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Opko Health, Inc. Message Board

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  • lsddc07 lsddc07 Dec 12, 2012 7:49 AM Flag

    TEVA & OPK?

    Even thought Dr. Frost is very connected to TEVA- I don't see them being as much of a fit for a down the road type of buyout. While anything is possible- I think TEVA still has its core compentency of producing generic brand pharmaceuticals. IMO- someone like a Johnson & Johnson or GE Healthcare would find more appeal in Opko's diagnostic products and pharma products as it fits their broader/diversified healthcare portfolio.

    All speculation at this point. Just hoping for some positive results and increased cash flow in the near term.

    Sentiment: Buy

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    • On 2nd thought you may be correct.

      TEVA could be a potential customer 4 some of OPKO API's but as to buyouts; TEVA's recent conference call shows them going into organic growth mode by combining existing meds & offering delivery methods to encourage disciplined use of meds by patients (apparently people don't take their meds correctly unless there are simpler/less dosages.)

      They've also stated that the large acquisitions of years past will stop as they've fragmented research efforts (they will focus more on a higher margin pipeline with a neuro & respiratory being of primary interest.)

      I can't believe they would ignore oncology but...

      Either way; I only go long on companies with long term stories & healthcare is definitely a long term story.

      Markets may move them up & down in the near term which can be a distraction but...

      I know all this belongs on the TEVA board but what the hey; maybe the $10B TEVA has tagged for acquisition of small & med caps & licensing will spread to OPK at least in the form of increased revenue.

      Too bad I only have limited knowledge about the companies I invest in huh Bob?

      Sentiment: Buy

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