them with health.
Title: Re: FEROZ -- Ferozsons laboratories
Post by: hasnain0099 on October 28, 2015, 09:23:45 PM
Feroz ka result keh raha tha ke it should be 1000 in no time and will keep on moving but it dropped.... How long one shall hold this share. Any expert opinion? I have a feeling till 1200????
It can go to 1300-1400. The suspicions of new sofosbuvir entrants is casting doubts on Feroz's outlook. Otherwise,its well poised for good earnings being monopoly on sofosbuvir for the time being.
Even if new entrants come(with all my doubts),the monopoly of Feroze will remain being US origin as compared to chinese origin medicine.Stakes are very high.A matter of life and death.A large no of patients are already queued up for Feroze and many more will come.May Allah bless them with health.
Monopoly on quality drug, yes of course. But monopoly on Sofosbuvir wouldn't exist. Pure Monopoly is characterized by 1)Pricing Power 2)The absence of close substitutes or otherwise what we call choices. Today Feroz is pure monopoly i.e. She enjoys premium price (In fact the only price) and there's no close substitute of sovaldi in market. So every patient who needs sofosbuvir, has to buy sovaldi come what may. For example, even in utmost critical area of Chemotherapy, we have different prices of solution ranging from 350k to as low as 160K. Now every patient considering his/her life most precious, should go for 350K priced drug because of quality but those who can't afford such money go for 160K drug. Similarly, I use Montelukast tab made by MSD UK costing 130 a tab whereas I can have local montelukast from SEARL/HINOON/GETz at 220 for a pack of 10. So as new entrants would enter the market, people would have choices fitting their pockets. As many as 16 pharmas have aleady submitted sofosbuvir registration requests.I think for a year, Feroz is perfectly safe because of entry barriers due to long drug registration. But Feroz may not be able to shine as much due to possibly lost monopoly.
Title: Re: FEROZ -- Ferozsons laboratories
Post by: akbar.aqil on October 29, 2015, 04:49:07 PM
Good analysis Hussain. I also feel even if they don't increase their earnings, atleast they will not go down. So 100 Rs. earning is very much on the card. :good
Title: Re: FEROZ -- Ferozsons laboratories
Post by: SBM on October 29, 2015, 11:59:01 PM
Good analysis Hussain. I also feel even if they don't increase their earnings, atleast they will not go down. So 100 Rs. earning is very much on the card. :good

searl expects approval of their application for the sovaldi copy within a couple of months
Title: Re: FEROZ -- Ferozsons laboratories
Post by: SAM71 on October 30, 2015, 12:00:34 AM
Good analysis Hussain. I also feel even if they don't increase their earnings, atleast they will not go down. So 100 Rs. earning is very much on the card. :good

searl expects approval of their application for the sovaldi copy within a couple of months
Ferozsons first quarter report paints an upbeat outlook for the future quarters.
Title: Re: FEROZ -- Ferozsons laboratories
Post by: dr.muhammad zia on October 30, 2015, 12:38:54 AM
http://in.reuters.com/article/2013/04/01/india-drugs-patent-novartis-glivec-idINDEE93000920130401

similar case was in india
Title: Re: FEROZ -- Ferozsons laboratories
Post by: dr.muhammad zia on October 30, 2015, 12:48:40 AM
http://in.reuters.com/article/2013/04/01/india-drugs-patent-novartis-glivec-idINDEE93000920130401

similar case was in india

http://www.msfaccess.org/content/about-novartis-drop-case-campaign

Nearly half a million people signed the Drop The Case petition, including Archbishop Desmond Tutu, author John Le Carré and former Swiss President Ruth Dreifuss. The campaign resulted in extensive media coverage and increased public awareness of the role of India as ‘pharmacy of the developing world.’ While the company never dropped its case, in April 2013 India’s Supreme ruled definitively against Novartis, a major victory for patients' access to affordable medicines in developing countries.

kaash hum pakistanio ko bhi ALLAH ITNE AQAL DE.AMEEN
Title: Re: FEROZ -- Ferozsons laboratories
Post by: akbar.aqil on November 03, 2015, 02:10:07 PM
bhaga bhaga Feroz bhaga.
Title: Re: FEROZ -- Ferozsons laboratories
Post by: akbar.aqil on November 04, 2015, 02:42:08 PM
Its a dead share now. Getting out and entering some other script. :crying_anim02:
Title: Re: FEROZ -- Ferozsons laboratories
Post by: rational.investor on November 04, 2015, 03:50:49 PM
I don't think its a dead share. It has just started to show is strength in earnings.

Even though other players will make that hepatitis c drug, it will have growth as market is huge.
Title: Re: FEROZ -- Ferozsons laboratories
Post by: ksenewb on November 05, 2015, 05:28:26 PM
I am expecting same amount of sales for feroz in this qtr also.. bcs it has the same amount of finished goods in hand as they had at the opening of last qtr.  :biggthumpup:  :tongue:
Title: Re: FEROZ -- Ferozsons laboratories
Post by: engrusama on November 06, 2015, 12:17:16 AM
Global pharmaceuticals has "probably" gotten registration of Sofosbuvir i.e. Hep C oral drug and they are retailing at 10000 for full course.
Title: Re: FEROZ -- Ferozsons laboratories
Post by: akbar.aqil on November 06, 2015, 12:29:54 PM
I also think 2nd Q ka result acha hi ho ga IA but it was just not moving. On the other hand, look at Searl yaar. Too good.....
Title: Re: FEROZ -- Ferozsons laboratories
Post by: hasnain0099 on November 08, 2015, 10:05:37 PM
(http://www.express.com.pk/images/NP_PEW/20151108/Sub_Images/1103162608-1.gif)
Title: Re: FEROZ -- Ferozsons laboratories
Post by: ksenewb on November 08, 2015, 11:08:42 PM
(http://www.express.com.pk/images/NP_PEW/20151108/Sub_Images/1103162608-1.gif)

75 million is peanuts, we need sales of billions in order to support EPS of 23.
Title: Re: FEROZ -- Ferozsons laboratories
Post by: ksenewb on November 10, 2015, 12:06:08 PM
http://www.thenews.com.pk/Todays-News-2-349745-Hepatitis-C-patients-continue-awaiting-cheaper-drug

Their pricing has still not been approved.
Title: Re: FEROZ -- Ferozsons laboratories
Post by: ksenewb on November 10, 2015, 12:08:20 PM
All such rumours about market share getting eroded is just crap. Its been only one year and we have seen phenomenal results in feroz. With more penetration, it would be able to maintain earnings despite new competition. Dont forget feroz has govt lobby  :biggthumpup:  we heard similar bullshit going around that pharma prices have frozen.. and just see, all pharma co's are at all time highs. and secondly its at a histrocial PE of only 9 right now.. so downside risk is very limited.
Title: Re: FEROZ -- Ferozsons laboratories
Post by: SBM on November 10, 2015, 12:39:26 PM
All such rumours about market share getting eroded is just crap. Its been only one year and we have seen phenomenal results in feroz. With more penetration, it would be able to maintain earnings despite new competition. Dont forget feroz has govt lobby  :biggthumpup:  we heard similar bullshit going around that pharma prices have frozen.. and just see, all pharma co's are at all time highs.

first of all, this is not a rumour, its a fact
But its something that will happen in the future, feroze revenues will be effected by lower priced generic hepC drug
will take few months, but it will happen ..
Title: Re: FEROZ -- Ferozsons laboratories
Post by: ksenewb on November 10, 2015, 12:42:40 PM
All such rumours about market share getting eroded is just crap. Its been only one year and we have seen phenomenal results in feroz. With more penetration, it would be able to maintain earnings despite new competition. Dont forget feroz has govt lobby  :biggthumpup:  we heard similar bullshit going around that pharma prices have frozen.. and just see, all pharma co's are at all time highs.

first of all, this is not a rumour, its a fact
But its something that will happen in the future, feroze revenues will be effected by lower priced generic hepC drug
will take few months, but it will happen ..

I was talking about elixir report of market share getting eroded. It may take a hit, but as I said, till results of 1st qtr, its been less than a year that feroz been marketing sovaldi..so its gonna get improve gradually.. feroz possibly has not captured all of its potential market share till now
Title: Re: FEROZ -- Ferozsons laboratories
Post by: ksenewb on November 10, 2015, 12:48:52 PM
All such rumours about market share getting eroded is just crap. Its been only one year and we have seen phenomenal results in feroz. With more penetration, it would be able to maintain earnings despite new competition. Dont forget feroz has govt lobby  :biggthumpup:  we heard similar bullshit going around that pharma prices have frozen.. and just see, all pharma co's are at all time highs.

first of all, this is not a rumour, its a fact
But its something that will happen in the future, feroze revenues will be effected by lower priced generic hepC drug
will take few months, but it will happen ..

I was talking about elixir report of market share getting eroded. It may take a hit, but as I said, till results of 1st qtr, its been less than a year that feroz been marketing sovaldi..so its gonna get improve gradually.. feroz possibly has not captured all of its potential market share till now
Title: Re: FEROZ -- Ferozsons laboratories
Post by: ksenewb on November 10, 2015, 12:51:52 PM
furthermore, feroz sales in 1st qtr of last year were 635 million, now they are 2.7 billion. almost 2 billion impact, divided by price per pack 33,000 it comes out to 60,000 packs sold. Assuming each patient took one pack..

Pak has 18m heaptitis patients. 60,000 is barely 0.3% of the market share. So theres still plenty of room for growth or for at least maintaining current levels.

Note: these are just rough calculations, but you get the idea.

From their report of 1st qtr

We are confident that with the advances in therapy in Hepatitis C, your company will be
able to continue having an impact on the treatment landscape for this critical disease.
We are happy to report that with the addition of a licensed generic from our Principals,
Gilead Sciences Inc., we will also be able to offer a lower cost, locally manufactured,
quality assured product and thus expand access to treatment for patients in the lower
income spectrum.
Title: Re: FEROZ -- Ferozsons laboratories
Post by: SBM on November 10, 2015, 01:19:03 PM
furthermore, feroz sales in 1st qtr of last year were 635 million, now they are 2.7 billion. almost 2 billion impact, divided by price per pack 33,000 it comes out to 60,000 packs sold. Assuming each patient took one pack..

Pak has 18m heaptitis patients. 60,000 is barely 0.3% of the market share. So theres still plenty of room for growth or for at least maintaining current levels.

Note: these are just rough calculations, but you get the idea.

From their report of 1st qtr

We are confident that with the advances in therapy in Hepatitis C, your company will be
able to continue having an impact on the treatment landscape for this critical disease.
We are happy to report that with the addition of a licensed generic from our Principals,
Gilead Sciences Inc., we will also be able to offer a lower cost, locally manufactured,
quality assured product and thus expand access to treatment for patients in the lower
income spectrum.


 :biggthumpup:
thanks for sharing
means they are willing to compete on price when others launch their product
Title: Re: FEROZ -- Ferozsons laboratories
Post by: zakhan76 on November 10, 2015, 01:26:42 PM
furthermore, feroz sales in 1st qtr of last year were 635 million, now they are 2.7 billion. almost 2 billion impact, divided by price per pack 33,000 it comes out to 60,000 packs sold. Assuming each patient took one pack..

Pak has 18m heaptitis patients. 60,000 is barely 0.3% of the market share. So theres still plenty of room for growth or for at least maintaining current levels.

Note: these are just rough calculations, but you get the idea.

From their report of 1st qtr

We are confident that with the advances in therapy in Hepatitis C, your company will be
able to continue having an impact on the treatment landscape for this critical disease.
We are happy to report that with the addition of a licensed generic from our Principals,
Gilead Sciences Inc., we will also be able to offer a lower cost, locally manufactured,
quality assured product and thus expand access to treatment for patients in the lower
income spectrum.


So in this case the turnover will not sustain as we saw in Q1...Is there any sensitivity analysis available that shows if FEROZ intact its market share with lower pricing?
Title: Re: FEROZ -- Ferozsons laboratories
Post by: akbar.aqil on November 10, 2015, 01:42:49 PM
They will in any case have the First Mover Advantage and I am sure once they will start to compete, they will cover the gap by increased sales volume from the lower income group. Chances of going down I would say keep it till 800 max and for upward movement, I can see it touching even 2000 IA.  :fingerscrossed1:
Title: Re: FEROZ -- Ferozsons laboratories
Post by: akbar.aqil on November 12, 2015, 02:54:20 PM
Chal bhi jaa yaar susti...
Title: Re: FEROZ -- Ferozsons laboratories
Post by: silentvoice on November 13, 2015, 09:41:06 AM
 MSCI Inc., a leading provider of research?based indexes and analytics, announced today the results of the November 2015 Semi?Annual Index Review.

In Frontier Market Small Cap Index, there have been 21 additions and 21 deletions, which include 3 additions from Pakistan and no deletions. The new companies that have been included are, (1) Byco Petroleum (BYCO), Ferozesons Laboratories (FEROZ), Searle Pakistan (SEARLE).
Title: Re: FEROZ -- Ferozsons laboratories
Post by: rational.investor on November 13, 2015, 02:16:13 PM
FEROZ appears to be the most attractive in the pharma sector to me.

I think market is overplaying the risk of new companies producing the hepatitis C drug. Market is huge and if anyone will have the competitive advantage, it will be FEROZ.

Title: Re: FEROZ -- Ferozsons laboratories
Post by: akbar.aqil on November 16, 2015, 06:38:35 PM
Kal mujhey lagta hai 915 touch zaroor kareyga. Lekin wahan nikaalna nahi chahiey. :fingerscrossed1:
Title: Re: FEROZ -- Ferozsons laboratories
Post by: akbar.aqil on November 17, 2015, 12:29:03 PM
Chal baba. 915 kahan hai  :bangin:
Title: Re: FEROZ -- Ferozsons laboratories
Post by: Arif Nadeem on November 23, 2015, 01:31:42 PM
Good analysis Hussain. I also feel even if they don't increase their earnings, atleast they will not go down. So 100 Rs. earning is very much on the card. :good
What a performance by FEROZ today.Heading for 1000 IA.
Title: Re: FEROZ -- Ferozsons laboratories
Post by: Arif Nadeem on November 24, 2015, 10:30:35 AM
Good analysis Hussain. I also feel even if they don't increase their earnings, atleast they will not go down. So 100 Rs. earning is very much on the card. :good
What a performance by FEROZ today.Heading for 1000 IA.
UL.1000 soon.
Title: Re: FEROZ -- Ferozsons laboratories
Post by: akbar.aqil on November 24, 2015, 10:52:36 AM
Should cross 1000 tomorrow. 100k ki volume is price pe matlab kuch tu hai.... :clap1: :dance
Title: Re: FEROZ -- Ferozsons laboratories
Post by: ksenewb on November 24, 2015, 12:34:28 PM
week holders exiting  :biggthumpup: once it happens, we will see 1300 in no time.
Title: Re: FEROZ -- Ferozsons laboratories
Post by: akbar.aqil on November 24, 2015, 01:17:34 PM
hona chahiey yaar 1300. But wahan tak jaaney tak buhat jhooley lagein gey.
Title: Re: FEROZ -- Ferozsons laboratories
Post by: akbar.aqil on November 26, 2015, 12:42:33 PM
Should have sold at 970 :(
Title: Re: FEROZ -- Ferozsons laboratories
Post by: Azee on November 26, 2015, 05:54:15 PM
Should have sold at 970 :(
Yeh
Title: Re: FEROZ -- Ferozsons laboratories
Post by: akbar.aqil on November 30, 2015, 09:09:32 AM
Other Pharma didn't get the Vaccine License and there has been a delay. Lao hona chahiey ab tu. Half year earning 50 tu kahein bhi nahi jaati  :clap1:

Should be capped today IA  :fingerscrossed1:
Title: Re: FEROZ -- Ferozsons laboratories
Post by: ksenewb on November 30, 2015, 10:35:11 AM
http://tribune.com.pk/story/1000800/taking-on-big-pharma-doctors-say-breakthrough-drug-to-treat-hep-c-blocked-by-lobby/

“Solvadi is the perfect cure for hepatitis C since medical report of patients after using it [showed an almost perfect response to
the drug].”
Title: Re: FEROZ -- Ferozsons laboratories
Post by: akbar.aqil on November 30, 2015, 03:07:10 PM
Itni mandi mai bhi strong hai. I am sure weak holders ka maal koi khaa raha hai bus. It will be 1300 very soon IA
Title: Re: FEROZ -- Ferozsons laboratories
Post by: sabir.hussain on December 01, 2015, 11:52:55 AM
 :skeptic:
Title: Re: FEROZ -- Ferozsons laboratories
Post by: akbar.aqil on December 01, 2015, 03:07:03 PM
itni mandi mai 55k ka kaam hona aur is ka plus mai khara hona. Kuch tu scene hai yaar
Title: Re: FEROZ -- Ferozsons laboratories
Post by: sabir.hussain on December 01, 2015, 05:44:56 PM
its v strong ;)
Title: Re: FEROZ -- Ferozsons laboratories
Post by: ::WASIF:: on December 01, 2015, 06:12:24 PM
bahi na nazar lagao
Title: Re: FEROZ -- Ferozsons laboratories
Post by: akbar.aqil on December 03, 2015, 01:39:25 PM
Aaj is pe break lag gaya hai lagta hai
Title: Re: FEROZ -- Ferozsons laboratories
Post by: ksenewb on December 03, 2015, 01:49:58 PM
Aaj is pe break lag gaya hai lagta hai

showed strong support at 990, looks ready to test 970-1000 again IA  :biggthumpup:
Title: Re: FEROZ -- Ferozsons laboratories
Post by: akbar.aqil on December 03, 2015, 03:53:06 PM
Should break 1000 next week IA.  :fingerscrossed1:
Title: Re: FEROZ -- Ferozsons laboratories
Post by: sabir.hussain on December 04, 2015, 11:52:41 AM
Aaj is pe break lag gaya hai lagta hai
break fails :D
Title: Re: FEROZ -- Ferozsons laboratories
Post by: ksenewb on December 04, 2015, 12:31:16 PM
Chala.... chalaaaa.....  :shoaby:  :biggthumpup:   :clap1:
Title: Re: FEROZ -- Ferozsons laboratories
Post by: akbar.aqil on December 04, 2015, 01:13:25 PM
Break to fail ho gaey mai tu kehta hun road pe oil daal do ;) :shoaby:
Title: Re: FEROZ -- Ferozsons laboratories
Post by: sabir.hussain on December 04, 2015, 01:36:38 PM
Break to fail ho gaey mai tu kehta hun road pe oil daal do ;) :shoaby:
target kya hay akbar and ksenewb? today it might give ever highest closing? :biggthumpup:
Title: Re: FEROZ -- Ferozsons laboratories
Post by: akbar.aqil on December 04, 2015, 02:19:50 PM
No. It went up to 973.22 some 8-10 days back. If it breaks this, I think we will see it standing in 1100s.... Target ka mujhey bhi nahi pata yaar. I think 1300 tu rate banta hai is ka easy. I am sure EPS 50 ki dey ga IA half year. 1300 is short term otherwise, the flight should be for atleast 2000
Title: Re: FEROZ -- Ferozsons laboratories
Post by: akbar.aqil on December 04, 2015, 02:22:36 PM
Ever Highest closing yes. Dey sakta hai :) Sorry I thought ever high  :thumbsup_anim:
Title: Re: FEROZ -- Ferozsons laboratories
Post by: sabir.hussain on December 04, 2015, 02:27:21 PM
No. It went up to 973.22 some 8-10 days back. If it breaks this, I think we will see it standing in 1100s.... Target ka mujhey bhi nahi pata yaar. I think 1300 tu rate banta hai is ka easy. I am sure EPS 50 ki dey ga IA half year. 1300 is short term otherwise, the flight should be for atleast 2000
2000 :bigeyed: :o
Title: Re: FEROZ -- Ferozsons laboratories
Post by: akbar.aqil on December 04, 2015, 02:29:40 PM
Jab TRG 10 sey 42 ho sakta hai, Pael 20 se 90 ho sakta hai, Noon Pak 60 sey 350 ho sakta hai tu is ne kya jurm kia hai. Look at its financials yaar. Superb
Title: Re: FEROZ -- Ferozsons laboratories
Post by: ksenewb on December 04, 2015, 02:54:47 PM
Break to fail ho gaey mai tu kehta hun road pe oil daal do ;) :shoaby:
target kya hay akbar and ksenewb? today it might give ever highest closing? :biggthumpup:

Wont sell for anything less than 1,500  :biggthumpup:
Title: Re: FEROZ -- Ferozsons laboratories
Post by: sabir.hussain on December 04, 2015, 02:57:12 PM
Break to fail ho gaey mai tu kehta hun road pe oil daal do ;) :shoaby:
target kya hay akbar and ksenewb? today it might give ever highest closing? :biggthumpup:

Wont sell for anything less than 1,500  :biggthumpup:
:biggthumpup:
Title: Re: FEROZ -- Ferozsons laboratories
Post by: akbar.aqil on December 04, 2015, 02:59:48 PM
All the best yaar. IA, it will reach there. But we need to make "Golas" also  :good
Title: Re: FEROZ -- Ferozsons laboratories
Post by: akbar.aqil on December 04, 2015, 03:01:26 PM
Aaj tu cap o cap kar isey :clap1:
Title: Re: FEROZ -- Ferozsons laboratories
Post by: sabir.hussain on December 04, 2015, 03:08:20 PM
All the best yaar. IA, it will reach there. But we need to make "Golas" also  :good
ola is quiet mushkil, very low volume :thumbsdown_anim:
Title: Re: FEROZ -- Ferozsons laboratories
Post by: sabir.hussain on December 04, 2015, 03:16:17 PM
cap j
Title: Re: FEROZ -- Ferozsons laboratories
Post by: akbar.aqil on December 04, 2015, 03:32:00 PM
Searl aur Hinoon Cap. Is pe bhi hona chahiey IA  :fingerscrossed1:
Title: Re: FEROZ -- Ferozsons laboratories
Post by: sabir.hussain on December 04, 2015, 03:38:02 PM
Searl aur Hinoon Cap. Is pe bhi hona chahiey IA  :fingerscrossed1:
pper cap per seller hay :thanks:
Title: Re: FEROZ -- Ferozsons laboratories
Post by: akbar.aqil on December 04, 2015, 03:50:17 PM
jitna bara seller ho ga utna hi accha hai
Title: Re: FEROZ -- Ferozsons laboratories
Post by: akbar.aqil on December 04, 2015, 03:51:14 PM
Cap tak 10k ka seller acha hai. aur barhey ga aur acha hoga
Title: Re: FEROZ -- Ferozsons laboratories
Post by: akbar.aqil on December 04, 2015, 03:56:26 PM
ab 960 ka maal uth jana chahiey  :rtfm:
Title: Re: FEROZ -- Ferozsons laboratories
Post by: sabir.hussain on December 04, 2015, 03:57:49 PM
jitna bara seller ho ga utna hi accha hai
wo kesay akbar sahib? :[
Title: Re: FEROZ -- Ferozsons laboratories
Post by: akbar.aqil on December 04, 2015, 03:59:55 PM
Sabir Bhai this is the rule. the buyer will get the quantity of this share at say 960 and will be able to share quantity later on. Average gets better. I saw a seller of 200,000 share on Lucky come 3-4 months back at around 460. Poora maal utha and with 2 weeks it went upto 590. Bigger the seller, bigger the chances of share to make new highs
Title: Re: FEROZ -- Ferozsons laboratories
Post by: sabir.hussain on December 04, 2015, 04:02:29 PM
Sabir Bhai this is the rule. the buyer will get the quantity of this share at say 960 and will be able to share quantity later on. Average gets better. I saw a seller of 200,000 share on Lucky come 3-4 months back at around 460. Poora maal utha and with 2 weeks it went upto 590. Bigger the seller, bigger the chances of share to make new highs
good analysis akbar sahib! wesay feroz ko buy krnay k liay piasoon ki boro chaye :good
Title: Re: FEROZ -- Ferozsons laboratories
Post by: akbar.aqil on December 04, 2015, 04:03:30 PM
I think Hinoon pe jab 5k ka buyer hoga tab Feroz cap ho ga  :@
Title: Re: FEROZ -- Ferozsons laboratories
Post by: akbar.aqil on December 04, 2015, 04:04:30 PM
zaahir hai hum aap tu leney sey rahey. It will be an institutional buying!!!
Title: Re: FEROZ -- Ferozsons laboratories
Post by: Ranishali on December 04, 2015, 04:06:53 PM
Sabir Bhai this is the rule. the buyer will get the quantity of this share at say 960 and will be able to share quantity later on. Average gets better. I saw a seller of 200,000 share on Lucky come 3-4 months back at around 460. Poora maal utha and with 2 weeks it went upto 590. Bigger the seller, bigger the chances of share to make new highs
good analysis akbar sahib! wesay feroz ko buy krnay k liay piasoon ki boro chaye :good

I  bought FEROZ when it was around 450, never thought it would gone to this much peak :) :)
Title: Re: FEROZ -- Ferozsons laboratories
Post by: akbar.aqil on December 04, 2015, 04:24:48 PM
955 pe buyer check karein aap.
Title: Re: FEROZ -- Ferozsons laboratories
Post by: akbar.aqil on December 04, 2015, 04:29:12 PM
955 waaley ko maal milna bhi achi baat hai
Title: Re: FEROZ -- Ferozsons laboratories
Post by: Ranishali on December 04, 2015, 04:31:41 PM
955 waaley ko maal milna bhi achi baat hai

entry banti hai???? or kitna upar jayega??
Title: Re: FEROZ -- Ferozsons laboratories
Post by: sabir.hussain on December 04, 2015, 04:37:38 PM
955 pe buyer check karein aap.
yes, tagra buyer tha bahi, mila b hay uss ko 4500 feroz at 955....i believe abhi ooper jaye ga ye next week....movement tells
Title: Re: FEROZ -- Ferozsons laboratories
Post by: akbar.aqil on December 04, 2015, 04:45:13 PM
Buying definitely banti hai. Should go 1050 next week IA. Ho sakta hai 1200 bhi dikha dey agley haftey. Aaj highest closing di hai history ki. Kuch tu hai na!!!  :good
Title: Re: FEROZ -- Ferozsons laboratories
Post by: sabir.hussain on December 04, 2015, 04:47:11 PM
Buying definitely banti hai. Should go 1050 next week IA. Ho sakta hai 1200 bhi dikha dey agley haftey. Aaj highest closing di hai history ki. Kuch tu hai na!!!  :good
955 per 72lac rupees ki bid thee bahi....game ON hay I.A :biggthumpup:
Title: Re: FEROZ -- Ferozsons laboratories
Post by: rational.investor on December 04, 2015, 05:05:48 PM
My prediction is it will be around PKR 1,500 in an year.



Title: Re: FEROZ -- Ferozsons laboratories
Post by: sabir.hussain on December 04, 2015, 06:39:38 PM
only share which managed to give ever highest closing amid weaker sentimants of overall makt..... :fingerscrossed1:
Title: Re: FEROZ -- Ferozsons laboratories
Post by: sabir.hussain on December 05, 2015, 07:19:59 AM
Rs. 1100 by Dec. 2015.
hey mevrick bro...trgt intact?
Title: Re: FEROZ -- Ferozsons laboratories
Post by: Maverick on December 06, 2015, 12:51:03 AM
My price target is intact for FEROZ and here is why I am still bullish on FEROZ.

I tried to calculate Sovaldi patient nos from Feroz financials:

Feroz topline for 1st quarter this year = Rs. 2737 million.
Feroz topline for 1st q last year =Rs. 635 million.
Estimated revenue from Sovaldi = 2737 - 1.1*(635)= Rs. 2038 million (presuming 10% is the growth rate for non Sovaldi segment from last year.)
Revenue per patient from Sovaldi for the quarter = 3*33000=99000
Number of patients treated per month = 2038m/99000= 20600

20000 is a small no for a pop. size of ~7 million hep C patients in Pakistan.

Now an analysis of the margins:

From the Rs. 2038 million additional revenue through Sovaldi, the additional profits were Rs. 600.747 million giving a net profit margin of 29% for Sovaldi segment. Put another way this year 1st quarter eps was Rs. 23 as compared to Rs. 3 last year same quarter i.e., Rs. 20 more. This means that for every 1000 patients of sovaldi the eps impact is Rs. 1.

Looking at the Egyptian data, which has comparable economics and hep C patient pop with Pakistan, the FEROZ sovaldi clientele could exceed 40000 patients per month which means an EPS of Rs. 40 from Sovaldi alone per quarter which means Rs. 160 per annum from Sovaldi alone which means around Rs. 190 annual EPS for the consolidated business which means at a conservative multiple of 15 a stock price of Rs. 2800. For a normal multiple of 20, the stock price will be Rs.3800.

My calculations may look rosy but who would have guessed a year ago that Feroz's 1st quarter EPS will jump from Rs. 3 to Rs. 23. The only thing which i am skeptical in the above calculation is the 29% net margin for sovaldi. That looks a bit too much but that is what the data gives.
Title: Re: FEROZ -- Ferozsons laboratories
Post by: Value-Investor on December 06, 2015, 01:20:06 AM
My price target is intact for FEROZ and here is why I am still bullish on FEROZ.

I tried to calculate Sovaldi patient nos from Feroz financials:

Feroz topline for 1st quarter this year = Rs. 2737 million.
Feroz topline for 1st q last year =Rs. 635 million.
Estimated revenue from Sovaldi = 2737 - 1.1*(635)= Rs. 2038 million (presuming 10% is the growth rate for non Sovaldi segment from last year.)
Revenue per patient from Sovaldi for the quarter = 3*33000=99000
Number of patients treated per month = 2038m/99000= 20600

20000 is a small no for a pop. size of ~7 million hep C patients in Pakistan.

Now an analysis of the margins:

From the Rs. 2038 million additional revenue through Sovaldi, the additional profits were Rs. 600.747 million giving a net profit margin of 29% for Sovaldi segment. Put another way this year 1st quarter eps was Rs. 23 as compared to Rs. 3 last year same quarter i.e., Rs. 20 more. This means that for every 1000 patients of sovaldi the eps impact is Rs. 1.

Looking at the Egyptian data, which has comparable economics and hep C patient pop with Pakistan, the FEROZ sovaldi clientele could exceed 40000 patients per month which means an EPS of Rs. 40 from Sovaldi alone per quarter which means Rs. 160 per annum from Sovaldi alone which means around Rs. 190 annual EPS for the consolidated business which means at a conservative multiple of 15 a stock price of Rs. 2800. For a normal multiple of 20, the stock price will be Rs.3800.

My calculations may look rosy but who would have guessed a year ago that Feroz's 1st quarter EPS will jump from Rs. 3 to Rs. 23. The only thing which i am skeptical in the above calculation is the 29% net margin for sovaldi. That looks a bit too much but that is what the data gives.

Overall a decent analysis but lacks substance! U r diaregarding the impact of competition as 14 new manufacturers r expected to be granted license for the formula or drug! So the market would be shared which will have a huge impact on overall analysis

My own view is that Feroz will have an upper hand in the overall market!!
Title: Re: FEROZ -- Ferozsons laboratories
Post by: sabir.hussain on December 06, 2015, 09:51:11 AM
My price target is intact for FEROZ and here is why I am still bullish on FEROZ.

I tried to calculate Sovaldi patient nos from Feroz financials:

Feroz topline for 1st quarter this year = Rs. 2737 million.
Feroz topline for 1st q last year =Rs. 635 million.
Estimated revenue from Sovaldi = 2737 - 1.1*(635)= Rs. 2038 million (presuming 10% is the growth rate for non Sovaldi segment from last year.)
Revenue per patient from Sovaldi for the quarter = 3*33000=99000
Number of patients treated per month = 2038m/99000= 20600

20000 is a small no for a pop. size of ~7 million hep C patients in Pakistan.

Now an analysis of the margins:

From the Rs. 2038 million additional revenue through Sovaldi, the additional profits were Rs. 600.747 million giving a net profit margin of 29% for Sovaldi segment. Put another way this year 1st quarter eps was Rs. 23 as compared to Rs. 3 last year same quarter i.e., Rs. 20 more. This means that for every 1000 patients of sovaldi the eps impact is Rs. 1.

Looking at the Egyptian data, which has comparable economics and hep C patient pop with Pakistan, the FEROZ sovaldi clientele could exceed 40000 patients per month which means an EPS of Rs. 40 from Sovaldi alone per quarter which means Rs. 160 per annum from Sovaldi alone which means around Rs. 190 annual EPS for the consolidated business which means at a conservative multiple of 15 a stock price of Rs. 2800. For a normal multiple of 20, the stock price will be Rs.3800.

My calculations may look rosy but who would have guessed a year ago that Feroz's 1st quarter EPS will jump from Rs. 3 to Rs. 23. The only thing which i am skeptical in the above calculation is the 29% net margin for sovaldi. That looks a bit too much but that is what the data gives.

Overall a decent analysis but lacks substance! U r diaregarding the impact of competition as 14 new manufacturers r expected to be granted license for the formula or drug! So the market would be shared which will have a huge impact on overall analysis

My own view is that Feroz will have an upper hand in the overall market!!
:thanks:
Title: Re: FEROZ -- Ferozsons laboratories
Post by: sabir.hussain on December 06, 2015, 09:55:44 AM
how much eps is expected for full year?
Title: Re: FEROZ -- Ferozsons laboratories
Post by: sabir.hussain on December 07, 2015, 08:37:36 AM
955 pe buyer check karein aap.
laaao caap kerooo (I.A)
Title: Re: FEROZ -- Ferozsons laboratories
Post by: sabir.hussain on December 07, 2015, 10:04:47 AM
955 pe buyer check karein aap.
laaao caap kerooo (I.A)
::)
Title: Re: FEROZ -- Ferozsons laboratories
Post by: akbar.aqil on December 07, 2015, 12:50:41 PM
1500 ki race starts from tomorrow IA  :fingerscrossed1:
Title: Re: FEROZ -- Ferozsons laboratories
Post by: akbar.aqil on December 07, 2015, 12:59:55 PM
Extremely good analysis by Maverick and I don't think it lacks substance. Govt didn't grant license to any other pharma despite their requests which means atleast this Q will be simply beautiful IA. Also, no one knows when the license will be granted to others and if it gets another Q, earning would be atleast 80 rupees for the 3 Q and that would mean some serious upward movement for Feroz. 3800 is what I calculated as well but it will not be very easy to reach to that point and one should keep on taking profits in-between. I think selling at 1200-1300 and buying back at around 1100 would be a better option or playing with some stop losses should also give you good returns IA. I missed selling at 970 and buying back at 900.... but this share will give chances.
Title: Re: FEROZ -- Ferozsons laboratories
Post by: sabir.hussain on December 07, 2015, 01:09:56 PM
1500 ki race starts from tomorrow IA  :fingerscrossed1:
kal say??? :bigeyed:
Title: Re: FEROZ -- Ferozsons laboratories
Post by: akbar.aqil on December 07, 2015, 01:11:47 PM
Haan should close on cap today IA  ;)
Title: Re: FEROZ -- Ferozsons laboratories
Post by: sabir.hussain on December 07, 2015, 01:12:24 PM
akbar bahi, aaj seller b zida hay @990-995 range
Title: Re: FEROZ -- Ferozsons laboratories
Post by: sabir.hussain on December 07, 2015, 01:13:25 PM
990 per baar baar 500 ki offer aa rahi hay, while bids are in 50s only :(
Title: Re: FEROZ -- Ferozsons laboratories
Post by: akbar.aqil on December 07, 2015, 01:17:03 PM
41.5k ka kaam 1.15pm tak is not bad!!! Should break to cap. Seller bara nahi hai yaar. Seller bara hona chahiey :)
Title: Re: FEROZ -- Ferozsons laboratories
Post by: sabir.hussain on December 07, 2015, 01:18:31 PM
41.5k ka kaam 1.15pm tak is not bad!!! Should break to cap. Seller bara nahi hai yaar. Seller bara hona chahiey :)
cap seems mushkil :(
Title: Re: FEROZ -- Ferozsons laboratories
Post by: sabir.hussain on December 07, 2015, 01:48:39 PM
buyer aa gay (I.A) :good
Title: Re: FEROZ -- Ferozsons laboratories
Post by: ksenewb on December 07, 2015, 02:14:57 PM
getting ready for the big move...grab it before its too late  :fingerscrossed1:
Title: Re: FEROZ -- Ferozsons laboratories
Post by: sabir.hussain on December 07, 2015, 02:21:40 PM
getting ready for the big move...grab it before its too late  :fingerscrossed1:
InshaAllah
Title: Re: FEROZ -- Ferozsons laboratories
Post by: akbar.aqil on December 07, 2015, 03:51:21 PM
Dekha aap ne buyer aaya tu 1002 ka maal utha!!! Good closing above 990. Ab kal 1000 cross kar ke waapas nahi aana chaahiey ;)
Title: Re: FEROZ -- Ferozsons laboratories
Post by: sabir.hussain on December 07, 2015, 07:37:33 PM
Dekha aap ne buyer aaya tu 1002 ka maal utha!!! Good closing above 990. Ab kal 1000 cross kar ke waapas nahi aana chaahiey ;)
fiive consecutive positive closings :skeptic:
Title: Re: FEROZ -- Ferozsons laboratories
Post by: Ranishali on December 07, 2015, 08:15:32 PM
Dekha aap ne buyer aaya tu 1002 ka maal utha!!! Good closing above 990. Ab kal 1000 cross kar ke waapas nahi aana chaahiey ;)
fiive consecutive positive closings :skeptic:

Is price pr entry banti hai? or short term mein kitna badhega???
Title: Re: FEROZ -- Ferozsons laboratories
Post by: sabir.hussain on December 08, 2015, 07:29:07 AM
Haan should close on cap today IA  ;)
didnt close on cap....990 per seller cisistent tha :crying_anim02:
Title: Re: FEROZ -- Ferozsons laboratories
Post by: akbar.aqil on December 08, 2015, 08:57:46 AM
Sabir, it was trading at 998 for a long time and just in last 10 minutes, it had to come down. I feel buying bunti hai for a short term target of atleast 1200.  :fingerscrossed1:
Title: Re: FEROZ -- Ferozsons laboratories
Post by: sabir.hussain on December 08, 2015, 09:05:24 AM
Sabir, it was trading at 998 for a long time and just in last 10 minutes, it had to come down. I feel buying bunti hai for a short term target of atleast 1200.  :fingerscrossed1:
lets c, todays movemnt may be cruicial....it has to cross 1000 marks and has to maintain it....otherwise :crying_anim02:
Title: Re: FEROZ -- Ferozsons laboratories
Post by: akbar.aqil on December 08, 2015, 09:33:32 AM
Agree Sabir Bhai. IA, it will cross 1000 and maintain
Title: Re: FEROZ -- Ferozsons laboratories
Post by: sabir.hussain on December 08, 2015, 09:57:52 AM
Agree Sabir Bhai. IA, it will cross 1000 and maintain
volume nahi aaj :down:
Title: Re: FEROZ -- Ferozsons laboratories
Post by: akbar.aqil on December 08, 2015, 10:15:37 AM
aa gaya maidaan mai Feroz. Lao 1500 ki race ;)
Title: Re: FEROZ -- Ferozsons laboratories
Post by: sabir.hussain on December 08, 2015, 10:18:33 AM
aa gaya maidaan mai Feroz. Lao 1500 ki race ;)
MaashAllah
Title: Re: FEROZ -- Ferozsons laboratories
Post by: sabir.hussain on December 08, 2015, 10:40:44 AM
aa gaya maidaan mai Feroz. Lao 1500 ki race ;)
:shoaby: :shoaby: :shoaby: :dance :clap1: :clap1:
Title: Re: FEROZ -- Ferozsons laboratories
Post by: Ranishali on December 08, 2015, 12:10:49 PM
aa gaya maidaan mai Feroz. Lao 1500 ki race ;)
:shoaby: :shoaby: :shoaby: :dance :clap1: :clap1:

1500 jayega? volume nahi hai
Title: Re: FEROZ -- Ferozsons laboratories
Post by: sabir.hussain on December 08, 2015, 12:37:25 PM
aa gaya maidaan mai Feroz. Lao 1500 ki race ;)
:shoaby: :shoaby: :shoaby: :dance :clap1: :clap1:

1500 jayega? volume nahi hai
abhi tou 1k crossed...lets c
Title: Re: FEROZ -- Ferozsons laboratories
Post by: akbar.aqil on December 08, 2015, 12:51:07 PM
Feroz pe 30k ki volume is considered a good volume. It gets a cap on 60k-90k volume. So volume is not an issue. Its moving up 30-35 Rupees daily MashAllah. I believe the break will come at around 1200.
Title: Re: FEROZ -- Ferozsons laboratories
Post by: sabir.hussain on December 08, 2015, 12:54:28 PM
Feroz pe 30k ki volume is considered a good volume. It gets a cap on 60k-90k volume. So volume is not an issue. Its moving up 30-35 Rupees daily MashAllah. I believe the break will come at around 1200.
bhaag lgay rehn.... :good
Title: Re: FEROZ -- Ferozsons laboratories
Post by: sabir.hussain on December 08, 2015, 02:22:57 PM
soooper show (M.A)
Title: Re: FEROZ -- Ferozsons laboratories
Post by: sabir.hussain on December 08, 2015, 03:46:48 PM
Feroz pe 30k ki volume is considered a good volume. It gets a cap on 60k-90k volume. So volume is not an issue. Its moving up 30-35 Rupees daily MashAllah. I believe the break will come at around 1200.
excellent closing :shoaby: :shoaby: :shoaby: :shoaby: :shoaby: :shoaby: :shoaby: :shoaby:
Title: Re: FEROZ -- Ferozsons laboratories
Post by: akbar.aqil on December 08, 2015, 05:28:25 PM
Feroz pe 30k ki volume is considered a good volume. It gets a cap on 60k-90k volume. So volume is not an issue. Its moving up 30-35 Rupees daily MashAllah. I believe the break will come at around 1200.
excellent closing :shoaby: :shoaby: :shoaby: :shoaby: :shoaby: :shoaby: :shoaby: :shoaby:

MashAllah Yaar. Waaqei mai. 1200 se pehley nikalna nahi chahiey lekin khujli ho rahi hai haathoon mai  :clap1:
Title: Re: FEROZ -- Ferozsons laboratories
Post by: sabir.hussain on December 08, 2015, 06:10:38 PM
player upper cap nahi lagwa ra....ik khas range me buy krta ja ra hay...we should wait for upper lock by keeping an eye on volume :thumbsup_anim:
Title: Re: FEROZ -- Ferozsons laboratories
Post by: akbar.aqil on December 08, 2015, 06:17:55 PM
player upper cap nahi lagwa ra....ik khas range me buy krta ja ra hay...we should wait for upper lock by keeping an eye on volume :thumbsup_anim:

Haan yaar. Mera bhi yehi khayaal tha but thora dar bhi lag raha hai  :bangin:
Title: Re: FEROZ -- Ferozsons laboratories
Post by: sabir.hussain on December 09, 2015, 06:58:52 AM
player upper cap nahi lagwa ra....ik khas range me buy krta ja ra hay...we should wait for upper lock by keeping an eye on volume :thumbsup_anim:

Haan yaar. Mera bhi yehi khayaal tha but thora dar bhi lag raha hai  :bangin:
jis share me awam dar rahi ho, wo fly kerta hay u know!!!! :biggthumpup:
Title: Re: FEROZ -- Ferozsons laboratories
Post by: sabir.hussain on December 09, 2015, 09:57:00 AM
player upper cap nahi lagwa ra....ik khas range me buy krta ja ra hay...we should wait for upper lock by keeping an eye on volume :thumbsup_anim:

Haan yaar. Mera bhi yehi khayaal tha but thora dar bhi lag raha hai  :bangin:
jis share me awam dar rahi ho, wo fly kerta hay u know!!!! :biggthumpup:
u know!!!!!! :biggthumpup:
Title: Re: FEROZ -- Ferozsons laboratories
Post by: sabir.hussain on December 09, 2015, 10:11:54 AM
dehan of both, ksenewb and akbar remains excellent about feroz!
Title: Re: FEROZ -- Ferozsons laboratories
Post by: akbar.aqil on December 09, 2015, 10:20:20 AM
sold some on cap. sold some at 1060 and some at 1062... thora aur baaqi hai :)
Title: Re: FEROZ -- Ferozsons laboratories
Post by: ksenewb on December 09, 2015, 10:45:20 AM
not going to sell a single share till second qtr result  :biggthumpup:
Title: Re: FEROZ -- Ferozsons laboratories
Post by: sabir.hussain on December 09, 2015, 12:31:53 PM
not going to sell a single share till second qtr result  :biggthumpup:
era b maal hold ha sara :good
Title: Re: FEROZ -- Ferozsons laboratories
Post by: sabir.hussain on December 09, 2015, 12:39:39 PM
sold some on cap. sold some at 1060 and some at 1062... thora aur baaqi hai :)
it means boht c swariaan utar gaye hen....lao ab 1500 (I.A) :fingerscrossed1:
Title: Re: FEROZ -- Ferozsons laboratories
Post by: akbar.aqil on December 09, 2015, 12:58:30 PM
Jo baqi hai wo holding for the results and later IA. Agar mooqa mila to 1050 mai dobara entry maaruunga
Title: Re: FEROZ -- Ferozsons laboratories
Post by: sabir.hussain on December 09, 2015, 02:17:55 PM
My price target is intact for FEROZ and here is why I am still bullish on FEROZ.

I tried to calculate Sovaldi patient nos from Feroz financials:

Feroz topline for 1st quarter this year = Rs. 2737 million.
Feroz topline for 1st q last year =Rs. 635 million.
Estimated revenue from Sovaldi = 2737 - 1.1*(635)= Rs. 2038 million (presuming 10% is the growth rate for non Sovaldi segment from last year.)
Revenue per patient from Sovaldi for the quarter = 3*33000=99000
Number of patients treated per month = 2038m/99000= 20600

20000 is a small no for a pop. size of ~7 million hep C patients in Pakistan.

Now an analysis of the margins:

From the Rs. 2038 million additional revenue through Sovaldi, the additional profits were Rs. 600.747 million giving a net profit margin of 29% for Sovaldi segment. Put another way this year 1st quarter eps was Rs. 23 as compared to Rs. 3 last year same quarter i.e., Rs. 20 more. This means that for every 1000 patients of sovaldi the eps impact is Rs. 1.

Looking at the Egyptian data, which has comparable economics and hep C patient pop with Pakistan, the FEROZ sovaldi clientele could exceed 40000 patients per month which means an EPS of Rs. 40 from Sovaldi alone per quarter which means Rs. 160 per annum from Sovaldi alone which means around Rs. 190 annual EPS for the consolidated business which means at a conservative multiple of 15 a stock price of Rs. 2800. For a normal multiple of 20, the stock price will be Rs.3800.

My calculations may look rosy but who would have guessed a year ago that Feroz's 1st quarter EPS will jump from Rs. 3 to Rs. 23. The only thing which i am skeptical in the above calculation is the 29% net margin for sovaldi. That looks a bit too much but that is what the data gives.
Hey Mevrick bro....keep updating ur targets time to time man...1100 wala to aa hi gya Allah k Fzal say
Title: Re: FEROZ -- Ferozsons laboratories
Post by: sabir.hussain on December 09, 2015, 04:29:59 PM
Jo baqi hai wo holding for the results and later IA. Agar mooqa mila to 1050 mai dobara entry maaruunga
1062/1060 per sell ker k 1050 me buy krna ???? :skeptic:
Title: Re: FEROZ -- Ferozsons laboratories
Post by: sabir.hussain on December 09, 2015, 06:20:52 PM
--janta is mostly out
--at such higher price common individual do not dare
--maal with big player
--abi ik din boht km volume k saath b cap baki hay (I.A)
--and then..... :shoaby:
 --such a nice move
     
:dance
:dance :dance
:dance :dance :dance

:dance :dance :dance
:dance :dance
     
:dance
Title: Re: FEROZ -- Ferozsons laboratories
Post by: MZ on December 09, 2015, 06:54:07 PM
--janta is mostly out
--at such higher price common individual do not dare
--maal with big player
--abi ik din boht km volume k saath b cap baki hay (I.A)
--and then..... :shoaby:
 --such a nice move
     
:dance
:dance :dance
:dance :dance :dance

:dance :dance :dance
:dance :dance
     
:dance

 :D
Title: Re: FEROZ -- Ferozsons laboratories
Post by: tac786 on December 09, 2015, 07:10:44 PM
--janta is mostly out
--at such higher price common individual do not dare
--maal with big player
--abi ik din boht km volume k saath b cap baki hay (I.A)
--and then..... :shoaby:
 --such a nice move
     
:dance
:dance :dance
:dance :dance :dance

:dance :dance :dance
:dance :dance
     
:dance
:D

     
:biggthumpup: :biggthumpup:







Title: Re: FEROZ -- Ferozsons laboratories
Post by: sabir.hussain on December 10, 2015, 07:36:27 AM
1133.86 per bnta hay aaj ki up limit  :thumbsup_anim:
Title: Re: FEROZ -- Ferozsons laboratories
Post by: sabir.hussain on December 10, 2015, 10:00:12 AM
:good
Title: Re: FEROZ -- Ferozsons laboratories
Post by: akbar.aqil on December 10, 2015, 10:05:26 AM
Mai ney tu aaj haath dhoo daaley at 1130. Enough for me Allah ka shukar hai :)

Now entering TRIPF and DGKC ;)
Title: Re: FEROZ -- Ferozsons laboratories
Post by: sabir.hussain on December 10, 2015, 10:07:48 AM
Mai ney tu aaj haath dhoo daaley at 1130. Enough for me Allah ka shukar hai :)

Now entering TRIPF and DGKC ;)
feroz is the king of pharma (M.A)
Title: Re: FEROZ -- Ferozsons laboratories
Post by: sabir.hussain on December 10, 2015, 12:38:57 PM
lain dain jaari hay, means more to come InshaAllah
Title: Re: FEROZ -- Ferozsons laboratories
Post by: Maverick on December 10, 2015, 01:39:30 PM
I don’t want to dampen this thread’s festivities but in continuation of my earlier analysis wanted to share some risk factors.
1.   My price estimates of Rs. 2800-3800 are based on certain assumptions about Sovaldi patient size. This is a story which has not yet played out but is expected to be. The risk of not attaining the patients is low as the affected pop size is huge and Feroz is still in early stages of selling Sovaldi.

2.   Then there is risk of competitors. DRAP has constituted a committee to again review the applications of already approved 12 or 14 firms. In govt if they don’t to do something they give it to a committee. So this matter is delayed. Even if new players come, Feroz’s position will not be affected much as i) it will have a first mover advantage. ii). Its premium product will always attract customers. and iii) according to its latest quarter report, “with the addition of a licensed generic from our Principals, Gilead Sciences Inc., we will also be able to offer a lower cost, locally manufactured, quality assured product and thus expand access to treatment for patients in the lower income spectrum.” This is a medium level risk.

3.   Then there is the risk of single product i.e., Feroz is dependent on a single drug for bulk of its revenue. Therefore it will always trade at a lower multiple then its pharma peers. This is the risk which its principal Gilead also faces and hence trades a lower multiple at NASDAQ. In FEROZ’s case this risk is lower as it has a constant supply of hep C patients in Pakistan and the chances of anything getting wrong with Sovaldi are low.

I agree with what someone earlier said on this thread that FEROZ should be kept till at least announcement of second quarter results. I would keep it even longer.

Title: Re: FEROZ -- Ferozsons laboratories
Post by: sabir.hussain on December 10, 2015, 01:42:36 PM
I don’t want to dampen this thread’s festivities but in continuation of my earlier analysis wanted to share some risk factors.
1.   My price estimates of Rs. 2800-3800 are based on certain assumptions about Sovaldi patient size. This is a story which has not yet played out but is expected to be. The risk of not attaining the patients is low as the affected pop size is huge and Feroz is still in early stages of selling Sovaldi.

2.   Then there is risk of competitors. DRAP has constituted a committee to again review the applications of already approved 12 or 14 firms. In govt if they don’t to do something they give it to a committee. So this matter is delayed. Even if new players come, Feroz’s position will not be affected much as i) it will have a first mover advantage. ii). Its premium product will always attract customers. and iii) according to its latest quarter report, “with the addition of a licensed generic from our Principals, Gilead Sciences Inc., we will also be able to offer a lower cost, locally manufactured, quality assured product and thus expand access to treatment for patients in the lower income spectrum.” This is a medium level risk.

3.   Then there is the risk of single product i.e., Feroz is dependent on a single drug for bulk of its revenue. Therefore it will always trade at a lower multiple then its pharma peers. This is the risk which its principal Gilead also faces and hence trades a lower multiple at NASDAQ. In FEROZ’s case this risk is lower as it has a constant supply of hep C patients in Pakistan and the chances of anything getting wrong with Sovaldi are low.

I agree with what someone earlier said on this thread that FEROZ should be kept till at least announcement of second quarter results. I would keep it even longer.
thx....good analysis
Title: Re: FEROZ -- Ferozsons laboratories
Post by: sabir.hussain on December 10, 2015, 02:36:26 PM
laaaaaaaaaao king feroz :D
Title: Re: FEROZ -- Ferozsons laboratories
Post by: sabir.hussain on December 10, 2015, 03:04:05 PM
soooper cap
:dance
:dance :dance
:dance :dance :dance
Title: Re: FEROZ -- Ferozsons laboratories
Post by: sabir.hussain on December 10, 2015, 03:08:48 PM
MashaAllah
Title: Re: FEROZ -- Ferozsons laboratories
Post by: sabir.hussain on December 10, 2015, 06:20:48 PM
I don’t want to dampen this thread’s festivities but in continuation of my earlier analysis wanted to share some risk factors.
1.   My price estimates of Rs. 2800-3800 are based on certain assumptions about Sovaldi patient size. This is a story which has not yet played out but is expected to be. The risk of not attaining the patients is low as the affected pop size is huge and Feroz is still in early stages of selling Sovaldi.

2.   Then there is risk of competitors. DRAP has constituted a committee to again review the applications of already approved 12 or 14 firms. In govt if they don’t to do something they give it to a committee. So this matter is delayed. Even if new players come, Feroz’s position will not be affected much as i) it will have a first mover advantage. ii). Its premium product will always attract customers. and iii) according to its latest quarter report, “with the addition of a licensed generic from our Principals, Gilead Sciences Inc., we will also be able to offer a lower cost, locally manufactured, quality assured product and thus expand access to treatment for patients in the lower income spectrum.” This is a medium level risk.

3.   Then there is the risk of single product i.e., Feroz is dependent on a single drug for bulk of its revenue. Therefore it will always trade at a lower multiple then its pharma peers. This is the risk which its principal Gilead also faces and hence trades a lower multiple at NASDAQ. In FEROZ’s case this risk is lower as it has a constant supply of hep C patients in Pakistan and the chances of anything getting wrong with Sovaldi are low.

I agree with what someone earlier said on this thread that FEROZ should be kept till at least announcement of second quarter results. I would keep it even longer.
2800-3800 ho jaye tou kya kehnay.... :biggthumpup:
Title: Re: FEROZ -- Ferozsons laboratories
Post by: sabir.hussain on December 10, 2015, 06:48:57 PM
An offer of 10k shares at 1125 rupees was snatched by some bidder in ONE go, in feroz during trading today.... :console:
Title: Re: FEROZ -- Ferozsons laboratories
Post by: ksenewb on December 10, 2015, 06:56:26 PM
Already gain of almost 35% in even less than a month, but wont sell it here... goanna hold till second qtr result, then I will give my revised estimate. Right now, target is intact at 1,500 by result/ or soon after result (if its good)
Title: Re: FEROZ -- Ferozsons laboratories
Post by: alidxb on December 11, 2015, 10:58:45 AM
Stocks never travel in straight line upward. My humble brotherly advice is to make profit taking & keep long if you think 1500 TP is intact.
Title: Re: FEROZ -- Ferozsons laboratories
Post by: akbar.aqil on December 11, 2015, 11:03:45 AM
agree with Ali. This is the reason I sold all my holdings at 1130 yeaterday. Allah ka shukar hai buhat gain hai. Avg 800 ka para hua tha mujhey. No more Feroz till 1000 :lazy2:
Title: Re: FEROZ -- Ferozsons laboratories
Post by: sabir.hussain on December 11, 2015, 11:06:57 AM
agree with Ali. This is the reason I sold all my holdings at 1130 yeaterday. Allah ka shukar hai buhat gain hai. Avg 800 ka para hua tha mujhey. No more Feroz till 1000 :lazy2:
bought at 925 on friday, sold at 1140 today (M.A)....v deent profit.....enough for a small car
:biggthumpup:
Title: Re: FEROZ -- Ferozsons laboratories
Post by: alidxb on December 11, 2015, 11:32:46 AM
Repent after sale is far better than repent after not having sold. My experience. :good
Title: Re: FEROZ -- Ferozsons laboratories
Post by: Ranishali on December 11, 2015, 11:47:15 AM
Repent after sale is far better than repent after not having sold. My experience. :good

fresh entry kya banti hai?
Title: Re: FEROZ -- Ferozsons laboratories
Post by: sabir.hussain on December 11, 2015, 01:54:28 PM
though i have booked profit, game abi baki hay ....atleast 2k (I.A) :good
Title: Re: FEROZ -- Ferozsons laboratories
Post by: akbar.aqil on December 11, 2015, 02:29:28 PM
Same feelings here Sabir Bhai!!!! Entered in TRIPF and DG and both went down :) Lets  hope they bounce back....
Title: Re: FEROZ -- Ferozsons laboratories
Post by: alidxb on December 11, 2015, 03:37:42 PM
Leave it for now better. Take positions after correction again. I am 45% in cash now.
Title: Re: FEROZ -- Ferozsons laboratories
Post by: sabir.hussain on December 13, 2015, 04:41:01 PM
Leave it for now better. Take positions after correction again. I am 45% in cash now.
Habit of feroz....100 rupees ki dip k baad ye ik new high lgata hay...as per last 1 year records....so 1050 k qareeb pakro :rtfm:
Title: Re: FEROZ -- Ferozsons laboratories
Post by: Azee on December 14, 2015, 02:53:42 PM
Leave it for now better. Take positions after correction again. I am 45% in cash now.
Habit of feroz....100 rupees ki dip k baad ye ik new high lgata hay...as per last 1 year records....so 1050 k qareeb pakro :rtfm:
Sabir Bhai do u expect more dip tomorrow?
Title: Re: FEROZ -- Ferozsons laboratories
Post by: sabir.hussain on December 14, 2015, 02:56:43 PM
Leave it for now better. Take positions after correction again. I am 45% in cash now.
Habit of feroz....100 rupees ki dip k baad ye ik new high lgata hay...as per last 1 year records....so 1050 k qareeb pakro :rtfm:
Sabir Bhai do u expect more dip tomorrow?
may be....depends upon overall sitation....lakin dip me strong buy
Title: Re: FEROZ -- Ferozsons laboratories
Post by: sabir.hussain on December 14, 2015, 05:55:57 PM
keep eye on feroz....dip me bharo :thanks:
Title: Re: FEROZ -- Ferozsons laboratories
Post by: ZS on December 14, 2015, 06:37:03 PM

 (http://epaper.dawn.com/DetailNews.php?StoryText=14_12_2015_002_008)

what will be impact on Feroz?
Title: Re: FEROZ -- Ferozsons laboratories
Post by: ZS on December 14, 2015, 06:37:48 PM
http://epaper.dawn.com/DetailNews.php?StoryText=14_12_2015_002_008
Title: Re: FEROZ -- Ferozsons laboratories
Post by: alidxb on December 14, 2015, 07:56:54 PM
-ve for FREROZ but not until DRAP approves.
Who is manufacturer/distributor for Bristol-Myers- Squib in Pak that will gain benefit of this development?
Title: Re: FEROZ -- Ferozsons laboratories
Post by: afzalch on December 14, 2015, 08:02:06 PM

 (http://epaper.dawn.com/DetailNews.php?StoryText=14_12_2015_002_008)

what will be impact on Feroz?

[quote This article shows that the process will take about six months if DRAP and other gov't institutions take it seriously and take the matter on priority lets wait for the comments from the seniors
[/quote]
Title: Re: FEROZ -- Ferozsons laboratories
Post by: SAM71 on December 14, 2015, 08:29:52 PM
-ve for FREROZ but not until DRAP approves.
Who is manufacturer/distributor for Bristol-Myers- Squib in Pak that will gain benefit of this development?

Bristols myers squib Pakistan (subsidiary of bristol myers squib) has its manufacturing facility in Korangi Karachi.
Title: Re: FEROZ -- Ferozsons laboratories
Post by: alidxb on December 14, 2015, 11:27:51 PM
It is a Pvt Ltd. only; so no +ve game will come to KSE; however FREOZ may face a competitor in Hepatitis sector in2016.
Title: Re: FEROZ -- Ferozsons laboratories
Post by: umar on December 15, 2015, 10:50:54 AM
Bristol Myers Squibb was acquired by GSK in 2008. As far as I know, their Korangi plant is being run by GSK now.
Title: Re: FEROZ -- Ferozsons laboratories
Post by: akbar.aqil on December 15, 2015, 11:39:41 AM
apun tu short ho chukka hai Feroz se. Wesey impact of any competitor will come very late. Jab tak yeh strong earning dikha key 1500+ trade karna chahiey. I will enter if it breaks 950....
Title: Re: FEROZ -- Ferozsons laboratories
Post by: akbar.aqil on December 15, 2015, 11:44:54 AM
Lo 1050!!!!! not lao!!!!
Title: Re: FEROZ -- Ferozsons laboratories
Post by: sabir.hussain on December 17, 2015, 10:49:54 AM
laaao 1200! (I.A)
Title: Re: FEROZ -- Ferozsons laboratories
Post by: sabir.hussain on December 17, 2015, 12:24:36 PM
Leave it for now better. Take positions after correction again. I am 45% in cash now.
Habit of feroz....100 rupees ki dip k baad ye ik new high lgata hay...as per last 1 year records....so 1050 k qareeb pakro :rtfm:
:tongue:
Title: Re: FEROZ -- Ferozsons laboratories
Post by: sabir.hussain on December 17, 2015, 12:29:39 PM
:thumbsup_anim:
Title: Re: FEROZ -- Ferozsons laboratories
Post by: Arif Nadeem on December 18, 2015, 03:29:18 PM
:thumbsup_anim:
[/quote
FEROZ...............
Title: Re: FEROZ -- Ferozsons laboratories
Post by: sabir.hussain on December 18, 2015, 03:38:54 PM
 :D
Title: Re: FEROZ -- Ferozsons laboratories
Post by: JF on December 18, 2015, 04:23:12 PM
UBL Islamic fund managers holding 5%+ in their portfolio as per their last report

check and judge how they maintain SHARIA :tongue:

https://drive.google.com/file/d/0Byd3RPReNozBdm5lZWtnc25rQ2s/view?usp=sharing (https://drive.google.com/file/d/0Byd3RPReNozBdm5lZWtnc25rQ2s/view?usp=sharing)
Title: Re: FEROZ -- Ferozsons laboratories
Post by: sanwar on December 18, 2015, 04:35:03 PM
UBL Islamic fund managers holding 5%+ in their portfolio as per their last report

check and judge how they maintain SHARIA :tongue:

https://drive.google.com/file/d/0Byd3RPReNozBdm5lZWtnc25rQ2s/view?usp=sharing (https://drive.google.com/file/d/0Byd3RPReNozBdm5lZWtnc25rQ2s/view?usp=sharing)

FEROZ is shariah compliant...
Title: Re: FEROZ -- Ferozsons laboratories
Post by: JF on December 18, 2015, 05:05:05 PM
https://www.almeezangroup.com/investor-education/shariah-methodology/

ALPHABETIC LIST OF COMPANIES FOR KMI ALL SHARE INDEX (225 COMPANIES)
Repost : http://www.pakinvestorsguide.com/index.php/topic,702.msg235453.html#msg235453

AABS,   AATM,   ABOT,   ACPL,   ADAMS,   ADMM,   AGIL,   AGSML,   AGTL,   AKGL,   AKZO,   ALNRS,   ALTN,   APL,   ARM,   ARPL,   ARUJ,   ASHT,   ASRL,   ATBA,   ATLH,   ATRL,   AVN,   AWTX,   AYTM,   
BAPL,   BATA,   BCML,   BHAT,   BIPL,   BNWM,   BPL,   BRR,   BUXL,   BWCL,   BWHL,   
CECL,   CHCC,   COLG,   CPPL,   CSM,   
DAAG,   DAWH,   DCL,   DFSM,   DIIL,   DINT,   DLL,   DMTX,   DREL,   DYNO,   
ECOP,   EFERT,   EFOODS,   ELSM,   ENGRO,   EPCL,   
FANM,   FASM,   FATIMA,   FCCL,   FECM,   FECTC,   FEROZ,   FFBL,   FFC,   FFLM,   FHAM,   FIBLM,   FIL,   FIMM,   FLYNG,   FML,   FNBM,   FPJM,   FPRM,   FRCL,   FRSM,   FUDLM,   
GAMON,   GATI,   GGL,   GHGL,   GHNI,   GHNL,   GIL,   GLAT,   GLAXO,   GLPL,   GRAYS,   GVGL,   GWLC,   
HABSM,   HADC,   HAEL,   HAFL,   HAL,   HASCOL,   HCAR,   HINO,   HINOON,   HSPI,   HUBC,   HUSS,   
IBLHL,   ICI,   ICL,   IDEN,   IDRT,   IDSM,   ILTM,   IMSL,   INDU,   INKL,   ISTM,   
JATM,   JDMT,   JKSM,   JOPP,   
KAPCO,   KASBM,   KCL,   KEL,   KHYT,   KOHC,   KOHE,   KOIL,   KPUS,   KSBP,   KTML,   
LEUL,   LIBT,   LINDE,   LMSM,   LOTCHEM,   LPGL,   LPL,   LUCK,   
MACFL,   MARI,   MEBL,   MFFL,   MIRKS,   MLCF,   MODAM,   MRNS,   MTL,   
NAGC,   NATF,   NETSOL,   NICL,   NMFL,   NOPK,   NRL,   NSRM,   
OLTM,   
PAEL,   PAKCEM,   PCAL,   PECO,   PGCL,   PHDL,   PICT,   PIOC,   PKGP,   PKGS,   PMI,   POL,   POML,   POWER,   PPL,   PPP,   PSEL,   PSMC,   PSO,   PSYL,   PTC,   
REDCO,   REST,   RMPL,   
SANE,   SANSM,   SAPT,   SASML,   SAZEW,   SCL,   SCM,   SEARL,   SEL,   SERT,   SFLL,   SGML,   SHDT,   SHEL,   SHEZ,   SHFA,   SHJS,   SITC,   SJTM,   SKRS,   SLYT,   SMCPL,   SNAI,   SNGP,   SPL,   SRSM,   SRVI,   STJT,   STML,   SURC,   SUTM,   SZTM,   
TELE,   TGL,   THALL,   TOWL,   TREET,   TRSM,   
UBDL,   UCAPM,   UDPL,   UPFL,   
WAHN,   WYETH,   
ZIL

Most in above companies borrowing money from Bank's, IFC and issuing SUKUK.

Further, more companies of local and international sold/bought by someone whose have non shariah income then how they become SHARIAH STOCKS
Title: Re: FEROZ -- Ferozsons laboratories
Post by: Azee on December 18, 2015, 06:19:55 PM
Leave it for now better. Take positions after correction again. I am 45% in cash now.
Habit of feroz....100 rupees ki dip k baad ye ik new high lgata hay...as per last 1 year records....so 1050 k qareeb pakro :rtfm:
Geo Sabir Bhai
Title: Re: FEROZ -- Ferozsons laboratories
Post by: sabir.hussain on December 19, 2015, 08:12:09 AM
Leave it for now better. Take positions after correction again. I am 45% in cash now.
Habit of feroz....100 rupees ki dip k baad ye ik new high lgata hay...as per last 1 year records....so 1050 k qareeb pakro :rtfm:
Geo Sabir Bhai
1500 lao (I.A)
Title: Re: FEROZ -- Ferozsons laboratories
Post by: SAM71 on December 19, 2015, 11:24:22 AM
IM securities has issued research report on feroz. TP 1653.
Title: Re: FEROZ -- Ferozsons laboratories
Post by: SBM on December 19, 2015, 01:59:47 PM
IM securities has issued research report on feroz. TP 1653.

can you please post the report ?
Title: Re: FEROZ -- Ferozsons laboratories
Post by: Zayn on December 19, 2015, 02:26:05 PM
IM securities has issued research report on feroz. TP 1653.

can you please post the report ?

FEROZ: Window for further price performance exists

? FEROZ has returned an exceptional 85.4% CYTD, comfortably beating a flattish Index and even outperforming the listed pharmaceutical sector (Ex-FEROZ) by 74.6%. Impressive performance has been driven by its flagship Hepatitis-C offering, where it enjoys a monopoly.

? FEROZ posted 1QFY16 NPAT of PkR696mn (EPS: PkR23.07), up by a massive 7.3x YoY and 2.5x QoQ on extensive increase in drug orders during the quarter. While threats of rising competition in the Hep-C space pose risks to earnings sustainability (up to 14 competitors awaiting price fixation of the generic), the next few results will likely be strong while FEROZ itself expects to apply for a manufacturing license.

? Despite newsflow coming in for possible increased competition in the near to medium-term, FEROZ has continued to perform. We believe price performance can extend on continued strong results across FY16 (for 2QFY16, we expect EPS of PkR27.09; +6.5x YoY/+17%QoQ). FEROZ trades at a FY16F P/E of 11.0x, almost half the multiple the broader Pakistan pharma space trades at. In this regard, we believe a window for further price appreciation still exists where our TP of PkR1,639/share offers 55% upside.
How it all began?

DRAP initially approved registration and price of the Hep-C drug for FEROZ (from Sovaldi) at PKR 55,000/bottle vs. international wholesale price of ~US$1,000 per 400 mg pill during Sep’14 (cost for the Sofosbuvir component in a 12-week treatment course in the international market is US$84,000). This is now leading to windfall earnings for FEROZ (monopoly) where Pakistan has a genotype-3 infected population of approximately 11mn people. Specifically, post approval of registration by DRAP for distribution of Sovaldi, FEROZ’s earnings rose by 79.3%YoY to PkR24.8/sh in FY15 vs. PkR13.83/sh in the corresponding period with number of patients under treatment rising at a significant rate. While the GoP last year slashed prices by ~41% to PkR33,000/bottle comprising of 28 tablets, FEROZ’s financial performance continues to be robust.

2QFY16 Result Preview
FEROZ’s 1QFY16 managed to surpass expectations, profits posting a massive 7.27xYoY/2.5xQoQ increase to PkR696mn (EPS: PkR23.07) on the heels of new orders for the drug. We expect the company to continue this trend where we project 2QFY16 earnings at PkR818mn (EPS: PkR27.09), up 6.5xYoY/17.4%QoQ. This will bring 1HFY16 NPAT to PkR1.51bn (EPS: PkR50.16), up by a stellar 586%YoY.

..but monopolies don’t last right?
The GoP recently registered 14 pharmaceutical companies (primarily unlisted) for the manufacturing of Hepatitis-C drug Sofosbuvir which have reportedly indicated product prices of as low as PkR10,000/bottle. Currently awaiting price fixation (which could come through in 3QFY16 with <3months estimated time for rollout), this poses a major threat to FEROZ’s monopolistic position. That said, (i) FEROZ is expected to retort with its own manufacturing license application and (ii) non-Hep C segment is expected to perform well.
Intermarket perspective

FEROZ has gained more than 85%CYTD to trade at a FY16F P/E of 11.0x, at an almost 50% discount to the listed Pharma space (ex-FEROZ). While monopolies don’t tend to last, we believe the next few set of likely strong results by FEROZ could provide a window to further propel share price performance. Furthermore, while windfall earnings in FY16F are unlikely to replicate, we still see potential for EPS of PkR70+ from FY17F onwards. At current levels, our TP of PkR1,639/share offers 55% upside.
Title: Re: FEROZ -- Ferozsons laboratories
Post by: Maverick on December 21, 2015, 11:13:41 AM
I see two "Go for the jugular" George Soros fame trades in KSE right now: FEROZ and MARI.

I posted this exactly one year back when FEROZ was at Rs. 475.
Title: Re: FEROZ -- Ferozsons laboratories
Post by: sabir.hussain on December 21, 2015, 11:16:42 AM
I see two "Go for the jugular" George Soros fame trades in KSE right now: FEROZ and MARI.

I posted this exactly one year back when FEROZ was at Rs. 475.
super calls by meverick bro!!!!
Title: Re: FEROZ -- Ferozsons laboratories
Post by: SBM on December 21, 2015, 11:17:40 AM
I see two "Go for the jugular" George Soros fame trades in KSE right now: FEROZ and MARI.

I posted this exactly one year back when FEROZ was at Rs. 475.

congrats  :biggthumpup:
Title: Re: FEROZ -- Ferozsons laboratories
Post by: sAr on December 21, 2015, 12:26:53 PM
I see two "Go for the jugular" George Soros fame trades in KSE right now: FEROZ and MARI.

I posted this exactly one year back when FEROZ was at Rs. 475.

Thumbs Up :biggthumpup:. Maverick bhai. Kindly also share "George Soros fame trades in KSE" for 2016  :D
Title: Re: FEROZ -- Ferozsons laboratories
Post by: sabir.hussain on December 21, 2015, 12:40:58 PM
I see two "Go for the jugular" George Soros fame trades in KSE right now: FEROZ and MARI.

I posted this exactly one year back when FEROZ was at Rs. 475.

Thumbs Up :biggthumpup:. Maverick bhai. Kindly also share "George Soros fame trades in KSE" for 2016  :D
yes meverick bro, we are waiting!!!
Title: Re: FEROZ -- Ferozsons laboratories
Post by: alidxb on December 21, 2015, 05:54:56 PM
We believe a window for further price appreciation still exists where our TP of PkR1,639/share offers 55% upside.
Feroz Laboratories Limited (FEROZ) Window For Further Price Performance Exists
http://wishstocks.com/2015/12/21/feroz-laboratories-limited-feroz-window-for-further-price-performance-exists/
Title: Re: FEROZ -- Ferozsons laboratories
Post by: Ranishali on December 22, 2015, 09:20:04 AM
We believe a window for further price appreciation still exists where our TP of PkR1,639/share offers 55% upside.
Feroz Laboratories Limited (FEROZ) Window For Further Price Performance Exists
http://wishstocks.com/2015/12/21/feroz-laboratories-limited-feroz-window-for-further-price-performance-exists/

Entry banti hai is point per or should wait for 1000 or <1000 ?
Title: Re: FEROZ -- Ferozsons laboratories
Post by: Arif Nadeem on December 22, 2015, 12:06:33 PM
We believe a window for further price appreciation still exists where our TP of PkR1,639/share offers 55% upside.
Feroz Laboratories Limited (FEROZ) Window For Further Price Performance Exists
http://wishstocks.com/2015/12/21/feroz-laboratories-limited-feroz-window-for-further-price-performance-exists/
FEROZ providing good oppurtuntiy to accumulate for "investors" only.
Title: Re: FEROZ -- Ferozsons laboratories
Post by: Ranishali on December 22, 2015, 12:11:48 PM
We believe a window for further price appreciation still exists where our TP of PkR1,639/share offers 55% upside.
Feroz Laboratories Limited (FEROZ) Window For Further Price Performance Exists
http://wishstocks.com/2015/12/21/feroz-laboratories-limited-feroz-window-for-further-price-performance-exists/
FEROZ providing good oppurtuntiy to accumulate for "investors" only.

Kaha tak ja sakta hai? is 1600 still intact???
Title: Re: FEROZ -- Ferozsons laboratories
Post by: Cheetah on December 28, 2015, 12:38:01 AM
We believe a window for further price appreciation still exists where our TP of PkR1,639/share offers 55% upside.
Feroz Laboratories Limited (FEROZ) Window For Further Price Performance Exists
http://wishstocks.com/2015/12/21/feroz-laboratories-limited-feroz-window-for-further-price-performance-exists/ (http://wishstocks.com/2015/12/21/feroz-laboratories-limited-feroz-window-for-further-price-performance-exists/)

Almost got an erection after this tp  :[
Title: Re: FEROZ -- Ferozsons laboratories
Post by: akbar.aqil on December 28, 2015, 03:02:39 PM
I think 1600 intact but I couldn't resist and got out at 1130 when it touched 1150 also. But enough for me Alhamdulillah. If if breaks 1000, I will re-enter. Else, doosrey scripts hain yaar
Title: Re: FEROZ -- Ferozsons laboratories
Post by: Maverick on January 01, 2016, 10:11:32 AM
Dear Sabir bro, FEROZ is rocking again and u r nowhere to be seen. Pls dont abandon us on this upward journey :))
Title: Re: FEROZ -- Ferozsons laboratories
Post by: sabir.hussain on January 01, 2016, 10:54:45 AM
Dear Sabir bro, FEROZ is rocking again and u r nowhere to be seen. Pls dont abandon us on this upward journey :))
I was out at 1130!
Title: Re: FEROZ -- Ferozsons laboratories
Post by: Maverick on January 05, 2016, 03:59:16 PM
Even in this choppy market, FEROZ is upper lock, probably, because of this BMA report.

Ferozesons Laboratories
􀂃 Ferozesons Laboratories makes the cut as one of our favorite pharmaceutical
companies. The company is currently enjoying a monopolistic position in Hepatitis C
treatment in the country through its groundbreaking new technology “Sovaldi”.
While there have been talks that company face competition from new entrants, the
snail’s pace of developments will allow the company to enjoy its monopolistic
position for a foreseeable future. Company reportedly served 18,000 customers per
month during 1QFY16 and consequently its earnings clocked at PKR756mn (EPS:
PKR24.6). Our base case estimates forecasts a full year earnings of PKR3.1bn (EPS:
PKR100.9) for the company in FY16. Assuming the scrip trades at a P/E of 18x (at a
discount of 31% from the peers), a tentative TP works out at PKR1,816/sh, offering
an upside of 64% on the last closing.
􀂃 Phenomenal growth in earnings in FY16: The company served an average of 18,000
customers per month in 1QFY16 and consequently its earnings clocked at PKR756mn
(EPS: PKR24.6). As per our estimates the effective net margins of the company’s
Sovaldi franchise clocked at ~31% during 1Q, significantly higher than previously
anticipated margins of ~10%. Assuming status?quo on the margins and the number
of customers served, we expect the company to announce a full year earnings of
PKR3.1bn (EPS: PKR100.9) in FY16, up 3.3x.
􀂃 Impasse on new licenses: Market murmurs gained momentum in 2HCY15 about
DRAP considering issuing new licenses for Hep C treatment with a view of reducing
the cost of treatment. In this regards, 14 companies we shortlisted initially and the
list was later reportedly shot down to three candidates. However even those who
were shortlisted have not been issued new licenses to market the drug and thus,
prolonging the honeymoon period for FEROZ. In the event DRAP does award the
licenses, it will take away the monopolistic position of FEROZ and we expect the
Not Covered
Current Price: 1,107
Stock Data
Price (PKR/Share) 1,107
Reuters Bloomberg Website
FERO.KA FEROZ PA www.ferozsons?labs.com
52?weeks High/Low (PKR) 1,133.8 / 484.2
Market Cap (PKR bn) 33
Market Cap (USD mn) 319
Avg Daily Turnover (PKR mn) 31
Avg Daily Turnover (USD mn) 0.3
Shares Outstanding (mn) 30
KSE?100 Index Weightage (%) 0.6
Free Float 35
59
Pakistan
Market Strategy
4 Jan 2016
competitors to undercut the company, however, there is a high likelihood that it will
be towards the tail?end of FY16 or the beginning of FY17.
􀂃 Huge cash reserves: As per its 1QFY16 results, the company currently has PKR2.4bn
of cash and ST investments sitting on its books while company’s quarterly cash flow
generation is well above PKR1.0bn. This provides the company not only enough
room to announce a healthy payout, or conversely, have recurring cash returns on
those investments. As per our estimate, the annualized earnings impact of return on
cash reserve will be around PKR5.0/sh ? PKR5.5/sh.
􀂃 Investment perspective: We expect the company to announce a full year FY16
earnings of PKR100.9/sh, based on 15,000 customers served per month and a statusquo
on its current net margins. However, the earnings can potentially surprise on the
higher side if the number of customers served in any given month increases. Every
new 1,000 customers served will result in additional earnings of PKR1.0/sh?
PKR1.5/sh on annualized basis.
􀂃 Potential risks: i) New licenses for Sovaldi issued, ii) competing drugs introduced, iii)
government takes new regulatory measures effecting price.
Title: Re: FEROZ -- Ferozsons laboratories
Post by: Azee on January 05, 2016, 08:29:08 PM
Leave it for now better. Take positions after correction again. I am 45% in cash now.
Habit of feroz....100 rupees ki dip k baad ye ik new high lgata hay...as per last 1 year records....so 1050 k qareeb pakro :rtfm:
Geo Sabir Bhai
1500 lao (I.A)
Geo Sabir Bhai
Title: Re: FEROZ -- Ferozsons laboratories
Post by: sabir.hussain on January 05, 2016, 08:58:11 PM
Leave it for now better. Take positions after correction again. I am 45% in cash now.
Habit of feroz....100 rupees ki dip k baad ye ik new high lgata hay...as per last 1 year records....so 1050 k qareeb pakro :rtfm:
Geo Sabir Bhai
1500 lao (I.A)
Geo Sabir Bhai
Geo aur jeenay dou :good
Title: Re: FEROZ -- Ferozsons laboratories
Post by: Ranishali on January 05, 2016, 09:08:08 PM
Leave it for now better. Take positions after correction again. I am 45% in cash now.
Habit of feroz....100 rupees ki dip k baad ye ik new high lgata hay...as per last 1 year records....so 1050 k qareeb pakro :rtfm:
Geo Sabir Bhai
1500 lao (I.A)
Geo Sabir Bhai
Geo aur jeenay dou :good

Sabir bhai new entry kya banti hai?
Title: Re: FEROZ -- Ferozsons laboratories
Post by: sabir.hussain on January 05, 2016, 09:12:44 PM
Leave it for now better. Take positions after correction again. I am 45% in cash now.
Habit of feroz....100 rupees ki dip k baad ye ik new high lgata hay...as per last 1 year records....so 1050 k qareeb pakro :rtfm:
Geo Sabir Bhai
1500 lao (I.A)
Geo Sabir Bhai
Geo aur jeenay dou :good

Sabir bhai new entry kya banti hai?
Risk hay
Title: Re: FEROZ -- Ferozsons laboratories
Post by: engrusama on January 07, 2016, 01:42:12 AM
Ok so a note of caution for all. 11 companies have been given sofosvuvir registrations. Production of the medicine ia waiting for meeting of pricing committee. And a newer drug i.e. sofosbuvir plus  ledespuvir has also been approved for everest pharma. Ferozsons will take a sales dip after this. Keep in mind.
Title: Re: FEROZ -- Ferozsons laboratories
Post by: Arif Nadeem on January 07, 2016, 01:54:54 AM
Ok so a note of caution for all. 11 companies have been given sofosvuvir registrations. Production of the medicine ia waiting for meeting of pricing committee. And a newer drug i.e. sofosbuvir plus  ledespuvir has also been approved for everest pharma. Ferozsons will take a sales dip after this. Keep in mind.
Seems to be continuation of old news.What is new?Source please?
Title: Re: FEROZ -- Ferozsons laboratories
Post by: Zayn on January 07, 2016, 02:46:25 AM
Ok so a note of caution for all. 11 companies have been given sofosvuvir registrations. Production of the medicine ia waiting for meeting of pricing committee. And a newer drug i.e. sofosbuvir plus  ledespuvir has also been approved for everest pharma. Ferozsons will take a sales dip after this. Keep in mind.

This will TAKE time, a couple of months atleast
Title: Re: FEROZ -- Ferozsons laboratories
Post by: jammykhan on January 07, 2016, 08:09:39 AM
600 million deals with govt of punjab ,
Title: Re: FEROZ -- Ferozsons laboratories
Post by: sabir.hussain on January 07, 2016, 08:48:01 AM
600 million deals with govt of punjab ,
:o
Title: Re: FEROZ -- Ferozsons laboratories
Post by: Ranishali on January 07, 2016, 09:22:06 AM
600 million deals with govt of punjab ,
:o

deal about what?
Title: Re: FEROZ -- Ferozsons laboratories
Post by: Maverick on January 07, 2016, 04:47:18 PM
As FEROZ is touching new highs, I thought I should share my 2 cents with the forum

Recently I posted my analysis of FEROZ on this forum and after that BMA also published a research report on the script.

As per my analysis per month Sovaldi patient turnover was 20000 in the 1st Q. As per BMA it was 18000.
As per my analysis Sovaldi margins were 29%. As per BMA it was 31%.

I think that the investor has ignored the threat of the competition in Hep C Sovaldi market becuz of following reasons:

1. The margins for imported Sovaldi are so juicy i.e., in 30% range. Just imagine what will be the margins when FEROZ starts manufacturing it locally. 40%? 50%? even 60%?

2. Even if competitors come, FEROZ's normalized EPS for the forseable future should not drop below Rs. 120-150 range.

The CPI-adjusted price inflation allowed from FY 2016 in other portfolio is just an icing on the cake.

Bottomline: The exuberance in FEROZ is rational.

I am giving the above judgment as a long term investor and not for short term trading.
Title: Re: FEROZ -- Ferozsons laboratories
Post by: engrusama on January 07, 2016, 04:52:23 PM
Yes. It will take a couple of months. Maybe less. Pricing meeting will be held on 15th with one proce agenda being Sovaldi. Moreover, with this much competition, sales will decrease and discount to doctora and chemists will be increased. BUT, Feroz is a big company with a lot of hit products and stable market share therefore is a good company to invest in. Though, I just wanted to say this for your information.

My source is myself:) I'm a pharma executive myself.
Title: Re: FEROZ -- Ferozsons laboratories
Post by: Shakir123 on January 07, 2016, 05:14:33 PM
Wht u say abt Glaxo will it will go 350
Title: Re: FEROZ -- Ferozsons laboratories
Post by: Abid70 on January 07, 2016, 05:16:14 PM
Yes. It will take a couple of months. Maybe less. Pricing meeting will be held on 15th with one proce agenda being Sovaldi. Moreover, with this much competition, sales will decrease and discount to doctora and chemists will be increased. BUT, Feroz is a big company with a lot of hit products and stable market share therefore is a good company to invest in. Though, I just wanted to say this for your information.

My source is myself:) I'm a pharma executive myself.

Would it be wise to take exit and reenter when a dip comes due to risk factors you mentioned.
Title: Re: FEROZ -- Ferozsons laboratories
Post by: jupiter on January 07, 2016, 05:27:20 PM
very very risky for small investors to invest right now.let the dust settle a bit .
Title: Re: FEROZ -- Ferozsons laboratories
Post by: engrusama on January 07, 2016, 11:06:32 PM
very very risky for small investors to invest right now.let the dust settle a bit .

I agree with Jupiter. November to Feb are tough months for pharma as patient inflows and thus prescription decreases. One thing to keep in mind is that pharma is nearly 100 percent dollar based industry. Increase in dollar rate adversely effects the margins in a bad way. The silver lining ia that sarkaar is finally giving due importance to pharma but still in early phase. Today was an important meeting of senate committee where very promising developments were made. Now the interesting thing is that if these changes are brought, they will help small manufacturers and might dent the share of the big companies.
Title: Re: FEROZ -- Ferozsons laboratories
Post by: zelmc on January 15, 2016, 06:45:09 PM
2nd quarter Board meeting on 23 Jan. Laoooo maaaaal on monday
Title: Re: FEROZ -- Ferozsons laboratories
Post by: Arif Nadeem on January 15, 2016, 09:55:47 PM
2nd quarter Board meeting on 23 Jan. Laoooo maaaaal on monday
EPS and payout expectations please?
Title: Re: FEROZ -- Ferozsons laboratories
Post by: zelmc on January 15, 2016, 10:04:02 PM
Expected eps for 2 quarters abt 45-50.
Title: Re: FEROZ -- Ferozsons laboratories
Post by: stockchild on January 16, 2016, 04:52:32 PM
http://www.dawn.com/news/1233295/hepatitis-treatment-to-cost-rs60000


what affect will this have on feroz? anybody pls explain
Title: Re: FEROZ -- Ferozsons laboratories
Post by: zelmc on January 16, 2016, 06:19:23 PM
Possibly a decline in eps from 4th quarter due to increased competition as other pharma companies are going to start manufacturing and market sofosbuvir tablets for treating hepatitis.
Title: Re: FEROZ -- Ferozsons laboratories
Post by: Maverick on January 16, 2016, 06:47:59 PM
My 2 cents:

The investors have already discounted this fact into the price. Even with the Rs. 10000/= version there will always be a clientle for the imported version and that clientle should remain at the current levels which FEROZ is servicing. Moreover the approval is not final and there will be a summary for the prime minister. this process can take 3-4 months and in the meanwhile FEROZ will bring its own generic. I see normalized EPS for FEROZ in the Rs. 120+ range for the forseeable future.

Bottomline: The stock can still go to Rs. 1500 in the medium term. For longterm, when the dust settles on competitive threat, it has great potential. By long term I mean 1 year+.
Title: Re: FEROZ -- Ferozsons laboratories
Post by: Abid70 on January 19, 2016, 11:05:47 AM
My 2 cents:

The investors have already discounted this fact into the price. Even with the Rs. 10000/= version there will always be a clientle for the imported version and that clientle should remain at the current levels which FEROZ is servicing. Moreover the approval is not final and there will be a summary for the prime minister. this process can take 3-4 months and in the meanwhile FEROZ will bring its own generic. I see normalized EPS for FEROZ in the Rs. 120+ range for the forseeable future.

Bottomline: The stock can still go to Rs. 1500 in the medium term. For longterm, when the dust settles on competitive threat, it has great potential. By long term I mean 1 year+.

Its BM is on 23rd, what are your expectations regarding pay out and its performance in anticipation of results?
Title: Re: FEROZ -- Ferozsons laboratories
Post by: Maverick on January 19, 2016, 02:08:31 PM
In Feroz there is an intense battle raging between the bulls and the bears;

The bulls think that the Sovaldi numbers and margins are so robust that 2016F EPS is sustainable despite competition from generics.

The bears think that FEROZ current earnings are not sustainable and will go down in future due to Sovaldi generic competition.

I tend to side with the bulls. Much clarity can come from 23rd Jan Q2 announcement.
Title: Re: FEROZ -- Ferozsons laboratories
Post by: stockchild on January 19, 2016, 04:07:01 PM
how much eps is expected in this qtr and resultant effect on current price
Title: Re: FEROZ -- Ferozsons laboratories
Post by: zelmc on January 19, 2016, 10:13:29 PM
25
Title: Re: FEROZ -- Ferozsons laboratories
Post by: stockchild on January 19, 2016, 11:33:02 PM
in case of 25 i think i will be back on 1300
Title: Re: FEROZ -- Ferozsons laboratories
Post by: jkhaliq on January 21, 2016, 09:59:10 PM
Is mein kia chal raha hai..
Title: Re: FEROZ -- Ferozsons laboratories
Post by: engrusama on January 22, 2016, 12:52:06 AM
(http://i68.tinypic.com/15oz1x1.jpg)
Title: Re: FEROZ -- Ferozsons laboratories
Post by: rational.investor on January 22, 2016, 09:54:23 AM
(http://i68.tinypic.com/15oz1x1.jpg)

Source please. I want to read whole report.
Title: Re: FEROZ -- Ferozsons laboratories
Post by: Arif Nadeem on January 22, 2016, 02:59:16 PM
An earning of about 35 for 2nd qtr is my expectation.
Title: Re: FEROZ -- Ferozsons laboratories
Post by: Maverick on January 22, 2016, 03:01:46 PM
Wow that is too much!!! My guess is Rs. 27.5.
Title: Re: FEROZ -- Ferozsons laboratories
Post by: Azee on January 22, 2016, 04:41:14 PM
expected eps tomorrow?
and its impact on valuation?
Title: Re: FEROZ -- Ferozsons laboratories
Post by: engrusama on January 23, 2016, 02:01:39 PM
Any update regarding bm?
Title: Re: FEROZ -- Ferozsons laboratories
Post by: Maverick on January 23, 2016, 02:13:14 PM
For BMs held on Saturdays, the announcements usually come on Monday morning.
Title: Re: FEROZ -- Ferozsons laboratories
Post by: jkhaliq on January 24, 2016, 05:31:54 PM
so what should be the ideal result? or in other words, whats the level below which if result comes one should exit immediately?
Title: Re: FEROZ -- Ferozsons laboratories
Post by: zelmc on January 24, 2016, 06:04:48 PM
I think an eps greater than the 1st quarter plus a dps in the range of 20-30 should move it up again.
Title: Re: FEROZ -- Ferozsons laboratories
Post by: rational.investor on January 24, 2016, 07:11:27 PM
I think an eps greater than the 1st quarter plus a dps in the range of 20-30 should move it up again.

I think result will be great and above previous year EPS quarter. Most people are quite sure about it.

Result is not the reason for it going down in the past week. its the other developments. The news regarding competition entering the Hep C drug at PKR 9,999 per 28 tablets. Which is at a huge discount to Sovaldi's price.

Most people who are effected with Hep C are from lower middle class in my view. And there is not much difference between generic drug and branded product and many doctors will simply recommend it because of affordability. Also from no competition to 4 competitors and then more, FEROZ will surely not able to sustain this EPS.

However, the current price incorporates the above scenario in my view. But it would be interesting to see how market prices this share.
Title: Re: FEROZ -- Ferozsons laboratories
Post by: zelmc on January 24, 2016, 08:56:01 PM
I think an eps greater than the 1st quarter plus a dps in the range of 20-30 should move it up again.

I think result will be great and above previous year EPS quarter. Most people are quite sure about it.

Result is not the reason for it going down in the past week. its the other developments. The news regarding competition entering the Hep C drug at PKR 9,999 per 28 tablets. Which is at a huge discount to Sovaldi's price.

Most people who are effected with Hep C are from lower middle class in my view. And there is not much difference between generic drug and branded product and many doctors will simply recommend it because of affordability. Also from no competition to 4 competitors and then more, FEROZ will surely not able to sustain this EPS.

However, the current price incorporates the above scenario in my view. But it would be interesting to see how market prices this share.
Decision of drug pricing committee has already been priced in and yes eps of 1st and 2nd quarter would not be sustainable in the future.
Title: Re: FEROZ -- Ferozsons laboratories
Post by: akbar.aqil on January 25, 2016, 09:52:32 AM
With an EPS of 49 and 10 rupee dividend, I don't think it can move up at the moment and I feel its just priced okay. 3rd and 4th Q earnings will surely drop because of the competition. This can move down to somewhere like 950ish and bounce back......

My personal call - 950-1100 range
Title: Re: FEROZ -- Ferozsons laboratories
Post by: SBM on January 25, 2016, 11:42:05 AM
(http://puu.sh/mIMFU/c09dc086c0.png)

http://www.psx.com.pk/newsattachment/075798.pdf
Title: Re: FEROZ -- Ferozsons laboratories
Post by: rational.investor on January 25, 2016, 11:48:38 AM
(http://puu.sh/mIMFU/c09dc086c0.png)

http://www.psx.com.pk/newsattachment/075798.pdf

Whats your view on this?
Title: Re: FEROZ -- Ferozsons laboratories
Post by: zelmc on January 25, 2016, 04:08:27 PM
Undeserved beating, but worst has happened in psx.
Title: Re: FEROZ -- Ferozsons laboratories
Post by: alidxb on January 25, 2016, 07:38:51 PM
Q2 Announcement: http://dps.psx.com.pk/notices-updates/detail2.php?id=4&nid=075798
Title: Re: FEROZ -- Ferozsons laboratories
Post by: engrusama on January 26, 2016, 04:29:39 PM
The result is pretty good. I expect the stock to come back to normal (above 1050) in a few days. It is still fundamentally a strong stock.
Title: Re: FEROZ -- Ferozsons laboratories
Post by: Capricon83 on January 29, 2016, 11:57:16 AM
The result is pretty good. I expect the stock to come back to normal (above 1050) in a few days. It is still fundamentally a strong stock.

But for the time being FEROZ ko kutta par gaya hai  :tongue:
Title: Re: FEROZ -- Ferozsons laboratories
Post by: shanzay on January 29, 2016, 12:04:05 PM
feroz main is rate par kaam mut karna
Title: Re: FEROZ -- Ferozsons laboratories
Post by: Maverick on January 29, 2016, 04:14:19 PM
Feroz's current battering is justified because of its disappointing result. Some of the red flags in the quarterly report.

1. The growth in EPS was flattish.
2. Even more so Feroz this time has only given the consolidated results and not the unconsolidated one. This may be due to the reason that growth in Sovaldi profits may be negative. In fact there is a strong chance of it.
3. The investors may have ignored negative growth in sovaldi as a one quarter hiccup but combined with the oncoming competitive onslaught this becomes a serious threat to EPS. If the company cannot grow its sovaldi sales with a monopoly then how it will do so when there is competition from generics.

My final verdict: sell it now and reenter again after looking at Q3 results.
Title: Re: FEROZ -- Ferozsons laboratories
Post by: Maverick on January 29, 2016, 04:28:34 PM
Just to clarify, dont sell it at the current Rs. 950 level. Let it go above Rs. 1020 and sell it. You may be able to get it back in high 800s.
Title: Re: FEROZ -- Ferozsons laboratories
Post by: alicima on February 12, 2016, 09:24:01 AM
9 firms allowed to sell cheaper hepatitis C pills

http://tribune.com.pk/story/1045336/drap-approval-9-firms-allowed-to-sell-cheaper-hepatitis-c-pills/

Public  :dance & Feroz huhu
Title: Re: FEROZ -- Ferozsons laboratories
Post by: Maverick on February 12, 2016, 10:16:27 AM
Its so sad to see this script get pummeled. I made so much money in it.

It should be a buy around these rates as there would always be a clientele for imported Sovaldi.
Title: Re: FEROZ -- Ferozsons laboratories
Post by: akbar.aqil on February 12, 2016, 11:59:17 AM
I sold my quantity at 1130. Wanted to re-enter at 900 but could not and it went up to 1298. Never entered in it once I took an exit at 1130. Bought them at 800.... So good money Alhamdulillah..... I think 750 will be a good entry point but I am out of money at the moment.....
Title: Re: FEROZ -- Ferozsons laboratories
Post by: Malik1 on February 13, 2016, 03:07:24 PM
Whereis sabir sahab with his lao Shout of Rs 1,500 lolsss
 :laugh:
Title: Re: FEROZ -- Ferozsons laboratories
Post by: alicima on February 14, 2016, 02:32:32 PM
28 Tablets in just Rs 4,990

(http://i65.tinypic.com/ofn8ed.jpg)
Title: Re: FEROZ -- Ferozsons laboratories
Post by: alicima on February 14, 2016, 02:35:01 PM
Whereis sabir sahab with his lao Shout of Rs 1,500 lolsss
 :laugh:
Agar govt ne feroz ki monopoly khatam kar di hai to is main sabir bhai ka kya qasoor?
Title: Re: FEROZ -- Ferozsons laboratories
Post by: SAM71 on February 14, 2016, 02:43:13 PM
Whereis sabir sahab with his lao Shout of Rs 1,500 lolsss
 :laugh:
Agar govt ne feroz ki monopoly khatam kar di hai to is main sabir bhai ka kya qasoor?
You are right...
But agar yen appreciate kar raha hai to is mein Omer bhai ka kya qasoor?  :laugh:
Title: Re: FEROZ -- Ferozsons laboratories
Post by: optimistic on February 14, 2016, 03:32:33 PM
700 paa aa jaye ga arm se i think so :[
Title: Re: FEROZ -- Ferozsons laboratories
Post by: Malik1 on February 14, 2016, 03:46:54 PM
Wapis 500 per
Title: Re: FEROZ -- Ferozsons laboratories
Post by: optimistic on February 14, 2016, 03:54:09 PM
Wapis 500 per

AGR annaul stable 50 rupee be earning karay tu 600 to 700 rate stable kar jaye ga
Title: Re: FEROZ -- Ferozsons laboratories
Post by: akbar.aqil on February 16, 2016, 11:59:50 AM
750 pey I feel buying banti hai. Is se neechey thora sa mushkil hai......
Title: Re: FEROZ -- Ferozsons laboratories
Post by: alidxb on February 18, 2016, 12:42:31 PM
Soon after 2q result announcement market witnesses a massive selling in the stock and shattered the price gain and investors’ confidence as well, further price reduction in its main stream drug to cure the hepatitis ‘c’ in which Feroze is pioneer in the country. Deterioration in the stock price after making all time high around 1200/share, during that time investors feels that feroze has lost its monopoly in main stream drug. However a trusty brand name and best quality control drug manufacturing environment has made the feroze a ultimate choice. Considering around 80 rupee earning and giving best applicable multiple targeting feroze stock price between around 1200-1500.
Title: Re: FEROZ -- Ferozsons laboratories
Post by: optimistic on February 18, 2016, 12:47:30 PM
Soon after 2q result announcement market witnesses a massive selling in the stock and shattered the price gain and investors’ confidence as well, further price reduction in its main stream drug to cure the hepatitis ‘c’ in which Feroze is pioneer in the country. Deterioration in the stock price after making all time high around 1200/share, during that time investors feels that feroze has lost its monopoly in main stream drug. However a trusty brand name and best quality control drug manufacturing environment has made the feroze a ultimate choice. Considering around 80 rupee earning and giving best applicable multiple targeting feroze stock price between around 1200-1500.

going forward will they able to sustain current heavy earning? as per your assessment 80 for CY2016, next year 2017?
Title: Re: FEROZ -- Ferozsons laboratories
Post by: akbar.aqil on February 18, 2016, 12:57:23 PM
Feroze will not be able to sustain this EPS next Fiscal. Very difficult. You cannot apply the best possible multiple on this as this share had a lot of dependency on the hyp c drug and the multiple must be a worst multiple applied. Short term ke liey I am sure ooper neechey kareyga but very risky.
Title: Re: FEROZ -- Ferozsons laboratories
Post by: rational.investor on March 25, 2016, 10:32:32 AM
Merck Wins Hepatitis C Drug Patent Claim Against Gilead

A federal jury on Tuesday upheld the validity of two Merck patents in a dispute with Gilead Sciences, which could be forced to hand over a portion of the billions of dollars in revenue from its blockbuster cure for hepatitis C.

The verdict in federal court in San Jose, Calif., is a setback for Gilead, whose drugs Sovaldi and Harvoni brought in $19.2 billion in worldwide sales last year. Merck has demanded more than $2 billion in damages and a royalty of 10 percent of Gilead’s sales going forward. The jury must now decide exactly how much Gilead owes.

Gilead shares were down $1.92 to $91.80 in after-hours trading. Merck rose 57 cents to $53.60.

In a statement, a Gilead spokeswoman, Michele Rest, said, “Although we are disappointed by the jury’s verdict today, there are a number of remaining issues to be decided by the jury and the judge.”

A spokeswoman for Merck said the verdict “accurately reflects the evidence in this case,” adding that strong patent protection is essential to innovation.

The trial, which began on March 7, came as pharmaceutical companies race to capture a slice of the lucrative market for the newest hepatitis C treatments, which can cure well over 90 percent of patients with the liver disease.



Advertisement
Continue reading the main story


Insurers, politicians and patient groups have denounced the list prices of the drugs. Harvoni, at $1,125 per pill before discounts, costs $94,000 for a 12-week regimen. In January, the Food and Drug Administration approved Merck’s Zepatier drug.

In 2013, Merck alerted Gilead that the active ingredient in Gilead’s drugs, sofosbuvir, infringed Merck’s patents, according to court papers.

Gilead then asked the federal court in San Jose to declare the patents invalid, saying they do not clearly describe any disease fighting effects.

Merck countersued for infringement, demanding 10 percent royalty on United States sales, past and futures, a figure Gilead called “outrageous.” Gilead has made $23 billion on the two drugs in the United States in 2014 and 2015.

Gilead said in court filings that Merck played no role in the discovery of sofosbuvir, but that when its breakthrough potential became clear, “Merck came knocking on Gilead’s door with its two patents in hand.”

Last month, United States District Judge Beth Labson Freeman ruled that the sale and use of Gilead’s drugs infringe Merck’s patents.
Title: Re: FEROZ -- Ferozsons laboratories
Post by: rational.investor on March 25, 2016, 10:33:07 AM
Source: NY Times
Title: Re: FEROZ -- Ferozsons laboratories
Post by: Dotzenq on April 15, 2016, 12:19:22 PM
Time to enter Feroz. This is the trchnical bottom.
Title: Re: FEROZ -- Ferozsons laboratories
Post by: alicima on April 21, 2016, 03:28:14 PM
(http://i66.tinypic.com/34fb2hh.jpg)
(http://i67.tinypic.com/14x2ki9.jpg)
Title: Re: FEROZ -- Ferozsons laboratories
Post by: alidxb on May 11, 2016, 04:03:32 PM
Gilead wins India patent for blockbuster Hepatitis drug
May 10, 2016
India has granted a patent to US pharmaceutical giant Gilead for a blockbuster Hepatitis C drug, in a U-turn activists said could potentially stop affordable copies reaching millions of people in other countries.
http://medicalxpress.com/news/2016-05-gilead-india-patent-blockbuster-hepatitis.html
The impact of the approval of this patent on FEROZ (Sovaldi) and SEARL will be dependent on the patent laws in Pakistan. While India is known for its thriving generic manufacturing industry and stringent criteria for patent approval to US pharmaceutical companies, the fact that they approved the patent for Sovaldi means two things: (i) Gilead Sciences (the manufacturer) was able to prove that the drug compounds are in fact novel and inventive in which case premium price for the brand remains justified and (ii) that India’s Prime Minister Narendra Modi is very keen to assure US President Barack Obama and US MNCs that India will agree to the changes proposed by them.
This puts local (Pakistani) generic Sofosbuvir producers (SEARL, Global, Genix, Genome) in a fix, where FEROZ on behalf of Gilead Sciences could utilize India’s patent approval as a precedence for blocking the flow of generic material imports and marketing in the country. While those companies which were relying on Indian raw material import stand to be immediately effected, this move will likely pose a major threat for generic drug makers in Pakistan if Ferozsons responds to this move
Title: Re: FEROZ -- Ferozsons laboratories
Post by: alicima on May 16, 2016, 05:49:35 PM
(http://i66.tinypic.com/35mpa3l.jpg)
Title: Re: FEROZ -- Ferozsons laboratories
Post by: sabir.hussain on May 17, 2016, 10:08:06 AM
Assalam-o-Alikum
whats the trgt of feroz?
Title: Re: FEROZ -- Ferozsons laboratories
Post by: shanzay on May 17, 2016, 10:11:47 AM
1500
Title: Re: FEROZ -- Ferozsons laboratories
Post by: sabir.hussain on May 17, 2016, 10:14:39 AM
1500
in the presence of other competitors and reduced price of Sovalldi, still u think 1500?
Title: Re: FEROZ -- Ferozsons laboratories
Post by: shanzay on May 17, 2016, 11:01:18 AM
yes
Title: Re: FEROZ -- Ferozsons laboratories
Post by: aim2b1 on May 17, 2016, 11:07:29 AM
1500
in the presence of other competitors and reduced price of Sovalldi, still u think 1500?

wa alayikumus salaam,
Sabir bhai welcome back :)
Somewhere between 1020 & 1080 inShaa Allah
Title: Re: FEROZ -- Ferozsons laboratories
Post by: sabir.hussain on May 17, 2016, 11:12:32 AM
1500
in the presence of other competitors and reduced price of Sovalldi, still u think 1500?

wa alayikumus salaam,
Sabir bhai welcome back :)
Somewhere between 1020 & 1080 inShaa Allah
thx, but buyer agressive hay
seems 1270
Title: Re: FEROZ -- Ferozsons laboratories
Post by: sabir.hussain on May 18, 2016, 09:33:19 AM
yes
yessssssssssssssss :down:
the rally seems intense
Title: Re: FEROZ -- Ferozsons laboratories
Post by: kahaf on May 18, 2016, 03:43:06 PM
tp 2000 annual 2016
Title: Re: FEROZ -- Ferozsons laboratories
Post by: alidxb on May 18, 2016, 04:01:39 PM
Soon after 2q result announcement market witnesses a massive selling in the stock and shattered the price gain and investors’ confidence as well, further price reduction in its main stream drug to cure the hepatitis ‘c’ in which Feroze is pioneer in the country. Deterioration in the stock price after making all time high around 1200/share, during that time investors feels that feroze has lost its monopoly in main stream drug. However a trusty brand name and best quality control drug manufacturing environment has made the feroze a ultimate choice. Considering around 80 rupee earning and giving best applicable multiple targeting feroze stock price between around 1200-1500.
:good
Title: Re: FEROZ -- Ferozsons laboratories
Post by: alidxb on May 18, 2016, 04:07:21 PM
Gilead wins India patent for blockbuster Hepatitis drug
May 10, 2016
India has granted a patent to US pharmaceutical giant Gilead for a blockbuster Hepatitis C drug, in a U-turn activists said could potentially stop affordable copies reaching millions of people in other countries.
http://medicalxpress.com/news/2016-05-gilead-india-patent-blockbuster-hepatitis.html
The impact of the approval of this patent on FEROZ (Sovaldi) and SEARL will be dependent on the patent laws in Pakistan. While India is known for its thriving generic manufacturing industry and stringent criteria for patent approval to US pharmaceutical companies, the fact that they approved the patent for Sovaldi means two things: (i) Gilead Sciences (the manufacturer) was able to prove that the drug compounds are in fact novel and inventive in which case premium price for the brand remains justified and (ii) that India’s Prime Minister Narendra Modi is very keen to assure US President Barack Obama and US MNCs that India will agree to the changes proposed by them.
This puts local (Pakistani) generic Sofosbuvir producers (SEARL, Global, Genix, Genome) in a fix, where FEROZ on behalf of Gilead Sciences could utilize India’s patent approval as a precedence for blocking the flow of generic material imports and marketing in the country. While those companies which were relying on Indian raw material import stand to be immediately effected, this move will likely pose a major threat for generic drug makers in Pakistan if Ferozsons responds to this move
Ferozsons Laboratories (FEROZ) has obtained manufacturing license along with requisite production process technology from Gilead Sciences, Inc. to manufacture an authorized generic of Sovaldi in Pakistan, company informed through a PSX notice. The drug will be produced under the brand name of Savera (Sofosbuvir 400mg) Tablets at MRP of Rs5,868 per 28 tablets. Sovaldi is available in the country at MRP of Rs32,500 per 28 tablets.  :biggthumpup:
Title: Re: FEROZ -- Ferozsons laboratories
Post by: kahaf on May 18, 2016, 04:34:32 PM
http://www.psx.com.pk/newsattachment/082097.pdf
Title: Re: FEROZ -- Ferozsons laboratories
Post by: alidxb on May 19, 2016, 11:02:33 AM
Gilead wins India patent for blockbuster Hepatitis drug
May 10, 2016
India has granted a patent to US pharmaceutical giant Gilead for a blockbuster Hepatitis C drug, in a U-turn activists said could potentially stop affordable copies reaching millions of people in other countries.
http://medicalxpress.com/news/2016-05-gilead-india-patent-blockbuster-hepatitis.html
The impact of the approval of this patent on FEROZ (Sovaldi) and SEARL will be dependent on the patent laws in Pakistan. While India is known for its thriving generic manufacturing industry and stringent criteria for patent approval to US pharmaceutical companies, the fact that they approved the patent for Sovaldi means two things: (i) Gilead Sciences (the manufacturer) was able to prove that the drug compounds are in fact novel and inventive in which case premium price for the brand remains justified and (ii) that India’s Prime Minister Narendra Modi is very keen to assure US President Barack Obama and US MNCs that India will agree to the changes proposed by them.
This puts local (Pakistani) generic Sofosbuvir producers (SEARL, Global, Genix, Genome) in a fix, where FEROZ on behalf of Gilead Sciences could utilize India’s patent approval as a precedence for blocking the flow of generic material imports and marketing in the country. While those companies which were relying on Indian raw material import stand to be immediately effected, this move will likely pose a major threat for generic drug makers in Pakistan if Ferozsons responds to this move
Ferozsons Laboratories (FEROZ) has obtained manufacturing license along with requisite production process technology from Gilead Sciences, Inc. to manufacture an authorized generic of Sovaldi in Pakistan, company informed through a PSX notice. The drug will be produced under the brand name of Savera (Sofosbuvir 400mg) Tablets at MRP of Rs5,868 per 28 tablets. Sovaldi is available in the country at MRP of Rs32,500 per 28 tablets.  :biggthumpup:

:thumbsup_anim:
Title: Re: FEROZ -- Ferozsons laboratories
Post by: RSI Fan on July 04, 2016, 05:58:48 PM
http://www.ferozsons-labs.com/index.php?option=com_news&view=news&news_id=85

Gilead has recently been allowed a new drug called Epclusa which is the first single pill to treat all forms of Hep C. Gilead's other two leading Hep Drugs - Harvoni and Solvadi have been the leading drugs in the treatment of Hepatitis C.

Harvoni- $ 1,125 per pill (plans in the pipeline)
Solvadi- $  1,000 per pill (subsidised for Pakistan)
Epclusa- $   890 per pill !!!!

Imagine the potential of Feroz/ Gilead Access Program in this light!!!

 FDA approves first pill to treat all forms of hepatitis  http://a.msn.com/05/en-us/AAhJV4H?ocid=se

Title: Re: FEROZ -- Ferozsons laboratories
Post by: sabir.hussain on July 05, 2016, 11:00:51 AM
http://www.ferozsons-labs.com/index.php?option=com_news&view=news&news_id=85

Gilead has recently been allowed a new drug called Epclusa which is the first single pill to treat all forms of Hep C. Gilead's other two leading Hep Drugs - Harvoni and Solvadi have been the leading drugs in the treatment of Hepatitis C.

Harvoni- $ 1,125 per pill (plans in the pipeline)
Solvadi- $  1,000 per pill (subsidised for Pakistan)
Epclusa- $   890 per pill !!!!

Imagine the potential of Feroz/ Gilead Access Program in this light!!!

 FDA approves first pill to treat all forms of hepatitis  http://a.msn.com/05/en-us/AAhJV4H?ocid=se
whatshould b a fair TP
Title: Re: FEROZ -- Ferozsons laboratories
Post by: invincible on July 05, 2016, 03:18:50 PM
Fresh entry is recommend after above development? If yes, what's tp?
Title: Re: FEROZ -- Ferozsons laboratories
Post by: sabir.hussain on July 08, 2016, 11:34:24 AM
Gilead wins India patent for blockbuster Hepatitis drug
May 10, 2016
India has granted a patent to US pharmaceutical giant Gilead for a blockbuster Hepatitis C drug, in a U-turn activists said could potentially stop affordable copies reaching millions of people in other countries.
http://medicalxpress.com/news/2016-05-gilead-india-patent-blockbuster-hepatitis.html
The impact of the approval of this patent on FEROZ (Sovaldi) and SEARL will be dependent on the patent laws in Pakistan. While India is known for its thriving generic manufacturing industry and stringent criteria for patent approval to US pharmaceutical companies, the fact that they approved the patent for Sovaldi means two things: (i) Gilead Sciences (the manufacturer) was able to prove that the drug compounds are in fact novel and inventive in which case premium price for the brand remains justified and (ii) that India’s Prime Minister Narendra Modi is very keen to assure US President Barack Obama and US MNCs that India will agree to the changes proposed by them.
This puts local (Pakistani) generic Sofosbuvir producers (SEARL, Global, Genix, Genome) in a fix, where FEROZ on behalf of Gilead Sciences could utilize India’s patent approval as a precedence for blocking the flow of generic material imports and marketing in the country. While those companies which were relying on Indian raw material import stand to be immediately effected, this move will likely pose a major threat for generic drug makers in Pakistan if Ferozsons responds to this move
Ferozsons Laboratories (FEROZ) has obtained manufacturing license along with requisite production process technology from Gilead Sciences, Inc. to manufacture an authorized generic of Sovaldi in Pakistan, company informed through a PSX notice. The drug will be produced under the brand name of Savera (Sofosbuvir 400mg) Tablets at MRP of Rs5,868 per 28 tablets. Sovaldi is available in the country at MRP of Rs32,500 per 28 tablets.  :biggthumpup:

:thumbsup_anim:
whats ur tp now?
Title: Re: FEROZ -- Ferozsons laboratories
Post by: Arif Nadeem on July 12, 2016, 03:01:59 PM
Gilead wins India patent for blockbuster Hepatitis drug
May 10, 2016
India has granted a patent to US pharmaceutical giant Gilead for a blockbuster Hepatitis C drug, in a U-turn activists said could potentially stop affordable copies reaching millions of people in other countries.
http://medicalxpress.com/news/2016-05-gilead-india-patent-blockbuster-hepatitis.html
The impact of the approval of this patent on FEROZ (Sovaldi) and SEARL will be dependent on the patent laws in Pakistan. While India is known for its thriving generic manufacturing industry and stringent criteria for patent approval to US pharmaceutical companies, the fact that they approved the patent for Sovaldi means two things: (i) Gilead Sciences (the manufacturer) was able to prove that the drug compounds are in fact novel and inventive in which case premium price for the brand remains justified and (ii) that India’s Prime Minister Narendra Modi is very keen to assure US President Barack Obama and US MNCs that India will agree to the changes proposed by them.
This puts local (Pakistani) generic Sofosbuvir producers (SEARL, Global, Genix, Genome) in a fix, where FEROZ on behalf of Gilead Sciences could utilize India’s patent approval as a precedence for blocking the flow of generic material imports and marketing in the country. While those companies which were relying on Indian raw material import stand to be immediately effected, this move will likely pose a major threat for generic drug makers in Pakistan if Ferozsons responds to this move
Ferozsons Laboratories (FEROZ) has obtained manufacturing license along with requisite production process technology from Gilead Sciences, Inc. to manufacture an authorized generic of Sovaldi in Pakistan, company informed through a PSX notice. The drug will be produced under the brand name of Savera (Sofosbuvir 400mg) Tablets at MRP of Rs5,868 per 28 tablets. Sovaldi is available in the country at MRP of Rs32,500 per 28 tablets.  :biggthumpup:

:thumbsup_anim:
whats ur tp now?
lao feroz 1300.I.A.
Title: Re: FEROZ -- Ferozsons laboratories
Post by: RSI Fan on July 12, 2016, 03:51:52 PM
http://www.ferozsons-labs.com/index.php?option=com_news&view=news&news_id=85

Gilead has recently been allowed a new drug called Epclusa which is the first single pill to treat all forms of Hep C. Gilead's other two leading Hep Drugs - Harvoni and Solvadi have been the leading drugs in the treatment of Hepatitis C.

Harvoni- $ 1,125 per pill (plans in the pipeline)
Solvadi- $  1,000 per pill (subsidised for Pakistan)
Epclusa- $   890 per pill !!!!

Imagine the potential of Feroz/ Gilead Access Program in this light!!!

 FDA approves first pill to treat all forms of hepatitis  http://a.msn.com/05/en-us/AAhJV4H?ocid=se
whatshould b a fair TP

Expected EPS is 100! So with a multiple of 14 TP IS 1400 min
Title: Re: FEROZ -- Ferozsons laboratories
Post by: zelmc on July 12, 2016, 07:24:03 PM
100 is impossible. Eps should be around 80 max.
Title: Re: FEROZ -- Ferozsons laboratories
Post by: alicima on July 13, 2016, 01:45:33 PM
(http://i63.tinypic.com/4pv4hc.jpg)
(http://i66.tinypic.com/2z4eolh.jpg)
Title: Re: FEROZ -- Ferozsons laboratories
Post by: invincible on July 13, 2016, 01:50:52 PM
(http://i63.tinypic.com/4pv4hc.jpg)
(http://i66.tinypic.com/2z4eolh.jpg)

Entry ka kb se souch raha but iss rate pe himat nh hute. What to do?  :skeptic:
Title: Re: FEROZ -- Ferozsons laboratories
Post by: dr.muhammad zia on July 23, 2016, 07:06:54 PM
 :good
Title: Re: FEROZ -- Ferozsons laboratories
Post by: SBM on July 25, 2016, 02:41:02 PM
Ferozsons new deal
July 18, 2016 BR Research 0 Comments E-mail  Print  PDF
Ferozsons Laboratories Limited, one of Pakistans leading pharma companies, has once again made a strong move to bolster its growth. The company that struck a deal with the American biopharma giant Gilead Sciences Inc., to bring its Hepatitis C cure Sovaldi to Pakistan has now announced a deal with General Electric Healthcare to market the latters medical equipment in Pakistan.

As per the notice with the PSX, Ferozsons will have non-exclusive rights for the promotion and sale of GE Healthcare products. Initially, it will be marketing and distributing Ultrasound and Bone-mass density (BMD) equipment. It has also obtained non-exclusive rights for provision of services, including warranty/after warranty services. GEs standard distribution agreement model is non-exclusive. In practice, however, Ferozsons will be the sole distributor for these products.

GE Healthcare (part of the General Electric Company) is one of the worlds largest medical devices manufacturers. With around $18 billion in revenues annually (as of FY15), the firm is a leader in China and emerging markets. It earns $2 billion off ultrasound annually, and this growth is expected to exactly double by 2020. The company already has a strong presence in India and is now looking to further its footprint.

For Ferozsons, distribution margins will vary by equipment and volume; an exact quote is unavailable. However, being a trading business, the margins on devices and equipment are generally lower than manufacturing. Distribution fees depend on the service offered and usually hover around 8 to 20 percent, as per an industry source. Moreover, the medical devices beat is highly competitive; due to the nature of this business and the easy access to devices brought in from various (grey) import channels, margins are generally lower than other segments.

Ferozsons medical devices division forms around eight percent of the total business (Ferozsons + BF Biosciences). As for the total ultrasound and related products, the market in Pakistan is between $4.5 and $5 million, as per BMI Research Group, which isnt a lot. Nevertheless, it provides a good degree of complementarities to the firms pharmaceutical business, as it allows the company to offer more holistic solutions to healthcare providers.

Ferozsons Labs CEO, Osman Khalid Waheed said, "We are excited to partner with GE Healthcare. We see this partnership as strengthening both our international collaborations as well as our local business for medical interventional devices. We hope this will contribute positively to the business as well as improving patient healthcare outcomes through innovation and convenience in diagnostics technology."

History has proven that Ferozsons international agreements are the stuff of success. Bringing Sovaldi to Pakistan was a masterstroke that has set the company on an unbridled growth trajectory, with booming sales and a blossoming stock price. Moreover, Ferozsons medical devices division was already in partnership with another international giant, Boston Scientific Group, for which it is the authorized distributor. The addition of GEs products will likely be a welcome addition to the business.
Title: Re: FEROZ -- Ferozsons laboratories
Post by: sumbul on August 08, 2016, 12:50:38 PM
Trading at the lowest expected P/E ratio of 12xs against sector average of 28xs. With expected annual EPS in the range of 80-85 & future growth prospects intact it should trade easily around 1,400 by Sept.  :fingerscrossed1: It is a GEM at these rates  :biggthumpup:
Title: Re: FEROZ -- Ferozsons laboratories
Post by: ahsan28 on August 27, 2016, 01:00:49 PM
Result expectation ??
Title: Re: FEROZ -- Ferozsons laboratories
Post by: TipuSultan2016 on August 30, 2016, 09:35:09 AM
What a pathetic result!! What happened in Q4?

Maaray gaye!  :(
Title: Re: FEROZ -- Ferozsons laboratories
Post by: sarmad26 on August 30, 2016, 09:47:49 AM
800 lao
Title: Re: FEROZ -- Ferozsons laboratories
Post by: akbar.aqil on September 01, 2016, 11:32:02 AM
Kal ke lower lock pe 50% aur parsoon 800 pe mil jaey tu kya baat hai. sell at 850 ;)
Title: Re: FEROZ -- Ferozsons laboratories
Post by: Ali135 on September 01, 2016, 11:52:29 AM
700 kero isko....
Title: Re: FEROZ -- Ferozsons laboratories
Post by: sarmad26 on September 01, 2016, 12:18:21 PM
ill buy at below 800
Title: Re: FEROZ -- Ferozsons laboratories
Post by: SBM on September 01, 2016, 01:38:51 PM
What a pathetic result!! What happened in Q4?

Maaray gaye!  :(

yes what has happened ?
Title: Re: FEROZ -- Ferozsons laboratories
Post by: TipuSultan2016 on September 01, 2016, 02:18:07 PM
What a pathetic result!! What happened in Q4?

Maaray gaye!  :(

yes what has happened ?

EPS for Q4 is almost one third of what was expected. I don't have the PSX notification infront of me, but if I remember correctly, the sales & GP was as per the expectation it was the Opex that diluted the EPS.

Sad state of affairs. :(  Will be waiting for the formal annual results for a deep dive.
Title: Re: FEROZ -- Ferozsons laboratories
Post by: DR.MADAN LAL on September 01, 2016, 05:14:20 PM
you will get it near 700 soon .not much trigger for ferozsons in near future. Their solvadi era has gone.....
Title: Re: FEROZ -- Ferozsons laboratories
Post by: dr.muhammad zia on September 01, 2016, 07:14:47 PM
depressing margins ahead
told and warned all from feroz
10 milion hepatits patients all over pakistan
 uuu
sad for investors  :thumbsdown_anim:
Title: Re: FEROZ -- Ferozsons laboratories
Post by: SAM71 on September 01, 2016, 07:58:34 PM
depressing margins ahead
told and warned all from feroz
10 milion hepatits patients all over pakistan
 uuu
sad for investors  :thumbsdown_anim:

In terms of sales and GP margin the 4th quarter result is quite decent. We may also remember that almost Rs. 3 have shaved from the eps due to super tax.
The bottom line has been dented by abnormal administrative, distribution and marketing expenses. May be thats a one off.
Any one having the idea as to the factors that have led to such an abnormal jump in distribution and marketing expenses during the last two quarters.
Title: Re: FEROZ -- Ferozsons laboratories
Post by: Farhan Kermani on September 01, 2016, 08:08:11 PM
Shouldnt that be takena as promising, increase in marketing & distribution expenses.
Title: Re: FEROZ -- Ferozsons laboratories
Post by: invincible on September 02, 2016, 01:48:54 PM
Would it b safe to enter around 750?
Title: Re: FEROZ -- Ferozsons laboratories
Post by: sarmad26 on September 02, 2016, 02:00:39 PM
Would it b safe to enter around 750?

I will wait for volumes
Title: Re: FEROZ -- Ferozsons laboratories
Post by: invincible on September 03, 2016, 03:23:49 PM
Pharmaceutical companies kitny multiple pe trade hute hain?
Title: Re: FEROZ -- Ferozsons laboratories
Post by: TipuSultan2016 on September 03, 2016, 03:45:50 PM
Pharmaceutical companies kitny multiple pe trade hute hain?

That's the point. For pharma sector a PE multiple of 20-30 is very common. But look at the case of FEROZ, its way lower. In the last week, it has dropped from 14sh to 11sh. Will be a good buy on further drop, I think.
Title: Re: FEROZ -- Ferozsons laboratories
Post by: invincible on September 03, 2016, 06:14:09 PM
Pharmaceutical companies kitny multiple pe trade hute hain?

That's the point. For pharma sector a PE multiple of 20-30 is very common. But look at the case of FEROZ, its way lower. In the last week, it has dropped from 14sh to 11sh. Will be a good buy on further drop, I think.

If multiples r to b believed, it should get support around 730. Let's c
Title: Re: FEROZ -- Ferozsons laboratories
Post by: Adnan on September 03, 2016, 06:30:01 PM
Pharmaceutical companies kitny multiple pe trade hute hain?

That's the point. For pharma sector a PE multiple of 20-30 is very common. But look at the case of FEROZ, its way lower. In the last week, it has dropped from 14sh to 11sh. Will be a good buy on further drop, I think.

Don't be fooled by the Annual EPS of around 70. PE is always based on future earning expectation. Is that EPS of 70 sustainable? Exclude the first 2 quarters when impact of Sovaldi was huge and consider the normal earnings from now onwards. 1st Quarter result will give us more clear picture on where it is heading. Till then result posted in 4th Quarter has shaken the confidence already and it will remain in bearish zone.
Title: Re: FEROZ -- Ferozsons laboratories
Post by: zelmc on September 03, 2016, 06:32:01 PM
I think buying around 600-650 would be safe at present. The magic of Sovaldi no more exists which was responsible for roughly 60% of FEROZ earnings this year. Sovaldi contributed a lot to its earnings in the first 2 and a half quarters. I think unless FEROZ gets monopoly in the sale of another magic drug, its earnings would be around 30.FEROZ is a must sell share till 1st quarter result.
Title: Re: FEROZ -- Ferozsons laboratories
Post by: invincible on September 03, 2016, 07:00:32 PM
Who is d market competitor of Feroz in Sovaldi? Plz elaborate.
Title: Re: FEROZ -- Ferozsons laboratories
Post by: rational.investor on September 03, 2016, 07:12:19 PM
I think about 70 % of its profitability came from Sovaldi this year. And as soon as GoP allowed generic of the Sovaldi, the sales must have tanked! The generics are way cheaper than Sovaldi. One is being produced by Getz Pharma which is a giant and has a great distribution network to beat FEROZ.

Companies like FEROZ has are risky because of sales concentration and it should not trade at higher multiples like other pharmas for sure.
Title: Re: FEROZ -- Ferozsons laboratories
Post by: Adnan on September 03, 2016, 07:12:47 PM
Who is d market competitor of Feroz in Sovaldi? Plz elaborate.

Its not one company. There are around 9 companies as far as i remember given a license to manufacture much cheaper alternate of Sovaldi. These are Sami Pharmaceuticals, Genix Pharmaceuticals, Tabros Pharma, Macter International, Genome Pharmaceuticals, Global Pharmaceuticals, Getz Pharma, Hilton Pharma and CCL Pharmaceuticals.

http://dailytimes.com.pk/islamabad/21-Jan-16/nine-companies-allowed-to-sell-hepatitis-c-medicine-sc-told
Title: Re: FEROZ -- Ferozsons laboratories
Post by: TipuSultan2016 on September 03, 2016, 07:22:26 PM
How can we say that its earning will be in 30s? Last quarter sales and GP are according the expectations. Somehow, super tax and operational expenditure have hurt the POT. I still has believe in this scrip.
Title: Re: FEROZ -- Ferozsons laboratories
Post by: Adnan on September 03, 2016, 07:32:52 PM
How can we say that its earning will be in 30s? Last quarter sales and GP are according the expectations. Somehow, super tax and operational expenditure have hurt the POT. I still has believe in this scrip.

Thats why i said 1st Quarter result will make the picture clear. Also we need to wait for full report for FY 2016 to see why Admin Expenses and Selling & Distribution expenses increased by such huge percentage.
Title: Re: FEROZ -- Ferozsons laboratories
Post by: Adnan on September 03, 2016, 07:43:01 PM
How can we say that its earning will be in 30s? Last quarter sales and GP are according the expectations. Somehow, super tax and operational expenditure have hurt the POT. I still has believe in this scrip.

And for your information sales have gone down by 35 % (Stand-alone basis) and by 31 % (Consolidated) in 4th Quarter as compared with 3rd Quarter. Yes Gross Margin remained the same around 40 % but when sales are going down fast, you cannot be optimistic. If that was according to expectation, price should have tanked much before the result.
Title: Re: FEROZ -- Ferozsons laboratories
Post by: TipuSultan2016 on September 03, 2016, 09:06:34 PM
How can we say that its earning will be in 30s? Last quarter sales and GP are according the expectations. Somehow, super tax and operational expenditure have hurt the POT. I still has believe in this scrip.

And for your information sales have gone down by 35 % (Stand-alone basis) and by 31 % (Consolidated) in 4th Quarter as compared with 3rd Quarter. Yes Gross Margin remained the same around 40 % but when sales are going down fast, you cannot be optimistic. If that was according to expectation, price should have tanked much before the result.

Ok

Title: Re: FEROZ -- Ferozsons laboratories
Post by: TipuSultan2016 on September 03, 2016, 09:15:59 PM
My bad, I was making a stupid error in calculations. A huge drop in Quarter over Quarter Sales! You are right.
Title: Re: FEROZ -- Ferozsons laboratories
Post by: SBM on September 04, 2016, 06:13:12 PM
How can we say that its earning will be in 30s? Last quarter sales and GP are according the expectations. Somehow, super tax and operational expenditure have hurt the POT. I still has believe in this scrip.

And for your information sales have gone down by 35 % (Stand-alone basis) and by 31 % (Consolidated) in 4th Quarter as compared with 3rd Quarter. Yes Gross Margin remained the same around 40 % but when sales are going down fast, you cannot be optimistic. If that was according to expectation, price should have tanked much before the result.

 :thanks:
Title: Re: FEROZ -- Ferozsons laboratories
Post by: Rahim Khan on September 04, 2016, 10:55:02 PM
SBM Sir, let us know your views. When positive change.
Title: Re: FEROZ -- Ferozsons laboratories
Post by: Arif Nadeem on September 05, 2016, 08:45:07 AM
How can we say that its earning will be in 30s? Last quarter sales and GP are according the expectations. Somehow, super tax and operational expenditure have hurt the POT. I still has believe in this scrip.
One qtr poor result only does not justify such a huge beating.Every day in spite of lower lock,it has been trading in some quantity.Who is buying and why?To my estimate,it should trade normal today.
Title: Re: FEROZ -- Ferozsons laboratories
Post by: alidxb on September 05, 2016, 09:26:07 AM
Due to recent crash, it has gone to the cheapest price multiple among four major scripts. Buy it today if lower lock breaks & take exit on your target profit. :good :good
Title: Re: FEROZ -- Ferozsons laboratories
Post by: invincible on September 05, 2016, 10:16:52 AM
Buying bnte hai?
Title: Re: FEROZ -- Ferozsons laboratories
Post by: alidxb on September 05, 2016, 10:39:55 AM
Due to recent crash, it has gone to the cheapest price multiple among four major scripts. Buy it today if lower lock breaks & take exit on your target profit. :good :good
Bought today at recent low 786.  :biggthumpup:
Title: Re: FEROZ -- Ferozsons laboratories
Post by: zelmc on September 05, 2016, 11:33:26 AM
FEROZ still expensive and risky to buy.
Title: Re: FEROZ -- Ferozsons laboratories
Post by: alidxb on September 05, 2016, 12:22:15 PM
FEROZ still expensive and risky to buy.
PE (TTM) of 10.90 has little risk. It is expected to recover from here. Buying 25% of budget today would be good.
Title: Re: FEROZ -- Ferozsons laboratories
Post by: Zar Ameen on September 05, 2016, 12:26:04 PM
What is TTM pls. ?
Title: Re: FEROZ -- Ferozsons laboratories
Post by: GPR on September 05, 2016, 12:26:48 PM
FEROZ still expensive and risky to buy.
PE (TTM) of 10.90 has little risk. It is expected to recover from here. Buying 25% of budget today would be good.

kahan tak ja sakta hai in short term?
Title: Re: FEROZ -- Ferozsons laboratories
Post by: zelmc on September 05, 2016, 12:42:11 PM
This year's earnings are nonrecurring and p/e based on that is irrelevant. One should consider the future earnings (which could be even less than half of this year's earnings) which would become clear after 1st quarter result.
Title: Re: FEROZ -- Ferozsons laboratories
Post by: alidxb on September 05, 2016, 12:51:09 PM
TTM is not totally irrelevant. Pls share if you have confirmed next quarter forecast.
Title: Re: FEROZ -- Ferozsons laboratories
Post by: sAr on September 05, 2016, 01:27:24 PM
Risky Bet right Now. Should fall to area around 750
Title: Re: FEROZ -- Ferozsons laboratories
Post by: alidxb on September 06, 2016, 12:23:17 PM
FEROZ still expensive and risky to buy.
PE (TTM) of 10.90 has little risk. It is expected to recover from here. Buying 25% of budget today would be good.
Title: Re: FEROZ -- Ferozsons laboratories
Post by: GPR on September 06, 2016, 12:45:55 PM
FEROZ still expensive and risky to buy.
PE (TTM) of 10.90 has little risk. It is expected to recover from here. Buying 25% of budget today would be good.

short term mai kahan tak ja sakta hai?
Title: Re: FEROZ -- Ferozsons laboratories
Post by: zelmc on September 06, 2016, 12:47:00 PM
RSI is only 11.24. Any upward movement could be on technical basis only.
Title: Re: FEROZ -- Ferozsons laboratories
Post by: MZ on September 15, 2016, 10:18:25 AM
https://www.psx.com.pk/newsattachment/086012.pdf
Title: Re: FEROZ -- Ferozsons laboratories
Post by: alidxb on September 18, 2016, 09:26:04 PM
FEROZ still expensive and risky to buy.
PE (TTM) of 10.90 has little risk. It is expected to recover from here. Buying 25% of budget today would be good.
Started going back to its lost glory.
Title: Re: FEROZ -- Ferozsons laboratories
Post by: TipuSultan2016 on October 09, 2016, 06:22:44 PM
http://www.brecorder.com/company-news/235:pakistan/91043:ferozsons-laboratories-limited/?date=2016-10-05

Title: Re: FEROZ -- Ferozsons laboratories
Post by: bilalghani86 on October 12, 2016, 12:56:25 AM
Seriously, Ferozsons financials are outclass. Very few companies have same kind of results. But why its share is down nowadays ?
Title: Re: FEROZ -- Ferozsons laboratories
Post by: TipuSultan2016 on October 12, 2016, 02:21:36 AM
Drop in topline and EPS in last quarter
Title: Re: FEROZ -- Ferozsons laboratories
Post by: Koolfire on October 16, 2016, 11:48:22 AM
http://www.ferozsons-labs.com/images/stories/PDFS/Ferozsons%20Annual%20Report%202016-2.pdf
Title: Re: FEROZ -- Ferozsons laboratories
Post by: bilalghani86 on October 16, 2016, 03:22:31 PM
What about expected results for 1st quarter ended 30 Sep ? & its impact on share price ? any idea ?
Title: Re: FEROZ -- Ferozsons laboratories
Post by: TipuSultan2016 on October 16, 2016, 06:27:39 PM
What about expected results for 1st quarter ended 30 Sep ? & its impact on share price ? any idea ?

If the first quarter EPS remains like the one for last quarter, huge price drop is expected.
Title: Re: FEROZ -- Ferozsons laboratories
Post by: bilalghani86 on October 19, 2016, 03:34:08 PM
What happened to Feroz. On cap today.
Title: Re: FEROZ -- Ferozsons laboratories
Post by: bilalghani86 on October 19, 2016, 09:42:31 PM
Any one having any idea ?
Title: Re: FEROZ -- Ferozsons laboratories
Post by: zahid on October 20, 2016, 11:49:22 AM
https://www.psx.com.pk/newsattachment/088545.pdf
Title: Re: FEROZ -- Ferozsons laboratories
Post by: sAr on October 20, 2016, 12:05:52 PM
Manhoos Result. Selling Expense on the higher side as was witnessed in last Quarter (Currently at 17% of the Sales,)

Maro inhain, :bangin: :bangin:

Benefiting Doctors and Pharmacists at expense of Share Holders. :mad: :mad:
Title: Re: FEROZ -- Ferozsons laboratories
Post by: sAr on October 20, 2016, 12:16:40 PM
https://www.psx.com.pk/newsattachment/088545.pdf

58% Decline in Sales YoY. 59% Decline in Sales QoQ.
Back to "Auqaat" :bangin:

Seems like Locally Manufactured Generic Drugs of other Pharma's taking over the market :skeptic:
Title: Re: FEROZ -- Ferozsons laboratories
Post by: alicima on October 20, 2016, 03:00:03 PM
(http://i64.tinypic.com/2h4jgnp.jpg)
(http://i66.tinypic.com/mc682r.jpg)
Title: Re: FEROZ -- Ferozsons laboratories
Post by: optimistic on October 20, 2016, 03:02:44 PM
below 500 is true value i guess.
Title: Re: FEROZ -- Ferozsons laboratories
Post by: Adnan on October 20, 2016, 03:19:11 PM
Pharmaceutical companies kitny multiple pe trade hute hain?

That's the point. For pharma sector a PE multiple of 20-30 is very common. But look at the case of FEROZ, its way lower. In the last week, it has dropped from 14sh to 11sh. Will be a good buy on further drop, I think.

Don't be fooled by the Annual EPS of around 70. PE is always based on future earning expectation. Is that EPS of 70 sustainable? Exclude the first 2 quarters when impact of Sovaldi was huge and consider the normal earnings from now onwards. 1st Quarter result will give us more clear picture on where it is heading. Till then result posted in 4th Quarter has shaken the confidence already and it will remain in bearish zone.

Over-valued on the basis of last 2 Quarter results.  :bangin: :bangin:
Title: Re: FEROZ -- Ferozsons laboratories
Post by: MZ on October 22, 2016, 01:05:54 PM
Ferozsons' fall

It looks like the unstoppable growth has finally hit a snag; for the first quarter ended FY17, Ferozsons Laboratories has reported an enormous 58 percent fall in its top line year-on-year, while the bottom line dropped 71 percent.

(http://www.brecorder.com/images/2016/10/graph%2070.jpg)
The Lahore-based pharma giant had been reporting unprecedented growth figures since the introduction of Sovaldi - the breakthrough Hepatitis C drug from US multinational Gilead Sciences Inc. However, it seems the sales have lost their initial steam (even though the current quarter's top line is roughly twice what it was pre-Sovaldi; i.e. 1QFY15).

The slowdown comes amid lower-priced generics of Sovaldi being introduced in the market. Ferozsons introduced its own authorized generic - Savera - in June of this year. However, it seems to be in tough competition from other generics, as other manufacturers have introduced their own versions as well.

Gross margins inched up over last year, which further testifies to fewer sales of the low-priced Sovaldi. However, a corresponding decrease in SG&A expenses was not seen, and thus net margins took a hit of nearly 800 basis points. As for the deal with GE Healthcare signed earlier in the year (whereby Ferozsons would officially market its equipment in Pakistan), it is progressing slowly and did not have any significant impact on the company's financials during the period under review.
Title: Re: FEROZ -- Ferozsons laboratories
Post by: bilalghani86 on October 22, 2016, 02:54:18 PM
Its way overvalued still i.e 800 plus. Shud be 450 like now  :tongue:
Title: Re: FEROZ -- Ferozsons laboratories
Post by: TipuSultan2016 on October 28, 2016, 03:03:59 PM
Trading at the lowest expected P/E ratio of 12xs against sector average of 28xs. With expected annual EPS in the range of 80-85 & future growth prospects intact it should trade easily around 1,400 by Sept.  :fingerscrossed1: It is a GEM at these rates  :biggthumpup:

This post made me invest in FEROZ and then it all went down in the drain. Not blaming anyone, its my own fault nevertheless not to have done much working at own.
Title: Re: FEROZ -- Ferozsons laboratories
Post by: SBM on October 28, 2016, 03:18:28 PM
Trading at the lowest expected P/E ratio of 12xs against sector average of 28xs. With expected annual EPS in the range of 80-85 & future growth prospects intact it should trade easily around 1,400 by Sept.  :fingerscrossed1: It is a GEM at these rates  :biggthumpup:

This post made me invest in FEROZ and then it all went down in the drain. Not blaming anyone, its my own fault nevertheless not to have done much working at own.

i dont think anyone was expecting sales to fall so quickly
Title: Re: FEROZ -- Ferozsons laboratories
Post by: bilalghani86 on October 28, 2016, 03:26:38 PM
After quarter ended sep 16 results, short term investors shud disinvest.
Title: Re: FEROZ -- Ferozsons laboratories
Post by: Farhan Kermani on October 28, 2016, 03:36:12 PM
Its a growth oriented company. HOLD, you will get your rates back inshallah.
Title: Re: FEROZ -- Ferozsons laboratories
Post by: TipuSultan2016 on October 28, 2016, 04:37:11 PM
After quarter ended sep 16 results, short term investors shud disinvest.

I am long term investor, very very long term!  :s1:
Title: Re: FEROZ -- Ferozsons laboratories
Post by: sAr on October 28, 2016, 04:51:52 PM
Its a growth oriented company. HOLD, you will get your rates back inshallah.

Negative Growth Oriented? :skeptic: :skeptic:
Title: Re: FEROZ -- Ferozsons laboratories
Post by: bilalghani86 on October 28, 2016, 05:08:06 PM
if you are long term investor, stay calm  :D
Title: Re: FEROZ -- Ferozsons laboratories
Post by: Farhan Kermani on October 28, 2016, 07:14:24 PM
Its a growth oriented company. HOLD, you will get your rates back inshallah.

Negative Growth Oriented? :skeptic: :skeptic:

Well EPS' have taken massive hits at times, for instance HINO, PSO, ATRL, POL, FFC. But that did not make the growth regressive. Ferozsons will get back too unless some hell has fallen over it.
Title: Re: FEROZ -- Ferozsons laboratories
Post by: rational.investor on October 28, 2016, 08:15:11 PM
Sovaldi (Hep C) drug was number 1 last year in terms of value. It even crossed the Augmentine of GLAXO which was previously number 1 I think. Sovaldi had monopoly and was expensive. As soon as government allowed several times cheaper generic version of the drug by other companies, the sales have tanked! Even they have a generic version of it but they will be competing with Getz which is really huge now. Their distribution network is much stronger.

So in my view, its unlikely that it will post any profits near last year's EPS.
Title: Re: FEROZ -- Ferozsons laboratories
Post by: Farhan Kermani on October 28, 2016, 08:40:52 PM
But there was a news a few days back of Ferozsons getting into a collaboration with an american drug maker for another drug.
Title: Re: FEROZ -- Ferozsons laboratories
Post by: SBM on November 10, 2016, 02:58:51 PM
The decline in net sales of the Company is mainly due to decrease in sales of its imported
flagship product Sovaldi® under franchise from Gilead Sciences Inc. Decrease in Sales of
Sovaldi® is attributable to launch of several generic versions of Sofosbuvir in the market.



Future Outlook
The current year under review is a challenging one for the Company. However management
is continuously working to diversify our revenue streams. In addition to the launch of Savera,
a licensed generic version of Sovaldi®, Gilead’s Harvoni® is pending for approval with DRAP,
and we are working on the regulatory filing of Epclusa®, a pan-genotypic agent for treatment
of HCV. Expansion in distribution outreach to capitalize upon opportunities in new emerging
cities have started giving results, whereby Company’s GI and Cardiology segments have
shown strong growth.
Your Company has also recently entered into an agreement with GE Healthcare to introduce
an innovative range of diagnostic equipment, including technologies that have the potential of
having a significant impact on the challenge of maternal and infant mortality in Pakistan. Our
country currently has one of the highest peri-natal mortality rates in the world. We are also in
the process of finalizing distribution agreements with two other innovative manufacturers of
medical equipment.

http://www.ferozsons-labs.com/images/stories/PDFS/C-I-F-I-f-t-Q-e-30-Sep-2016.pdf
Title: Re: FEROZ -- Ferozsons laboratories
Post by: alidxb on December 20, 2016, 07:40:45 PM
Hard times for FEROZ. Next TP 701.
Title: Re: FEROZ -- Ferozsons laboratories
Post by: bilalghani86 on December 21, 2016, 01:25:49 AM
Ferozsons is khalas  :tongue:
Title: Re: FEROZ -- Ferozsons laboratories
Post by: sAr on December 21, 2016, 10:35:11 AM
Hard times for FEROZ. Next TP 701.

Good support at 750. Break it first :@
Title: Re: FEROZ -- Ferozsons laboratories
Post by: TipuSultan2016 on January 04, 2017, 08:06:36 PM
Hard times for FEROZ. Next TP 701.

Good support at 750. Break it first :@

Done!!  :(
Title: Re: FEROZ -- Ferozsons laboratories
Post by: sAr on January 09, 2017, 12:46:13 PM
Hard times for FEROZ. Next TP 701.

Good support at 750. Break it first :@

Done!!  :(

Entering Bearish Channel :crying_anim02: :crying_anim02:
Title: Re: FEROZ -- Ferozsons laboratories
Post by: karehman on January 14, 2017, 01:56:53 PM
Agar searl aur hinoon se compare karain tou feroz under values hay
Title: Re: FEROZ -- Ferozsons laboratories
Post by: bilalghani86 on January 14, 2017, 03:26:07 PM
Agar searl aur hinoon se compare karain tou feroz under values hay

Currently, its overvalued  :D 700 is TP
Title: Re: FEROZ -- Ferozsons laboratories
Post by: karehman on January 16, 2017, 12:00:34 PM
its not a buying call, but mujhay lagta hay kay FEROZ take off k lia ready hay. check volume for last 7 days
Title: Re: FEROZ -- Ferozsons laboratories
Post by: dr.muhammad zia on January 16, 2017, 01:24:23 PM
no orders in near future ....getz pharma softget got orders from kpk .its cheaper than feroz ..its monoply ends
Title: Re: FEROZ -- Ferozsons laboratories
Post by: karehman on January 16, 2017, 03:45:45 PM
TAKEOOF SE PEHLAY HI CRASH KAR GAYA  huhu
Title: Re: FEROZ -- Ferozsons laboratories
Post by: bilalghani86 on January 16, 2017, 03:50:11 PM
TAKEOOF SE PEHLAY HI CRASH KAR GAYA  huhu

Yes, moving towards 700
Title: Re: FEROZ -- Ferozsons laboratories
Post by: online88 on January 20, 2017, 12:14:57 PM
 :dance :dance :dance at last moving now non stop
Title: Re: FEROZ -- Ferozsons laboratories
Post by: Atif Ali on January 20, 2017, 12:24:14 PM
:dance :dance :dance at last moving now non stop
700 was a good rate to buy.Can give handsome returns from here.
Title: Re: FEROZ -- Ferozsons laboratories
Post by: online88 on January 22, 2017, 10:56:21 PM
Holding 3.5K bought on friday
Title: Re: FEROZ -- Ferozsons laboratories
Post by: afzalch on January 23, 2017, 11:07:32 AM
BOARD OF DIRECTORS MEETING WILL BE HELD ON 30.01.17 to consider financial Results for the quarter ended 31.12.16 at Lahore
Title: Re: FEROZ -- Ferozsons laboratories
Post by: karehman on January 23, 2017, 11:29:19 AM
23-Jan yani aaj se CLOSE period start hay aur koi bhi DIRECTOR aur CEO kisi kism ki trade nahi karsakta. Aur last trading day yani FRIDAY 21-Jan ko heavy buying hoi hay, We all witnessed 200K Tading Volume in just 10 to 15 minutes,

 :skeptic: :skeptic: :skeptic: :skeptic: :skeptic: :skeptic:
Title: Re: FEROZ -- Ferozsons laboratories
Post by: Atif Ali on January 23, 2017, 12:03:09 PM
23-Jan yani aaj se CLOSE period start hay aur koi bhi DIRECTOR aur CEO kisi kism ki trade nahi karsakta. Aur last trading day yani FRIDAY 21-Jan ko heavy buying hoi hay, We all witnessed 200K Tading Volume in just 10 to 15 minutes,

 :skeptic: :skeptic: :skeptic: :skeptic: :skeptic: :skeptic:
:thumbsup_anim:
Title: Re: FEROZ -- Ferozsons laboratories
Post by: sumbul on January 24, 2017, 09:45:04 AM
Storm brewing in Ferozsons. I can foresee a quick Rs 100-150 rally in it. Maybe launch of some new product or some other material information alongwith half yearly result on 31st Jan. Having said that it is a very risky item because of SOLVADI fallout. In case the company doesn't come up with a new product fast we may see it near 600 as well. So choice is yours
Title: Re: FEROZ -- Ferozsons laboratories
Post by: sumbul on January 24, 2017, 01:53:03 PM
Storm brewing in Ferozsons. I can foresee a quick Rs 100-150 rally in it. Maybe launch of some new product or some other material information alongwith half yearly result on 31st Jan. Having said that it is a very risky item because of SOLVADI fallout. In case the company doesn't come up with a new product fast we may see it near 600 as well. So choice is yours

 :thumbsup_anim:  :dance  :clap1:  :shoaby:
Title: Re: FEROZ -- Ferozsons laboratories
Post by: Atif Ali on January 24, 2017, 01:58:17 PM
Storm brewing in Ferozsons. I can foresee a quick Rs 100-150 rally in it. Maybe launch of some new product or some other material information alongwith half yearly result on 31st Jan. Having said that it is a very risky item because of SOLVADI fallout. In case the company doesn't come up with a new product fast we may see it near 600 as well. So choice is yours

 :thumbsup_anim:  :dance  :clap1:  :shoaby:
:clap1: :clap1:
Title: Re: FEROZ -- Ferozsons laboratories
Post by: karehman on January 25, 2017, 11:15:34 AM
FEROZ ko brakes lag gaye...............  :bangin: :bangin: :bangin:
Title: Re: FEROZ -- Ferozsons laboratories
Post by: afzalch on January 30, 2017, 04:41:59 PM
Half yearly results for the Dec,2016 Ended EPS Rs.11.90 as compared to last half yearly Rs.46.71 dividend for Rs.3 announced
Title: Re: FEROZ -- Ferozsons laboratories
Post by: bilalghani86 on January 30, 2017, 04:47:07 PM
500 is TP
Title: Re: FEROZ -- Ferozsons laboratories
Post by: karehman on January 30, 2017, 05:32:38 PM
600 SOON >>>>>>>>>>>>>>>> :bangin: :bangin: :bangin: :bangin:
Title: Re: FEROZ -- Ferozsons laboratories
Post by: sAr on January 30, 2017, 05:48:31 PM
Manhoos Result. Selling Expense on the higher side as was witnessed in last Quarter (Currently at 17% of the Sales,)

Maro inhain, :bangin: :bangin:

Benefiting Doctors and Pharmacists at expense of Share Holders. :mad: :mad:

Again a manhoos result :@ :@. Although Margins have recovered, however Selling and Administrative Expenses remain on Higher side. Dividend is a surprise, announced may be to calm shareholders. I wonder what they are upto

Aur Maaro isse :bangin: :bangin:
Title: Re: FEROZ -- Ferozsons laboratories
Post by: hasnain0099 on February 10, 2017, 12:33:09 PM
Manhoos Result. Selling Expense on the higher side as was witnessed in last Quarter (Currently at 17% of the Sales,)

Maro inhain, :bangin: :bangin:

Benefiting Doctors and Pharmacists at expense of Share Holders. :mad: :mad:

Again a manhoos result :@ :@. Although Margins have recovered, however Selling and Administrative Expenses remain on Higher side. Dividend is a surprise, announced may be to calm shareholders. I wonder what they are upto

Aur Maaro isse :bangin: :bangin:
Relax! Feroz had it coming.
Quote
Monopoly on quality drug, yes of course. But monopoly on Sofosbuvir wouldn't exist. Pure Monopoly is characterized by 1)Pricing Power 2)The absence of close substitutes or otherwise what we call choices. Today Feroz is pure monopoly i.e. She enjoys premium price (In fact the only price) and there's no close substitute of sovaldi in market. So every patient who needs sofosbuvir, has to buy sovaldi come what may. For example, even in utmost critical area of Chemotherapy, we have different prices of solution ranging from 350k to as low as 160K. Now every patient considering his/her life most precious, should go for 350K priced drug because of quality but those who can't afford such money go for 160K drug. Similarly, I use Montelukast tab made by MSD UK costing 130 a tab whereas I can have local montelukast from SEARL/HINOON/GETz at 220 for a pack of 10. So as new entrants would enter the market, people would have choices fitting their pockets. As many as 16 pharmas have aleady submitted sofosbuvir registration requests.I think for a year, Feroz is perfectly safe because of entry barriers due to long drug registration. But Feroz may not be able to shine as much due to possibly lost monopoly.
http://www.pakinvestorsguide.com/index.php/topic,734.msg232125.html#msg232125
Its solvadi effect unwinding itself. Feroz could never hold the market, which is happening right now. But the good news is that sooner or later, they will be able to push their crap-catagory sawera back into market which should rejuvenate their top-line (Bottom line impact will depend  upon margins they would have on crap-catagory). If you have a conviction that crap-catagory will come quick enough to enable feroz to reclaim the lost throne, there's always value in the scrip at current levels.
Title: Re: FEROZ -- Ferozsons laboratories
Post by: sAr on February 13, 2017, 10:39:26 AM
600 :crying_anim02: :crying_anim02:

Bach ker rehna Bhaiyon.....

Tundra Fonder is holding Feroz in large chunk. Can sell any time
Title: Re: FEROZ -- Ferozsons laboratories
Post by: hasnain0099 on February 13, 2017, 10:42:12 AM
600 :crying_anim02: :crying_anim02:

Bach ker rehna Bhaiyon.....

Tundra Fonder is holding Feroz in large chunk. Can sell any time
I also believe that they are on selling spree now because we almost approach the EM inclusion and Tundra only operates in frontier markets. But I would rather see it as a buying opportunity than something to be scared of.
Title: Re: FEROZ -- Ferozsons laboratories
Post by: sAr on February 13, 2017, 11:01:06 AM
600 :crying_anim02: :crying_anim02:

Bach ker rehna Bhaiyon.....

Tundra Fonder is holding Feroz in large chunk. Can sell any time
I also believe that they are on selling spree now because we almost approach the EM inclusion and Tundra only operates in frontier markets. But I would rather see it as a buying opportunity than something to be scared of.

True. Portfolio Re-Alignment could be on card. Converting Feroz into some other Bet
Title: Re: FEROZ -- Ferozsons laboratories
Post by: afzalch on February 13, 2017, 11:13:00 AM
But is not the prevailing prices worthwhile for investment purposes?
Title: Re: FEROZ -- Ferozsons laboratories
Post by: hasnain0099 on February 13, 2017, 11:17:17 AM
But is not the prevailing prices worthwhile for investment purposes?
Its about Stretegic Asset Allocation. With Pakistan out of Frontier Markets Index and Tundra exclusively following frontier markets, holding Feroz in portfolio would become a non-compliant investment, which they can do away and find an alternative elsewhere.
Title: Re: FEROZ -- Ferozsons laboratories
Post by: afzalch on February 13, 2017, 11:40:30 AM
But is not the prevailing prices worthwhile for investment purposes?
Its about Stretegic Asset Allocation. With Pakistan out of Frontier Markets Index and Tundra exclusively following frontier markets, holding Feroz in portfolio would become a non-compliant investment, which they can do away and find an alternative elsewhere.
         Thank bro for valuable comments  :thanks:
Title: Re: FEROZ -- Ferozsons laboratories
Post by: karehman on February 14, 2017, 05:12:40 PM
any idea k mazeed down ho ga ya upwar journey start honay wala hay?
Title: Re: FEROZ -- Ferozsons laboratories
Post by: tac786 on February 14, 2017, 08:09:50 PM
any idea k mazeed down ho ga ya upwar journey start honay wala hay?

516 <> 467  :tongue:
Title: Re: FEROZ -- Ferozsons laboratories
Post by: zelmc on February 14, 2017, 08:26:40 PM
I think it will remain under pressure and 500 is not far.
Title: Re: FEROZ -- Ferozsons laboratories
Post by: bilalghani86 on February 14, 2017, 08:33:26 PM
400  :tongue:
Title: Re: FEROZ -- Ferozsons laboratories
Post by: karehman on February 14, 2017, 11:11:27 PM
Aik baat samjh nahi aati jab koi share 200 se 800 hojata hay tou loog 1200 ki awazinz lgatay hain. Aur jab 1000 se 500 per ajaye phir biilkul hi maar dainay ki baat kartay hain. Koi knowlede ya analysis base baat ho tou kindly share karain.
Agar bohat mar kar bhai 22 se 25 rupees EPS rehta hay jo k easily possible nazar arha hay. Bohat mushkil hay k yeh 540 se nichay aaye. Agar a bhi gaya tou best buying option hoga.
Title: Re: FEROZ -- Ferozsons laboratories
Post by: zelmc on February 15, 2017, 12:23:32 AM
Aik baat samjh nahi aati jab koi share 200 se 800 hojata hay tou loog 1200 ki awazinz lgatay hain. Aur jab 1000 se 500 per ajaye phir biilkul hi maar dainay ki baat kartay hain. Koi knowlede ya analysis base baat ho tou kindly share karain.
Agar bohat mar kar bhai 22 se 25 rupees EPS rehta hay jo k easily possible nazar arha hay. Bohat mushkil hay k yeh 540 se nichay aaye. Agar a bhi gaya tou best buying option hoga.
Bhai please read previous posts. It went up high before only because of SOVALDI and its effect ceased one year ago. Now the share is under constant selling pressure and personally I think it should subside in a session or two. Current rates and any further dip is a good buying opportunity. It will definitely rebound but I don't think it will go beyond 650-700 unless FEROZ shows a good 3rd quarter result.
Title: Re: FEROZ -- Ferozsons laboratories
Post by: karehman on February 15, 2017, 12:52:50 AM
Aik baat samjh nahi aati jab koi share 200 se 800 hojata hay tou loog 1200 ki awazinz lgatay hain. Aur jab 1000 se 500 per ajaye phir biilkul hi maar dainay ki baat kartay hain. Koi knowlede ya analysis base baat ho tou kindly share karain.
Agar bohat mar kar bhai 22 se 25 rupees EPS rehta hay jo k easily possible nazar arha hay. Bohat mushkil hay k yeh 540 se nichay aaye. Agar a bhi gaya tou best buying option hoga.
Bhai please read previous posts. It went up high before only because of SOVALDI and its effect ceased one year ago. Now the share is under constant selling pressure and personally I think it should subside in a session or two. Current rates and any further dip is a good buying opportunity. It will definitely rebound but I don't think it will go beyond 650-700 unless FEROZ shows a good 3rd quarter result.
Ji bhai 100% agree.
Below 550 is good chance accumulate for target price of 640. It will be 100 ruprees gain which is around 18%. And i think 18% is a good return.
Title: Re: FEROZ -- Ferozsons laboratories
Post by: karehman on February 15, 2017, 01:01:30 AM
Last 15 days main 750 se direct 575 per agaya hay which is 23% down. Ab tou saans laina chahiye isay. Kuch logon ne 700 best low rate samjh k buy kiya. Kuch logoon ne 650 best low rate samjh k buy kiya. Kuch logon ne 600 ko best low rate samjh k buy kiya. Now ita at near 575. Is ne tou average ka bhi satyanas kar diya hay.
Title: Re: FEROZ -- Ferozsons laboratories
Post by: naveed on February 15, 2017, 02:12:10 AM
Isi liye tum kahin 575 ko best rate samakh ker buy na ker lena. Issay maar parni hy abhi aur
Title: Re: FEROZ -- Ferozsons laboratories
Post by: karehman on February 15, 2017, 08:49:28 AM
Isi liye tum kahin 575 ko best rate samakh ker buy na ker lena. Issay maar parni hy abhi aur
Ji bilkul yahi baat hay mujhay 575 se nichay best buying option lag rha hay.  :D :D :D
Title: Re: FEROZ -- Ferozsons laboratories
Post by: sabir.hussain on February 20, 2017, 07:07:31 PM
where to buy
Title: Re: FEROZ -- Ferozsons laboratories
Post by: The_Dot on February 20, 2017, 07:36:26 PM


risk takers may take entry. its at 52 weeks low.  2 -3 positive sessions mein 600 - 620 ka chakar laga sakta hay, i guess,
Title: Re: FEROZ -- Ferozsons laboratories
Post by: hasnain0099 on February 21, 2017, 09:28:18 AM
I've been accumulating it for a while now. Will keep doing so as long as it stays in current range  :fingerscrossed1:
Title: Re: FEROZ -- Ferozsons laboratories
Post by: hasnain0099 on February 21, 2017, 02:18:36 PM
Good performance despite weak market. This beating was unjustified anyhow.
Title: Re: FEROZ -- Ferozsons laboratories
Post by: hasnain0099 on February 21, 2017, 03:17:45 PM
(https://lf.lids.com/hwl?set=sku%5B20821440%5D,c%5B2%5D,w%5B1000%5D,h%5B750%5D&call=url%5Bfile:product%5D)
Title: Re: FEROZ -- Ferozsons laboratories
Post by: kpall99 on July 21, 2017, 09:29:03 PM
Isko break lagay ga ya aur nechay jaega - Fundamentals kiya kehtay hein??
Title: Re: FEROZ -- Ferozsons laboratories
Post by: Farhan Kermani on July 21, 2017, 09:40:24 PM
Sovaldi ke profits jo naheen hain ub. But having said that FS will definitely come up with something new to increase profits.
Title: Re: FEROZ -- Ferozsons laboratories
Post by: alidxb on July 22, 2017, 11:39:40 AM
Sovaldi ke profits jo naheen hain ub. But having said that FS will definitely come up with something new to increase profits.
Strange reasoning, "something", share if you have the news.
Title: Re: FEROZ -- Ferozsons laboratories
Post by: Farhan Kermani on July 22, 2017, 01:24:07 PM
Gut feeling, not for the likes of you... LOL
Title: Re: FEROZ -- Ferozsons laboratories
Post by: mansoorsajid on July 22, 2017, 04:07:52 PM
Sovaldi ke profits jo naheen hain ub. But having said that FS will definitely come up with something new to increase profits.
Strange reasoning, "something", share if you have the news.
Do not expect anything new , they enjoyed monopoly over Sovaldi bcz of political support in Govt ,
Rather their old products are not available in the market .
Decision is yours if you want to take risk despite other better options in pharma sector   
Title: Re: FEROZ -- Ferozsons laboratories
Post by: The_Dot on August 02, 2017, 07:21:09 AM
any new insight please?
Title: Re: FEROZ -- Ferozsons laboratories
Post by: babar4289 on August 16, 2017, 02:18:44 PM
buy feroz
Title: Re: FEROZ -- Ferozsons laboratories
Post by: umerishtiaq on August 18, 2017, 10:22:42 AM
[quote au :thor=babar4289 link=topic=734.msg299471#msg299471 date=1502875124]
buy feroz
[/quote]

market aisay hi rahi tu ye 300 bhe break na kerday  :confused1:
Title: Re: FEROZ -- Ferozsons laboratories
Post by: monevator on August 20, 2017, 06:15:33 PM
looks like a good value stock. what is the outlook from a growth perspective going forward
Title: Re: FEROZ -- Ferozsons laboratories
Post by: babar4289 on August 27, 2017, 10:55:17 PM
The Federal Cabinet has approved increase in MRP of life saving drugs (scheduled drugs) with instructions to the Ministry of Health. Companies with life saving portfolio are: FEROZ (+50% scheduled drugs portfolio), SEARL (30% scheduled drugs portfolio), SAPL and GSK to a small extent.
Title: Re: FEROZ -- Ferozsons laboratories
Post by: bilalghani86 on August 28, 2017, 04:22:28 PM
Seems strong....
Title: Re: FEROZ -- Ferozsons laboratories
Post by: Salman Aslam on August 29, 2017, 11:04:39 AM
BOD tomorrow....

Highlights.....

1. All the low profitability for the year has been absorbed in market rates
2. New medicines approved and major stake holder is Feroz
3. 2009 to 2011 history with same profitability, Company usually announced Bonus to maintain investors payout.
4. Current low profitability seems a temporary phase and next year will be with high profitability

All fingers crossed for tomorrow BOD....  :fingerscrossed1: :fingerscrossed1: 
Title: Re: FEROZ -- Ferozsons laboratories
Post by: MZ on August 30, 2017, 05:57:04 PM
https://www.psx.com.pk/newsattachment/102280.pdf
Title: Re: FEROZ -- Ferozsons laboratories
Post by: sAr on August 31, 2017, 05:28:14 PM
https://www.psx.com.pk/newsattachment/102280.pdf

A** H*L*s they are. Dont know what they are up to. Massive increase in Selling Expenses. Massive decline in Margins . WTF

Playing with shareholders. They should be punished!! :mad: :mad:
Title: Re: FEROZ -- Ferozsons laboratories
Post by: SBM on August 31, 2017, 09:21:17 PM
https://www.psx.com.pk/newsattachment/102280.pdf

A** H*L*s they are. Dont know what they are up to. Massive increase in Selling Expenses. Massive decline in Margins . WTF

Playing with shareholders. They should be punished!! :mad: :mad:

difficult market i guess
Title: Re: FEROZ -- Ferozsons laboratories
Post by: The_Dot on September 04, 2017, 10:56:11 AM
whats the p/e now, and where it may settle?
Title: Re: FEROZ -- Ferozsons laboratories
Post by: thedarkknight on September 04, 2017, 11:23:51 PM
Their price now is 300 and eps is 13 something so pe is 23 which i feel is crazy high in this market. The last quarter they went into loss of eps -2.6 or something. Based on this I feel that their price would be attractive close to 180.
Title: Re: FEROZ -- Ferozsons laboratories
Post by: The_Dot on September 16, 2017, 11:44:09 PM
what the F happened to this? 272. really heading towards 180?

Pharma has disappointed a lot lately, however this one has truly ....

PSX is full time satta... kahan 1400 aur kahan 272 in a couple of months.

Just don't understand what to do with this and Glaxo.
Title: Re: FEROZ -- Ferozsons laboratories
Post by: aatradekhi on September 25, 2017, 11:54:53 AM
Good time to buy or any wait rate ?
Title: Re: FEROZ -- Ferozsons laboratories
Post by: HasanZaheer on September 25, 2017, 02:40:45 PM
Good time to buy or any wait rate ?

ofcourse good time to buy!
Title: Re: FEROZ -- Ferozsons laboratories
Post by: monevator on September 29, 2017, 12:46:35 PM
Isnt the P/E still a bit too high?
Title: Re: FEROZ -- Ferozsons laboratories
Post by: atombum on October 01, 2017, 09:14:01 AM
http://www.ferozsons-labs.com/images/stories/Ferozsons%20Annual%20Report%202017.pdf
Title: Re: FEROZ -- Ferozsons laboratories
Post by: atombum on October 01, 2017, 09:17:16 AM
http://www.ferozsons-labs.com/images/stories/Ferozsons%20Annual%20Report%202017.pdf
one of my brother buy it around 700 / rupees per share, read this report , i am hopeful soon , we see it above ,like in rang 700/ in rupees
Title: Re: FEROZ -- Ferozsons laboratories
Post by: monevator on October 01, 2017, 12:13:06 PM
Having read the annual report of 2017, whats your opinion on the stock guys
Title: Re: FEROZ -- Ferozsons laboratories
Post by: monevator on October 15, 2017, 03:27:05 PM
trading below book value. good buy right now?
Title: Re: FEROZ -- Ferozsons laboratories
Post by: Atif Ali on October 15, 2017, 10:40:27 PM
trading below book value. good buy right now?
Negative growth in earning.
Better go for Hinoon and searl,growth and payout of both is  unparalleled in entire pharma sector.
Rates are also very low now.
This is what I have done,Make ur own choice please.
Stay blessed.
Title: Re: FEROZ -- Ferozsons laboratories
Post by: MZ on October 18, 2017, 06:25:38 PM
https://www.psx.com.pk/newsattachment/104806.pdf
Title: Re: FEROZ -- Ferozsons laboratories
Post by: MZ on October 19, 2017, 06:48:42 PM
FEROZ: Unconsolidated EPS for 1QFY18 clocks in at PkR2.01 (-%70YoY)
Ø  Ferozsons Laboratories Ltd. (FEROZ) reported unconsolidated earnings of PkR61mn (EPS: PkR2.01) in 1QFY18 against PkR201mn in SPLY (EPS: PkR6.64) exhibiting a substantial decline of 70%YoY. On a sequential basis, the earnings have increased from a loss of PkR73mn (LPS: PkR2.42) in 4QFY17 to a profit of PkR61mn (EPS: PkR2.01) in 1QFY18. The topline of the company continues to decline due to fall in sales of its imported products under the HCV franchise. Granular details will be discussed once the detailed accounts are revealed by the company.
Ø The company’s GMs have declined in 1QFY18 to 40.1% from 45.4% in 1QFY17.
Ø Admin expenses have marginally increased by 6%YoY and selling expenses have remained flat in 1QFY18.
Ø Other operating income has increased by 54%YoY/63%QoQ in 1QFY18 to PkR17mn.
Ø The company’s effective tax rate has risen to 36% 1QFY18 vs. 17% in SPLY and 562% in 4QFY17.
Ø At its last close of PkR273, FEROZ trades at a trailing P/E of 32.49(x) against an industry P/E of 20.13(x).
Investment Risks
Ø Rupee Devaluation: Significant expectant rupee devaluation could hit gross margins of the Company as drug prices are vigilantly fixed by DRAP and application of hardship cases can only be done once in 3 years.
Ø DRAP Policies: Any delay in new product registrations with DRAP could further negatively affect topline growth of the company.
Title: Re: FEROZ -- Ferozsons laboratories
Post by: The_Dot on October 21, 2017, 11:20:06 AM
"At its last close of PkR273, FEROZ trades at a trailing P/E of 32.49(x) against an industry P/E of 20.13(x)."

iss ko kaunsay surkhaab k par lagay hovay hain, that it is trading at 32 PE. ya iss k par aur katnay valay hain. rather poora ganja he hoga as par tu already kab k kat chukay hain. :/
I am in huge loss in this pathetic share.
Title: Re: FEROZ -- Ferozsons laboratories
Post by: sAr on November 14, 2017, 09:33:48 AM
MSCI removed Ferozsons Laboratories from Small Cap Index :down:
Title: Re: FEROZ -- Ferozsons laboratories
Post by: The_Dot on November 14, 2017, 12:45:12 PM
MSCI removed Ferozsons Laboratories from Small Cap Index :down:

It didn't add any value by adding it to the MSCI index. all eyes in future qtrs performance.

Any insight please?
Title: Re: FEROZ -- Ferozsons laboratories
Post by: sAr on November 14, 2017, 05:32:35 PM
MSCI removed Ferozsons Laboratories from Small Cap Index :down:

It didn't add any value by adding it to the MSCI index. all eyes in future qtrs performance.

Any insight please?

A near term selling pressure may come as Portfolios re-align. To be Honest, what company is up to, i have no idea. Neither they mention any strategy which may catapult their Performance in future.
Tundra Fonder has a good holding of Feroz, with substantial Loss. You may track them for some insight.
Title: Re: FEROZ -- Ferozsons laboratories
Post by: Atif Ali on November 20, 2017, 01:51:29 PM
MSCI removed Ferozsons Laboratories from Small Cap Index :down:

It didn't add any value by adding it to the MSCI index. all eyes in future qtrs performance.

Any insight please?

A near term selling pressure may come as Portfolios re-align. To be Honest, what company is up to, i have no idea. Neither they mention any strategy which may catapult their Performance in future.
Tundra Fonder has a good holding of Feroz, with substantial Loss. You may track them for some insight.
:dance :dance :dance :dance
Title: Re: FEROZ -- Ferozsons laboratories
Post by: Atif Ali on November 20, 2017, 02:21:07 PM
What s cooking up here........in.......
MUST BE SOMETHING......must be...
400 minus main cap........
Can anyone well informed put us wise please.
Title: Re: FEROZ -- Ferozsons laboratories
Post by: Stockquick on November 20, 2017, 09:07:34 PM
Can anyone explain why it was upper locked in -500 market!!!!
Title: Re: FEROZ -- Ferozsons laboratories
Post by: bilalghani86 on November 21, 2017, 12:24:16 AM
What s cooking up here........in.......
MUST BE SOMETHING......must be...
400 minus main cap........
Can anyone well informed put us wise please.


https://fp.brecorder.com/2017/11/20171120236666/
Title: Re: FEROZ -- Ferozsons laboratories
Post by: Atif Ali on November 21, 2017, 11:41:54 AM
What s cooking up here........in.......
MUST BE SOMETHING......must be...
400 minus main cap........
Can anyone well informed put us wise please.


https://fp.brecorder.com/2017/11/20171120236666/
There are reports of Government of SINDH showing interest to buy HEPATITIS medicines from FEROZ.
PUNJAB AND KPK already buying from them.Lets see.
Title: Re: FEROZ -- Ferozsons laboratories
Post by: The_Dot on December 11, 2017, 01:04:25 PM
idhar kya ho raha hay. please advise.

road per la kar khaRa diya hay iss ne tu. whats the bottom please?
Title: Re: FEROZ -- Ferozsons laboratories
Post by: Ali on December 27, 2017, 10:07:11 PM
Pls suggest. What is the good price to purchase this stock?
Title: Re: FEROZ -- Ferozsons laboratories
Post by: The_Dot on December 28, 2017, 03:07:29 PM
Next qtr result will clarify that.

Could bounce back if result is good. Or sink more to maybe 180 , 150 and below on bad result.
Title: Re: FEROZ -- Ferozsons laboratories
Post by: Ali on December 29, 2017, 09:58:30 PM
Next qtr result will clarify that.

Could bounce back if result is good. Or sink more to maybe 180 , 150 and below on bad result.
Yeh item tu so he gaya. Isko uthao :)
Title: Re: FEROZ -- Ferozsons laboratories
Post by: Ali on January 01, 2018, 04:18:25 PM
Next qtr result will clarify that.

Could bounce back if result is good. Or sink more to maybe 180 , 150 and below on bad result.
Yeh item tu so he gaya. Isko uthao :)
Alhamdolillah Capped :) :D :D :D :D :D :D :D
Title: Re: FEROZ -- Ferozsons laboratories
Post by: optimistic on January 01, 2018, 05:01:20 PM
Cap pa maal phanka gya ha bhot zada further cap were not solid i doubt it will sustain, at the end if coming quarter again weak or below 1.50 we may see price plunge below 180 easily.
Title: Re: FEROZ -- Ferozsons laboratories
Post by: Ali on January 01, 2018, 05:06:01 PM
Cap pa maal phanka gya ha bhot zada further cap were not solid i doubt it will sustain, at the end if coming quarter again weak or below 1.50 we may see price plunge below 180 easily.
Opti bh - Weak holder released shares when they see low buyer in caps.
Title: Re: FEROZ -- Ferozsons laboratories
Post by: Rokie on February 10, 2018, 12:37:52 PM
Good opportunity to buy FEROZ.. will rock inshaAllah.

Phir na khena bataya nhi  :D
Title: Re: FEROZ -- Ferozsons laboratories
Post by: Rokie on February 10, 2018, 12:42:48 PM
http://scstrade.com/StockScreening/SS_CompanySnapShotHP.aspx?symbol=FEROZ

400+ aram se lagta hai
Title: Re: FEROZ -- Ferozsons laboratories
Post by: kamal on February 10, 2018, 01:36:30 PM
Cap pa maal phanka gya ha bhot zada further cap were not solid i doubt it will sustain, at the end if coming quarter again weak or below 1.50 we may see price plunge below 180 easily.

I feel same
Title: Re: FEROZ -- Ferozsons laboratories
Post by: Rokie on February 10, 2018, 04:46:32 PM
Cap pa maal phanka gya ha bhot zada further cap were not solid i doubt it will sustain, at the end if coming quarter again weak or below 1.50 we may see price plunge below 180 easily.

I feel same

opti i never seen your analysis helped anyone... why don't you talk genuinely...
Title: Re: FEROZ -- Ferozsons laboratories
Post by: kamal on February 10, 2018, 04:50:54 PM
Whats expected of result? Feroz
Title: Re: FEROZ -- Ferozsons laboratories
Post by: optimistic on February 10, 2018, 08:22:12 PM
Cap pa maal phanka gya ha bhot zada further cap were not solid i doubt it will sustain, at the end if coming quarter again weak or below 1.50 we may see price plunge below 180 easily.

I feel same

opti i never seen your analysis helped anyone... why don't you talk genuinely...

You read my disclaimer in my signature, i am not perfect dear, chota sa banda hun aur chota mota analysis karta hun
Title: Re: FEROZ -- Ferozsons laboratories
Post by: Rokie on February 12, 2018, 05:32:39 PM
Cap pa maal phanka gya ha bhot zada further cap were not solid i doubt it will sustain, at the end if coming quarter again weak or below 1.50 we may see price plunge below 180 easily.

I feel same

opti i never seen your analysis helped anyone... why don't you talk genuinely...

You read my disclaimer in my signature, i am not perfect dear, chota sa banda hun aur chota mota analysis karta hun

Nobody is perfect buddy ... i want from you is that you have information but you never utilized in the benefit of others.. this is what i feel.. May be i am wrong and your intentions are good ( i hope)..
Never mind bro...
Title: Re: FEROZ -- Ferozsons laboratories
Post by: optimistic on February 12, 2018, 09:24:45 PM
Cap pa maal phanka gya ha bhot zada further cap were not solid i doubt it will sustain, at the end if coming quarter again weak or below 1.50 we may see price plunge below 180 easily.

I feel same

opti i never seen your analysis helped anyone... why don't you talk genuinely...

You read my disclaimer in my signature, i am not perfect dear, chota sa banda hun aur chota mota analysis karta hun

Nobody is perfect buddy ... i want from you is that you have information but you never utilized in the benefit of others.. this is what i feel.. May be i am wrong and your intentions are good ( i hope)..
Never mind bro...

Sorry bro, i do not hide any information, always disclosed what i have with me on this forum.
Title: Re: FEROZ -- Ferozsons laboratories
Post by: Chess on February 12, 2018, 10:48:41 PM
Cap pa maal phanka gya ha bhot zada further cap were not solid i doubt it will sustain, at the end if coming quarter again weak or below 1.50 we may see price plunge below 180 easily.

I feel same

opti i never seen your analysis helped anyone... why don't you talk genuinely...
FFL mey be cap pey maal pakraya he raha hey.  :dunno:
Title: Re: FEROZ -- Ferozsons laboratories
Post by: Rokie on February 14, 2018, 01:04:58 AM
its time to goooooooooooooooo .... inshaAllah

(https://i.imgur.com/b51qqD9.jpg)
Title: Re: FEROZ -- Ferozsons laboratories
Post by: Rokie on February 17, 2018, 11:19:09 AM
Revers gear started. Alhamdulillah
Title: Re: FEROZ -- Ferozsons laboratories
Post by: Farrukh Muqeem on February 17, 2018, 02:20:32 PM
Revers gear started. Alhamdulillah
     
target plz..
Title: Re: FEROZ -- Ferozsons laboratories
Post by: kamal on February 17, 2018, 03:20:04 PM
I expect max 4 eps with dps of 1.5 to 2 max. Its 200 for me
Title: Re: FEROZ -- Ferozsons laboratories
Post by: optimistic on February 17, 2018, 03:32:14 PM
I expect max 4 eps with dps of 1.5 to 2 max. Its 200 for me

EPS 4 for Half year  :o ???
Title: Re: FEROZ -- Ferozsons laboratories
Post by: kamal on February 17, 2018, 04:28:43 PM
I expect max 4 eps with dps of 1.5 to 2 max. Its 200 for me

EPS 4 for Half year  :o ???

My thoughts Allah knows better
Title: Re: FEROZ -- Ferozsons laboratories
Post by: Rokie on February 18, 2018, 12:27:01 PM
I expect max 4 eps with dps of 1.5 to 2 max. Its 200 for me

EPS 4 for Half year  :o ???

My thoughts Allah knows better
Thoughts never comes all alone.. something you know please share it.
Title: Re: FEROZ -- Ferozsons laboratories
Post by: kamal on February 18, 2018, 07:21:22 PM
My thoughts based on their business performance. Nothing insides bro
Title: Re: FEROZ -- Ferozsons laboratories
Post by: optimistic on February 18, 2018, 09:50:51 PM
My thoughts based on their business performance. Nothing insides bro

Company needs to provide impairment on inventory Sovaldi in phase manners. So EPS is unpredictable now.
Title: Re: FEROZ -- Ferozsons laboratories
Post by: kamal on February 18, 2018, 11:18:40 PM
My thoughts based on their business performance. Nothing insides bro

Company needs to provide impairment on inventory Sovaldi in phase manners. So EPS is unpredictable now.

U mean loss ? 🤔
Title: Re: FEROZ -- Ferozsons laboratories
Post by: optimistic on February 18, 2018, 11:39:01 PM
My thoughts based on their business performance. Nothing insides bro

Company needs to provide impairment on inventory Sovaldi in phase manners. So EPS is unpredictable now.

U mean loss ? 🤔

Not loss, reduced EPS due to impairment charge that was also accounted during 1qtr
Title: Re: FEROZ -- Ferozsons laboratories
Post by: Rokie on February 19, 2018, 01:17:40 PM
any update on the result?
Title: Re: FEROZ -- Ferozsons laboratories
Post by: The_Dot on February 19, 2018, 03:24:18 PM
https://www.psx.com.pk/newsattachment/110295.pdf
Title: Re: FEROZ -- Ferozsons laboratories
Post by: optimistic on February 19, 2018, 03:46:50 PM
My thoughts based on their business performance. Nothing insides bro

Company needs to provide impairment on inventory Sovaldi in phase manners. So EPS is unpredictable now.

Higher impairment charged. Below 200 buy
Title: Re: FEROZ -- Ferozsons laboratories
Post by: Koolfire on February 19, 2018, 07:29:15 PM
https://www.psx.com.pk/newsattachment/110295.pdf
Title: Re: FEROZ -- Ferozsons laboratories
Post by: optimistic on February 19, 2018, 07:54:23 PM
https://www.psx.com.pk/newsattachment/110295.pdf

Below 200 milay ga  :clap1:
Title: Re: FEROZ -- Ferozsons laboratories
Post by: kamal on February 19, 2018, 08:33:17 PM
https://www.psx.com.pk/newsattachment/110295.pdf

Below 200 milay ga  :clap1:

Should be
Title: Re: FEROZ -- Ferozsons laboratories
Post by: Rokie on February 19, 2018, 11:10:07 PM
https://www.psx.com.pk/newsattachment/110295.pdf

Below 200 milay ga  :clap1:

Should be
Kamal bhai you know it but you didnt informed us :)
Title: Re: FEROZ -- Ferozsons laboratories
Post by: optimistic on February 19, 2018, 11:13:09 PM
https://www.psx.com.pk/newsattachment/110295.pdf

Below 200 milay ga  :clap1:

Should be
Kamal bhai you it but you didnt informed us :)

Read 1Qtr Financial statement company needs to provide impairment on inventory of Sovaldi in phase manner, once that impairment finish back to normal EPS.
Title: Re: FEROZ -- Ferozsons laboratories
Post by: kamal on February 19, 2018, 11:59:38 PM
https://www.psx.com.pk/newsattachment/110295.pdf

Below 200 milay ga  :clap1:

Should be
Kamal bhai you know it but you didnt informed us :)

I told beforehand what i felt bro. Allah knows better indeed
Title: Re: FEROZ -- Ferozsons laboratories
Post by: Aahaf on February 20, 2018, 02:18:03 AM
Kamal bhai beside ffl and cyan share some other recommendations if any in your portfolio
Title: Re: FEROZ -- Ferozsons laboratories
Post by: kamal on February 20, 2018, 06:09:57 AM
Kamal bhai beside ffl and cyan share some other recommendations if any in your portfolio

Will let u know once there. Insha Allah
Title: Re: FEROZ -- Ferozsons laboratories
Post by: The_Dot on February 20, 2018, 08:51:18 AM
what does impairment charges mean exactly.

Whats the role of impairment charges here.

I can see that the revenue is almost same, in fact, more on quaterly basis.

I can also see that the taxation amount ratio is high, with respect to profit before tax amount.

I would like to understand the future prospect for Feroz.

My avg. around 500. and I do have the holding power, just in case bounce back in a qtr. or two.

If it is destined to tound 200 - 180 or below and may stay there for long, then I would like to switch it with probably ASC or some other share.
Please advise.
Title: Re: FEROZ -- Ferozsons laboratories
Post by: SBM on February 20, 2018, 12:07:04 PM
what does impairment charges mean exactly.

Whats the role of impairment charges here.

I can see that the revenue is almost same, in fact, more on quaterly basis.

I can also see that the taxation amount ratio is high, with respect to profit before tax amount.

I would like to understand the future prospect for Feroz.

My avg. around 500. and I do have the holding power, just in case bounce back in a qtr. or two.

If it is destined to tound 200 - 180 or below and may stay there for long, then I would like to switch it with probably ASC or some other share.
Please advise.

as per accounting rules, inventories have to be included on the balance sheet at lower of cost or net realizable value ..
feroze has a lot of unsold sovaldi ... which aint gonna be sold anytime soon because of massive cost difference between sovaldi and generics
so they use whatever value they can get (maybe 0) of this sovaldi inventory ... the difference between cost and net realizable value is booked in the income statement as a loss
Title: Re: FEROZ -- Ferozsons laboratories
Post by: Rokie on February 20, 2018, 12:33:22 PM
only satta k run this share now it means .. Bad luck again in pharma this is the second time
Title: Re: FEROZ -- Ferozsons laboratories
Post by: The_Dot on February 20, 2018, 01:03:53 PM
what does impairment charges mean exactly.

Whats the role of impairment charges here.

I can see that the revenue is almost same, in fact, more on quaterly basis.

I can also see that the taxation amount ratio is high, with respect to profit before tax amount.

I would like to understand the future prospect for Feroz.

My avg. around 500. and I do have the holding power, just in case bounce back in a qtr. or two.

If it is destined to tound 200 - 180 or below and may stay there for long, then I would like to switch it with probably ASC or some other share.
Please advise.

as per accounting rules, inventories have to be included on the balance sheet at lower of cost or net realizable value ..
feroze has a lot of unsold sovaldi ... which aint gonna be sold anytime soon because of massive cost difference between sovaldi and generics
so they use whatever value they can get (maybe 0) of this sovaldi inventory ... the difference between cost and net realizable value is booked in the income statement as a loss

Very Grateful for the explanation.

Just wonder what to do with this now. hold, avg. out or get rid of it ASAP.  When probably the inventory situation could come to normal level again.

Title: Re: FEROZ -- Ferozsons laboratories
Post by: optimistic on February 20, 2018, 01:11:17 PM
only satta k run this share now it means .. Bad luck again in pharma this is the second time

Bhai satta run tha, directors report had mentioned already in 1qtr report.
Title: Re: FEROZ -- Ferozsons laboratories
Post by: raxid on February 20, 2018, 05:40:10 PM
Bro kis item main satta involve nahi hay
Title: Re: FEROZ -- Ferozsons laboratories
Post by: Rokie on February 20, 2018, 09:08:39 PM
what does impairment charges mean exactly.

Whats the role of impairment charges here.

I can see that the revenue is almost same, in fact, more on quaterly basis.

I can also see that the taxation amount ratio is high, with respect to profit before tax amount.

I would like to understand the future prospect for Feroz.

My avg. around 500. and I do have the holding power, just in case bounce back in a qtr. or two.

If it is destined to tound 200 - 180 or below and may stay there for long, then I would like to switch it with probably ASC or some other share.
Please advise.

as per accounting rules, inventories have to be included on the balance sheet at lower of cost or net realizable value ..
feroze has a lot of unsold sovaldi ... which aint gonna be sold anytime soon because of massive cost difference between sovaldi and generics
so they use whatever value they can get (maybe 0) of this sovaldi inventory ... the difference between cost and net realizable value is booked in the income statement as a loss

Very Grateful for the explanation.

Just wonder what to do with this now. hold, avg. out or get rid of it ASAP.  When probably the inventory situation could come to normal level again.
Same question here
Title: Re: FEROZ -- Ferozsons laboratories
Post by: MZ on March 02, 2018, 01:53:12 PM
Ferozsons Laboratories Limited: FEROZ 1HFY18 Director’s Report Key Highlights
Friday, 02 March 2018

By: Shajar Capital Pakistan (Private) Limited
FEROZ announced its quarterly results for 2QFY18 on 19Th February 2018. The company announced a Profit after tax of PkR19mn (EPS: PkR0.64) for 2QFY18, substantial decrease of 68%QoQ from PkR61mn (EPS: PkR2) in 1QFY18. On a yearly basis, Profit after Tax massively declined by 88%YoY against earnings of PkR159mn (EPS: PkR5.3) in 2QFY17.
Earnings were impacted by some one-offs for 1HFY18 with net profit clocking in at PkR80mn (EPS: PkR2.65) in 1HFY18 vs. PkR359mn (EPS: PkR11.89) in 1HFY17, down by 78%YoY. Net sales have declined by 4%YoY in 1HFY18 with the company posting net sales amounting to PkR2,224mn in 1HFY18 vs. PkR2,309mn in 1HFY17. The company’s sales attrition is chiefly because of several cheaper generic brands of its flagship HCV drug Sofosbuvir flooding the market resulting in significant decline in revenue and profitability. Aside from the Gilead portfolio, net sales grew by 20%YoY in 1HFY18.
Gross margins have worsened to 31.6% in 2QFY18 from 40.1% in 1QFY18 and 47.4% in 2QFY17. Resultantly, gross margins for 1HFY18 has decreased to 35.1% vs. 46.4% in SPLY due to these one off factors. FEROZ has booked provision of PkR100mn (EPS impact: PkR3.3) in 1HFY18 against slow moving stock of Sovaldi resulting in lower gross profit margins.
Title: Re: FEROZ -- Ferozsons laboratories
Post by: optimistic on September 27, 2018, 11:35:40 AM
not even worth Rs. 50 based on annual result, sell.
Title: Re: FEROZ -- Ferozsons laboratories
Post by: optimistic on December 10, 2018, 04:44:17 PM
Our application for registration of Epclusa®, a pan genotypic agent for treatment of HCV from Gilead has
been approved by DRAP. This presents another paradigm shift in HCV treatment and elimination, however
low cost generics approved by DRAP is adding competition in the HCV market space. Epclusa has a 50%
reduced treatment duration (90 days VS 180 days with Sovaldi and Ribavirin), demonstrates high cure rate
across all genotypes of HCV.

Extract from Annual Report 25th September 2018.
Title: Re: FEROZ -- Ferozsons laboratories
Post by: optimistic on December 19, 2018, 09:07:09 PM
Why it was floor today ???
Title: Re: FEROZ -- Ferozsons laboratories
Post by: optimistic on December 24, 2018, 12:08:39 AM
1290 se 150 within 2.5 years.  :[
Title: Re: FEROZ -- Ferozsons laboratories
Post by: optimistic on December 30, 2018, 01:53:48 AM
Only pharmaceutical script trading below to its book value, huge discount to bookvalue @ 190.

Or issay itne maar kyun parte ha.  :bangin:
Title: Re: FEROZ -- Ferozsons laboratories
Post by: onlybulls on December 30, 2018, 10:39:41 PM
@ opti. Feroz ki earning bhi asay hi giri ha. 13.50 around to v 3 around only rs. 2017 v 2018 Full year.

Zahiri baat ha maar bhi wesi honi thi.
By the way Feroz ki itni earning giri kiyun ?
Title: Re: FEROZ -- Ferozsons laboratories
Post by: optimistic on December 31, 2018, 01:19:00 AM
@ opti. Feroz ki earning bhi asay hi giri ha. 13.50 around to v 3 around only rs. 2017 v 2018 Full year.

Zahiri baat ha maar bhi wesi honi thi.
By the way Feroz ki itni earning giri kiyun ?

Last 2 years ke reports utha lo perho kya waja the EPS down ke.
Title: Re: FEROZ -- Ferozsons laboratories
Post by: optimistic on January 04, 2019, 01:15:59 AM
DRAP issued SRO for increase in drugs prices today.

How much % increased no idea, as pharmaceutical industry demand were 40%.

http://www.dra.gov.pk
Title: Re: FEROZ -- Ferozsons laboratories
Post by: zelmc on January 04, 2019, 11:37:14 PM
DRAP issued SRO for increase in drugs prices today.

How much % increased no idea, as pharmaceutical industry demand were 40%.

http://www.dra.gov.pk
AUGMENTIN 625 mg tablets -MRP is 164. Its old price was 130. You will atleast get an idea from this one example. The price of one tab which I knew is actually reduced (Tarivid by Sanofi).
Title: Re: FEROZ -- Ferozsons laboratories
Post by: optimistic on January 05, 2019, 01:20:57 AM
DRAP issued SRO for increase in drugs prices today.

How much % increased no idea, as pharmaceutical industry demand were 40%.

http://www.dra.gov.pk
AUGMENTIN 625 mg tablets -MRP is 164. Its old price was 130. You will atleast get an idea from this one example. The price of one tab which I knew is actually reduced (Tarivid by Sanofi).

Thanks so its vary from product to product.
Title: Re: FEROZ -- Ferozsons laboratories
Post by: rashid.Maria on January 05, 2019, 12:29:49 PM
DRAP issued SRO for increase in drugs prices today.

How much % increased no idea, as pharmaceutical industry demand were 40%.

http://www.dra.gov.pk
AUGMENTIN 625 mg tablets -MRP is 164. Its old price was 130. You will atleast get an idea from this one example. The price of one tab which I knew is actually reduced (Tarivid by Sanofi).

Thanks so its vary from product to product.


Optimistic bhai Searl par SRO ka impact nahi aya.
Title: Re: FEROZ -- Ferozsons laboratories
Post by: optimistic on January 05, 2019, 10:01:56 PM
DRAP issued SRO for increase in drugs prices today.

How much % increased no idea, as pharmaceutical industry demand were 40%.

http://www.dra.gov.pk
AUGMENTIN 625 mg tablets -MRP is 164. Its old price was 130. You will atleast get an idea from this one example. The price of one tab which I knew is actually reduced (Tarivid by Sanofi).

Thanks so its vary from product to product.


Optimistic bhai Searl par SRO ka impact nahi aya.

Halat thek nae low volumes otherwise pharmaceutical has come to very attractive prices, currency should not devalue further, margins will improve with new products launches.
Title: Re: FEROZ -- Ferozsons laboratories
Post by: optimistic on January 10, 2019, 10:00:37 PM
200 ke buying ha, yeh soch kay honsla hota ha logon nay 1280 pa be liya ho ga, humen tu book value pa mila ha  :tongue:
Title: Re: FEROZ -- Ferozsons laboratories
Post by: optimistic on January 10, 2019, 11:24:43 PM
1280 se 150.
Title: Re: FEROZ -- Ferozsons laboratories
Post by: optimistic on January 11, 2019, 11:55:07 AM
DRAP allowed 15% increase in drugs prices.
Title: Re: FEROZ -- Ferozsons laboratories
Post by: aharoon on February 07, 2019, 10:03:46 PM
Bohat girr gaya tha neechay..
Again 400 takk tou Jana chaheay at least...
Opti ko aaj market 1500 points plus lagi hogi.. becoz uska maal Ferozsons Jo cap hua hai aaj
Title: Re: FEROZ -- Ferozsons laboratories
Post by: Aahaf on February 07, 2019, 11:29:10 PM
240 strong resistance
Title: Re: FEROZ -- Ferozsons laboratories
Post by: aharoon on February 08, 2019, 05:32:38 AM
Bohat girr gaya tha neechay..
Again 400 takk tou Jana chaheay at least...
Opti ko aaj market 1500 points plus lagi hogi.. becoz uska maal Ferozsons Jo cap hua hai aaj
Rates bohat achay Hain ...
Entry banti hai current rates par.. will easily break 250..
Title: Re: FEROZ -- Ferozsons laboratories
Post by: optimistic on February 08, 2019, 02:51:35 PM
Bohat girr gaya tha neechay..
Again 400 takk tou Jana chaheay at least...
Opti ko aaj market 1500 points plus lagi hogi.. becoz uska maal Ferozsons Jo cap hua hai aaj
Rates bohat achay Hain ...
Entry banti hai current rates par.. will easily break 250..

Huge wild swings. Punter out aharoon enter   :clap1:
Title: Re: FEROZ -- Ferozsons laboratories
Post by: rashid.Maria on February 08, 2019, 05:01:04 PM
Bohat girr gaya tha neechay..
Again 400 takk tou Jana chaheay at least...
Opti ko aaj market 1500 points plus lagi hogi.. becoz uska maal Ferozsons Jo cap hua hai aaj
Rates bohat achay Hain ...
Entry banti hai current rates par.. will easily break 250..

Huge wild swings. Punter out aharoon enter   :clap1:


Optimistic bhai nai lagta hai sell kar dya
Title: Re: FEROZ -- Ferozsons laboratories
Post by: aharoon on February 08, 2019, 05:11:06 PM
Bohat girr gaya tha neechay..
Again 400 takk tou Jana chaheay at least...
Opti ko aaj market 1500 points plus lagi hogi.. becoz uska maal Ferozsons Jo cap hua hai aaj
Rates bohat achay Hain ...
Entry banti hai current rates par.. will easily break 250..

Huge wild swings. Punter out aharoon enter   :clap1:
Pre-opening Mai 217.20 par 2000 ke bid lagaee thi..magar maal nahin Mila.. phir achanak yeh upper cap k pass pohonch Gaya tou Mai nay limit hata Kar FFC buy Kar liya.. anyhow aik din ke correction se koe faraq nahin parta..it will bounce back soon.. rates attractive Hain jabhi issay itni maar pari hai for more maal..
Title: Re: FEROZ -- Ferozsons laboratories
Post by: optimistic on February 09, 2019, 02:50:29 AM
Bohat girr gaya tha neechay..
Again 400 takk tou Jana chaheay at least...
Opti ko aaj market 1500 points plus lagi hogi.. becoz uska maal Ferozsons Jo cap hua hai aaj
Rates bohat achay Hain ...
Entry banti hai current rates par.. will easily break 250..

Huge wild swings. Punter out aharoon enter   :clap1:
Pre-opening Mai 217.20 par 2000 ke bid lagaee thi..magar maal nahin Mila.. phir achanak yeh upper cap k pass pohonch Gaya tou Mai nay limit hata Kar FFC buy Kar liya.. anyhow aik din ke correction se koe faraq nahin parta..it will bounce back soon.. rates attractive Hain jabhi issay itni maar pari hai for more maal..

Tum muj woh secret item betio jo 10x honay wali ha in 1 year time. Personal message kar do.
Title: Re: FEROZ -- Ferozsons laboratories
Post by: optimistic on February 09, 2019, 11:13:16 PM
“IMF has agreed to give the loan on Pakistan’s conditions,” they revealed.

If there is no more devaluations of currency then pharmaceuticals will skyrocket in Sha Allah.
Title: Re: FEROZ -- Ferozsons laboratories
Post by: optimistic on February 11, 2019, 05:14:08 PM
Ahroon tere call kay bad punter nay maal daal dya sara.  :tongue:

226 se 199 within 2 trading sessions. 
Title: Re: FEROZ -- Ferozsons laboratories
Post by: aharoon on February 11, 2019, 05:16:48 PM
Ahroon tere call kay bad punter nay maal daal dya sara.  :tongue:

226 se 199 within 2 trading sessions.
Lol...ye bazaar aajkal balaad-kaar Kar rahee hai investors ka
Title: Re: FEROZ -- Ferozsons laboratories
Post by: aharoon on February 11, 2019, 05:20:03 PM
Ahroon tere call kay bad punter nay maal daal dya sara.  :tongue:

226 se 199 within 2 trading sessions.
Lol...ye bazaar aajkal balaad-kaar Kar rahee hai investors ka
Deep Throat Brutal Gangbang  :tongue: :tongue:
Title: Re: FEROZ -- Ferozsons laboratories
Post by: optimistic on February 11, 2019, 05:29:18 PM
Ahroon tere call kay bad punter nay maal daal dya sara.  :tongue:

226 se 199 within 2 trading sessions.
Lol...ye bazaar aajkal balaad-kaar Kar rahee hai investors ka

Aharoon tera dehan bhot farigh nickla tu nay 215 pa 400 break karnay ka keha aur yeh reverse.
Title: Re: FEROZ -- Ferozsons laboratories
Post by: aharoon on February 11, 2019, 05:34:44 PM
Ahroon tere call kay bad punter nay maal daal dya sara.  :tongue:

226 se 199 within 2 trading sessions.
Lol...ye bazaar aajkal balaad-kaar Kar rahee hai investors ka

Aharoon tera dehan bhot farigh nickla tu nay 215 pa 400 break karnay ka keha aur yeh reverse.
Abay Bhai beech Mai Imran Khan IMF ke godh Mai jaa Betha tou Mera Kiya kusoor .. :( Rupee devaluation Fear..
Anay how 200 jaisay rates phir bhi bohat achay Hain for Hold..
Title: Re: FEROZ -- Ferozsons laboratories
Post by: optimistic on February 11, 2019, 06:45:19 PM
Ahroon tere call kay bad punter nay maal daal dya sara.  :tongue:

226 se 199 within 2 trading sessions.
Lol...ye bazaar aajkal balaad-kaar Kar rahee hai investors ka

Aharoon tera dehan bhot farigh nickla tu nay 215 pa 400 break karnay ka keha aur yeh reverse.
Abay Bhai beech Mai Imran Khan IMF ke godh Mai jaa Betha tou Mera Kiya kusoor .. :( Rupee devaluation Fear..
Anay how 200 jaisay rates phir bhi bohat achay Hain for Hold..

Razaq dawood rejected further rupee devaluations
Title: Re: FEROZ -- Ferozsons laboratories
Post by: optimistic on February 11, 2019, 06:46:58 PM
Bohat girr gaya tha neechay..
Again 400 takk tou Jana chaheay at least...
Opti ko aaj market 1500 points plus lagi hogi.. becoz uska maal Ferozsons Jo cap hua hai aaj
Rates bohat achay Hain ...
Entry banti hai current rates par.. will easily break 250..

Aharoon tera kya dehan tha marwa dya tu nay.
Title: Re: FEROZ -- Ferozsons laboratories
Post by: aharoon on February 11, 2019, 06:56:36 PM
Bohat girr gaya tha neechay..
Again 400 takk tou Jana chaheay at least...
Opti ko aaj market 1500 points plus lagi hogi.. becoz uska maal Ferozsons Jo cap hua hai aaj
Rates bohat achay Hain ...
Entry banti hai current rates par.. will easily break 250..

Aharoon tera kya dehan tha marwa dya tu nay.
Shorr Matt macha.. koe nahin Mara aur na hee marnay Wala hai... Public nay 200+ par valid stock Feroz buy Kara hai DFML nahin...
.It's same as har larki ko pata hota hai nikah Kay baad suhaag raat bhi hoti hai .. phir bhi woo 4 bachon ke Amma bannay Kay sapnay dekhti hai  :tongue:
Hold Karo inshaAllah 250 bhi dekho gay..
Title: Re: FEROZ -- Ferozsons laboratories
Post by: aharoon on February 11, 2019, 07:02:43 PM
1 kaa 10 in a year Wala share 2 din se Pitt raha hai..but I'm accumulating it ;)
Sabar naam ke bhi koe cheez hoti hai duniya main!!
Title: Re: FEROZ -- Ferozsons laboratories
Post by: goahmedgo on February 11, 2019, 07:48:02 PM
1 kaa 10 in a year Wala share 2 din se Pitt raha hai..but I'm accumulating it ;)
Sabar naam ke bhi koe cheez hoti hai duniya main!!

haroon bahi, 1 kaa 10 in a year Wala share k sector ka nam bata dain  :confused1:
or agr script name batana chahain to ap ki mrzi :fingerscrossed1:
1000, 500 sy zada ni lain gy  :good
Title: Re: FEROZ -- Ferozsons laboratories
Post by: aharoon on February 11, 2019, 07:54:53 PM
1 kaa 10 in a year Wala share 2 din se Pitt raha hai..but I'm accumulating it ;)
Sabar naam ke bhi koe cheez hoti hai duniya main!!

haroon bahi, 1 kaa 10 in a year Wala share k sector ka nam bata dain  :confused1:
or agr script name batana chahain to ap ki mrzi :fingerscrossed1:
1000, 500 sy zada ni lain gy  :good
Bhai abhi ussay Thora accelerate ho lainay dain .. filhal tou main akaila hee ussay watch Kar raha Hun aur main ye nahin chahata Kay during my personal dehan woo item forum par discuss hoo aur main double minded hojaon.. filhal punter ke movement par poori nazar hai.. jaisay hee billi thailay se bahir aati hai sabke saath apna dehan share karunga.. during experiment Atomic Lab main aik Banda hee hoo tou behtar hai to avoid more injuries..
Title: Re: FEROZ -- Ferozsons laboratories
Post by: optimistic on February 12, 2019, 02:47:19 PM
4 consecutive upper cap then 3 consecutive lower locks. What is this bhaio.  :bigeyed:
Title: Re: FEROZ -- Ferozsons laboratories
Post by: stuka on February 12, 2019, 02:56:33 PM
4 consecutive upper cap then 3 consecutive lower locks. What is this bhaio.  :bigeyed:

chawal pan of punter.

maal chipka raha ha ya nklwa  :laugh:
Title: Re: FEROZ -- Ferozsons laboratories
Post by: optimistic on February 13, 2019, 12:27:02 AM
4 consecutive upper cap then 3 consecutive lower locks. What is this bhaio.  :bigeyed:

chawal pan of punter.

maal chipka raha ha ya nklwa  :laugh:

Continuous 2nd highest volume leader in Pharma sector after Searl, punter nay muj lagta ha maal chipka dya satta run kar kay.
Title: Re: FEROZ -- Ferozsons laboratories
Post by: aharoon on February 13, 2019, 12:57:10 AM
4 consecutive upper cap then 3 consecutive lower locks. What is this bhaio.  :bigeyed:

chawal pan of punter.

maal chipka raha ha ya nklwa  :laugh:

Continuous 2nd highest volume leader in Pharma sector after Searl, punter nay muj lagta ha maal chipka dya satta run kar kay.
Nahin yaar... its hand shifting like we seen in Luck at the rate 440rs ..Sabar Kar Bhai sabar.. chalay ga aur jab chalay ga tou dosron ka Dil jalay ga ;)
Title: Re: FEROZ -- Ferozsons laboratories
Post by: aatradekhi on February 15, 2019, 11:51:46 AM
6MONTH RESULT
Saturday 23-02-2019
04pm
Title: Re: FEROZ -- Ferozsons laboratories
Post by: optimistic on February 15, 2019, 06:29:47 PM
6MONTH RESULT
Saturday 23-02-2019
04pm

What EPS is expected from 2Qtr result?  Any chance of cash dividend interim?
Title: Re: FEROZ -- Ferozsons laboratories
Post by: rashid.Maria on February 22, 2019, 05:39:04 PM
6MONTH RESULT
Saturday 23-02-2019
04pm

What EPS is expected from 2Qtr result?  Any chance of cash dividend interim?


Optimistic bhai kab chala ga
Title: Re: FEROZ -- Ferozsons laboratories
Post by: Salammembers on February 22, 2019, 06:19:52 PM
6MONTH RESULT
Saturday 23-02-2019
04pm

What EPS is expected from 2Qtr result?  Any chance of cash dividend interim?


Optimistic bhai kab chala ga

6MONTH RESULT
Saturday 23-02-2019
04pm

What EPS is expected from 2Qtr result?  Any chance of cash dividend interim?


Optimistic bhai kab chala ga
Aharoon ki re-entry hoo gee tu hee chalaay ga :fingerscrossed1:
Title: Re: FEROZ -- Ferozsons laboratories
Post by: optimistic on February 22, 2019, 06:31:32 PM
6MONTH RESULT
Saturday 23-02-2019
04pm

What EPS is expected from 2Qtr result?  Any chance of cash dividend interim?


Optimistic bhai kab chala ga

Result is tomorrow, depends on result. May Allah Pak blessings upon us. Ameen
Title: Re: FEROZ -- Ferozsons laboratories
Post by: Salammembers on February 24, 2019, 02:52:43 PM
4 consecutive upper cap then 3 consecutive lower locks. What is this bhaio.  :bigeyed:

chawal pan of punter.

maal chipka raha ha ya nklwa  :laugh:

Continuous 2nd highest volume leader in Pharma sector after Searl, punter nay muj lagta ha maal chipka dya satta run kar kay.
Nahin yaar... its hand shifting like we seen in Luck at the rate 440rs ..Sabar Kar Bhai sabar.. chalay ga aur jab chalay ga tou dosron ka Dil jalay ga ;)
q2 meeting held yesterday,
tomorrow aharoon kitnaay pani maay hain pata chal jaayaee ga :rtfm:
Title: Re: FEROZ -- Ferozsons laboratories
Post by: optimistic on February 24, 2019, 03:34:35 PM
4 consecutive upper cap then 3 consecutive lower locks. What is this bhaio.  :bigeyed:

chawal pan of punter.

maal chipka raha ha ya nklwa  :laugh:

Continuous 2nd highest volume leader in Pharma sector after Searl, punter nay muj lagta ha maal chipka dya satta run kar kay.
Nahin yaar... its hand shifting like we seen in Luck at the rate 440rs ..Sabar Kar Bhai sabar.. chalay ga aur jab chalay ga tou dosron ka Dil jalay ga ;)
q2 meeting held yesterday,
tomorrow aharoon kitnaay pani maay hain pata chal jaayaee ga :rtfm:

3rd Qtr March 2019 will be better of all pharmaceuticals companies so hold for another 1 and half month for reasonable gains In Sha Allah.
Title: Re: FEROZ -- Ferozsons laboratories
Post by: optimistic on February 24, 2019, 03:58:32 PM
I wish interim cash dividend he dey de.
Title: Re: FEROZ -- Ferozsons laboratories
Post by: optimistic on February 25, 2019, 10:03:16 AM
I wish interim cash dividend he dey de.

Rs. 2 rupee cash dividend announced and upper cap. Alhamdulillah
Title: Re: FEROZ -- Ferozsons laboratories
Post by: aharoon on February 25, 2019, 10:06:01 AM
I wish interim cash dividend he dey de.

Rs. 2 rupee cash dividend announced and upper cap. Alhamdulillah
Opti Bhai sabar naam ke bhi koe cheez hoti hai duniya main  :clap1: :clap1: :shoaby: :shoaby: :shoaby: :thumbsup_anim: :thumbsup_anim: :good :good
Title: Re: FEROZ -- Ferozsons laboratories
Post by: aharoon on February 25, 2019, 10:10:14 AM
4 consecutive upper cap then 3 consecutive lower locks. What is this bhaio.  :bigeyed:

chawal pan of punter.

maal chipka raha ha ya nklwa  :laugh:

Continuous 2nd highest volume leader in Pharma sector after Searl, punter nay muj lagta ha maal chipka dya satta run kar kay.
Nahin yaar... its hand shifting like we seen in Luck at the rate 440rs ..Sabar Kar Bhai sabar.. chalay ga aur jab chalay ga tou dosron ka Dil jalay ga ;)
q2 meeting held yesterday,
tomorrow aharoon kitnaay pani maay hain pata chal jaayaee ga :rtfm:
Salammembers Bhai  :skeptic: :skeptic:
Title: Re: FEROZ -- Ferozsons laboratories
Post by: optimistic on February 25, 2019, 10:51:01 AM
I wish interim cash dividend he dey de.

Rs. 2 rupee cash dividend announced and upper cap. Alhamdulillah
Opti Bhai sabar naam ke bhi koe cheez hoti hai duniya main  :clap1: :clap1: :shoaby: :shoaby: :shoaby: :thumbsup_anim: :thumbsup_anim: :good :good

Gross profit margins improved alot, Solvdi impairment charges seems to be totally finished, Selling and distribution expenses exceptionally higher appx. Rs. 120 millions v/s sply on half yearly which has 4 rupees EPS impact. 
Title: Re: FEROZ -- Ferozsons laboratories
Post by: optimistic on March 01, 2019, 10:41:57 AM
https://ferozsons-labs.com/wp-content/uploads/2018/08/Q2-19.pdf

31 millions charged on account of currency devaluation
15 millions charged on account of provision for trade debt

EPS would have been Rs. 4+ for 2nd Qtr in the absence of above extra ordinary items
Title: Re: FEROZ -- Ferozsons laboratories
Post by: rashid.Maria on March 01, 2019, 12:11:00 PM
https://ferozsons-labs.com/wp-content/uploads/2018/08/Q2-19.pdf

31 millions charged on account of currency devaluation
15 millions charged on account of provision for trade debt

EPS would have been Rs. 4+ for 2nd Qtr in the absence of above extra ordinary items


Optimistic bhai next q earning kia expected hai
Title: Re: FEROZ -- Ferozsons laboratories
Post by: optimistic on March 01, 2019, 12:57:08 PM
https://ferozsons-labs.com/wp-content/uploads/2018/08/Q2-19.pdf

31 millions charged on account of currency devaluation
15 millions charged on account of provision for trade debt

EPS would have been Rs. 4+ for 2nd Qtr in the absence of above extra ordinary items


Optimistic bhai next q earning kia expected hai

If there is no further devaluations during March month, Feroz can post very good EPS in 3rd Qtr March ended as price allow will augment gross margins and absence of no currency devaluations.
Title: Re: FEROZ -- Ferozsons laboratories
Post by: rashid.Maria on March 11, 2019, 03:51:41 PM
https://ferozsons-labs.com/wp-content/uploads/2018/08/Q2-19.pdf

31 millions charged on account of currency devaluation
15 millions charged on account of provision for trade debt

EPS would have been Rs. 4+ for 2nd Qtr in the absence of above extra ordinary items


Optimistic bhai next q earning kia expected hai

If there is no further devaluations during March month, Feroz can post very good EPS in 3rd Qtr March ended as price allow will augment gross margins and absence of no currency devaluations.


Aj thoss ho gia hai
Title: Re: FEROZ -- Ferozsons laboratories
Post by: rashid.Maria on March 11, 2019, 10:51:18 PM
I wish interim cash dividend he dey de.

Rs. 2 rupee cash dividend announced and upper cap. Alhamdulillah
Opti Bhai sabar naam ke bhi koe cheez hoti hai duniya main  :clap1: :clap1: :shoaby: :shoaby: :shoaby: :thumbsup_anim: :thumbsup_anim: :good :good


Ahroon bhai feroz lab ko hold rakhna chayia plz guide
Title: Re: FEROZ -- Ferozsons laboratories
Post by: aharoon on March 11, 2019, 11:06:39 PM
I wish interim cash dividend he dey de.

Rs. 2 rupee cash dividend announced and upper cap. Alhamdulillah
Opti Bhai sabar naam ke bhi koe cheez hoti hai duniya main  :clap1: :clap1: :shoaby: :shoaby: :shoaby: :thumbsup_anim: :thumbsup_anim: :good :good


Ahroon bhai feroz lab ko hold rakhna chayia plz guide
Iss waqt situation ye hai Kay Ferozsons 195rs ko maintain rakhtay huay 208 209 ko bar bar hit Kar raha hai jo iss baat ko zahir Kar raha hai kay player is interested 210+ closing in coming days.. lekin yeh zaroori bhi nahin Kay player interested hoo aur saath hee market sentiments bhi bullish or neutral hon.. ab jaisa Kay market volumes day by day Dried hotay jaa rahay Hain aur result season bhi end hogaya hai tou market weakness show Kar sakti hai like 37300..agar h short-term player Hain toi iss soorat Mai hamko Ferozsons Mai bhi stoploss rakh Kar chalna hoga ...brlow 190 is it's stoploss .. agar ham medium to longterm buyer Hain tou phir no doubt Ferozsons Kay current levels attractive Hain for buying ...
Now decide yourself !! Who you are ?? Short-term or long-term for Ferozsons this time
Title: Re: FEROZ -- Ferozsons laboratories
Post by: aharoon on March 14, 2019, 02:50:33 PM
Issi Kay expected bullish turn nay mujhe 250 pe searl-mar ke short position ko 60% reduce karnay par majboor Kara .. otherwise there was not tension for until 285
Title: Re: FEROZ -- Ferozsons laboratories
Post by: aharoon on March 14, 2019, 02:52:49 PM
Issi Kay expected bullish turn nay mujhe 250 pe searl-mar ke short position ko 60% reduce karnay par majboor Kara .. otherwise there was not tension for until 285
Abb searl wala exposure bhi pael aur atrl main use hogs
Title: Re: FEROZ -- Ferozsons laboratories
Post by: rashid.Maria on March 15, 2019, 10:50:33 PM
Optimistic bhai feroz lab 225 ho sakta hai
Title: Re: FEROZ -- Ferozsons laboratories
Post by: optimistic on March 15, 2019, 11:42:27 PM
Optimistic bhai feroz lab 225 ho sakta hai

No idea. Muj 700+ chaye within 3 years muj koe jaldy nae. Book value 191 ha aur solid company bs currency devaluation na ho mazeed otherwise CPI linked annualized price increase to allow ha pharmaceuticals ko.

Sehat insaf card ke waja se growth intact ha for long run only.
Title: Re: FEROZ -- Ferozsons laboratories
Post by: rashid.Maria on March 19, 2019, 10:55:23 PM
Optimistic bhai feroz lab 225 ho sakta hai

No idea. Muj 700+ chaye within 3 years muj koe jaldy nae. Book value 191 ha aur solid company bs currency devaluation na ho mazeed otherwise CPI linked annualized price increase to allow ha pharmaceuticals ko.

Sehat insaf card ke waja se growth intact ha for long run only.


Optimistic bhai kia lagta hai wapis below 200 jai ga. Currency devaluation ho sakti hai
Title: Re: FEROZ -- Ferozsons laboratories
Post by: optimistic on March 20, 2019, 01:00:18 AM
Optimistic bhai feroz lab 225 ho sakta hai

No idea. Muj 700+ chaye within 3 years muj koe jaldy nae. Book value 191 ha aur solid company bs currency devaluation na ho mazeed otherwise CPI linked annualized price increase to allow ha pharmaceuticals ko.

Sehat insaf card ke waja se growth intact ha for long run only.


Optimistic bhai kia lagta hai wapis below 200 jai ga. Currency devaluation ho sakti hai

Economists and Financial experts says there will be max 3% further currency devaluation means max 144 rate so its not material and further i don't see any share to give capital gain in short term. No idea of short term trading.
Title: Re: FEROZ -- Ferozsons laboratories
Post by: rashid.Maria on April 01, 2019, 04:12:27 PM
Optimistic bhai feroz lab 225 ho sakta hai

No idea. Muj 700+ chaye within 3 years muj koe jaldy nae. Book value 191 ha aur solid company bs currency devaluation na ho mazeed otherwise CPI linked annualized price increase to allow ha pharmaceuticals ko.

Sehat insaf card ke waja se growth intact ha for long run only.


Optimistic bhai kia lagta hai wapis below 200 jai ga. Currency devaluation ho sakti hai

Economists and Financial experts says there will be max 3% further currency devaluation means max 144 rate so its not material and further i don't see any share to give capital gain in short term. No idea of short term trading.


Optimistic bhai result expectations kya hai
Title: Re: FEROZ -- Ferozsons laboratories
Post by: optimistic on April 01, 2019, 05:17:47 PM
Optimistic bhai feroz lab 225 ho sakta hai

No idea. Muj 700+ chaye within 3 years muj koe jaldy nae. Book value 191 ha aur solid company bs currency devaluation na ho mazeed otherwise CPI linked annualized price increase to allow ha pharmaceuticals ko.

Sehat insaf card ke waja se growth intact ha for long run only.


Optimistic bhai kia lagta hai wapis below 200 jai ga. Currency devaluation ho sakti hai

Economists and Financial experts says there will be max 3% further currency devaluation means max 144 rate so its not material and further i don't see any share to give capital gain in short term. No idea of short term trading.


Optimistic bhai result expectations kya hai

If you add back non reoccurring expenses EPS were 4+ alone in 2nd Qtr, i expect good results of 3rd Qtr March
Title: Re: FEROZ -- Ferozsons laboratories
Post by: stuka on April 02, 2019, 12:56:47 PM
Optimistic bhai feroz lab 225 ho sakta hai

No idea. Muj 700+ chaye within 3 years muj koe jaldy nae. Book value 191 ha aur solid company bs currency devaluation na ho mazeed otherwise CPI linked annualized price increase to allow ha pharmaceuticals ko.

Sehat insaf card ke waja se growth intact ha for long run only.


Optimistic bhai kia lagta hai wapis below 200 jai ga. Currency devaluation ho sakti hai

Economists and Financial experts says there will be max 3% further currency devaluation means max 144 rate so its not material and further i don't see any share to give capital gain in short term. No idea of short term trading.


Optimistic bhai result expectations kya hai

If you add back non reoccurring expenses EPS were 4+ alone in 2nd Qtr, i expect good results of 3rd Qtr March

WHAT WERE THE NONRECURRING EXPENSES IN 2ND QTR?????????
Title: Re: FEROZ -- Ferozsons laboratories
Post by: optimistic on April 03, 2019, 10:41:38 AM
Optimistic bhai feroz lab 225 ho sakta hai

No idea. Muj 700+ chaye within 3 years muj koe jaldy nae. Book value 191 ha aur solid company bs currency devaluation na ho mazeed otherwise CPI linked annualized price increase to allow ha pharmaceuticals ko.

Sehat insaf card ke waja se growth intact ha for long run only.


Optimistic bhai kia lagta hai wapis below 200 jai ga. Currency devaluation ho sakti hai

Economists and Financial experts says there will be max 3% further currency devaluation means max 144 rate so its not material and further i don't see any share to give capital gain in short term. No idea of short term trading.


Optimistic bhai result expectations kya hai

If you add back non reoccurring expenses EPS were 4+ alone in 2nd Qtr, i expect good results of 3rd Qtr March

WHAT WERE THE NONRECURRING EXPENSES IN 2ND QTR?????????

31 millions exchange loss
15 millions provision for trade debt

Title: Re: FEROZ -- Ferozsons laboratories
Post by: rashid.Maria on April 10, 2019, 06:35:08 PM
Optimistic bhai feroz lab 225 ho sakta hai

No idea. Muj 700+ chaye within 3 years muj koe jaldy nae. Book value 191 ha aur solid company bs currency devaluation na ho mazeed otherwise CPI linked annualized price increase to allow ha pharmaceuticals ko.

Sehat insaf card ke waja se growth intact ha for long run only.


Optimistic bhai kia lagta hai wapis below 200 jai ga. Currency devaluation ho sakti hai

Economists and Financial experts says there will be max 3% further currency devaluation means max 144 rate so its not material and further i don't see any share to give capital gain in short term. No idea of short term trading.


Optimistic bhai result expectations kya hai

If you add back non reoccurring expenses EPS were 4+ alone in 2nd Qtr, i expect good results of 3rd Qtr March

WHAT WERE THE NONRECURRING EXPENSES IN 2ND QTR?????????

31 millions exchange loss
15 millions provision for trade debt


Optimistic bhai 17-4-19 ko board meeting hai . result expectations kya hai . aj Imran khan prices reverse ka bi order dya hai
Title: Re: FEROZ -- Ferozsons laboratories
Post by: optimistic on April 10, 2019, 07:26:35 PM
Optimistic bhai feroz lab 225 ho sakta hai

No idea. Muj 700+ chaye within 3 years muj koe jaldy nae. Book value 191 ha aur solid company bs currency devaluation na ho mazeed otherwise CPI linked annualized price increase to allow ha pharmaceuticals ko.

Sehat insaf card ke waja se growth intact ha for long run only.


Optimistic bhai kia lagta hai wapis below 200 jai ga. Currency devaluation ho sakti hai

Economists and Financial experts says there will be max 3% further currency devaluation means max 144 rate so its not material and further i don't see any share to give capital gain in short term. No idea of short term trading.


Optimistic bhai result expectations kya hai

If you add back non reoccurring expenses EPS were 4+ alone in 2nd Qtr, i expect good results of 3rd Qtr March

WHAT WERE THE NONRECURRING EXPENSES IN 2ND QTR?????????

31 millions exchange loss
15 millions provision for trade debt


Optimistic bhai 17-4-19 ko board meeting hai . result expectations kya hai . aj Imran khan prices reverse ka bi order dya hai

15% increases of pharmaceuticals order were approved by Federal Committee chaired by Imran Khan, how he can now order for price notice reversal? No such news on drugs prices.
Title: Re: FEROZ -- Ferozsons laboratories
Post by: rameez1 on April 10, 2019, 08:11:41 PM
Had a discussion with a very senior pharma guy, he is of the view that this price increase has become such a big political issue that the govt will have to reverse the price increase order. No respite for pharmas in the short term at least.
Title: Re: FEROZ -- Ferozsons laboratories
Post by: optimistic on April 10, 2019, 08:20:58 PM
Had a discussion with a very senior pharma guy, he is of the view that this price increase has become such a big political issue that the govt will have to reverse the price increase order. No respite for pharmas in the short term at least.

Stupid move by Govt as earlier 15% price increases were approved by themselves how they can now take u-turn after 4 months passed.
Title: Re: FEROZ -- Ferozsons laboratories
Post by: rameez1 on April 10, 2019, 08:24:57 PM
Had a discussion with a very senior pharma guy, he is of the view that this price increase has become such a big political issue that the govt will have to reverse the price increase order. No respite for pharmas in the short term at least.

Stupid move by Govt as earlier 15% price increases were approved by themselves how they can now take u-turn after 4 months passed.
Because govt is already under pressure on other fronts and they don't want opposition to press them on this medicine price issue.
Title: Re: FEROZ -- Ferozsons laboratories
Post by: rashid.Maria on April 10, 2019, 08:29:23 PM
Had a discussion with a very senior pharma guy, he is of the view that this price increase has become such a big political issue that the govt will have to reverse the price increase order. No respite for pharmas in the short term at least.

Stupid move by Govt as earlier 15% price increases were approved by themselves how they can now take u-turn after 4 months passed.
Because govt is already under pressure on other fronts and they don't want opposition to press them on this medicine price issue.


Result expectations kya hai. result on 17-04-2019. Buy karna chayia
Title: Re: FEROZ -- Ferozsons laboratories
Post by: rameez1 on April 10, 2019, 08:39:22 PM
Had a discussion with a very senior pharma guy, he is of the view that this price increase has become such a big political issue that the govt will have to reverse the price increase order. No respite for pharmas in the short term at least.

Stupid move by Govt as earlier 15% price increases were approved by themselves how they can now take u-turn after 4 months passed.
Because govt is already under pressure on other fronts and they don't want opposition to press them on this medicine price issue.


Result expectations kya hai. result on 17-04-2019. Buy karna chayia
Bro my personal opinion is to stay away from market for some time unless you intend to stay long in it like Opti. Results do not move shares in a market downtrend. Issues like IMF FATF and political instability will keep hurting the market for a few months.
Title: Re: FEROZ -- Ferozsons laboratories
Post by: maqsood on April 11, 2019, 02:20:26 PM
 :bangin: :bangin: market may 4 year soag ka ilan(innoncment) ke gyee hay. lihza 4 year ki baad intree k bari may sochyi
Title: Re: FEROZ -- Ferozsons laboratories
Post by: optimistic on April 17, 2019, 08:04:08 PM
Gross profit is reduced by Rs. 100 millions as compared to previous quarter Dec2018 whereas sale is down by Rs. 50 millions compared to previous qtr. No idea why COGS is being higher by 100 millions,may be some impairments being charged.
Title: Re: FEROZ -- Ferozsons laboratories
Post by: SBM on April 18, 2019, 06:02:36 PM
Gross profit is reduced by Rs. 100 millions as compared to previous quarter Dec2018 whereas sale is down by Rs. 50 millions compared to previous qtr. No idea why COGS is being higher by 100 millions,may be some impairments being charged.
raw materials are imported and now more costly due to rupee depreciation
Title: Re: FEROZ -- Ferozsons laboratories
Post by: optimistic on April 18, 2019, 10:30:11 PM
Gross profit is reduced by Rs. 100 millions as compared to previous quarter Dec2018 whereas sale is down by Rs. 50 millions compared to previous qtr. No idea why COGS is being higher by 100 millions,may be some impairments being charged.
raw materials are imported and now more costly due to rupee depreciation

Why there were no impact during Oct to Dec 2018 qtr where major devaluations happened. Further do you think 15% price increases would be sufficient to mitigate the negative impact going forward?
Title: Re: FEROZ -- Ferozsons laboratories
Post by: optimistic on April 22, 2019, 09:48:41 PM
200 se 145 within 3 weeks  huhu

What a blow to holders.
Title: Re: FEROZ -- Ferozsons laboratories
Post by: SBM on April 23, 2019, 03:12:25 AM
Gross profit is reduced by Rs. 100 millions as compared to previous quarter Dec2018 whereas sale is down by Rs. 50 millions compared to previous qtr. No idea why COGS is being higher by 100 millions,may be some impairments being charged.
raw materials are imported and now more costly due to rupee depreciation

Why there were no impact during Oct to Dec 2018 qtr where major devaluations happened. Further do you think 15% price increases would be sufficient to mitigate the negative impact going forward?
There are multiple ways movement in fx can hurt/benefit a company
One way is making imported raw materials expensive/ cheap. Manufacturers often have some stock available at lower rates of raw materials..  .. it takes time for the full effect of depreciation of the currency this way
Another way is marking to market the trade receivables or payables .. This impact is instantaneous as we saw positive surprises in the earnings of sys and avn etc .. and negative in hino psmc etc
 
Title: Re: FEROZ -- Ferozsons laboratories
Post by: optimistic on April 25, 2019, 11:29:43 PM
Today its market capitalization stand at 4.0 billion rupees v/s 38 billion rupees when share price hit 1280 apx 3 years back.

Trading at huge discount to its book value @ 191
Title: Re: FEROZ -- Ferozsons laboratories
Post by: Aahaf on April 26, 2019, 12:12:12 AM
Js ka item hai shahtaj na bana de 120 recent bottom kaam nahi kia ziada raas nahi aata 165 pe liya aur second time 174 touch kar ke wapis aaya to 169 pe nikal gya baki sab ne acha gain diya 100 walon ne 20 ka note aur 20 walon ne 3 4 ka sikka
Title: Re: FEROZ -- Ferozsons laboratories
Post by: optimistic on April 26, 2019, 12:34:48 AM
Js ka item hai shahtaj na bana de 120 recent bottom kaam nahi kia ziada raas nahi aata 165 pe liya aur second time 174 touch kar ke wapis aaya to 169 pe nikal gya baki sab ne acha gain diya 100 walon ne 20 ka note aur 20 walon ne 3 4 ka sikka

Bhai last time when index were @ 36800 in year 2016 Ferozsons rate were 1000 in April 2016 check history now index at 36800 and its rate at 135.
Title: Re: FEROZ -- Ferozsons laboratories
Post by: Aahaf on April 26, 2019, 01:34:10 AM
Yaar opti 2008 main js ne murgha pala tha jscl 1600 ka tha is baar naam badal dia to kia hua feroz bhi 2009 main 55-57 pe ghoomta tha
Title: Re: FEROZ -- Ferozsons laboratories
Post by: optimistic on April 26, 2019, 02:00:09 AM
Yaar opti 2008 main js ne murgha pala tha jscl 1600 ka tha is baar naam badal dia to kia hua feroz bhi 2009 main 55-57 pe ghoomta tha

Its max low price in 2009 were 93 and high were 223 during 2009.

During year 2014 to 2016 they earned net profit of  appx 3.5 billion rupees so its financial has been solid now as compared to year 2009/10 etcx.
Title: Re: FEROZ -- Ferozsons laboratories
Post by: optimistic on April 28, 2019, 04:43:30 PM
Bhot zulim kya punter nay 226 se 131 straight.  Maar maar dalaa zalim.
Title: Re: FEROZ -- Ferozsons laboratories
Post by: Alpha on April 28, 2019, 05:47:02 PM
Bhot zulim kya punter nay 226 se 131 straight.  Maar maar dalaa zalim.

Blame goes to the govt not punter for pathetic handling of affairs
Title: Re: FEROZ -- Ferozsons laboratories
Post by: optimistic on April 29, 2019, 12:23:01 AM
Bhot zulim kya punter nay 226 se 131 straight.  Maar maar dalaa zalim.

Blame goes to the govt not punter for pathetic handling of affairs

https://www.thenews.com.pk/print/462919-pharma-industry-govt-agree-on-75pc-hike-in-drug-prices

I think issue is being resolved now.
Title: Re: FEROZ -- Ferozsons laboratories
Post by: optimistic on April 30, 2019, 04:35:26 PM
https://ferozsons-labs.com/wp-content/uploads/2019/04/Q3-19.pdf
Title: Re: FEROZ -- Ferozsons laboratories
Post by: optimistic on May 01, 2019, 08:06:44 PM
https://ferozsons-labs.com/wp-content/uploads/2019/04/Q3-19.pdf

Coming 4th Qtr would be good eps In Sha Allah. This 3rd Qtr profit were less due to Annual Sales Conference abroad expenses.
Title: Re: FEROZ -- Ferozsons laboratories
Post by: Aahaf on May 15, 2019, 01:37:38 AM
Js ka item hai shahtaj na bana de 120 recent bottom kaam nahi kia ziada raas nahi aata 165 pe liya aur second time 174 touch kar ke wapis aaya to 169 pe nikal gya baki sab ne acha gain diya 100 walon ne 20 ka note aur 20 walon ne 3 4 ka sikka
for opti only
Title: Re: FEROZ -- Ferozsons laboratories
Post by: Aahaf on May 21, 2019, 12:09:34 AM
110 120 110 120 110 120  huhu kab 90 pe aaye ga bhai 1000 aur lenay hain :tongue:
Title: Re: FEROZ -- Ferozsons laboratories
Post by: optimistic on May 21, 2019, 12:19:35 AM
110 120 110 120 110 120  huhu kab 90 pe aaye ga bhai 1000 aur lenay hain :tongue:

90 nae ata abe buy kar karo aahaf, In Sha Allah last 4th Qtr will be strong due to full impact of price increases.
Title: Re: FEROZ -- Ferozsons laboratories
Post by: Aahaf on May 21, 2019, 12:27:11 AM
110-120 wali range ke quota pura ho chuka ab 90 ya 125 plus dekhun ga puri mkt mari pari hai 7.8 7.9 main unity lia aadha uper cap pe de diya sold quantity 5 main mil jai majay phir nahi dekhun ga untill unless counter change na ho
Title: Re: FEROZ -- Ferozsons laboratories
Post by: optimistic on May 21, 2019, 12:49:25 AM
110-120 wali range ke quota pura ho chuka ab 90 ya 125 plus dekhun ga puri mkt mari pari hai 7.8 7.9 main unity lia aadha uper cap pe de diya sold quantity 5 main mil jai majay phir nahi dekhun ga untill unless counter change na ho

Bhai ap solid trader ho humen tu ase kam karna nae ata rul dua tabdeli nae post elections ase maar perhe ha kay cheekein nickal ayen.
Title: Re: FEROZ -- Ferozsons laboratories
Post by: optimistic on May 26, 2019, 05:38:20 PM
105 se 135 in just one week lagta ha Searl kay sath sath cahaly ga kar do 200++++  :clap1: In Shaa Allah.
Title: Re: FEROZ -- Ferozsons laboratories
Post by: hizohaib3 on May 26, 2019, 07:02:28 PM
Pharma sector drugs increase prices reversed by govt 70 to 100 drugs prices reduced by govt will this effect feroz from monday?
Title: Re: FEROZ -- Ferozsons laboratories
Post by: optimistic on May 27, 2019, 04:31:02 PM
Pharma sector drugs increase prices reversed by govt 70 to 100 drugs prices reduced by govt will this effect feroz from monday?

Today Searl, Glaxo, Highnoon were upper caps so no impact on pharmaceutical sector.
Title: Re: FEROZ -- Ferozsons laboratories
Post by: Aahaf on June 14, 2019, 02:12:53 AM
105 se 135 in just one week lagta ha Searl kay sath sath cahaly ga kar do 200++++  :clap1: In Shaa Allah.
need to close above 135 , 130-135 profit book karna mangta
Title: Re: FEROZ -- Ferozsons laboratories
Post by: Aahaf on June 15, 2019, 12:49:04 AM
Sold half today punter 135 plus kar phir 165 pe miltay hain on other hand see u btw 85-90
Title: Re: FEROZ -- Ferozsons laboratories
Post by: optimistic on June 15, 2019, 01:45:42 AM
Sold half today punter 135 plus kar phir 165 pe miltay hain on other hand see u btw 85-90

Time till searl strong this too will perform.
Title: Re: FEROZ -- Ferozsons laboratories
Post by: ajeebkhan on June 15, 2019, 03:07:59 AM
Sold half today punter 135 plus kar phir 165 pe miltay hain on other hand see u btw 85-90
Plaulyer Mai Damm hai .. 240 maray ga issi cut bazaar ke arh main.. in second half I again bought 30% for more fruits..
118 pe liya 140 pe dia .. phir 166 jata dekha kaam na Kia..162 pee Thora Lia 159 pe loss book kis  168 see wapis aata dekha 144 pe  138 ka stoploss in mind rakh k again Lia tou aaj 169.50 pe dia .. pora din iska kaam dekha then again 30% 168 pe liya (searl-jun) game .. :good :good
Title: Re: FEROZ -- Ferozsons laboratories
Post by: Aahaf on August 03, 2019, 01:00:41 AM
105 se 135 in just one week lagta ha Searl kay sath sath cahaly ga kar do 200++++  :clap1: In Shaa Allah.
need to close above 135 , 130-135 profit book karna mangta
100 ke niche close nahi ho raha jo 90 ka aasra banay khair 35 rupay ka gola bhi bura nahi tha kha lia :tongue:
Title: Re: FEROZ -- Ferozsons laboratories
Post by: optimistic on September 03, 2019, 11:19:51 AM
What is annual result expectation and payout ???
Title: Re: FEROZ -- Ferozsons laboratories
Post by: Aahaf on September 04, 2019, 11:52:04 PM
Sold half today punter 135 plus kar phir 165 pe miltay hain on other hand see u btw 85-90

Time till searl strong this too will perform.
opti bro second time aap ke bhai ki support level se ghooma 15rs ke narrow band main trade ho raha hai 103 plus closing required now
Title: Re: FEROZ -- Ferozsons laboratories
Post by: aatradekhi on September 16, 2019, 02:54:01 PM
FEROZ

ANNUAL ACCOUNTS SATURDAY 21-09-2019 02PM
Title: Re: FEROZ -- Ferozsons laboratories
Post by: aatradekhi on September 17, 2019, 10:47:04 AM
LAST 5 SESSIONS MAI FEROZA BAJI ajeebkhan ki ajeeb o GAREEB bataon ki waja say naraz thi ab mood acha lag raha hai is ka... :tongue: :tongue: