新型冠狀病毒

China vaccine: impetuous immunisations

For now, Sino Biopharm is the only way to buy exposure to upside from CoronaVac sales

Belief is outweighing scepticism as nations rush to vaccinate. Indonesia has begun shipping in Chinese-produced shots that have not even completed phase 3 clinical trials. Haste is understandable. Infections, while hard to assess in a populous nation with little testing, appear to be spiralling.

The shipment of up to 1.2m doses from an initial order of 40m is a coup for Sinovac. Its CoronaVac jab appears better-suited to hot, developing countries than some western alternatives. That could bolster Chinese influence, while helping to reinvigorate a troubled business.

This is Sino Biopharmaceutical, which has acquired a 15 per cent stake in a subsidiary of Sinovac, to which it was previously unrelated. The deal values Sinovac at more than $3bn — six times its market value last year. Nasdaq subsequently halted trading of Sinovac shares, following a proxy fight.

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