Sinovac Biotech Ltd. (SVA)

All Comments on SVA

  • commenter
    naki boy
    Jun 15 08:42 PM
    China Biotech Week in Review: Deals and Drugs [view article]
    More evidence that Relenza may be the more important anti-viral drug in the battle against H5N1. Reply
  • commenter
    huangthomas
    Jun 15 11:57 AM
    China Biotech Week in Review: Deals and Drugs [view article]
    The first cholesterol-lowering statin, levostatin, is derived from Chinese Red-rice. Merck obtained the patent right, but had to compete with inexpensive Chinese red rice capsule, which led them to pursue the second statin, "Zocor". I am not surprised to see that Chinese red rice capsules are beneficial to heart disease patients. Reply
  • commenter
    intelligence
    Jun 09 11:24 AM
    China Biotech Week in Review: Earnings, Deals and Drug Development [view article]
    Sales increased by 62%--naturally receivables increased

    bad debts went down--read the press release     Reply
  • commenter
    ChinaMart
    Jun 02 07:14 AM
    My Website
    China Biotech Week in Review: Earnings, Deals and Drug Development [view article]
    LTUS (Lotus Pharmaceuticals) reaffirmed 2008 guidance on Friday. That guidance of $13.8M USD in net income is about .29/share fully diluted...making the PE for LTUS well under 4.
    As far as I can tell, this makes LTUS the best value in the China Biopharma sector today.     Reply
  • commenter
    TechKim
    Jun 01 11:11 PM
    China Biotech Week in Review: Earnings, Deals and Drug Development [view article]
    CPHI selling 5 million shares at a below-market price of $2. then giving investors 1.25 million three-year warrants to buy additional shares at $2.80 is a major concern to investors. Reporting uncollected revenue increase is deceitfull, by then following it up with a private placement.

    I wonder how the recent donations will be reported?     Reply
  • commenter
    Redactor
    May 30 10:30 AM
    My Website
    Sinovac to Supply Vaccines to China Earthquake Victims [view article]
    My Comment: Obviously, Craig wrote this before the recent news on SVA's Hep A sales. These sales underscore his point that China is making a fundamental change in how it handles crisis health situations, which are more responsive for citizens and profitable for businesses.

    Its a win - win situation for China and sure to continue, which is good for all of investing in SVA and LWLL     Reply
  • commenter
    Redactor
    May 30 10:19 AM
    My Website
    Sinovac to Supply Vaccines to China Earthquake Victims [view article]
    "A Paradigm Shift in China’s Crisis Relief Efforts; the Convergence of Communism and a Market Economy"

    PART II

    According to Linkwell Chairman and CEO, Mr. Xuelian Bian, the Company’s response compares to the scale and efforts given during the 2002 - 2003 SARS epidemic. High level operations are expected to last through mid-June. Mr. Bian commented, “We are working with several emergency organizations, with authorization from the MOH Emergency Response Office, to provide disinfectant training and products throughout the affected region.”

    According to independent news sources, More than 5,000 health personnel are working to disinfect China's earthquake-hit villages, and doctors and nurses are stationed round the clock in refugee camps to try to prevent survivors from falling sick. Linkwell is providing emergency training for disinfectant operators and disinfectant products, primarily to NGOs, including the Red Cross and the Communist Youth League. It is expected that the MOH will continue to recognize Linkwell as an authorized provider of products and services in future health crises.

    There are some key differences between Sinovac’s and Linkwell’s contributions. According to Sinovac, it is donating vaccines, services and money, while Linkwell is donating some products and services, discounting others, and getting full payment for the majority of its products. The key reason for this is that Sinovac is donating to the MOH, while Linkwell, as an MOH authorized provider of its products and services, is selling its products primarily to non-government relief organizations, such as the Red Cross.

    Linkwell’s manufacturing operations are going around the clock to meet disinfection requirements and emergency support teams are on call 24/7. The products are distributed via military transportation to the emergency areas; usually by air. “We are proud to have such a vital role and help in this relief effort” said Mr. Bian, “The products we are providing are used to control infection in the environment and on material surfaces and hand disinfection.”

    China’s utilization of Linkwell and Sinovac is a fungible process for leveraging non-government public companies for government requirements. However, this does not come as some cost. In response to emergency relief efforts, Linkwell has suspended its normal disinfection and pest control training and licensing program and converted to emergency training for disinfection operators going into disaster areas. Once this is completed, the Company will revert to normal operations, showing once again that a nimble public company can be fungible between government and the public market.

    Is this a paradigm shift for China’s emergency response system? It appears so, “Our relationship with MOH is very good and we are prepared to respond very quickly to future relief efforts,” said Linkwell’s COO, Mr. Arthur Huang, “Since our company was founded from the Second Military Medical University, we have a common culture, language and organizing process as the PLA, who are usually the first responders to disasters.” It is also quite possible that Sinovac will be taking a larger role in the future, since its relationship with MOH appears to becoming closer.

    One thing appears abundantly clear; once again China’s central government has managed to forge together the communist government system with a modern market economic system.
    Reply
  • commenter
    Redactor
    May 30 10:19 AM
    My Website
    Sinovac to Supply Vaccines to China Earthquake Victims [view article]
    Segue Ventures wrote in their blog a really good article that Seeking Alpha should have posted entitled, "A Paradigm Shift in China’s Crisis Relief Efforts; the Convergence of Communism and a Market Economy"

    PART I

    Ever since shifting towards a market base economy, political and financial experts have often pondered how this apparently paradoxical relationship would co-exist. In front of the whole world the scenario is playing out as public companies like Linkwell Corporation (OTCBB: LWLL) and Sinovac Biotech (Amex: SVA) are being integrated into the old communist emergency response system to form a whole new paradigm; more effective, efficient and fungible.

    China was widely criticized for its handling of the 2002-2003 SARS epidemic. The government was accused of attempting to hide the crises and for being slow to react; and the PRC has since officially apologized. Since then, Chinese officials have claimed to have made numerous changes in its reporting and response policies, however many outsiders remained dubious.

    Today, many political wonks and disaster relief professionals are speaking well of China’s response to the May 12th earthquake in Sichuan Province, which is significantly different than anytime in modern history. According to the People’s Daily China (English Edition), “The Wall Street Journal Asia Edition (U.S.), the Globe and Mail (Canada), the Guardian (U.K.), among other foreign news agencies, have recently published articles on China's earthquake relief. They have all lauded the earthquake relief efforts made by the Chinese government.”

    The most often cited changes leading to this dramatic improvement include improved openness and the integration of non-government organizations (NGOs). The response has been overwhelming. Private individuals have volunteered time, skills and millions of dollars to the earthquake relief efforts. But one key development has escaped the attention of the media; the contributions of non-government enterprises, such as Linkwell Corporation and Sinovac Biotech.

    Linkwell Corporation (Linkwell) (OTC Bulletin Board: LWLL - News), a leading developer, manufacturer and distributor of healthcare related disinfectants in China, announced that it was running 24/7 operations in support of China’s earthquake relief efforts. Sinovac Biotech Ltd., a leading provider of vaccines in China, also announced that it is providing immediate support to China's Ministry of Health to support disease control efforts. The Chinese government, non-government organizations (NGOs) and even individuals have mobilized on an unprecedented scale in response to the earthquake in the southwestern Sichuan Province.
    Reply
  • commenter
    ChinaMart
    May 18 03:59 PM
    My Website
    Sinovac’s Q1 Doubles Year-Earlier Results [view article]
    LTUS reports early next week, and should have excellent results as well. I'm still amazed that the Jim rogers types aren't talking about China pharmas- they're all about ag., travel, energy, and online. But the China pharma sector is growing 20% (or more) yoy, and there are less pharmas competing for that bigger pie due to rapid consolisation. This puts them in an excellent position to continue to report the kind of growth we've seen so far in 2008 for the rest of the year IMO, and makes them among the most attractive of China investments right now. Reply
  • commenter
    forrestmille
    r
    May 18 03:44 PM
    General Discussion on SVA
    I consider it a strong buy up to $6 based upon 30 times trailing profit of $0.20 I use. 2007 profit $0.19, last 4 quarters now $0.21, I use $0.20. The P/E of 30 I want to use is the minimum range of estimated growth; I think it will exceed that, but either way the current P/E is way too low.

    They did a private placement in Q1 raising shareholders equity by $0.25 from appr. $0.75 to appr. $1. I would take a many of those as they need to do to grow the company. No big giveaways like you sometimes see happen.

    If you go to the Y! Finance message board for SVA you will encounter posts by liars and troublemakers, perhaps more than usual. Maybe some of that is due to the fact that SVA became public by the reverse split/buyout of a shell company. Those things frequently turn out badly, but in this case I think we have a good management and a good franchise. If you are willing to slog through the trash, you should find some intelligent discussion.

    Benjamin Graham found value in discount to book. Warren Buffet finds value in a company's franchise. SVA has favor with the Chinese government, so even though vaccines may not be high margin or sexy, I consider this a growth and value play. They have benn executing their business plan pretty well so far, IMHO.

    Regards,

    Forrest Miller     Reply
  • commenter
    weng ho teng
    May 18 10:39 AM
    Sinovac’s Q1 Doubles Year-Earlier Results [view article]
    I like the China bio-pharmas. No doubt there is serious opportunity there.

    That being said, I must point out the best China investment of 2008 .

    MYST.OB will show growing strength thru 2008 and beyond.

    That is my favorite stock now.     Reply
  • commenter
    SeekingAlpha
    Editors
    Apr 06 05:17 AM
    My Website
    General Discussion on SVA
    Is this a buy or a sell? Reply
  • commenter
    Jimk7
    Dec 30 05:03 AM
    China Biotech Week in Review: East-West Interdependence in 2007 [view article]
    A lot of U.S. bio-pharma companies are taking stakes in established entities listed on the Hong Kong exchange. Though we probably won't see pops like we would in Chinese companies listed in the U.S. It could be something to gamble on for the long-term. You can pick them up for pennies on the dollar per share but most of the time are required to buy in blocks of thousands. Reply
  • commenter
    an actual
    trader
    Dec 11 12:15 PM
    Chinese Stocks Just Getting Started? Two Opportunities [view article]
    i know the author of this article. he knows almost nothing about trading or chinese stocks (he didn't even know what PTR was until i told him to look at it a few months ago). read and trade based on this moron's advice at your own peril. Reply
  • commenter
    Market
    Swimmer
    Oct 17 09:14 PM
    Chinese Stocks Just Getting Started? Two Opportunities [view article]
    It's a very interesting post, I totally agree with you. Chinese stocks are on fire, there are some historical reasons for it. Google me, you will fine my posts.

    marketswimmer.blogspot...     Reply
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