J.P. Morgan Conference presentation slides

don't see anything really new or updated... hgh p3 - they are reviewing / analyzing outliers but we knew that...

sgard... yea..saw that... be interested in much more details down the road what their plan is there? high competition but I like it

Looks like Alpharen (Fermagate) phase 3 pushed out to 2H 2017(keeps getting pushed back).

Our Oxyntomodulin not shown anymore- only list Transitions phase 2b? Weren't we supposed to get topline data soon?

I like the fact >50% lives covered by insurance for Rayaldee.

Would have liked updated sales for 4kscore- Tesaro is giving preliminary results for Varubi-- but I know Dr. Frost doesn't like to give this out.

Small hGH trial in Japan

Looks like there will be a lot of trials running in 2017.

on slide 8 - Novitas.

in prior presentation slide re: Novitas, it said they will review in Feb. now opko feels confident enough to state that it expects Novitas to INCLUDE 4K score in feb review cycle FAVORABLY... if true, it would be a notable news..

lot of value creating events in 2017, but the BIGGEST still would be how Ray Rx progresses... Too bad if company doesn't update on a regular basis other than quarterly calls.. given its potential size, it could really move the stock/valuation. at current pps, mkt is hardly figuring in a blockbuster drug, thinking vitamin D supplements be sufficient for treatment.

as a former COO of a large company - not biotech, I understand what companies need to do - focus on execution.

I don't disagree with Frost.  But I don't believe Frost and his leadership have been great at execution over the years.. If they had and if they do in the future, share price will take care of itself.  OPK trades at lower multiples than many others because of inconsistent executions (thus large short interest as well).

good thing is there will be plenty of opportunities to show the market this year, so I await for more flawless execution and updates

A BA in History? Adam Feuerstein's BS in Poli-Sci suddenly looks more respectable. Not.

Meanwhile, LTS has this guy:

" Dr. James joins Ladenburg with more than a decade of experience as a biotechnology analyst focused on small, mid and large-cap companies across multiple therapeutic areas. Most recently, he served as Senior Biotechnology Equity Research Analyst at FBR Capital Markets. Prior to joining FBR, Dr. James held Senior Analyst roles at Brinson Patrick Securities, MLV & Co. and Rodman & Renshaw. Dr. James also previously served as the first Chief Medical Officer of Retrophin Inc., a public biotechnology company focused on developing orphan drug therapies to treat rare diseases, and managed business development at Daiichi Sankyo, Inc.

Dr. James received a Medical Degree from the Yale University School of Medicine and a Bachelor of Science in Biology from Cornell University. He is a licensed physician with training in general surgery, neurology and neurosurgery from Weill-Cornell New York Hospital and Memorial Sloan Kettering Cancer Center."

ir.stockpr.com/ladenburg/press-releases/detail/2454/ladenburg-thalmann-appoints-christopher-s-james-m-d-as

agree.. Rayaldee holds much promise to take us a lot higher... mkt has not priced in Rayaldee doing much anything...

but, being a new drug, uptake takes time..no matter what the drug is... so prob more of a 2H story this year and 2018 than next 1-2 qtrs