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Opko Health, Inc. Message Board

oechman 9 posts  |  Last Activity: Dec 18, 2014 11:49 AM Member since: Sep 22, 2004
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  • What else pray tell is going on at OPK? The good Dr. has not bought in almost a month. While this is not unpresedented, it is highly unusual. News generally follows a period of the good Dr not buying. We got big news and still no buy. Is PFE also interested in Rayaldee? IMO, PFE inquired about buying OPK while the deal discussions for the growth hormone were going on. Frost obviously said no because the company is simply not for sale. But what if the good Dr. said he'd be interested in a ROW marketing deal for Rayaldee? You think PFE walks away from that discussion? Hell no, they call corporate and get the head of the renal division in ASAP. This is a far more complicated deal then the previous one and would require PFE to fork over a sizable amount of cash. There is simply no way OPK can effectively market Rayladee outside North America so a deal makes the most sense.

    Obviously OPK has news coming reagrding the filing for approval for Rayaldee so this could be preventing the Dr. from buying.

  • You have to believe big pharma has inquired about marketing rights for Rayaldee. The substantial and mounting evidence of the role vitamin D plays in the inflammatory disease space can not be ignored. OPK could use the cash to advance their early stage compounds. The preclinical compounds and targets OPK has are very
    interesting. If you are not familiar go to the website and check out the CURNA section and also the Parkinson's disease section. You will realize quite quickly once you read the CURNA stuff why OPK sold their intellectual property in the RNAi space.

  • Reply to

    Market Potential for Rayaldee $24 Billion

    by bfle836 Dec 10, 2014 8:53 PM
    oechman oechman Dec 11, 2014 5:21 AM Flag

    There are a lot of clinical trials to be conducted before this drug reaches $12 billion. Vitamin D deficiency is rampant and implicated in many inflammatory diseases but...........

  • Reply to

    Ericsson v. D-Link Systems

    by peterrbrady Dec 4, 2014 10:53 PM
    oechman oechman Dec 7, 2014 6:15 AM Flag

    What if the car couldn't function in a safe manner if it didn't have that part? What if the car didn't
    conform with federal standards without that part? What would happen to the value of that car without that part? What would happen to the value of the iPhone if it couldn't function in a secure manner? If you bought an iphone that wasn't secure, would paying $4.99 for an app to make it secure be unreasonable? The jury awarded a royalty of .52%, is that unreasonable? $500 x .52% = $2.60, Apple got off easy IMO. Is the next jury going to award less? Is the next jury going to think security is less important or more then the previous one? How many new stories about major security issues at retail stores and now Sony have they been bombarded with? Apple is infringing on VHC patents (willfully for some time now) and the meter is running.

  • OPK must be ready to file their NDA for Rayaldee. Frost has not bought in two weeks which usually means he has material information he can't trade on. OPK has said the filing would happen this Q and they NEVER miss a timeline so the filing could happen any day now. Buying by Frost will continue in earnest after this announcement.

  • oechman by oechman Dec 3, 2014 5:12 AM Flag

    A good friend is looking at a diagnosis of having MS so I've been doing some homework to learn about it.
    Wouldn't you know it, most folks diagnosed with MS are vitamin D deficient (as are 70% of other Americans). In fact, if you go through the inflammatory diseases, whether it be coronary, MS, cancer, RA, lupus,diabetes, ect ect, a big % of people who have those ailments are vitamin D deficit. My friend just got back her blood test and guess what, vitamin D deficient. The Dr wasn't even going to check it because her calcium was so good (WASN'T GOING TO CHECK IT !!!). I told her before she went to make sure they checked her D. FOLKS, GET YOUR VITAMIN D CHECKED, they wouldn't check it unless you ask. Preventing inflammation is better then trying to get rid of it.

    For those who don't know, Vitamin D is key to preventing and fighting inflammation in the body. Interesting that they chose cancer as the first trial as they begin the label extension process for Rayaldee.

  • oechman by oechman Nov 5, 2014 5:04 AM Flag

    the safe haven, yet no one dares to peak behind the curtain. The Fed announcing the end of their buying program is a joke. The buying will of course continue unabated through foreign channels. The debt bubble continues to inflate and our Fed continues to pump and pump, something will give. As we've seen in previous bubbles, it takes a lot longer then you think it will before it pops, but pop it will.

  • I would not be surprised to see a deal for the rights to market Rayaldee outside North America. Obviously OPK is not for sale, no one would pay what Dr Frost would accept.

  • oechman by oechman Oct 22, 2014 7:04 AM Flag

    I expect the Supreme Court to come down hard on recent rulings by the CAFC. These folks in the CAFC are, in fact, acting like Supreme Court judges, obviously they will have to be put in their place and they obviously need to be reminded about what their jobs are. The way this is going, we might as well end jury trials in patent cases and head directly to the CAFC. What the hell, they are now in the business of inserting their own agenda into the process. The CAFC's VHC ruling reeks of politics and follow the money BS we have so become accustom too.

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