Notice how this post gets pushed back, APPLE, OPK, what a team, lol. COULD happen.
LOVE bending shorts over.
I know this, OPK co-authored the recently released study, but not 100% we own 100% of the tech, but do believe we own 50% minimum. DO not IGNORE a non medical company like an Apple taking a stake in opk. I do not hype, JUST a thought, that is not far fetched.
for diseases, HIv, herpies, etc., is that OWNED, co-owned, or do we only own the card technology? I know the co-founder of Claros sold us the in office, and card tech, but not sure about the recent dongle release? This is a curious case where a big tech like apple or Samsung could BUY a division. Do NOT THINK for a second others have not looked at this. IF WE do not own the DONGLE, we do know we own the card, but all need study that deal to find out if we also own the dongle. THIS could be huge either way, no dongle, supply the cards, with dongle, APPLE or Samsung would want the division.
INTELLIGENT, RESEARCHED discussion NEEDED.
I ask myself on occasion how much closer to 16 than 8 is opk. I guess 16 is about 1.80, and 8.00 is about 8.20 lower. So which is more likely, a 1.80 move or a 8.20 move. Pointing out the obvious is really not that hard, knowing the driver of my bus, priceless, PAINFUL to some, but still priceless.
shorts at 4-5 are gone. I mean each 1m shorted would be down 10M, so BOZ is gone, yes he averaged about 8, but he would be down 6 points per 1m share. WELL, he can hang in. Most are short 8-9, then a new batch is begging as I type. OPK is owned by Frost, and a few of US. FUNDS own less than we do. DO NOT put your shares out to be borrowed. THE myth, if you put a 40 gtc on the stock, they will lend it every day. PUT opk in cash, then call your broker.
YES I was being a bit facetious, but fact is you only need get rich once, then figure out how to keep your money. Fact is picking only one great stock can do it. With over 80% of the funds failing to beat the S&P, hitting on 51%, and trimming non performers as the thesis changes puts you near the top 20% that most funds can not do consistently. The point I was really making is Soros has been right more than wrong, so if he was right 51% of the time, and bet big he wins, and bet small 49% he still wins. HE STATED that exact sentiment. To paraphrase, you will have losses, that is not a problem, but not betting heavily enough on a great IDEA, that is a problem.
Funny, actually he no longer runs the fund, but guarantee he has input. Roughly 5 times the wealth of Frost, so Frost needs opko to rise 10 fold to catch Soros. Us rank for Soros is about 17th. We will see.
Soros did not sell all, but then, he absolutely sold out of many many positions, and reduced many many positions and bought tons of puts on the S&P. It was not a statement on opko, or ANY position he liquidated, but his opinion on the global economy, and the US economy. HE had a very bad year lost a few billion. Great investors only need be right 51% of the time, and cut losses the rest. So he is a few billion lighter, but has more cash than most people on the planet. Soros is not crying.
Shorts have really started to cover, but not a lot of short shares to sell them. Shorts selling, shorts covering, a merry go round or is it musical chairs. The last short to cover, do not turn out the lights, your utility company will do it for you.
LONG the boz lol.
They will get a sizeable up front payment for any such deal. Doubt it happens before the NVS deal closes. Though a deal based on that contingency could happen. Top line data on the first of the nvs now arry phase 3's is due late 2015. So they have ample time to get a deal done. My hope is Astra phase 3 data comes out soon, and they are able to file an nda, then the nvs deal is completed. With that scenario arry gets bought out in weeks, not years IMHO.
Yes, but we usually get it a day late. What is curious is the availability. Shorts are covering like no tomorrow, THINK others are adding, net, short interest down only 3m, lol, SAD. WHEN they dig their heels in it takes a bottle slammed on their head to get them to smell coffee. Sometimes 3-4 bottles. YES that will happen.
Well, I guess if we are going to get to my price target in the next 23 months we have to start somewhere. This move took 8 weeks, the last all time high ( 12.95 ) took ten days, this move is different. Not saying we keep all of it, BUT most of it, umm, the pfe deal shot a boulder hole in the short thesis. Think too, OPK announces final phase 3 on 4k, no spike, opko announces final data on Rayaldee, no response, opko announces NDA on Rolapitant, no response. This was a lingering Boza affect, obviously all that data, filings, etc., was smoke. The PFE deal had FUNDS do a double take, OPK, might stall short term, pull back a few % points, short term. Opk will get to 28-32 by EOY 2016, the pipeline says it happens, well, that is my interpretation of that impact.
NDA on Rayaldee should be any day, OR AN announcement OF WHY NOT. I know they said the filing WOULD have comparative data not yet in, but it should be announced soon. Once that news hits OpKO though NOW a teenager, lol, might be able to get a drivers license in all states. The NCCN guidelines will be out in March, um, that might be a major event bigger than most think.
Burnaka/BOZ and LONG, HEHE.
If you look at the LONG history of Dr. Frost, and his MO, OPK will not be sold with a 100m in revenue. He might consider selling when opk has 3-4 billion, but the likely hood of a sale while opk is just getting started would be out of character. So I guess it is possible, odds of about 1% is what I give it.
For Teva to buy Opk a week, month or a year after Frost just stepped down would likely bring investor law suits. Two of opko's biggest drugs were Prolor items, and Teva passed on Prolor, so buying Opko would raise tons of questions.
NO buy out, not happening for at least 4-5 years if ever. Frost's final project, he is not selling to go play golf.
Chanos, who knows a bit about investing said, NEVER short the market cap, but short changing fundamentals. The fundamentals improved by 575 million, so rethinking ones short position on that news was in order.
My idea is opko will get to 28-32 by end of 2016, we will see. THERE will be runs and pull backs along the way, but I do think opk could exit 2015 in the mid teens.
PS, my average annual return on opk is 49.05% but I do expect a slight pull back short term, then SAD TO say to all my short friends, a higher rate of return over the next 5 years. It is written in the PIPELINE.