Timoth J. Roe, MD, MBA

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Fri Nov 9th 03:42 AM | Rating: 0 0
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American Oriental Bioengineering: Underwhelming Q3 Earnings

Valdar, you got it right. Editors tend to edit, and its their name on the banner.

AOB's report was solid, and with compared to the reports of several other US traded China pharmas this quarter, they may end up being one of the best of the bunch.

In my opinion, the level of expectations was too high. They had a big run from the summer lows, and share price was right at their historic high prior to the report. The key tell was the 2.2% rally on the day of the report. For AOB to break through to a new high under those conditions they needed to beat on all metrics and raise guidance.

Despite these short term factors, the company is doing a good executing well on its business model. Maintaining guidance for this quarter despite strong performance may well be a smart strategic move. Next quarter should be seasonally strong, and if the acquisitions can be fully integrated quickly there should be an additional boost to both top and bottom lines.

This may position the company for a better earnings beat next quarter. I always like companies that underpromise and overdeliver. With a little share price backing and filling near the old high, this company looks good for next quarter.
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