OPKO Health, Inc. is a multinational pharmaceutical and diagnostics company that aims to establish industry-leading positions in large and rapidly growing medical markets by leveraging its discovery, development and commercialization expertise and its novel and proprietary technologies. The company intends to use its global commercialization expertise to pursue acquisitions of commercial businesses that will both drive growth and provide geographically diverse sales and distribution opportunities.
The information provided below is from analysts, newsletters and other contributors. Please contact the company and visit its website before making an investment decision.
Kevin Quon, Seeking Alpha
"While OPKO Health Inc.'s shares may appear overvalued when contrasted against typical valuation metrics, its technologies remain promising and able to penetrate a diverse range of markets. . .the company also carries a rather mature pipeline that should soon provide additional justification for its current valuation. . .OPKO also sustains its promising potential, which allows for investors to hold their positions with ease."
Brian Wilson, Seeking Alpha
"Many claim that OPKO Health Inc. is overvalued based on the prospects of its pipeline compounds, although the company is generating substantial value with business partnerships and equity investments in companies like RXi Pharmaceuticals Corp. and Tesaro Inc. . .RXi in particular has become a favorite of OPKO with the accumulation of 19.9% of shares outstanding up to this point, making a full acquisition of RXi by OPKO very possible."
The Life Science Report with Kevin DeGeeter
"OPKO Health Inc.'s 4Kscore is already approved in Europe and should be approved in the U.S. sometime in 2013. The 4Kscore is used to help reduce the number of patients sent in for a prostate biopsy due to a false positive associated with prostate-specific antigen (PSA) testing.
TLSR: The 4Kscore is used when you do get a positive PSA, as a secondary test to affirm or disprove the routine PSA test. Is that right?
KD: Yes. From a pharmaco-economic standpoint, there's a pretty dramatic economic and clinical incentive to reduce the number of men who are going in for biopsies. We know that a great majority of prostate biopsies are negative despite the positive PSA results. . .our take is that the 4Kscore is the right test at the right time because biopsy overutilization is already a hot-button issue between payers and the urology community. The 4Kscore falls in a very healthy spot, allowing urologists to have a stronger justification for choosing to biopsy without being second-guessed. From the payer perspective, it's not just the frequency of biopsy but also that a lot of biopsy patients have morbidities or complications, including infection. From a system standpoint, I can envision payers being interested in understanding the pharmaco-economic model in light of the total cost of biopsy and potential costly complications, not simply the cost of paying urologists for the procedures."
Kevin DeGeeter, Ladenburg Thalmann
"We are raising our price target for shares of OPKO Health Inc. to $10 from $8.50 based on our assessment of potential commercial synergies between the company's point of care (POC) diagnostic pipeline (particularly POC vitamin D) and phase 3 programs in urology therapeutics (Cytochroma Inc. acquisition in March) and endocrinology (pending acquisition of Prolor Biotech Inc.). . .with less than one week remaining in the 'go shop' clause of the Prolor merger agreement (expires June 2), in our view, OPKO appears to be well positioned to move toward a close for the transaction."
Eun Yang, Jefferies & Co.
"OPKO Health Inc.'s end-of-Q1/13 cash of ~$182M should be sufficient thru 2015. . .revenue of $31.4M in Q1/13 (vs. ours of $21.5M; +257% yoy) included the one-time $12.5M sale of RNAi assets to RXi Pharmaceuticals and ~$3M in service revenues, largely from
Prost-Data. . .the company will acquire PROLOR Biotech for $480M in an all-stock transaction."
OPKO Health Inc. Content
Back to Top