Thursday, March 14, 2024 8:42:36 AM
The reason we ask questions directly to management is there is an underlying tone that is not open with this company. I highlighted that with Adam Logal during the conference call mentioning the repurchase of shares. That was a deflection from what was really going on… Yvonne tries to come across as being open at the investor relations department. As a former business owner, I can assure you what you get from investor relations is scripted to what has been publicly released only. Behind the scenes is a different world. We (our team of investors) are betting on some type of buyout. Elias is in his 70s, Frost is near 90. Those are the main characters. Both cut from the same mold…grow the business, then sell it. Very common practice.
What Yvonne tells about the current outstanding shares is only part of the story. In a buyout, many of those reserved shares would also have to be honored. So, being conservative 1,000,000,000 shares at this point would be the buyout amount. For example: a buyout at 7 dollars would represent a 7 billion dollar purchase. Modex has value potential we think. As many here have said, the lab has been a nemesis and OPKO has not reacted fast enough. There was a reason the former owner was happy to sell Bio for 1.5 billion. We can see clearly now. But what remains a mystery is why OPKO continues to fund it at a deficit in the hundreds of millions? On another note…
We will be traveling for a while until mid June to China. Until then, hopefully OPKO will have some good fortune during the interim.
What Yvonne tells about the current outstanding shares is only part of the story. In a buyout, many of those reserved shares would also have to be honored. So, being conservative 1,000,000,000 shares at this point would be the buyout amount. For example: a buyout at 7 dollars would represent a 7 billion dollar purchase. Modex has value potential we think. As many here have said, the lab has been a nemesis and OPKO has not reacted fast enough. There was a reason the former owner was happy to sell Bio for 1.5 billion. We can see clearly now. But what remains a mystery is why OPKO continues to fund it at a deficit in the hundreds of millions? On another note…
We will be traveling for a while until mid June to China. Until then, hopefully OPKO will have some good fortune during the interim.
Recent OPK News
- OPKO Health’s ModeX Therapeutics Initiates Clinical Trial of MDX2301 for the Prevention of COVID-19 • GlobeNewswire Inc. • 04/08/2026 12:00:00 PM
- Form 4 - Statement of changes in beneficial ownership of securities • Edgar (US Regulatory) • 03/20/2026 08:25:05 PM
- Form 4 - Statement of changes in beneficial ownership of securities • Edgar (US Regulatory) • 03/20/2026 08:16:55 PM
- Form 3 - Initial statement of beneficial ownership of securities • Edgar (US Regulatory) • 03/20/2026 08:10:17 PM
- Form 8-K - Current report • Edgar (US Regulatory) • 03/19/2026 08:50:09 PM
- OPKO Health to Participate in the Jefferies Biotech on the Beach Summit • GlobeNewswire Inc. • 02/27/2026 01:00:00 PM
- Form 8-K - Current report • Edgar (US Regulatory) • 02/26/2026 09:07:43 PM
- OPKO Health Reports Fourth Quarter 2025 Business Highlights and Financial Results • GlobeNewswire Inc. • 02/26/2026 09:05:00 PM
- OPKO Health to Report Fourth Quarter 2025 Financial Results on February 26 • GlobeNewswire Inc. • 02/12/2026 01:00:00 PM
- OPKO Health and Entera Bio Expand Partnership to Advance First-in-Class Oral Long Acting PTH Tablet for Patients with Hypoparathyroidism • GlobeNewswire Inc. • 02/04/2026 01:00:00 PM
- OPKO Health to Participate in the 44th Annual J.P. Morgan Healthcare Conference • GlobeNewswire Inc. • 01/06/2026 09:11:42 PM
- OPKO Health to Participate in the Piper Sandler 37th Annual Healthcare Conference • GlobeNewswire Inc. • 11/19/2025 09:05:00 PM
- NextPlat Reports Third Quarter 2025 Results • PR Newswire (US) • 11/13/2025 01:03:00 PM
- Form 10-Q - Quarterly report [Sections 13 or 15(d)] • Edgar (US Regulatory) • 10/29/2025 08:12:04 PM
- Form 8-K - Current report • Edgar (US Regulatory) • 10/29/2025 08:11:05 PM
- OPKO Health Reports Third Quarter 2025 Business Highlights and Financial Results • GlobeNewswire Inc. • 10/29/2025 08:05:00 PM
- OPKO Health’s ModeX Therapeutics Enters into Research Collaboration with Regeneron to Develop Multispecific Antibodies for Select Therapeutic Indications • GlobeNewswire Inc. • 10/29/2025 12:00:00 PM
- OPKO Health’s ModeX Therapeutics Begins Clinical Trial of MDX2004 for the Treatment of Advanced Cancers • GlobeNewswire Inc. • 10/28/2025 12:00:00 PM
- OPKO Health to Report Third Quarter 2025 Financial Results on October 29 • GlobeNewswire Inc. • 10/22/2025 08:05:00 PM
- Form 8-K - Current report • Edgar (US Regulatory) • 09/15/2025 08:02:57 PM
- Labcorp Completes Acquisition of Select Assets of BioReference Health's Innovative Oncology and Related Clinical Testing Services Businesses • PR Newswire (US) • 09/15/2025 12:30:00 PM
- Form 10-Q - Quarterly report [Sections 13 or 15(d)] • Edgar (US Regulatory) • 07/31/2025 08:12:38 PM
- Form 8-K - Current report • Edgar (US Regulatory) • 07/31/2025 08:07:20 PM
- OPKO Health Reports Second Quarter 2025 Business Highlights and Financial Results • GlobeNewswire Inc. • 07/31/2025 08:05:00 PM
- OPKO Health to Report Second Quarter 2025 Financial Results on July 31 • GlobeNewswire Inc. • 07/24/2025 08:05:00 PM
