TIMCO's Comments RSS Syndication from SeekingAlpha.com http://seekingalpha.comuser/193245/comments http://seekingalpha.com/article/141696-china-biotech-in-review-entering-a-new-phase?source=feed#comment-536108 536108
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.]]> Sun, 07 Jun 2009 17:03:21 -0400
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.]]> http://seekingalpha.com/article/138153-interoil-resists-an-orchestrated-pr-attack?source=feed#comment-508741 508741
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..]]> Mon, 18 May 2009 16:19:34 -0400
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..]]> http://seekingalpha.com/article/138153-interoil-resists-an-orchestrated-pr-attack?source=feed#comment-508168 508168 Mon, 18 May 2009 10:27:24 -0400 http://seekingalpha.com/article/131392-china-sky-one-climbs-on-strong-2008-report?source=feed#comment-470257 470257
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.]]> Mon, 20 Apr 2009 16:28:43 -0400
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.]]> http://seekingalpha.com/article/88883-on-short-sellers-and-dishonest-executives?source=feed#comment-222137 222137 Mon, 04 Aug 2008 09:35:44 -0400 http://seekingalpha.com/article/88883-on-short-sellers-and-dishonest-executives?source=feed#comment-222134 222134 Mon, 04 Aug 2008 09:31:50 -0400 http://seekingalpha.com/article/77191-timminco-silences-its-critics-is-it-for-real?source=feed#comment-167464 167464
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.
]]> Wed, 14 May 2008 11:52:39 -0400
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.
]]>