Like this last post, I too, currently own shares in OPK(underwater). I am so displeased with both the longs and shorts who will resort to insults if the opinions clash with theirs.
Just the facts please. Whether they carry your position or not.
No labels just well reasoned opinions supported by accurate facts.
One reason why the sp is in the dog house is the ISS rating.WIth 10 being the worst for Audit, Board composition, and 8 for compensation, the average risk rating is 9. High risk for any institutional investor.
Show us how you calculated three to five times current sp multiples. Curious how a seasoned financial titan estimates future value.
Charter or drug discovery, VC, or testing and analysis lab. Unless at some point in time the plan is to divest into an IPO,
I also think that the BRLI acquisition was a bad decision and will become dilutive for future earnings. Regional labs are quickly morphing into point-of-care testing---see Abbott Labs buy into Alere. Coupled with the schizophrenia of is OPKO charter.
You are a mensch. The fix is in. Our entire economic and political system is fixed at the hard-working, common man expense.
I agree on some of your observations. However,the United Health agreement shows that FoundationOne is valuable for patient treatment options. Approval from others health insurers is just a matter of time.
I think of it as if Roche, a leader in oncology treatment chose to invest neArly $1B, what does that say to investors. Then look at the balance sheet---what's not to like!
It's because many of the posters are incapable of considering other opinions. Either they are insecure as the share price declines and, in general, lack civility.
The technology to extend systematic concentrations of Oxyntomodulin is not a big deal, and there is a lot of biopharma concerns which offer their own platform.
While I agree that 4K will bring a healthy revenue stream, the lab expenses will be drag on earnings.
Dude, I understand that you're disappointed with the performance of the SP and the executive team. But flaying will only make investment psychology matters worse and the Immersion Team will only iggy you as a malcontent(which you have every right to be.)
Now and then I check with the MB because I used to really like the Immersion story. I capitulated about six-months ago as I worried about their IP relationship with Samsung and others. AAPL was always the hope for the future--as it was for many years.
Unless there is a management shakeup or an epiphany to sell the company my honest opinion is that you sell and move-on.
OH REALLY! Apparently you never studies opportunity costs in med. school. The facts depict a speculative equity buttressed with hopes for positive outcomes and an aged rockstar legend, in a sector that is very nervous for political intervention.
I continue to believe that the lab acquisition is a mistake. The argument for the additional sales force falls flat when a JV would have accomplished the coverage sans the dilution.
Clueless. Cancer is a diagnosis of disease numbered in the thousands. Apricot pits were the rage a decade ago.
4K is a lock. It's going to be covered and become the go-to prostate test.
Just as ILMN is the leader in sequencing instruments, FMI is the precision medicine for cancer Kahuna.
Actually your comment betrays your lack of knowledge in the biopharm industry. IMN is a genome sequencing instrumentation company. I doubt that can be both a instrument company and a drug discovery company. 4K is a good bet to be a leader in prostate diagnosis.
I'm am, however, unconvinced that current fair value should be greater.