What has changed? Poll

Disappointment can color perspective. OPK was criticized for failure to ensure that Catalent had all their 'i's" dotted and their "t's" crossed when that was never a responsibility of theirs. It was Catalent's deficiencies, their responsibility to prevent and to cure.

It was further suggested that OPK should have had a "Plan B" manufacturer of Rayaldee. Well, TSRO did that exact thing with the Varubi IV formulation and look what happened when they went with an alternative manufacturer upon discovering "concerns" with the first manufacturer. They got a CRL. Seems to be a case of "damned if you do, and damned if you don't."

OPK is criticized for poor execution in obtaining reimbursement for 4Kscore. Having watched a few CMS panel deliberations on coverage for a multitude of tests, the impression I come away with is that it is the mission of CMS to minimize costs by refusing coverage and paying as little as possible when they do cover. However, Novitas is paying for 4Kscore. They have a review schedule and February is when they issue a LCD, and nobody can change their schedule.

OPK is criticized for the hGH-Adult trial results. OPK was not in charge of, nor privy to, data collection. It is probably fair to say that those who were actually running the trial should have noticed a problem with the placebo group and remedied it. Again, nothing OPK could foresee or control.

As in many undertakings, when one is dependent upon others for achieving goals, there will be disappointments. So far, they have only been minor setbacks.

nice summary mike.

for past 18 mo., it did seem to me that mkt punished opk PPS severely post BRL acquisition and could never recover from the pre BRL days.

reason I bought on 30 dec and in 1st 2 wks of jan - I feel 2017 is a critical year and many things will pan out to support a higher valuation - rayaldee being #1; pipeline progression, 4k growth w/ or w/o MAC acceptance, etc

hoping next 12 mo will put us back on nice growth trajectory for share price

Frost and Hsiao have not sold a single share , that is a vote of confidence ....

In for the long term. I am convinced opk has great future.

Best of luck to all.

Drangles

"So I don´t think (like miamianne and others) in nanoseconds. " tomsylver

TOM, I said quite the opposite. I do not think in nanoseconds, I have been in since before it became OPKO . My first major purchase was $1.04. Prior to that I was in a pre-Opko company at pennies.

That said, I am not 100% happy with several things and I don't read Frost and Hsaio not selling quite the same way everyone else does. If either of them sold any shares, given their hx, the stock would CRASH. The amount they buy probably comes from interest on their other investments. I've based a lot of my optimism on past experience during which there were screw ups, too. (I have posted some examples).

I do disagree with anyone who holds OPKO totally harmless in the Catalent and hGh results. However, I admit, I do not know if the company that contracts has no right of oversight at all (especially on clinical trials) or to what degree they should do DD BEFOREHAND on a manufacturer with has already had a sabotage problem.. Has PF's luck changed? No, but the pharma world has and the market, and a lot of other things .Sometimes it seems to me as if some entity/group has singled OPK out to play with. I remind you Frost left bad blood in Israel on the Teva tax deal and I imagine some major BRLI holders and others in his long career. But PF is smarter than most and a master at stock permutations. I don't know about his lieutenants.
At this point, as to the the stock price, he can stil continue his long policy of not commenting. I have freely taken the leap of faith that PF still has his fast ball. I am hoping that is enough...for the times they are a changin'. Where do I really stand: Not one share sold and no plans to do so, Miamianne.

Tomsylver,
I too held and sold Exegenics and stupidly sold my first batch at way under a dollar then returned. I'm not sure if it was Ex or Opko I started to accumulate at $1.04... but I saw a pattern....I had seen before. We early Frosties are all older now and time is more an issue to some.  The $ has been great, but I have to admit my interest in Opko has not been as detached and cold blooded as I usually am.  I could easily declare " off with its head" to any of the many investment vehicles I have... but I have violated the cardinal rule... Opko is personal....and has grown to be my largest single holding. GL to we long term Frost investors..... Miami

Opko has so many projects in line that I'm still impressed that the targets have materialized, although with bumps and cash position is great because of impressive strategic planning. The only thing I didn't like was selling its stake in Tesaro, but maybe opk needed the money who knows