Category: Money tips Release Date: 2006-03-07
Source: and News
Quickly pulled transaction morning reasons: the company expects the vaccine in 2007. Adsorbed tetanus vaccine, following influenza, epidemic cerebrospinal meningitis after the company's third to enter clinical trials, the vaccine, the vaccine business will become the company's new profit growth point.
Investment Highlights:
1, the company which is a variety of blood products, one of the largest manufacturers, with the freeze-dried human thrombin, tetanus immune globulin, intravenous fibrinogen implementation of the project, the company product variety will be more rich, for the company to continue to maintain the leading position in the industry and lay a sound foundation.
2, the company has been set up by the medical, clinical, sales professionals a new product marketing group, through the hosting of academic seminars from time to time, to the hospital to hold lectures on new drugs, new drugs and medical personnel to establish the use of feedback and other measures will increase communication and exchange Daxin product promotion efforts, and strive to the size of the market as soon as possible.
3, the company's main product market demand for blood products greater demand for blood in our country there are still huge gaps in the development of the company that created the opportunity.
Risk Tip:
1, the state ministries of the four plasma collection stations to rectify, straighten out some of the plasma collection stations in the country closed down, the company, although not a plasma collection stations were closed down, but tension in the country of plasma raw materials, the company in plasma sources of raw materials has also been a greater impact.
2, the state tax policy changes, that is, blood products manufacturing enterprises are no longer in accordance with the purchase of human blood for 13% of the purchase price to offset input tax deduction rate, the amount of the tax policy changes to make blood products manufacturing enterprises increased taxes, the company The operating results have a certain impact.
Investment advice: the company's main products with higher levels of blood products to market technologies, market demand for larger, has a broad market prospect. Operation bargain attention. Reference price region 22.15 - 23.47 yuan, the first reference target position 25.
Historical Information: Westlands organisms (002,007): the growth performance of the first biopharmaceutical leader June 24, 2006
Source: Wei-depth Securities Author: Zhao Sheng-owned
Hualan Biological 111% increase in first quarter results, mainly due to albumin is higher than the average price a year earlier, as well as improve the comprehensive utilization of plasma, the product structure optimization. Statements from the first quarter of view, Westlands biological embarked on rapid growth path, with matching is that the secondary market after the disclosure of quarterly stock, the stock is also rising, from the recent rise is accelerating the performance of the opportunity to see , the proposed short-term focus of investors to pay attention to.
China blood product industry's leading enterprise
Blood products in 2005 increased business taxes, but at the same time, blood products, products from rising prices increase profitability. As is currently the largest scale, the product most blood products business, the company better address the industry's pros and cons of the positive and negative factors on the business impact of changes in the industry to seize the positive opportunity to bring leading enterprises and ultimately achieved good revenue growth. It is precisely in this industry, policy shuffling process, the company's blood products sub-industry competitive advantage to play the leading position will be secure, the future market share will steadily increase. April 11 this year, the country nine ministries and commissions jointly issued the "on the plasma collection stations on the conversion program" notification, the notification requirement, plasma collection stations set up by the blood products production enterprises and management, establishment of a "one to one" relationship between the supply syrup . As the blood products industry, leading enterprises, Westlands is undoubtedly the biggest beneficiary of the acquisition of plasma collection stations, according to the 2005 National collecting plasma and the amount of planned distribution lines, there are 940 tons of the plan Westlands limit (although due to a national tension for the pulp, the actual amount of investment and paste not reached), higher than the second business more than doubled the one hand, restructuring the slurry station will further consolidate the existing plasma Westlands resources, after the reform on the other hand, plasma Resources will no longer be the bottleneck constraining their development.
Vaccine industry is expected to constitute the company's new profit growth point of
The company's vaccine industry forward faster. Vaccine base began in June 2005 voted to build, is expected in June this year, equipment will be installed in September to conduct GMP certification, can be put into full production early in 2007. Including avian influenza vaccine, the company plans to develop nine vaccine product is expected in 2007 hepatitis B, influenza, epidemic cerebrospinal meningitis vaccine three new products to market. Early this year, Westlands Biology Microbiology and Epidemiology, Medical College of Chinese military support unit for research carried out by the "human bird flu vaccine issue," and recently approved project, so that bio-joined the R & D people Westlands bird flu vaccine, the current 8 vaccines worldwide R & D institutions are developing, these institutions mainly in Europe and the United States, vaccines are in clinical development stage. Global and China from the current influenza vaccine production capacity to see the event of a large-scale epidemic, it is difficult in a short time to meet the market demand. It is the world's largest vaccine manufacturer Sanofi Pasteur, chief scientist Dr. Ma Xiu, currently the world's large-scale influenza vaccine production capacity is only 900 million, while the world's population has exceeded 6 billion. In this regard, the project Westlands biological help.
Agencies gathered ETF Jiancang
Company's outstanding shares of 4487 shares, in a quarterly report in the company's top ten shareholders of circulation of funds and brokerages are all held by a total 1,492.67 million shares, accounting for 33% of outstanding shares, this reflects that body unanimously bullish. The China fund companies have been issued by small and medium plates ETF was established on June 10, June 12 for entry into the Jiancang period, the Fund has fully replicated index position remained at over 99% growth for the first performance of the leading biopharmaceutical inevitable Jiancang of the Fund's preferred targets, from the secondary market, Westlands biological trend of the past two weeks have also confirmed this point.
From the secondary market trends point of view, Westlands bio-5, average the past two weeks along the track and gradually climbed, Jin Liangri disk in terms of short-term out of 5, showed accelerated trend line, we recommend investors to short-term focus of attention.
