October 27, 2009


Expect moves in Sinovac (SVA), Novavax (NVAX), Biocryst (BCRX) and Alpha Protech (APT) this week and in early November. I expect most of these moves to be on the upside.

Biocryst Pharma recently received Emergency Use Authorization for Permamivir (it's IV administered antiviral for use in hospitals against H1N1 flu disease). Sinovac accounced additional orders on Tuesday morning. Novavax and Alpha Protech are solid bets, APT has true revenues from products and Novavax is producing vaccines for trials in Mexico, has joint agreements in India and other good prospects.

BEIJING, Oct. 27 /PRNewswire-Asia/ -- Sinovac Biotech Ltd. (NYSE: SVA - News), a leading provider of biopharmaceutical products in China, announced today that it has received its third purchase order for its H1N1 vaccine, PANFLU.1, from China's Ministry of Industry and Information Technology for the national stockpiling plan. Under this purchase order, Sinovac is required to produce an additional 5.19 million doses of PANFLU.1 (15ug/0.5ml) for the Chinese central government. Out of today's announced PANFLU.1 order, Sinovac is required to complete delivery of 2.89 million doses to the appointed provincial and municipal governments by the end of this year and supply the remaining 2.3 million doses for the central government stockpiling.


The latest 5.19 million dose purchase order is in addition to an initial order for 3.3 million doses and second order for 3 million doses received by Sinovac from the Ministry of Industry and Information Technology of China on September 4, 2009 and September 30, 2009, respectively, for a total of 11.49 million doses.

October 20, 2009

Novavax, Biocryst to make big moves

Novavax and Avimex are initiating the blinded, placebo-controlled clinical trial in Mexico City to evaluate the safety, immunogenicity and efficacy of Novavax's 2009 H1N1 VLP vaccine in healthy adults. Biocryst Pharma is showing lot of promise with its antiviral drug Peramivir. (after the jump)

The first stage will evaluate the vaccine's safety, immunogenicity and efficacy among 1,000 subjects, including 750 VLP recipients and 250 placebo recipients. Pending favorable results from the first stage, the second stage of the study will be initiated to evaluate the safety of the vaccine in a larger cohort of 3,000 subjects (2,000 vaccine and 1,000 placebo recipients). The primary safety and immunogenicity results are expected within 3 months of the start of this study in January 2010. If the results are clinically acceptable, they will be used to seek registration of Novavax's 2009 H1N1 pandemic flu vaccine in Mexico. These data are also expected to support development of the company's pandemic and seasonal flu VLP vaccines in other countries, including the United States.

Watch this video to find out more:
http://www.wral.com/business/story/6241972/DIRECT LINK TO VIDEO

Join the Discussion