OPK appears to be doing everything right but this short piece is well written and has merit. Everyone ignored the hedge fund manager that said Madoff was a ponzi scheme. That went on for another 20 years before it all collapsed and now long term investors are getting clawback notices. Dr Frost has an excellent reputation but everyone should realize that they do NOT have anything of substance approved and may never. Until true revenue appears this is still speculative and high risk. Dr frost is still a billionaire if OPK does indeed go to zero. Great profits this year. I'm satisfied with what I have earned and will move onto something else.
The Nephrologist's take on Rayaldy was all I needed to read to get a good laugh. Well written? I suppose to the uninformed. Just go get yesterday's conference slides and put them up against this so called short self serving report.
Sentiment: Strong Buy
The article is written to "enhance" the author's position. I think it's understood that the biotech / drug industry is highly speculative. You could make a case for any biotech pre-FDA approval that it's over valued.