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I my opinion , Dr. Frost stop buying in the open market because he realizes that he had been invested in the wrong company ( OPK ) . Revenues from 4 kscores and Rayaldees will not pick up for obvious reasons . 4 k is too expensive compared to other similar testys and Rayaldees faces Medicare/ Insurance resistance to pay . So there is no reason for him to continue putting money into a sinking company . The lesson for us is : diversify , diversify , diversify .
Terry ,
I do not know what will happen in 10 or 20 years ( whether photonics will take over electrons ... ) but in the next few years semiconductors will do well .
I work as a principal engineer for a semiconductor device company . In order to make semiconductor devices , raw materials need to be acquired and processed on . Our raw material suppliers said they have so much orders that they cannot keep up with the demand .
I just thought that you might be interested in this information .
Like many other members of this board , I have a very significant paper loss in OPK .
I sold 18 k shares and invested the cash in SOXL . I think 2018 is a good year for SOXL .
Juice ,
Thanks for the informations
Juice ,
Can you please give us a brief summary ?
www.medicalnewstoday.com/articles/319963.php
Good news
I do not know , I got this information from someone posted in UNCLetlzz .
I used to think OPK would be around $20 in 2017 , I still think OPK will reach this level , but it will be in the 2019-2020 time frame .
Ad 4 kscores was on MSNBC tv Long Island new york
I am wondering if Frost and his associates ever feel ashamed that OPK stock continues drifting down ?
May be he should quit for the benefit if the shareholders .
I have closed to 60k shares OPK , most of these shares I bought near the $ 6 .
The stock market is a device transfer money from the impatient to the patient investors .
Thank you all the shorts for giving me the opportunity to buy at this low prices .
Year 2022 , not 2020
Analysts think that OPK will get $ 570 M from sales of HGH in year 2020
Symbol VSAR
With VSAR failure , Analyst believe OPK will be the first to introduce HGH in to the market by year 2019
Versatis's failed on phase 3 of their HGH . Stock downed 90 % .
OPK has less competitors
Rayaldees scripts :
9/1 250
8/25 207
8/18 225
8/11 178
8/4 203
7/28 171
7/ 21 183
7/14 152
7/7 136
I would think twice before selling OPK at this current price .
If you dig into it , you will see that Rayaldees scripts increase roughly about 20% month over month . Expect Rayaldees revenues to be in the $100 M in 2018 , about $ 400 M in 2019 , $ 700 M in 2020
I think OPK is bottoming out at about $ 6
For those who do not want to miss the opportunity to own OPK , now is the time .
The rayaldees scripts increases roughly 20 % month over month . We can expect to see revenues from Rayaldees in the $100- $150 M range in 2018
OPK up 3 % today on high volume . Something is going on ....
I think most likely they will have good news regarding the hgh hormone drug , looks like the stock bottomed out at $ 5.85
I do not expect much from 4 kscores .
4 k scores face competitions such as PCA3 , PHI tests , etc ..
The main revenue driver is Rayaldees . Most likely OPK will be traded at about $12 by the summer of 2018 , that's a double from now
Also do not forget that Jane Hsiao has about 30 million shares and she has not sold a single share
I added a few thousand shares recently
Investing in stock markets always carries risks but at $ 6/share OPK has a very favorable risk / reward ratio .
Like Dr. Frost , I have a very significant amount of my non IRA capital invested in OPK .
OPK's future will be bright
in my opinion , at $6/sh OPK has a very favorable risk/reward ratio . I think the revenue from Rayaldee alone can be in the $ 1B -2B range in year 2020 .
earnings after hour Tuesday Aug 8 .
I think wallstreet does not believe in the revenues of Rayaldees . Time will tell .
Sorry friends , I was mistaken .
The contract is indeed for 5 years but it will be a multiple orders contract , the first order is about $ 250,000 .
They also placed order with OPKO on 4 k scores .
Since most VA's patients are old I think many will need Rayaldees and 4 k scores . I think the future of OPKO is bright .
The 5 years contract is for Rayaldees
The VA department placed contract for 5 years with OPKO . There are about 200000 patients x $22 / day x 365 days = $ 1.6 B / year
Load up OPK shares , my friends
Barrington Research analyst raised target from $ 9 to $11 after he had a one day meeting with OPKO management .
In my opinion ,
OPKO should not spin off BRLI , it provides good cash flow .
I did a rough calculation on the revenues from 4 k scores and Rayaldee :
4 k scores Rayaldees Total
2017 100k test x $600 $ 5 M $ 65 M
2018 130k test x $800 $ 50 M $ 150 M
2019 170 k test x $900 $ 450 M $ 600 M
2020 200k test x $1,000 $ 4 B $ 4.2 B
I assume the month-to-month increase in Rx Rayaldee is 20 % starting with about 600 prescriptions in 05/2017 .
OPK can reach $ 50 / share in 2020 .
Any comments ?
Like most investors in OPK , I am very frustrated in this stock . I have 90 % of my( non-retirement) investment capital in OPK and let's face the truth : We all would loose big if we sell this stock at this level . On the positive side , the chance of OPK to file for bankruptcy is almost zero . In my opinion , OPK will be profitable in 2019 if not sooner .
Good luck to all longs
I meant low down side risk
in my opinion , at the present price of $6 OPK has very low side risk .In May 2017 , there were about 500 Rx on Rayaldee thus the net income was about 500 x $600 = $ 300 k for 05/2017 which will grow to about $ 1 M in Dec 2018 . Expect OPK to be profitable in 2019 . This company should be fine for long term investors .
With the new KDIGO published guidelines , doctors will prescribe more on Rayaldees , otherwise they might face malpractice law suites .
I am frustrated as many other investors , I have 90 % of my non- retirement capital invested in OPK . But I always remind me a few things :
1) With the $1B sales from the BRLI group the chance of OPK to file for bankruptcy is almost zero .
2) At some time , the shorts will have to cover .
3) At the present price of $ 6.80 , OPK has a very favorable risk / reward ratio for long term investors
I did a rough calculation on the back of envelope : Assuming the Rayaldee prescriptions increasing 40% month to month ( which is very conservative due to the extra sales people they will hire ) then by Dec 2018 the revenues from Rayaldee will be $600 x 28,000= $ 16.8 M for Dec alone . So we can estimate the Rayaldee revenues for 2019 will be in the $ 250- $ 400 M range but in my opinion this is a very conservative estimation . Most likely the actual number will be in the $ 500 M -$ 750 M range .
I know that many get frustrated from the low price of OPK but in my opinion the worst is over . I wish I can buy more shares of OPK at this low price
I think OPK has turned the corner . Most likely the company will be profitable in 2018 . Probably most doctor's offices will have the Claros equipments in a few years .
At one time I had over 100k shares TITXF , I sold all of them at a small profit
With what OPKO has in the pipelines , I think it will be traded at min $ 30 in 3-5 years . The only concern I have is : one day Dr. Frost will leave behind closed to 200 M shares and if these 200 M shares will be sold it might have a major impact on OPK share price
Since OPK has the $1 B from the BRLI group , the probability of OPK to go bankrupt is zero . Be patient , this stock might reach $ 30 in a few years