Lookback on Q3 and Looking Ahead to OPKO Q4 Earnings...
Dec 29, 2015 17:26:56 GMT
milkhauler likes this
Post by Deleted on Dec 29, 2015 17:26:56 GMT
Started this thread to discuss and/or make your predictions for Q4 Earnings and why i think its another very beatable quarter.
Pretty clear analysts were way off base with last quarter. Myself and a few others knew the past quarter was going to beat top and bottom, it was simple math. I I think analysts were stumped as to what BRLI was bringing to the table for that Q, which was an immediate positive impact on OPKO financials.
Q3 analyst Expectactions : +.01 on $125mil in revs. Q3 actual earnings : +.25 on $143mil in revs (blowout)
Now.. BRLI contributed $110mil of revs towards that quarter the rest being made up from OPKO and EIRGEN.
It didn't take a genius to figure out OPKO itself was getting closer to breakeven, that coupled net profit from BRLI (and some other variables from the acquisition) which resulted in the huge EPS beat.
I think I'm right here but ill put it out as a question.. this wasn't even a full contribution of a BRLI quarter right? (Previous BRLI Q's) phx.corporate-ir.net/phoenix.zhtml?c=84759&p=irol-news
So to look ahead to Q4 we should expect to see a "real" OPKO/BRLI combined quarter.
Analysts Expectations : .00 (breakeven) on $285mil revenue
Last year's comparable BRLI quarter produced $208mil
this year margins should expand again and with huge growth in their genomics biz i figure %20 year/year growth is a given.
Tesaro and Varubi royalties don't appear to be a factor for this quarter, Analysts only expecting $4mil in sales this Q from TSRO
So lets say BRLI contributes $250mil... OPKO products and Eirgen arn't going to crack $35mil this quarter???
Feel free to correct me if I'm wrong on anything and discuss. Looks like OPKO setting up for a another beat because analysts are just well..wrong.
Pretty clear analysts were way off base with last quarter. Myself and a few others knew the past quarter was going to beat top and bottom, it was simple math. I I think analysts were stumped as to what BRLI was bringing to the table for that Q, which was an immediate positive impact on OPKO financials.
Q3 analyst Expectactions : +.01 on $125mil in revs. Q3 actual earnings : +.25 on $143mil in revs (blowout)
Now.. BRLI contributed $110mil of revs towards that quarter the rest being made up from OPKO and EIRGEN.
It didn't take a genius to figure out OPKO itself was getting closer to breakeven, that coupled net profit from BRLI (and some other variables from the acquisition) which resulted in the huge EPS beat.
I think I'm right here but ill put it out as a question.. this wasn't even a full contribution of a BRLI quarter right? (Previous BRLI Q's) phx.corporate-ir.net/phoenix.zhtml?c=84759&p=irol-news
So to look ahead to Q4 we should expect to see a "real" OPKO/BRLI combined quarter.
Analysts Expectations : .00 (breakeven) on $285mil revenue
Last year's comparable BRLI quarter produced $208mil
this year margins should expand again and with huge growth in their genomics biz i figure %20 year/year growth is a given.
Tesaro and Varubi royalties don't appear to be a factor for this quarter, Analysts only expecting $4mil in sales this Q from TSRO
So lets say BRLI contributes $250mil... OPKO products and Eirgen arn't going to crack $35mil this quarter???
Feel free to correct me if I'm wrong on anything and discuss. Looks like OPKO setting up for a another beat because analysts are just well..wrong.
