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Friday, October 01, 2010 1:55:23 PM
September Presentation & Changes from April Presentation
Investment highlights – emphasises FY11 $14M Rev $6M Net (old pres no FY11 estimate)
Increase Sales of KuTai from 10M to 12M
Expected Sales of YiTai down to $2M from $4M
Commercial 2 – Pipeline 5
Four Marketed Products and five major new products in pipeline (prev 6 - diapeptide has been removed)
High Margin Business Model up from >65% to >70%
EPS for 2011 added (excluding non-cash charges) 0.52 2012 $0.70
My comment
Disappointing to see YiTai estimates down but not shocked as any new drug takes time to be accepted.
KuTai from $10M to $12 M seems plausible since that PR suggesting distributors wanted $10M
Ahem,somewhat convenient to keep total revenue estimates the same
.
Nothing unusual in some pipeline products disappearing
Nice to see EPS rather than net income.
Not been following company long so any comment from long-timer welcome.
rich
OLD Presentation
http://www.sec.gov/Archives/edgar/data/1403612/000114036110027779/sinob_ex99-1.htm
New Presentation
http://content.stockpr.com/sinobiopharma/media/71bb6e0848d923f71e306cb5c427e580.pdf
rich
Investment highlights – emphasises FY11 $14M Rev $6M Net (old pres no FY11 estimate)
Increase Sales of KuTai from 10M to 12M
Expected Sales of YiTai down to $2M from $4M
Commercial 2 – Pipeline 5
Four Marketed Products and five major new products in pipeline (prev 6 - diapeptide has been removed)
High Margin Business Model up from >65% to >70%
EPS for 2011 added (excluding non-cash charges) 0.52 2012 $0.70
My comment
Disappointing to see YiTai estimates down but not shocked as any new drug takes time to be accepted.
KuTai from $10M to $12 M seems plausible since that PR suggesting distributors wanted $10M
Ahem,somewhat convenient to keep total revenue estimates the same
. Nothing unusual in some pipeline products disappearing
Nice to see EPS rather than net income.
Not been following company long so any comment from long-timer welcome.
rich
OLD Presentation
http://www.sec.gov/Archives/edgar/data/1403612/000114036110027779/sinob_ex99-1.htm
New Presentation
http://content.stockpr.com/sinobiopharma/media/71bb6e0848d923f71e306cb5c427e580.pdf
rich
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