Post by lookingforatenbagger on Jul 14, 2021 15:07:18 GMT
dnr08: So Highskier says that DGX could be setting up for a challenge of its intraday record high. LH is already at a record high. So riddle me this all ye faithful: wtf is wrong with Opko?Comment Jul 12, 2021 at 7:13pm
icemandios: I don't know. Based upon the credits you give to the CAMP4 investors, wtf is wrong with these otherwise "smart guys?" And while you cite a run of good news that hasn't moved the pps, you still want Frost out of his seat. Down here, where we have no Kinko..Jul 12, 2021 at 4:16pm
dnr08: Poor Kammy hasn't heard that there hasn't been a Kinko's in 10+ years. But I digress. The CAMP4 license is in no way an imprimatur for the strategic insight of Opko's managementThe upfront $, or lack of it, tells you that. I'm sure you've understood...gotten my point, but for those who haven't... my contention for a change at the tippy top is based on two things:
1) a moribund, nearly comatose stock for 6 years inextricably tied to C suite pratfalls and BOD negligence. And
2) for those including me, who ascribe to a fundamentals will win out premise (weighing vs voting) I point out the last year, marked by scores of millions in profit, more scores of millions in the mail, yet even more scores of millions just months away, testing being upgraded with a digital backbone, a high level management hire, two license deals, and an apparently long tail for COVID surveillance testing courtesy of GJG's strategy. And the denouement?
A stock px still in intensive care, unresponsive so my belief in a profits will lead us out of the desert scenario has been tweaked.
Current take: Mr Market has looked beyond all of the past year's truffles, and still smells something it doesn't like, the one immutable object in the Opko universe whether they just can't get past the SEC, or they don't trust and/or don't know what the "use of proceeds" will be over the next year, they just don't like something. They see the debt for equity swap, the TASE coziness, the loaned out stock and they just wonder what will be done with the many millions due to hit our balance sheet and income statement. Some may posit that even if the market won't translate Opko's profits to a higher stock price, then Frost will sell all that value he'll sell it to someone.
But if you look at the two license deals, including the one announced today, they weren't exactly blockbusters for shareholders. A total of $6.5 million up front is a far cry from the pre-SEC deal with PFE. What would Pfizer pay TODAY for the rights to an hGH compound with a TAM of maybe $4 billion next year? If they had the choice of TransCon hGH or Somatrogon, given the companies' respective histories, with whom do you think they would cut a deal?
So I think investor's are ignoring the profits and the news, and looking at the bus driver. And, any potential buyer would do the same. The last two license deals' terms prove that. Future promises are cheap, up front cash is something else altogether.
kingyuzu: Only thing that OPK seems to follow is the max-pain. What can be done to prevent the price manipulation? Is this possible due to share count, listing on TASE, notes or??Jul 12, 2021 at 9:52pm
wvwvwv123: Not sure what's wrong with OPKO but I know what's wrong with this site, your relentless posting of crapyesterday at 8:02am
dnr08: Plenty of safe spaces available in that municipality in which u reside, you know, the one which terrorizes its residents with $60 mill in traffic tx/yr, has crime out the gazoo, and filled w/vapid crap spewers. yesterday at I'm searching for your last informative thread post...nothing.... checking for any post....oh, hmm, nothing. You can return to shout box sniping, perhaps from one of the tents in DuPont? I'll look for the Cube shaped dwelling next weekend.yesterday at 9:02am
Chuck-2: I agree with 123... One reason I come here a quarter as much as I used to is because of his constant barrage of the same dribble... Move on if you’re that unhappy. 13 hours ago
dnr08: Truth, is a choice.....then again, your comment regarding how owning any stock in a company is tantamount to owning the whole company would suggest that you'd benefit from more frequent visits here. I'd recommend my posts on free cash flow to start.12 hours ago
icemandios: I don't know. Based upon the credits you give to the CAMP4 investors, wtf is wrong with these otherwise "smart guys?" And while you cite a run of good news that hasn't moved the pps, you still want Frost out of his seat. Down here, where we have no Kinko..Jul 12, 2021 at 4:16pm
dnr08: Poor Kammy hasn't heard that there hasn't been a Kinko's in 10+ years. But I digress. The CAMP4 license is in no way an imprimatur for the strategic insight of Opko's managementThe upfront $, or lack of it, tells you that. I'm sure you've understood...gotten my point, but for those who haven't... my contention for a change at the tippy top is based on two things:
1) a moribund, nearly comatose stock for 6 years inextricably tied to C suite pratfalls and BOD negligence. And
2) for those including me, who ascribe to a fundamentals will win out premise (weighing vs voting) I point out the last year, marked by scores of millions in profit, more scores of millions in the mail, yet even more scores of millions just months away, testing being upgraded with a digital backbone, a high level management hire, two license deals, and an apparently long tail for COVID surveillance testing courtesy of GJG's strategy. And the denouement?
A stock px still in intensive care, unresponsive so my belief in a profits will lead us out of the desert scenario has been tweaked.
Current take: Mr Market has looked beyond all of the past year's truffles, and still smells something it doesn't like, the one immutable object in the Opko universe whether they just can't get past the SEC, or they don't trust and/or don't know what the "use of proceeds" will be over the next year, they just don't like something. They see the debt for equity swap, the TASE coziness, the loaned out stock and they just wonder what will be done with the many millions due to hit our balance sheet and income statement. Some may posit that even if the market won't translate Opko's profits to a higher stock price, then Frost will sell all that value he'll sell it to someone.
But if you look at the two license deals, including the one announced today, they weren't exactly blockbusters for shareholders. A total of $6.5 million up front is a far cry from the pre-SEC deal with PFE. What would Pfizer pay TODAY for the rights to an hGH compound with a TAM of maybe $4 billion next year? If they had the choice of TransCon hGH or Somatrogon, given the companies' respective histories, with whom do you think they would cut a deal?
So I think investor's are ignoring the profits and the news, and looking at the bus driver. And, any potential buyer would do the same. The last two license deals' terms prove that. Future promises are cheap, up front cash is something else altogether.
kingyuzu: Only thing that OPK seems to follow is the max-pain. What can be done to prevent the price manipulation? Is this possible due to share count, listing on TASE, notes or??Jul 12, 2021 at 9:52pm
wvwvwv123: Not sure what's wrong with OPKO but I know what's wrong with this site, your relentless posting of crapyesterday at 8:02am
dnr08: Plenty of safe spaces available in that municipality in which u reside, you know, the one which terrorizes its residents with $60 mill in traffic tx/yr, has crime out the gazoo, and filled w/vapid crap spewers. yesterday at I'm searching for your last informative thread post...nothing.... checking for any post....oh, hmm, nothing. You can return to shout box sniping, perhaps from one of the tents in DuPont? I'll look for the Cube shaped dwelling next weekend.yesterday at 9:02am
Chuck-2: I agree with 123... One reason I come here a quarter as much as I used to is because of his constant barrage of the same dribble... Move on if you’re that unhappy. 13 hours ago
dnr08: Truth, is a choice.....then again, your comment regarding how owning any stock in a company is tantamount to owning the whole company would suggest that you'd benefit from more frequent visits here. I'd recommend my posts on free cash flow to start.12 hours ago
