Tasly: influenza subunit vaccine approved the acceleration of industrialization - Tasly - pharmaceutical industries

Event: 7 May the company announced that subsidiaryLarge population base, the market is vast. According
Tasly Ginna Biotechnology (Tianjin) Co., Ltd. Drugsto the 2002 World Health Organization (WHO)
"influenza virus subunit vaccine" receivedreleased data, the number of influenza cases per
SFDA approval document issued by the drugyear worldwide is about 600 million -12 million
registration, the approval date of April 29, 2009 . The(incidence rate of about 10% -20%), according to
approved products include: 0.5mL bottle of subunitstatistics, in 2004 the world's 1.3 billion influenza
influenza vaccine (Xilin bottle) and an annual output ofvaccine market U.S. dollars, accounting for 14% of
1.2 million bottles of 0.5mL each subunit influenzaglobal vaccine sales are expected to reach 3.7 billion
vaccine (prefilled syringe packaging) annual output ofby 2010. The current global influenza vaccine
2.8 million.production is only 2.8-3.0 million doses per year, only
Investment Highlights: accelerating the pace of14% of the population to meet global demand, while
industrialization of biotechnology companies enrichonly 2% of our coverage, our country has a
product mix. Influenza virus subunit vaccine for thepopulation of more than 1.3 billion (end 2007), the
prevention of use of biological products, to obtain theproportion of the world 20%, we believe that a large
registration document of approval for thepopulation base and coverage of low-highlight factors
company's bio-pharmaceutical industry to speedwill bring a broad market space.
up the process and to further enrich the product mixContinue to improve the industrial chain of modern
is important, while the occasion of approved vaccinemedicine. Competitive products Danshen Dropping Pill
crisis underlines the company's strong R &FDA phase II clinical trials have been completed, still
D capabilities and public relations capacity. In additionneed to wait for the results of clinical summary
the company Pro-uk (urokinase) qualifiedreport, the project's success not only for the
fermentation harvest index significantly improved, incompany, and even China for the Chinese medicine
April 2009 the project has received national drugChinese medicine sector has epoch-making impact, so
review center review comments and additionalhas the extraordinary significance. In addition, we
information in the report completed in August.believe that companies may follow-up there will be
Domestic only two companies approved. Subunitother species pass through the only FDA. Shaanxi
vaccine is the use of a surface structure of microbialTasly Pharmaceutical Co., Ltd. Shangluo Salvia plant
components (antigen) made of nucleic acid, cansource drug base in 2004 by the State Food and
induce the body to produce antibodies to theDrug Administration certified the first eight
vaccine, is the third generation of the previous twoenterprises through GAP certified company, GAP
generations of influenza vaccine (whole virus influenzadrug source base for the company's product
vaccine and influenza split vaccine) compared to havecost and quality lock . Shaanxi Tasly in January 2007
a good side effect of protective antigen and smallpassed the GMP certification, and production in the
features present, only two pressure units of influenzasame year in July, can produce more than 800
vaccine companies get approval document, andchemicals regulation of Chinese Herbal Medicine,
another is a subsidiary of Neptune NeptunusChinese Herbal Medicine will become another profit
Bioengineering Interlong (May 25, 2006 granted),growth. We believe that Yangxueqingnao particles
because of technical difficulties as well asbecome new growth points, the next two years will
Novartis's currently only a handful of U.S. Chironbe to maintain sales growth.
and other companies to realize industrialization. InEarnings forecast and investment advice. We expect
addition Neptunus Bioengineering and GlaxoSmithKlinethe company's EPS 09-11 years were 0.65
Glaxo has just set up a joint venture company is alsoyuan, 0.81 yuan, 1.10 yuan, target price of 33.21 yuan,
prepared to set foot Shike Hai Wang influenza41 times in 2010 relative PE, maintaining a
subunit vaccine and split vaccine development and"buy" investment rating.
production.