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Vaalco Energy Inc. Message Board

oechman 28 posts  |  Last Activity: 8 hours ago Member since: Sep 22, 2004
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  • Longs who have been here a while know whats' coming when the good Dr goes weeks without buying shares.
    It usually means a deal ls coming and the deal in this case, IMO, is for ROW marketing rights for Rayaldee.

  • oechman by oechman Jul 19, 2015 5:14 AM Flag

    Rest of World marketing deal with PFE (or Teva) / Rayaldee is just so logical, I believe it will happen sooner rather then later.

  • As I've speculated in the past, I believe ROW for Rayaldee is in play and PFE is my pony. OPK has done all the heavy lifting so the upfront $'s Frost could get might be too much for him to pass up. We'll even let PFE pay for the upcoming trials in cancer, RA, MS, Chrohn's ect, ect. ect. Frost could of course go it alone but......

  • Reply to

    Another Rayaldy tidbit from Annual Meeting

    by miamianne67 Jul 12, 2015 3:15 PM
    oechman oechman Jul 12, 2015 6:08 PM Flag

    Rayaldee could become standard care for several inflammation diseases, MS comes to mind right off the bat, Crohn's, cardio vascular ect, etc. Trials will of course need to be conducted. Off label usage? big time

  • "Through diagnostics we can enable physicians to a make a more targeted and precise approach in their
    treatment strategies and thus improve patient outcomes & LOWER OVERALL HEALTHCARE COSTS".

    The good Dr commenting on the 4K test not the BRLI buyout but you get the gist. Either you believe the future is personalized medicine, as the Dr does, or you don't.

  • and everyone is entitled to have one. Take the Barron's article for what it is, one persons opinion. Face it, some people do not share the good Dr's vision of health care now and in the future and that is jim dandy fine by me. Dr Frost called the generic explosion and made BILLIONS. Now the good Dr is betting on personalized health care and there are plenty of fools that will bet against him and lose.

  • Think about the possibilities. How much market share will we be able to capture once Claros is online? Dr's can do some testing, right in the office, think Vitamin D, etc, etc, with the outside tests being done at our labs. The revenue generator Claros will be for the Dr's office will assure its quick adoption. You could, in theory, give the Claros units away knowing you'll get it back with the assay & cassette sales. IMO, its a huge incentive for the Dr to give you their outside testing business. Of course, while they are in the office giving them the unit, it would be an ideal time to discuss the vitamin D test and of course Rayaldee.

    Again, Claros has not been discussed by OPK or mentioned by BRLI management, its been all about the 4K.
    Please, OPK has a plan for CLAROS and BRLI is going to execute it and we THE shareholders are going to reap the benefits. Lab Corp and Quest are going to be bleeding business profusely from the wounds this merger is going to inflict on them.

    CLAROS, give it away I say.

  • Reply to

    Dr. Frost and TEVA departure

    by semihound May 26, 2015 3:35 PM
    oechman oechman Jun 11, 2015 11:27 AM Flag

    Well all you need to know about Teva management is that they walked away from a Prolor deal before OPK got involved. Word had it Frost was pushing hard for Teva to make the deal and the CEO was dead set against it.

  • On 4/24/2013 OPK bought Prolor for $480 mil. Stock price high the day before was $7.20, stock sold off over the next few days to a low of $6.27 (approx a 12.5% selloff). The stock bounced around for the next few months, all the while Dr Frost was buying hand over fist. Fast forward to 12/15/2014 when OPK announced the deal, for the Prolor growth hormone drug with PFE for $295 upfront that sent the stock soaring.

    Here we are today 6/10/2015, OPK just bought BRLI and the stock has sold off around 16%. History tells us that 18 months from now we will look back on this deal the same way we look back at the Prolor deal. Did someone say BUYING OPPORTUNITY?

    The management team @ OPK is methodically building a full service heath care company of the future in the vision of Dr Frost. Folks are plain stupid betting against this guy.

  • oechman by oechman Jun 7, 2015 4:12 AM Flag

    Now I understand the silence surrounding Claros and this deal might be Dr Frost's most brilliant stroke yet. Claros not doubt put BRLI management on notice that times were a changing and either get on board or get
    run over. I had speculated that OPK would partner up Claros and here Dr Frost goes and buys a sales force and state of the art company that perfectly compliments his long term vision. Kidos to BRLI management for having some vision here, IMO they took less money upfront to get this deal done. This deal is a game
    changer, Quest and Lab Corp are now officially on notice, its not business as usual anymore.

    I think wall st. will now finally sit up and take notice of what we have here, our company is still way
    under owned on wall st. BRLI did $800 million and if you add in future Rayaldee revenue, 4K, TSRO
    royalties, ect., etc., billions in revenues is right around the corner. BTW, did you notice who are the two top institutional holders of BRLI? They should be very familiar to OPK longs and assure approval of this deal.

    I guess we need to speculate on what the next deal will be. Can you imagine what Dr Frost could do with
    ROW marketing rights cash for Rayaldee? He has been a wheeling and dealing machine since the PFE
    deal and that brought in $295 mil upfront, Rayaldee rights will cost 2 or 3 times that.

    I assume Dr Frost was buying Friday, filing has not been posted on NASDAQ yet.

  • The importance of this buyout will become even more apparent down the road a piece. The deal has obviously already paid for itself but the real exciting stuff is still to come. Prolor not only had a pipeline, they have a biologics platform delivery system. Its one thing to find biologics that do what you want them to do but its an entirely different animal delivering it to the target in the human body intact (see the COCP merger).

    Anyone think for a moment that DR Frost is done dealing? I didn't think so.

  • Long term this is a great day for OPK shareholders. This is another very smart and timely buy by the OPK team. History tells us that Dr Frost will leverage this deal into big gains for shareholders, its what he does. I've
    been doing some research into the bio similar stocks and Bio Ref is the anti bio similar company in that they will and have discovered the next generation of biologics. The good Dr sees personalized medicine as the future and he is positioning OPK in the sweet spot. Of course it doesn't hurt to have a seasoned sales force selling the 4K. At $1.5 billion, OPK paid roughly 30X earnings and less then 2x revenues (Bio Ref grew revenues 15% last Q)

  • oechman oechman Jun 3, 2015 3:06 PM Flag

    No buyout coming, this could just be short covering or maybe Dr Frost has something cooking. Funny how Dr Frost NOT buying stock since 5/13 gets the speculation and stock price moving.

  • A fairly long time for Dr Frost not to buy stock, last buy was 5/13. While its clear the good Dr's buying has slowed as the stock price has climbed its still unusual for him not to purchase in over 3 weeks. The last time
    he went this long without buying was from 11/21 to 12/17. We all know what the reason for that was (hint PFE). Does the good Dr have something going on which prevents him from buying? The answer is quite
    possibly.

    As I've mentioned previously, the silence surrounding Claros is very telling and I personally believe Apple is involved here. Smartphones and Claros go hand in hand.

  • Rayaldee filing will happen any day now, this week for sure. The clock for approval starts once the FDA
    formally accepts the application.

    BTW, what pray tell is going on with Claros? The work must be going on at a feverous pace yet the silence
    surrounding the program is deafening. Will OPK partner up the Claros system?

  • oechman by oechman May 20, 2015 8:31 AM Flag

    OPK filing for Rayaldee will come any day now. Frost continues to insist that OPK will market the drug
    themselves. I personally read that as, "I have not been impressed by the $ offered so far, make me an offer
    I can't refuse, see PFE deal for reference". PFE paid upfront $290 million for a drug that just finished PII
    testing and has a long road through multiply PIII trials to approval. What will it cost to get Rayaldee (of
    course a heck of a lot more then that)? Big pharma haspiles and piles of cash and Frost will extract max
    dollars from them for the rights. Time will of course tell if I have read this wrong and I can understand
    wanting to capture all the profits but cash is king. If you market yourself you are looking at 2017 before you
    start seeing any cash flow from sales.

    Reports estimate June 2016 for FDA approval which I think is pessimistic. OPK added that third PIII data
    very late so I think they may have asked the FDA if adding that trial would expedite the approval process.
    Lets see, 98% effective, not side effects, no issues and 3 PIII trials, this is a done deal, I say Feb 2016 and
    it could be sooner. The medical need for this drug and the costs associated with diabetes and its side effects
    are devastating. Walk through any acute care facility anywhere in the US and you would be shocked by
    what you see.

  • Its usually right around this time in a minings companies lifespan that one of the big boys (GC) comes sweeping in and buys out the company. The investment has been made, the mine is nearly operational and before the gold comes out, GC walks in. They been mining right next to RBY for years and they see the same RBY drilling results we do, they know exactly what is there and how much its potentially worth. Claude is another potential target, IMO.

  • Due tomorrow, give the shorts more to think about this weekend.

  • Reply to

    The Good Doctor

    by bigblueguy123 May 13, 2015 3:30 PM
    oechman oechman May 13, 2015 7:42 PM Flag

    SVON, latest Frost, Rubio & OPK investment

  • oechman by oechman May 12, 2015 4:04 AM Flag

    Folks, the news that the Oxyntomodulin P! trial was starting up in the 2nd half of 2015 is VERY, VERY
    GOOD news. The timing is perfect because getting this drug to the house will be expensive, anyone
    who has invested in the diet drug space knows this. Rayaldee & 4K profits will come in handy to pay
    for the big trials. Interesting how none of the three new diet drugs have done very well, probably because
    the benefits of taking them are marginal, at best. Talk about a potential driver of future revenue. Anyone
    who has heard or read the comments the Good Dr makes about this drug knows how optimistic he is about
    it.

    Claros? Anyone?

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