Earnings summaries and quarterly performance for OPKO HEALTH.
Executive leadership at OPKO HEALTH.
Board of directors at OPKO HEALTH.
Research analysts who have asked questions during OPKO HEALTH earnings calls.
ET
Edward Tenthoff
Piper Sandler Companies
6 questions for OPK
Also covers: ARVN, ARWR, CAPR +17 more
YJ
Yale Jen
Laidlaw & Company (UK) Ltd.
5 questions for OPK
Also covers: AFMD, ALDX, ARCT +14 more
YC
Yi Chen
H.C. Wainwright & Co.
5 questions for OPK
Also covers: ANGO, APDN, BLFS +22 more
MP
Michael Petusky
Barrington Research
3 questions for OPK
Also covers: ANIK, HAE, HSIC +9 more
BC
Brian Cheng
JPMorgan Chase & Co.
2 questions for OPK
Also covers: ALLO, BEAM, CHRS +11 more
JS
James Stamos
Jefferies Financial Group Inc.
2 questions for OPK
MR
Maurice Raycroft
Jefferies Financial Group
2 questions for OPK
Also covers: ABEO, AFMD, ALNY +14 more
MR
Maury Raycroft
Jefferies
2 questions for OPK
Also covers: ABEO, ALNY, ARWR +14 more
DB
Destiny Buch
Ladenburg Thalmann & Co. Inc.
1 question for OPK
Also covers: BNGO, CCLD, NBY +1 more
EH
Eduardo Han
H.C. Wainwright & Co.
1 question for OPK
Also covers: ANGO
Recent press releases and 8-K filings for OPK.
OPKO Health Reports Q4 2025 Results, Highlights Regeneron Collaboration, and Issues 2026 Guidance
OPK
Earnings
Guidance Update
New Projects/Investments
- OPKO Health reported Q4 2025 total revenues of $148.5 million and a net loss of $31.3 million, or $0.04 per share, ending the quarter with $369 million in cash and cash equivalents. The company provided FY 2026 total revenue guidance of $530 million to $560 million.
- The company repurchased 9.8 million shares in Q4 2025 and 34.6 million shares for approximately $47 million in FY 2025, with $113 million remaining under its buyback authorization.
- OPKO Health announced a new collaboration with Regeneron in Q4 2025, with potential milestones exceeding $1 billion. The company also received its first royalty payment of $4.3 million from Eli Lilly for mazdutide sales in China and saw a 30% increase in Pfizer's gross profit share for NGENLA to $12.5 million in Q4 2025.
- Following the sale of oncology assets to Labcorp in mid-September 2025, BioReference's remaining operations generated approximately $300 million in revenue in 2025 and are expected to deliver positive operating income and cash flow in 2026. The 4Kscore test volume grew over 6% year-over-year in Q4 2025.
6 days ago
OPKO Health Reports Q4 2025 Financial Results and Provides 2026 Outlook
OPK
Earnings
Share Buyback
Guidance Update
- OPKO Health reported Q4 2025 total revenues of $148.5 million and a net loss of $31.3 million, or $0.04 per share, compared to net income in the prior year period. The company ended the quarter with $369 million in cash and cash equivalents and restricted cash.
- The diagnostics business underwent a significant transformation with the sale of its oncology division in September 2025, allowing BioReference to focus on its core clinical laboratory business and the 4Kscore test nationally.
- The company advanced its therapeutic pipeline, including an EBV vaccine partnered with Merck and a collaboration with Regeneron that has potential milestones exceeding $1 billion. R&D expenses for Q4 2025 increased to $32.4 million.
- OPKO returned capital to shareholders, repurchasing 9.8 million shares during Q4 2025 and a total of 34.6 million shares for approximately $47 million in 2025, with $113 million remaining under its buyback authorization.
- For Q1 2026, total revenue is projected to be between $125 million and $140 million, and for full year 2026, total revenue is expected to be $530 million to $560 million.
6 days ago
OPKO Health Reports Q4 2025 Results, Highlights Diagnostics Transformation and Pipeline Progress
OPK
Earnings
Guidance Update
Share Buyback
- OPKO Health reported Q4 2025 total revenues of $148.5 million and a net loss of $31.3 million, or $0.04 per share.
- The diagnostics business, BioReference, completed the sale of its oncology division in September 2025, streamlining operations and positioning it for sustained profitable growth in 2026.
- The company ended Q4 2025 with a strong cash position of $369 million and repurchased 34.6 million shares for approximately $47 million in 2025, with $113 million remaining under its buyback authorization.
- OPKO's ModeX pipeline advanced with multiple clinical-stage programs and established a collaboration with Regeneron, which has a potential value exceeding $1 billion in milestones.
- For full year 2026, the company expects total revenue between $530 million and $560 million.
6 days ago
OPKO Health Reports Q4 2025 Results and Provides 2026 Guidance
OPK
Earnings
Guidance Update
New Projects/Investments
- OPKO Health reported consolidated total revenues of $148.5 million for the fourth quarter of 2025, a decrease from $183.6 million in the prior-year period, primarily due to the sale of certain BioReference assets. The company recorded a net loss of $31.3 million, or $0.04 per share, for Q4 2025.
- The company provided financial guidance, projecting total revenues between $125 million and $140 million for Q1 2026 and between $530 million and $560 million for the full year 2026.
- OPKO Health entered into a research collaboration with Regeneron Pharmaceuticals to develop multispecific antibodies, with potential milestone payments exceeding $1 billion if multiple products from the collaboration are successful.
- As of December 31, 2025, cash, cash equivalents, and restricted cash totaled $369.1 million. The company repurchased $13.5 million of common stock in Q4 2025, contributing to a total of $87.3 million repurchased under the program since July 2024, with $112.7 million remaining authorized.
6 days ago
OPKO Health Reports Q4 2025 Results and Provides 2026 Guidance
OPK
Earnings
Guidance Update
New Projects/Investments
- OPKO Health reported consolidated total revenues of $148.5 million for the fourth quarter of 2025, a decrease from $183.6 million in the prior-year period, primarily due to the sale of certain BioReference assets. The company recorded a net loss of $31.3 million, or $0.04 per share, in Q4 2025, contrasting with a net income of $14.0 million in Q4 2024 which included significant one-time gains.
- The company provided financial guidance, expecting total revenues for Q1 2026 to be between $125 million and $140 million, and for the full year 2026, total revenues are projected to be $530 million to $560 million.
- OPKO's ModeX subsidiary entered a research collaboration with Regeneron Pharmaceuticals, which includes an upfront payment and potential milestone payments exceeding $200 million for each program, with the overall potential value of the collaboration exceeding $1 billion.
- Key pipeline advancements include MDX2003 approved for Phase 1 studies in Australia (expected H1 2026), MDX2001 advancing in its Phase 1 clinical trial (Phase 1b studies expected H1 2026), and FDA permission granted for Phase 1 studies of MDX2301 for COVID-19 (scheduled to begin Q2 2026).
- The company repurchased $13.5 million of its common stock in Q4 2025, contributing to a total of $87.3 million repurchased since July 2024, with $112.7 million remaining authorized under the program.
6 days ago
OPKO Health Details Strategic Rebalancing, Pipeline Progress, and Financial Outlook at J.P. Morgan Healthcare Conference
OPK
New Projects/Investments
Guidance Update
Share Buyback
- OPKO Health is strategically rebalancing its portfolio, focusing on therapeutics and divesting from clinical diagnostics, with the remaining diagnostic business projected to achieve 3%-5% revenue growth in 2026 from a $300 million base in 2025, aiming for single-digit EBITDA and cash flow positive operations by the end of 2026.
- The company has a licensing agreement with Merck for an EBV vaccine, which includes $50 million upfront and potential milestones of $870 million, with Phase 1 complete and a Phase 2 decision expected in Q1 2026.
- A collaboration with Regeneron involves four programs with potential milestones of $1.2 billion, providing non-dilutive financing for OPKO's multi-specific platform.
- OPKO is advancing its clinical pipeline, including MDX-2001 (solid tumor, nearing end of Phase 1A) and MDX-2004 (immune system rejuvenation, in clinic), with plans to move MDX-2001 to Phase 1B this year. The company also has approximately $140 million remaining on its stock repurchase program.
Jan 14, 2026, 9:30 PM
OPKO Health Outlines Strategic Rebalancing and Pipeline Progress
OPK
New Projects/Investments
Share Buyback
Guidance Update
- OPKO Health is rebalancing its business by divesting approximately 40% of its clinical diagnostic operations, with the remaining BioReference Health business projected to achieve break-even and profitability in 2026. The diagnostic segment is guided for 3%-5% revenue growth in 2026 from a $300 million base in 2025, targeting single-digit EBITDA and cash flow positive operations by year-end.
- The company's biotech division, ModeX Therapeutics, has a significant partnership with Merck for an EBV vaccine, which has completed Phase 1 and is anticipated to enter Phase 2 in Q1 2026, with potential milestones up to $870 million.
- ModeX also established a new collaboration with Regeneron covering four programs in obesity, cancer, and immunology, offering potential milestones of $1.2 billion.
- OPKO's clinical pipeline includes MDX-2001 (solid tumor, nearing end of Phase 1A, moving to Phase 1B in 2026) and MDX-2004 (trispecific immune-rejuvenating antibody, in clinic).
- The company has approximately $140 million remaining on its stock repurchase program, having returned over $100 million to shareholders in the past year.
Jan 14, 2026, 9:30 PM
OPKO Health Provides Strategic and Pipeline Update at J.P. Morgan Healthcare Conference
OPK
Guidance Update
New Projects/Investments
Share Buyback
- OPKO Health is rebalancing its portfolio by focusing on therapeutics and divesting from clinical diagnostics, aiming for the remaining diagnostic business to reach break-even and profitability with projected 3%-5% revenue growth in 2026 off a $300 million base from 2025, and targeting single-digit EBITDA and cash flow positive operations by the end of 2026.
- The Merck-partnered EBV vaccine has completed phase one, with a decision on phase two entry and an associated milestone payment expected in Q1 2026. The cancer solid tumor product MDX-2001 is nearing the end of phase 1A (23 patients treated) and will advance to phase 1B in 2026.
- A Regeneron partnership for four programs provides non-dilutive financing with potential milestones of approximately $1.2 billion. Additionally, MDX-2004 (immune system rejuvenation) is in early clinical development, and the company plans to fully own its in vivo CAR T cell platform.
- OPKO Health has approximately $140 million remaining in its stock repurchase program, having returned over $100 million to shareholders in the past year, with further guidance on capital allocation expected in February 2026.
Jan 14, 2026, 9:30 PM
Entera Bio Comments on FDA Qualification of Total Hip BMD as Regulatory Endpoint
OPK
New Projects/Investments
Guidance Update
- Entera Bio announced the FDA's broad qualification of total hip bone mineral density (BMD) as a validated regulatory endpoint for novel osteoporosis drugs.
- This qualification further bolsters Entera's July 2025 FDA alignment and regulatory strategy for EB613, which is being developed as the first oral, once-daily anabolic tablet treatment for osteoporosis.
- In July 2025, Entera was the first company to receive FDA alignment that a single Phase 3 study with total hip BMD as primary endpoint would support an NDA for EB613.
Dec 23, 2025, 1:30 PM
OPKO Health Reports Q3 2025 Results, Completes Oncology Division Sale, and Announces Regeneron Collaboration
OPK
Earnings
M&A
Share Buyback
- OPKO Health completed the sale of BioReference Health's oncology division, receiving $192.5 million at closing and an additional $32.5 million in a performance-based earnout, aiming to streamline its lab business.
- The company reported a Q3 2025 consolidated operating income of $48.1 million and net income of $21.6 million, or $0.03 per basic and diluted share.
- OPKO Health announced a research collaboration and license agreement with Regeneron, potentially yielding over $1 billion in milestone payments and tiered royalties for the development of multi-specific antibodies.
- The company repurchased 11.1 million shares during Q3 2025, with $126 million remaining under its share repurchase program as of September 30.
- For Q4 2025, OPKO Health expects total revenue between $135 million and $140 million and anticipates achieving break-even operating results.
Oct 29, 2025, 8:30 PM
Quarterly earnings call transcripts for OPKO HEALTH.
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