Replies to post #5437 on Opko Health Inc (OPK)

[now invest]

A couple of items......

I am basing my comments on the CFO from one of the two last earnings call. I remember it as 5-7%. And it was on earnings.....


SECOND. ... and this is simply my take

A..... I don't see the fit..... I believe that it has not helped much at all with sales!!!!! And that was the main stated reason they bought it....

B.... As I have stated... the only real way that Frost can monetize HIS holdings is to sell OPK!! And it is my belief...that the kind of company who would want our pipeline, most likely, will not want a lab company like BRLI
IT just doesn't fit..... look at the industry..... any other labs owned by a drug company??

I think we would be best off. With BRLI spun off or sold!!! Look at our stock price since the BRLI announcement! I know there has been other issues.. however BRLI IMO was the beginning!!

Oh.... under most circumstances, I believe that cash flow is very important. But just not in this case... however it coul help us actually make a profit on it ...!!

Good luck...

[Sky10]

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 ?