frost buy

All these conversations end with the fact that Frost made the mistake of buying BioReference in 2015 and not selling during the COVID-19 pandemic.

All other ideas stem from the fact that FROST made a mistake by buying a business in which he understands nothing.

In addition, Frost made a mistake with Rayaldee by not conducting the necessary clinical studies necessary for the drug to become commercially successful given the appearance of more and more generics on the market.

Conclusion.
All these conversations are strange and there is only one conclusion. Frost is trying to survive, but his and his team's reputation is already tarnished and there is no money for ModeX Therapeutics. We are in for a dilution or a miracle if FROST gets rid of Bioreference or makes deals.

End.

On page 4 of this thread, you'll find my comments about the basis.

I agree with you on BRL, but you fail to grasp how Rayaldee works. For starters there is no generic Rayaldee. There are inferior oral substitutes. The American Journal of Nephrology has published an edit oral "Rationale for Raising Current Clinical Practice Guideline Target for Serum 25-Hydroxyvitamin D in Chronic Kidney Disease." They recommend the standard for mean serum total 25-hydroxyvitamin D be doubled to levels only Rayaldee can provide. The problem is KIDGO, the keeper of the standard of care for CKD acknowledges the levels provided by Rayaldee are better, but has not made them their standard of care. Doctor's are hesitant to recommend Rayaldee without a strong KIDGO recommendation because of its cost. 

Dr. Frost and Dr. Bishop tell us Opko is gathering data, which indicate that RAYALDEE may slow chronic kidney disease progression. If they can demonstrate this Rayaldee sales will sky rocket. Compared to the cost of dialysis Rayaldee is cheap and the longer a patient's own kidneys work the longer they will live.  

This possibility has never left my mind since it entered discussion some time ago.  I am cheering the company on hoping they get this resolved.  That said, I am wondering how this can be achieved while the financial boat is struggling.  You have to pick your battles and it looks like funding the lab until it can be off-loaded and also supporting ModeX are where dollars are being spent.  I'm with you on hoping for more but find myself also concerned that this task may be one bridge too far.

One other tidbit.

I believe that the 13% increase in Rayaldee sales is likely due to some nephrologist’s who are aware of the correlation between treatment with Rayaldee and preserved eGFR function. I felt that way with Bishop’s explanation on the call.

After the call I had an email exchange with the best analyst who follows Opko. He is aware of the new potential indication for the drug and specifically pointed to the uptick as one of two reasons he kept a constructive rating on the stock (NGENLA was the other).