OPKO HEALTH, INC. — Form 8-K
Filed July 27, 2026 · analyzed by the 8-K Agent
8-K
— Neutral
significance 42/100
What the filing says
OPKO reported Q2 2026 consolidated revenues of $163.5M (vs. $156.8M YoY), with net loss of $8.4M or $0.01/share (vs. $148.4M loss YoY). Key drivers: $29.4M revenue from Nicoya equity stake (15% ownership for revised royalty terms on RAYALDEE in Greater China, with up to $115M in remaining milestones), $18.1M earnout gain from prior oncology asset sale to Labcorp, and $6.4M NGENLA profit share. Pharmaceuticals operating income was $0.8M; Diagnostics operating income $4.8M (post-$18.1M earnout). Cash position $314.4M; $105.3M stock repurchased YTD under program. Full-year 2026 guidance: $560–585M revenue; $125–135M R&D spend.
Why this rating
Sequential improvement and pipeline activity positive; but core revenue flat, diagnostics declining (oncology divestiture), equity raise by partner routine. Modest scale relative to $539.5M market cap.
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