Is odd that this apparent thorough report ignores a very important catalyst that is expected to happen soon. TSRO stock has performed very well this year based upon the drug OPK licensed to them. Rolapitant is so very important in the shortterm yet the report neglects it completely????
The next up catalyst for OPK is rolipitant from TSRO. Big opportunity for OPK and it is the next catalyst. I do not think this report even mentioned this??? This drug may be the best in class to treat nausea and vomiting for Chemo patients.
Wonder why they did not mention?
This talk only brings credibility to SODA - who are miles ahead of the rest.
KO's interest in this market sure does make me feel better about the new state of the art factory we are building in Israel...
Do you think the increase in SODA rebates and very aggressive pricing on HSN is planned or unplanned?
Could it indicate they need to reduce margins to meet sales goals?
Crammer loves Frost and has been requesting him to come on show again - its been a while.
This may be good timing.
I think we will see Frosty on Mad Money very soon to follow up on the Oppenheimer presentation and to talk about how OPK is working to make sure insurance covers 4K score (as already stated)...
Frost buys all the time - not sure he has to stop for announcements because it is consistent behavior. I do not think he did not stop buying before last earnings...
very encouraging - bet there is a lot of 4K sore talk and Rayaldy and Rolapitant and Prolor...
And they are all getting closer...
TSRO stock acting very good adn that has to be a great indicator for Rolapitant/OPK.
Can you smell what The Frost is cooking?
They have top executives presenting and they are broadcasting it from their site.
Opko does not usually make such events so readily available to casual investors.
They must think what they are presenting is good because they are making it so easy to view.
At least I hope there is some truth to this... I think so.
Opko Health (OPK) Street brawl: Doc and multi-billion dollar medical candidates positioned for win
by Sonya Colberg, Senior Investigative Reporter - 11/25/2013 12:28:29 PM
Opko Health (NYSE: OPK) may be sporting a shiner for now. But in this Street brawl, the big boy in the middle is a billionaire who wears that black eye like a badge of courage, knowing full well that adversity will make his company stronger. Besides, revenge will be so sweet.
Dr. Phillip Frost, the chief executive and chairman of OPK, is seeing a significant short position in his company. That doesn’t ordinarily bother him much, though the short interest is nearly 21 percent of the shares outstanding.
Anthony Bozza of Lakewood Capital (which is reported to suffer a 0.5 percent net loss partially attributed to its short portfolio) bloodied OPK’s nose a bit last week. He compounded the Wall Street drama when he presented his short thesis on the pharmaceutical company Friday during the Robin Hood Conference.
“We’ve always enjoyed a nice big short position,” Dr. Frost told TheStreetSweeper. “I know shorts who lost a lot of money … and later became my friends.”
Dr. Frost counts celebrity stock picker Jim Cramer, star of the “Mad Money” television show, among his many fans. A true believer in both the accomplished doctor and his company, Cramer enthusiastically recommended OPK back when it traded around the $5 range and remained bullish on the name even as the stock rocketed into double-digit territory. While Cramer understands the temptation to start booking those gains, and openly encouraged big winners to take some profits off the table a few days ago, he reiterated his ongoing support of OPK when TheStreetSweeper contacted him about the company over the weekend.
“I like it very much,” Cramer said in an email Sunday evening. “Many ways to win!”
Dr. Frost knows how to navigate the Food and Drug Administration, and is up on the latest technologies and discoveries in a complicated industry, Jak
What could Bozza an Ackman really know about the probability of drug approvals / 4Kscore??
Do they have any experience in this???
I would certainly think Frost and his team understand much better about Drugs / FDA ' Approvals.
First catalyst will likely be Tesaro and what happens with the drug Rolapitant that Opko licensed to them
If that drugs gets approved shorts are in big trouble... More info about Rolapitant expected in 4th quarter this year...
Do you think Ackman and Bozzo have insight more than Frost about this drug and the many more drugs up for approval soon?
Time will tell. but I think Frost would know more on this topic (at least I hope so).
This may explain the bullish movemnt this week...
OPKO Health (NYSE: OPK), a multi-national biopharmaceutical and diagnostics company, dual listed on TASE on August 21, 2013; under the ticker symbol [OPK]. Opko's shares will be included in the TA-25 & TA Bluetech-50 Indices on October 6, 2013. Opko completed lately the acquisition of PROLOR Biotech, a biopharmaceutical company based in Israel.