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Opko Health, Inc. Message Board

icemandios 393 posts  |  Last Activity: 3 hours ago Member since: Apr 8, 2008
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  • icemandios by icemandios Apr 29, 2015 9:10 AM Flag

    Frost bought 8K on 4/28/15 averaging 14.45. That's 116.6K for April so far.

  • Reply to

    The market is down today...

    by dk1949 Apr 29, 2015 12:43 PM
    icemandios icemandios Apr 29, 2015 1:09 PM Flag

    The market is down today pending the FOMC rate decision at 2PM ET.

  • icemandios by icemandios Apr 29, 2015 1:19 PM Flag

    In addition to what open market purchases he may make, between now and 5/13/15, Frost will exercise options on 1,056,574 shares of Common Stock and have the company withhold enough shares to pay for the option exercise. Between now and 6/30/15, Frost will convert 7,250 of the Company's Notes to approximately 1,025,750 shares of Common Stock.

  • Reply to

    The market is down today...

    by dk1949 Apr 29, 2015 12:43 PM
    icemandios icemandios Apr 29, 2015 1:38 PM Flag

    LOL. Did ya think any of those experts were actually going to say that the crowd who manipulates the market does this stuff every time the FOMC meets?
    Once upon a time it was "oil." The market is down b/c oil is up.......or the market is down b/c oil is down.........or the market is up b/c oil is down........or the market is up b/c oil is up.
    After a while, nobody paid any attention to the nonsense. Not so long ago, it was Greece. Then everybody figured out they didn't give a rip about Greece. So, now it's the economy.

    Well, just watch what happens in about 30 minutes from now.

  • icemandios icemandios Apr 29, 2015 8:04 PM Flag

    And why do you respond to the village idiot? Have you never heard the bit about "never argue with an idiot, as bystanders might not be able to tell who is what." Or the other one that goes "don't argue with an idiot; he will bring you down to his level and beat you with experience." Or do you actually think you can change the idiot's mind? If not, who cares what he says (besides you I mean)? I don't. And I view your jousting with him as a colossal waste of everybody's time. Let him rant into a void of no response. FWIW

  • icemandios by icemandios Apr 30, 2015 9:02 AM Flag

    Frost bought 15.5K on 4/29/15 averaging 14.37. That's 132.1K for April so far.

  • Reply to

    Draft starts in one hour,

    by cl124cl Apr 30, 2015 6:59 PM
    icemandios icemandios Apr 30, 2015 7:46 PM Flag

    Ha haa. You guys. Did you ever see Kostner in Draft Days? Ya, it was baseball, but the mechanics of the thing are the same. If you haven't seen it, you should. It's an eye opener about this draft stuff. Fiction? Ya, probably for the dramatic effect, but also probably gets down to what really goes on at some level. I'd say more, but I don't want to be a spoiler in the remote chance that somebody will actually rent the movie. OTOH, the outcome is not the big deal; it's the process that is the big deal. Kinda like trading in this messed up market. :-)

  • Reply to

    Draft starts in one hour,

    by cl124cl Apr 30, 2015 6:59 PM
    icemandios icemandios Apr 30, 2015 7:50 PM Flag

    Well, yes! If he is actually as good as his press says he is. Vince Young was 3rd round pick. Need I say more? Got a front license tag on my F150 says Titans. Got a sweat and a jacket and a hat.........now all I need is to get to the S-Bowl. Hooorah.

  • Reply to

    Draft starts in one hour,

    by cl124cl Apr 30, 2015 6:59 PM
    icemandios icemandios Apr 30, 2015 8:05 PM Flag

    Oh, should have said I've only been here since 2002. Okay, and that might be part of the problem. 5 months after we left the Swamp, our Buccaneers went on to win a S-Bowl. For the right price...........and it would have to be a HUGE price.......the Mrs. and I could be persuaded, for the Greater Good, to move from here to........I don't know where. Well, that probably isn't in the cards. Let's just hope that the Titans get whatever they need. I'd rather stay put. Tennessee is an Indian (if we can use that term these days) word meaning "The Meeting Place." It was where various tribes came from across the land to gather. Those Indians knew their s...t.

  • icemandios by icemandios May 1, 2015 9:53 AM Flag

    Frost bought 31.3K on 4/30/15 averaging 13.95. That's 163.3K for April.

  • Reply to

    Don't Kid Yourselves

    by miamianne67 Apr 29, 2015 10:23 AM
    icemandios icemandios May 1, 2015 10:49 AM Flag

    Not as active. His Gamma Trust held 31.9M shares. He had an Alpha Trust that held 406K shares. And a Nevada Trust holding 7.5M shares.

  • Reply to

    PFE upfront payment

    by sgard434 May 1, 2015 1:02 PM
    icemandios icemandios May 1, 2015 2:17 PM Flag

    It is possible that OPK may recognize the $295M over a period of time in installments. Googling out licensing revenue recognition, I found this:
    "Consideration is allocated to the license and revenue is recognized when earned, typically when the
    license is transferred if the license has standalone value.
    If the license does not have standalone value, the license is combined with other deliverables, typically
    R&D or manufacturing services into a single unit of account. Revenue for the single unit of account is recognized when earned, typically as the R&D or manufacturing services are performed."

    In any case, we will find out how they handle it fairly soon.

  • Reply to

    Don't Kid Yourselves

    by miamianne67 Apr 29, 2015 10:23 AM
    icemandios icemandios May 1, 2015 7:56 PM Flag

    I think it is neither. If he has similarities to Buffett (at the risk of shocking you, I think Buffett shares two constants at the beginning of his name as well as the last of his name with a common epitaph in these parts. That would be a B and a T.
    And to fill in the missing letters would incur the wrath of the Yahoo censors.

    No, it can not be likened to a company buy back for the simple reason that it is HIS money and not the company's. And, no, it is not for control or for taking it private or for dictating the terms of a buyout. If Frost was on that trail, he'd be buying harder and faster than he is......than he is NOW. He's done more earlier on.

    As for the price would be were it not for what he does, it would be where it is. He's done what he has done. Some people think that buying 100K shares of a stock that trades several million shares has some magical effect. Lately, he has not done many 100K share days. Even if he had, it would be like me buying 10K shares of stock that trades 500K shares. Do I "defend" that stock? The problem here, is that too many people have no idea of what is going on, so they revert to some dream of what could go on based on their limited knowledge.

  • Reply to

    PFE upfront payment

    by sgard434 May 1, 2015 1:02 PM
    icemandios icemandios May 3, 2015 8:13 PM Flag

    Yes on the condition that certain regulatory milestones are made.
    Now. PFE is certainly flush with cash, but 295M is 295M. They didn't get to be flush with cash by being reckless with their cash.

    Getting back to the point, we MIGHT not see the whole 295M as revenue this quarter. Then again, we might. Stuff of this sort is why they employ expensive accounting firms, and why we, not being expensive accounting firms, can only guess (informed guesses, and otherwise).

    The other thing to remember is that this is just one nugget of a potential pan full of nuggets. It's easy to focus on the current topic and to forget about the several other things that may bear fruit. I suppose that mindset is mandatory if one is short. He heh.

    As an aside, you liked Csonka? Me too. I especially like his take on "bullying." I tried to bully him once...........and now I'm dead. :-)

  • icemandios by icemandios May 4, 2015 9:03 AM Flag

    Frost bought 6.7K on 5/1/15 averaging 14.03.

  • icemandios icemandios May 4, 2015 10:29 AM Flag

    Well, yes the English is tortured, but it's not just some hospital in Poland. Medicover is a Swedish company that provides health services AND health insurance to all comers.
    "Medicover is a part of the Swedish owned Medicover international health group, with operations in Poland, Estonia, Romania and Hungary. In the Czech Republic Medicover is the only company in the health provision industry operating on an international level and having a network of branches all over the country."

    "You are provided with unlimited access to our specialist outpatient care in the Medicover network with our health insurance packages. Select the package that best meets your needs. "

    "The only service provider in Hungary
    that provides both a flat rate health care service and health insurance, meaning that Medicover is ready to help you both as a private health care service and a health insurance provider."

    Odds are pretty good that Poland is not the only country served by this Medicover group to offer the 4kscore.

  • Reply to

    Sincere question about 'reading' charts

    by snipernurse19 May 4, 2015 10:55 AM
    icemandios icemandios May 4, 2015 7:28 PM Flag

    Weathermen use charts. Doctors use charts. The Federal Reserve uses charts Are you serious when you say you're sincere? Moreover, when you ask a question and then propose the answer (BS, hogwash) it sounds like you have an open mind slammed shut. I saw your question when you asked it this morning and note that nobody bothered to give you the time. No surprise. Nobody owes you an education that you are too lazy to provide yourself. In fact, given your attitude, I think I'd prefer that you maintain your ignorance. Sincerely.

  • icemandios by icemandios May 5, 2015 8:58 AM Flag

    Frost bought 7.2K on 5/4/15 averaging 14.27. That's 13.9K for May so far.

  • icemandios by icemandios May 5, 2015 11:24 AM Flag

    OPKO Health Acquires EirGen Pharma

    OPKO Health, Inc. (NYSE:OPK) is pleased to announce the acquisition of EirGen Pharma, Ltd., a growing, profitable and cash flow positive specialty pharmaceutical company focused on the development and commercial supply of high potency, high barrier to entry, pharmaceutical products for sale in the U.S., Canada, Japan, Australia, most European countries, and more than 40 others around the world.
    EirGen, based in Waterford, Ireland, was founded by two former executives of IVAX Pharmaceuticals, Tom Brennan and Patsy Carney. The company, situated in a state of the art high containment research and development, and manufacturing facility, is approved by the FDA, EMEA (European Health Authorities) and the PMDA (Japanese Health Authorities). High potency drugs such as those used for cancer chemotherapy are typically unsuitable for manufacture in normal multi-product facilities due to cross contamination risks.
    To date, EirGen and its commercial partners have filed 10 product applications with the FDA and 5 each in Europe and Japan. EirGen has a strong research and development portfolio of over 20 niche, high barrier to entry drugs and, with access to additional capital that OPKO will provide, together with the benefits of Irish government programs to encourage research and development in Ireland, EirGen will rapidly expand its drug portfolio.
    “EirGen Pharma is one of the leading developers and suppliers of high potency niche pharmaceutical products in the world,” said Phillip Frost, M.D. OPKO’s Chairman and CEO. “As FineTech, OPKO’s Israeli active pharmaceutical ingredient manufacturing subsidiary, is also focused on high potency drugs, an immediate business synergy is expected. EirGen also offers the significant benefit of potentially being able to manufacture OPKO’s current and future products in our own facilities, which we expect will result in even higher gross margins. The superb management, research and developme

  • Reply to

    Tax bennies for OPKO?

    by miamianne67 May 5, 2015 11:38 AM
    icemandios icemandios May 5, 2015 11:53 AM Flag

    It is addressed in the PR: " together with the benefits of Irish government programs to encourage research and development in Ireland."

OPK
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