Replies to post #5432 on Opko Health Inc (OPK)

[Sky10]

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 .

[game7alcs]

I will say the only stock in my IRA that was red today was OPKO.

"Grow rate is no where near 20%..... for BRLI"

This is what I am basing my comment on. Maybe you are talking net income. Just the way I am looking at it. The net revs should start increasing if you believe in the reorg. You can look at thr presentation. According to that there was 118m for free cash flow in 2017

Net Revs
2005 -> 164m
2006 -> 193m 193-164 = 29 /164 = 18%
2007 -> 250m 250-193 = 57 /193 = 30%
2008 -> 301m 301-250 = 51 /250 = 20%
2009 -> 363m 363-301 = 62 /301 = 20%
2010 -> 458m 458-363 = 95 /363 = 26%
2011 -> 522m 522-458 = 64 /458 = 14%
2012 -> 614m 614-522 = 92 /522 = 18%
2013 -> 715m 715-614 = 101/614 = 16%
2014 -> 832m 832-715 = 117/715 = 16%
2015 NA bought by OPKO
2016 -> 1,010m 1,010-832 = 178/832 = 21%

I disagree that BRLI helped very little. Where would sales be without them? agree to disagree.

I agree with the buyout opinion. That is fin with me. I will continue to accumulate at these levels.

That's a good point about the spinoff of BRLI and the buyout. I guess to me it all depends on what role it plays in OPKO's growth in the future.

All in my opinion of course.