TIMCO

China Biotech in Review: Entering a New Phase?

Your update on CSKI should be updated with this as well:

Asensio.com

June 02, 2009

The China Sky Routine: Another Press Release, Another Unimportant Drug.

Today China Sky One Medical, Inc. (NASDAQ: CSKI) issued a press release stating that the company had received production approval for yet another drug, diclofenac sodium eye drops. The press release states that the eye drops product is expected to contribute $0.5 million to revenues in its first year of sales.

Diclofenac is a standard anti-inflammatory drug used for a wide range of purposes. In some countries, diclofenac is approved for over-the-counter use, and for eye drops. Diclofenac eye drops are used to treat non-bacterial inflammation of the anterior part of the eyes, especially with postoperative treatment following cataract surgery, as an alternative to steroids.

The only interesting issue here is why China Sky chooses to issue a press release for a product that is not proprietary, that has limited uses, and that will, according to the company, produce sales comprising 0.4% of the $128 million in revenues included in the company’s 2009 guidance. China Sky did not disclose if they would earn a profit on the sales. And of course, the release sheds no new light on China Sky’s unexplained low inventory and high margins.

InterOil Resists an Orchestrated PR Attack

You never heard of John Thomas? They issued a press release about CNBC appearance promoting IOC. Isn't that odd? What is their interest?

www.bloomberg.com/apps...


On May 18 11:12 AM Shareholders Unite wrote:

> Michael, actually the difference between resources and reserves was
> explained IN the article. Did you actually read it? That might help
> the next time you comment on an article.
>
> Timco, we don't know (never heard of John Thomas), but if so, his
> clients must be quite satisfied by now..

InterOil Resists an Orchestrated PR Attack

One of my concerns is the role of John Thomas Financial in touting IOC. Has anyone been contacted by them and touted aggressively?

China Sky One Climbs on Strong 2008 Report

Dr. Balaban:

With all due respect, please visit the truth at
asensio.com




On Apr 17 05:07 AM balabanovj wrote:

> This by far the best managed Chinese pharma. In addition to expanding
> their OTC offerings, they are also now getting into prescription
> drugs, injectables and are setting up to offer biologicals as well(antibodies
> and stem cell products). They will also be receiving CE certification,
> which will allow them to export to the EU. This is the only Chinese
> pharma I can think of that stands any chance of becoming a Chinese
> J&J. If they keep on their current course, 20 years from now,
> that's exactly what they will be!
>
> James B. Balaban, M.D.

On Short-Sellers and Dishonest Executives

Excellent arguments here and reminds me of Asensio.com. This website has been exposing companies for many years with legitimate facts and research that saved investors a fortune if they had an open mind vs. criticizing the website despite the incredible accuracy over a long time period.

On Short-Sellers and Dishonest Executives

Excellent arguments about short selling and prime example is Asensio.com. That entity has been exposing companies for many years now and has saved investors a fortune if they had an open ear to the research.

Timminco Silences Its Critics: Is It for Real?

Timminco's analysts have no experience in evaluating the cost and capacity, and proprietary position, of a plant that purifies smelted silicon.

In the absence of this experience and independent verifiable information on Timminco's capacity and costs, Timminco's analysts have wrongly relied on a previous announcement of a contract with Q-Cells to support their blind Timminco recommendations. In fact, Q-Cells had not provided any information that analysts or investors should have reasonably relied upon to verify Timminco's capacity and cost claims.