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[基础分析] Great SVA Facts

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发表于 2010-5-15 04:33 PM | 显示全部楼层 |阅读模式


1. Currently Sinovac has enough cash: $118.9 million (~$2.2/share)
Cash and cash equivalents at March 31, 2010 increased to $118.9 million (not including the revenue from the 8.74 million H1N1 vaccine doses stockpiled by the government)

2. Sinovac has strong facilities with value far above its current common share market capital:

Sinovac Biotech Ltd. Beijing Headquarter, its wholly owned subsidiary Tangshan Yian, its wholly owned subsidiary Sinovac Biotech (Hong Kong) Ltd, its wholly owned Changping production facility, Sinovac's joint venture Sinovac Dalian  

3. Sinovac has profitable and great potential pipeline products

Sinovac's commercialized vaccine products include:
Healive(R) (hepatitis A),
Bilive(R) (combined hepatitis A and B),
Anflu(R) (seasonal influenza),
Panflu(TM) (pandemic influenza (H5N1)),
and Panflu.1(TM) (pandemic influenza A (H1N1).

Sinovac is developing vaccines (advancing robust pre-clinical) for:
enterovirus 71(EV 71, HFMD),
universal pandemic influenza,
pneumococcal infection,  
Japanese encephalitis,
animal rabies vaccines,
HIB vaccine,
meningitis vaccine,
rabies, chickenpox(varicella), mumps and rubella vaccines for human use.

4. In 2010, Sinovac expects to advance the clinical development of its pipeline products such as:

(1) to commence clinical trials in China for its enterovirus 71 (EV 71, HFMD) vaccine and Japanese encephalitis vaccine upon receiving approval of its clinical trial applications from SFDA. In December 2009, China's State Food and Drug Administration (SFDA) accepted the Company's application to commence human clinical trials for its vaccine against human EV 71, which causes HFMD. This is the first clinical trial application submitted in China for the EV71vaccine. No vaccine or antiviral treatment is currently available for HFMD worldwide

(2) to commence clinical trials in China for the mumps vaccine under development at Sinovac Dalian upon receiving approval for its clinical trial application from the SFDA. Sinovac Submitted Clinical Trial Application for Mumps Vaccine to SFDA on May 5, 2010.

(3) to file the clinical trial application with the SFDA for its pneumococcal conjugate vaccine;

5. Sinovac intends to continue executing its business plan at the Sinovac Dalian and the Changping facilities to increase production capacity of its commercialized vaccines and prepare for the commercialization of its pipeline products.

6. Sinovac continues to collaborate with its local distribution partners to obtain requisite approvals in targeted international markets, including India, Mexico and the Philippines.

7. SVA is to be added to NASDAQ Biotec Index (NBI) effective on May 24:
NEW YORK, May 14, 2010 (GLOBE NEWSWIRE) -- The NASDAQ OMX Group, Inc. (Nasdaq:NDAQ - News) announced today the results of the semi-annual re-ranking of the NASDAQ Biotechnology Index(R) (Nasdaq:NBI - News), which will become effective prior to market open on Monday, May 24, 2010. The following nine securities will be added to the Index: Affymax, Inc. (Nasdaq:AFFY - News), China Biologic Products, Inc. (Nasdaq:CBPO - News), Curis, Inc. (Nasdaq:CRIS - News), Cytori Therapeutics, Inc. (Nasdaq:CYTX - News), Eurand N.V. (Nasdaq:EURX - News), Jazz Pharmaceuticals, Inc. (Nasdaq:JAZZ - News), MAP Pharmaceuticals, Inc. (Nasdaq:MAPP - News), Sinovac Biotech Ltd. (Nasdaq:SVA - News), and Talecris Biotherapeutics Holdings Corp. (Nasdaq:TLCR - News).

The current SVA PPS is heavily undervalued and has been badly manipulated by the market makers. The reasonable SVA PPS should be ranged from $10 to $20.
 楼主| 发表于 2010-5-16 08:41 PM | 显示全部楼层
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