Mar. 6 at 6:18 PM
$OPK valuation for OPKO Health (OPK), balancing its distinct assets:
Labs & Diagnostics: The remaining BioReference core labs (NY/NJ) and the 4Kscore test are valued at ~
$500 million.
Pharma & Royalties: NGENLA royalties from Pfizer and Rayaldee sales combine for a solid ~
$425 million.
ModeX Therapeutics: The heavily validated R&D pipeline (backed by Merck and Regeneron) is worth ~
$450 million.
Global Manufacturing: International production facilities like EirGen and FineTech add ~
$175 million.
Financials: Net cash (offsetting debt) and strategic investments (like Entera Bio) contribute ~
$60 million.
Total Enterprise Value: Combining these parts yields a moderate valuation of ~
$1.61 Billion.
Implied Share Price: Based on ~750 million shares, this reflects a fair value of ~
$2.15 per share.
