Opko Health Inc (OPK)

[tredenwater2]

I was recently reviewing the letter Dr. Frost wrote to shareholders in 2015. Fast forward to the latest Corp presentation and it seems he has profoundly expounded on all said goals. It clearly appears that Dr. Frosts purchase of Prolors CTP technology is at he very heart of OPKO's pipeline and all future growth.
Looking at the domestic and international presence Opko has built it is clearly trying to become a "one stop shop" for hospital groups around the world. A loosely tieing of a "basket" of goods and services coming to market at a time when baby boomers are peaking.
The "ball" is broad and is clearly moving (at times)fast but why is it not translating into share price appreciation for shareholders. Its too soon, much work yet to be done. My guess is that Dr. Frost will step on the "gas pedal" when he gets closer to %51 control of the OS preventing a BP from coming in and taking over his baby. After reviewing the breadth of the pipeline I believe the diabetes drug will be his largest revenue builder and biggest individual drug accomplishment. Maybe when this drug gets approved he will be close to his %51.

All that being said this is a great entry price for any new investors. Unfortunately for those that have been holding my current guess is that this will be a late 2018-mid 2019 play. By then all the partnership royalty payments will be coming home to roost.

All JMHO but hey what do I know.

Tred