Sinovac Biotech Ltd. Google Group

Re: Significance of Sinovac-Dalian Joint Venture

2009-11-27T11:17:17Z

Sinovac is also about to release its Animal Rabies Vaccine which is a
vero cell cultured vaccine.
Perhaps the new venture is to be utilised for that production line?

Re: China announces large order between 9 companies...

2009-11-27T11:11:04Z

Depends if the new factory with its extra production capacity was
taken into consideration and made known to the relevant authorities.
If so, SVA could cope with a 10m-15m order, if not it will be nearer
the 5m area.

Re: China announces large order between 9 companies...

2009-11-27T03:38:13Z

I would guess another 3 mil.

Re: Significance of Sinovac-Dalian Joint Venture

2009-11-27T00:18:27Z

Thanks, Taco and M.H.

[link]

I've tried this before, but it hasn't work. If I don't get it right
this time, I'll my son to show me next time he's over.

Re: China announces large order between 9 companies...

2009-11-26T19:06:42Z

I guess: 12,750 doses to SVA

Re: China announces large order between 9 companies...

2009-11-26T18:57:17Z

21.79 million goes to Hualan Company, how many SVA get? any
information?

Re: Significance of Sinovac-Dalian Joint Venture

2009-11-26T16:28:46Z

You should be able to hightlight the link, right click and copy it,
then click in your article where you want it to be, right click again
and click paste. Let me know....... Taco

China announces large order between 9 companies...

2009-11-26T15:46:43Z

Chinese to English translationShow romanization
The Ministry of Industry and Information Technology issued 46.24
million Influenza A H1N1 influenza vaccine production plan
Author: Source: Public letter to the Ministry of 2009-11-26 17:36:46

According to cope with Influenza A H1N1 influenza joint prevention and

Re: Significance of Sinovac-Dalian Joint Venture

2009-11-26T14:53:35Z

scroll and copy over the link..than paste on the site, you want..

Re: Significance of Sinovac-Dalian Joint Venture

2009-11-26T14:49:21Z

You're on google finance...do you mean yahoo?

Significance of Sinovac-Dalian Joint Venture

2009-11-26T14:44:35Z

We know that the Sinovac-Dalian Joint Venture will result in the
increased production capacity that we are expecting. However, the
hidden jewel in this enterprise may reside in the production of vero
cell cultured vaccines.

Here is the abstract of a study, "Cell culture (Vero) derived whole
virus (H5N1) vaccine based on wild-type virus strain induces cross-

Re: Great Link from MH, in threads below If it mutates in China...duck and run!!!

2009-11-26T12:31:34Z

FYI

The JV will have a land area of 1 million square feet, including a
building area of 200,000 square feet, comprised of a 60,000 square
foot manufacturing building and an R&D facility. At present, Sinovac
Dalian’s new plant contains two vaccine production lines – one for
vero cell cultured vaccines and one for live attenuated vaccines. It

Re: Could be getting a short squeeze

2009-11-26T06:20:17Z

Hey Wit,
hi,
I think I understand ...but when you get a minute, could you please
explain the term head fake as you refer to it on SVA please?
Like...pretend to go one way but really intending to go the other??
and if correct...you mean by MM??/
THnkas in advance for your time and expertise.
T

Re: Great Link from MH, in threads below If it mutates in China...duck and run!!!

2009-11-26T00:48:29Z

Chinese to English translationShow romanization
Beijing Kexing holding companies to invest in building a new vaccine
industry base
Beijing Kexing Holding Company (hereinafter referred to as "Section
Hing Holdings") on November 25, 2009 announced that it has and Dalian
Port Group Co., Ltd. Golden (hereinafter referred to as "Dalian Golden

Re: Great Link from MH, in threads below If it mutates in China...duck and run!!!

2009-11-25T22:07:55Z

SVA became a major player because of the H5N1..

Great Link from MH, in threads below If it mutates in China...duck and run!!!

2009-11-25T21:35:03Z

[link]

Re: Anticipated H1N1 Vaccine order by SVA

2009-11-25T21:27:49Z

And pray that your link about the mutation doesn't come true, for the
sake of the chinese people

Re: Could be getting a short squeeze

2009-11-25T20:52:39Z

Could be a short sneeze and a headache ;-)
Wish there was a vaccine..............

Re: Could be getting a short squeeze

2009-11-25T19:55:15Z

I think it's a head fake.

Re: Anticipated H1N1 Vaccine order by SVA

2009-11-25T19:36:52Z

2010 may be bigger with the rabies vaccine coming in..mandatory
Flu...mandatory Hep...mandatory rabies..this is a Chinese stock to
hold long term..

Re: Could be getting a short squeeze

2009-11-25T19:32:48Z

2 million..good volume, but not great..

Could be getting a short squeeze

2009-11-25T19:30:52Z

Have to keep an eye on the volumn. Could bea head fake.

Re: Anticipated H1N1 Vaccine order by SVA

2009-11-25T19:30:48Z

Sorry, you are right. the estimated new order will be total 18.065
million doses for SVA. I am expecting that 600 million will be placed
in Q4, with a total of 17.49 million doses to be included in f09, and
remaining of 12.065 million doses to be in Q1 2010.

thanks.

Re: Anticipated H1N1 Vaccine order by SVA

2009-11-25T19:11:38Z

If the information you have pasted is correct, the new order will be
for 18.065m making a total of 29.555m ordered, not a new order of 29m
doses!
Do you have a link to the information you copy/pasted?

Re: Anticipated H1N1 Vaccine order by SVA

2009-11-25T18:51:39Z

BEIJING, November 25, Chinese Ministry of Health Web site released
today by Influenza A H1N1 influenza outbreak communications, reporting
showed last week (November 16 -11 22), China's 31 provinces in the
report of Influenza A H1N1 influenza 9733 cases of confirmed cases,
3101 cases of hospitalization and death 51. 上周境内流感病例占流感样病例的比例为55.9%，与上一

Anticipated H1N1 Vaccine order by SVA

2009-11-25T18:29:41Z

China Manufacturer 1st 2nd 3rd Orders Until % New order Total
Hulan 4,000 3,000 11,210 18,210 Oct.26 36% 28,630 46,840
Sinovac 3,300 3,000 5,190 11,490 Oct.26 23% 18,065 29,555
Yanshen 1,600 4,710 4,000 10,310 Oct.23 20% 16,210 26,520
Tiantan 1,500 3,520 5,020 Oct. 26 10% 7,893 12,913

Re: Does Account Balance Matter?

2009-11-25T18:25:06Z

Hi Paul!

I do check the price around noon as well.

Boris

Re: This group is so kind, Thank you so so much for your encouraging words

2009-11-25T18:18:26Z

[link]

Re: This group is so kind, Thank you so so much for your encouraging words

2009-11-25T18:13:30Z

Terry,
I am with you. I am buying more. We will be rewarded!!!

Happy Turkey Day

Taco

Re: Real Price vs. True Price of a stock

2009-11-25T17:40:07Z

Thanks, M.H. Happy Thanksgiving to you and all my other SVA buddies!

I want to add something: There's a statistical phenomenon that
applies directly to trading. It's called regression toward the mean.
In statistics, regression toward the mean refers to the phenomenon
where a variable that is extreme on its first measurement will tend to

This group is so kind, Thank you so so much for your encouraging words

2009-11-25T17:22:50Z

It's nice to be in the light os people who are thinking clearly, Thank
you really...
I did not sell, but if it goes back down to near 7.22, I'm going to
buy another 10K
Good Luck and thank you really...for your encouragement and words of
experience and wisdom..
T

Re: Real Price vs. True Price of a stock

2009-11-25T17:21:05Z

happy thanksgiving

Real Price vs. True Price of a stock

2009-11-25T15:55:47Z

In Test Theory, there are two important concepts: real score and true
score.

Real score represents the score you get on a test at any particular
time. Suppose you take an ACT test on a day that you're suffering
from a cold, and you get a real score of 21. Then, three months later
you take an alternate form of the test when you're healthy. Chances

Re: Does Account Balance Matter?

2009-11-25T15:14:25Z

Thanks for the advice Sakalas, and for the book title. I'm going to
see about getting myself a copy. I'm going to start trying your
strategy of only looking at the PPS of my shares in the morning and
then before they close. There is no need to constantly watch them.
It's way too stressful!

Re: good news

2009-11-25T14:44:34Z

Sinovac Dalian's development pipeline is expected to be comprised of
vaccines for rabies, mumps, varicella, and rubella. The Dalian-based
facility has a designed annual manufacturing capacity of 20 million
doses of vero cell cultured vaccines and 20 million doses of live
attenuated vaccines.

This deal would appear to be designed for SVA's new animal rabies

Re: good news

2009-11-25T14:44:04Z

Are they going into cell based technology, or did I misinterpret..?

Re: good news

2009-11-25T14:40:36Z

Sinovac Biotech through its wholly-owned subsidiary Sinovac Biotech
(Hong Kong) Ltd, shall make an initial cash contribution of 60 million
RMB, or approximately $8.8 million. Dalian Jin Gang Group, the other
party, shall make an asset contribution, inclusive of its
manufacturing facilities, production lines and land use rights, with

Re: good news

2009-11-25T14:38:59Z

Sinovac (SVA) Executes Joint Venture Agreement to Establish Sinovac
Dalian Vaccine Technology Co.
[link]

Re: good news

2009-11-25T14:37:10Z

Jt. Venture with who?

Re: good news

2009-11-25T14:33:01Z

????? Don't understand where you're coming from?

SVA paying cash $8.8m now, and another cash payment of $7.5m before 31
December 2010, to then have a 55% stake in Dalian Jin Gang Group.

Re: good news

2009-11-25T14:32:09Z

I was wondering if they were ever going to use that 47 million for
expansion/partnerships.....

Re: good news

2009-11-25T14:31:39Z

I think you are reading that wrong SVA gets 30% of the joint venture
for $8.8 million and can increease their share of the joint to 55% for
another $7.5 million no new shares issued just cash investment

Re: This is ridiculous 7.12 after hours

2009-11-25T14:22:41Z

Terry, I hope you didn't sell yet....or if you did I hope you sold at
$7.50+ because right now pre-market it's at $7.60-ish. I bet you the
MM knew about this joint venture news and just slapped it down hard.
Whenever the MM slaps it hard it get the "emotional investors" worry
and bam sell off...driving it further hitting other sell on-stop

Re: This is ridiculous 7.12 after hours

2009-11-25T14:21:59Z

It is better for a share price to climb slowly and establish strong
support, rather than encourage the options and day traders looking for
a quick profit.

Given recent share price performance, even on good news release, the
price could go anywhere up or down today.
Personally I can't wait until the large institutions start giving

Re: good news

2009-11-25T14:21:40Z

Good news long term, not so good short term

Sinovac will increase its equity shares to 55% in exchange for a cash
contribution of 50 million RMB, or approximately $7.5 million, on or
before December 31, 2010.
I believethat an additional 23.1 million shares @ $3.08. Anyone coeup
with a better number?

Re: good news

2009-11-25T14:13:29Z

I think I got the numbers. The current product is 3M /month, and the
JV adds another 3.3M (40M/12), so it adds 110% to its production
capacity. Is this correct?

Re: good news

2009-11-25T14:08:42Z

A good start to increase production capability.

But the bigee(s) is yet to come, an international partnership/
takeover, and further internal partnership/expansion facilities.

A guaranteed minimum income from the Chinese Government that will
increase exponentially already underpins a higher than current share

Re: This is ridiculous 7.12 after hours

2009-11-25T14:04:57Z

They will not be able to keep it down for much longer...nothing but
good news and clear skies ahead for SVA!! I hope we get back to $8
resistance with this since it explains the shelf filing, they want to
expand not issue ridiculous bonuses to execs and these guys really do
deserve those bonuses! Are you still selling this morning Terry?

Re: good news

2009-11-25T14:02:40Z

What is the % of increase in production capacity from this JV? @@

Re: This is ridiculous 7.12 after hours

2009-11-25T13:53:53Z

Cheer up Terry.
Joint venture announced today is but the start. Great move to increase
production capability.
[link]

Next wait for an external joint venture :-)