Tenbagger SINOVAC - Analysen - 500 Beiträge pro Seite

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Last updated at: (Beijing Time) Friday, March 05, 2004

Premier Wen hails victory in fight against SARS
Chinese Premier Wen Jiabao Friday hailed the country`s "great victory" in the fight against severe acute respiratory syndrome (SARS) last year, when he delivered the Report on the Work of the Government at the opening of the Second Session of the Tenth National People`s Congress.


Chinese Premier Wen Jiabao Friday hailed the country`s "great victory" in the fight against severe acute respiratory syndrome (SARS) last year, when he delivered the Report on the Work of the Government at the opening of the Second Session of the Tenth National People`s Congress.

He said China suffered from a disastrous SARS outbreak last spring. The Party Central Committee and the State Council gave top priority to protecting people`s health and lives and promptly investigated SARS and took steps to prevent and treat it.

"We enforced the Law of the People`s Republic of China on the Prevention and Treatment of Communicable Diseases, formulated the Regulations on Public Health Emergency Response, and classified SARS as a communicable disease," Wen said.

"We reported the facts of the SARS situation exactly as they were and mobilized the general public throughout the country to control the outbreak."

The State Council and local governments established anti-SARS headquarters to coordinate human, material and financial resources and to make full use of primary-level organizations in both urban and rural areas, so as to ensure that prevention and treatment work was done quickly and orderly.

The government took such measures as providing free treatment for SARS patients among rural workers in urban areas to prevent the spread of SARS to rural areas, he noted.

"During the difficult days of our anti-SARS campaign, leading cadres at all levels took to the frontlines, the people throughout the country united as one, all sectors of society pulled together, large numbers of medical workers faced danger fearlessly, and the Chinese nation withstood a severe test," the premier said.


http://english.peopledaily.com.cn/200403/05/eng20040305_1365…


Da scheint sich schon jemand mit den Blumen von Sinovac zu schmücken!?

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Schöne Analyse von SINOVAC durch Stockjournal:

Hier nur mal auszugsweise deren Zusammenfassung:


Stocksjournal Summary

Sinovac Biotech is addressing the explosive growth of China’s population, and its economy, by developing new vaccines to meet the nation’s escalating demand for affordable medicines. The fact that China’s economy is booming and will likely continue to do so for years to come, as Chinese GDP growth keeps roaring along at a blistering pace, bodes well for the nation’s adoption of new medical services and technologies. As a result of this economic strength, Chinese demographics exemplify a growing middle class that has greater disposable income, is increasingly more health conscious, and has demonstrated a desire for preventative medicines. Moreover, the same may be said for other economies within SouthEast Asia. As such, these prospering economies can provide stable, growth markets for Sinovac’s products over the long-term.

Sinovac Biotech is a compelling growth situation, because the Company is uniquely positioned to sell its proprietary vaccines to a ready market that is critically under serviced. The Company’s accomplished management team, technical expertise, market presence, and established alliances, give it a competitive edge regarding the development and deployment of new products within the nuances of China’s rapidly evolving political and economic systems. In the weeks and months ahead, look to Sinovac to further establish itself as a dominant player in the production of vaccines for China’s burgeoning home grown medical services industry.

http://www.stocksjournal.com/print.cfm?page=snvbf

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Capital Structure:

Authorized common shares 100,000,000
Common issued & outstanding 27,066,033
Options 3,000,000
Restricted 16,500,000
Float 10,500,000

Bei 300,000,000 in den nächsten 5 Jahren gegen Hepatitis zu impfenden Kindern in China und einem Gewinn von 5 Euro pro Vaccine (Havrix 1440 kostet meines Wissens ca 30 Euro) würde eine Kalkulation ergeben, dass SINOVAC innerhalb der nächsten Jahre alleine mittels Hepatitis-Vaccinen 1,500,000,000 Euro Gewinn machen könnte.
Das wären pro Jahr durchschnittlich 300,000,000 Euro.
Der Gewinn pro Aktie läge somit bei 3,00 Euro, dies entspricht einem derzeitigem KGV von < 2.

Eine Verzehnfachung des Kurses auf Sicht von einem Jahr halte ich daher für möglich!

Das Potential durch neue Vaccinen gegen SARS und andere Infektionserkrankungen sind dabei noch nicht berücksichtigt!

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In einer Studie von Marc Davis heißt es:

"Sales of Healive for 2003 are already growing exponentially over 2002 (the year the vaccine was launched) with a total of approximately 500,000 units sold at around US $7 each."

"Moreover, Sinovac`s management says its vaccine is safe and effective for the inoculation of children, whereas GlaxoSmithKline`s vaccine is only intended for use by people over the age of 16. And with a target market in China of approximately 300 million youngsters, including about 20 million newborns each year, Sinovac is strategically poised to capitalize on this as-yet unmet need. "


"Significantly, China`s federal government has selected Sinovac to spearhead a recently initiated national healthcare initiative to inoculate all of China`s 100 million-plus school children within the next 5 to 7 years. (Sinovac`s combined Hepatitis A&B vaccine, Bilive, is expected to target the same demographics)."

"A recent GlaxoSmithKline study suggests that China`s market for the Hepatitis A vaccine, alone, could be worth up to $1.5 billion by the end of 2005 and that the Chinese biomedical industry, itself, will be the largest in the world by 2020."


http://www.smallcapmedia.com/archives/biotech/biotech-novemb…

Angesichts dieser Gewinnaussichten von SINOVAC erscheint der Kursgewinn der letzten Tage mehr als gerechtfertigt!

Aus charttechnischer Sicht gibt es derzeit sowieso keine schönere Aktie. Bleibt die Aktie im etablierten Aufwärtstrendkanal, so wird sich der Kurs pro Monat verdoppeln.

Angesichts eines Marktes von 1,5 Mrd. USD alleine für Hep-A-Impfungen bis 2005 ist die SINOVAC-Bewertung bei 6 bis 7 USD geradezu lächerlich.

Das Kursziel für 2004 sehe ich bei 60-70 USD pro Aktie. Wäre vom aktuellen Stand aus gesehen immernoch ein tenbagger!

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Morgen Kursexplosion erwartet!

WHO approves China′s SARS vaccine trials

www.chinaview.cn 2004-03-07 11:59:31

BEIJING, March 7 (Xinhuanet) -- The World Health Organization has approved China`s plan for clinical tests of its newly developed SARS vaccine.

Thirty volunteers will be selected for the clinical tests. WHO experts say the volunteers will be vaccinated only after signing a consent form. Tests on the thirty participants, with ages ranging from 18 to 40, is the first phase of clinical trials. The second phase will have more participants from a wider age bracket. The final phase will only be carried out if there is a new outbreak of SARS.

WHO experts have expressed confidence in Chinese research in the field of SARS prevention, and say they look forward to further cooperation in the vaccine trials.

(CCTV.COM)

www.chinaview.cn