Is OPKO’s Regeneron Deal and Asset Sale Shifting the Investment Case for OPKO Health (OPK)?

OPKO Health recently reported third-quarter earnings with revenue of US$151.67 million and net income of US$21.63 million, surpassing analyst expectations, and announced a collaboration with Regeneron Pharmaceuticals potentially valued at over US$1 billion. The company also finalized the US$225 million sale of its BioReference Health oncology assets to Labcorp and received FDA approval for broader use of its 4Kscore® Test, marking significant changes in its business focus and regulatory landscape. We'll examine how the Regeneron partnership and profitable quarter may adjust the long-term investment narrative for OPKO Health.

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OPKO Health Investment Narrative Recap

For OPKO Health, the core belief for shareholders is that focused innovation and partnerships in diagnostics and therapeutic development can drive sustainable revenue and margin growth. The recent profitable quarter and Regeneron collaboration provide some support for this view, but short-term progress toward true profitability remains the primary catalyst. The biggest risk, persistent net losses and reliance on asset sales, has not yet been materially reduced by these updates.

The most relevant announcement is the completion of the US$225 million sale of the BioReference Health oncology assets to Labcorp. This deal aligns with efforts to streamline the business and may help OPKO sharpen its focus on higher-margin diagnostic segments, impacting its ability to improve cash flow and reduce earnings volatility going forward. In contrast, it’s important for investors to be aware that continued net losses and uneven performance in key segments could still...

Read the full narrative on OPKO Health (it's free!)

OPKO Health's outlook anticipates $754.1 million in revenue and $40.6 million in earnings by 2028. This is based on a 4.3% annual revenue growth rate and an earnings increase of $217.7 million from the current earnings of -$177.1 million.

Uncover how OPKO Health's forecasts yield a $3.62 fair value, a 148% upside to its current price.

Exploring Other PerspectivesOPK Community Fair Values as at Oct 2025

Simply Wall St Community members assigned fair values for OPKO Health ranging from US$1.85 to US$6.06, with three distinct perspectives represented. Persistent net losses remain a critical challenge that could affect long-term shareholder outcomes, so consider multiple viewpoints when weighing your investment approach.

Explore 3 other fair value estimates on OPKO Health - why the stock might be worth just $1.85!

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Build Your Own OPKO Health Narrative

Disagree with existing narratives? Create your own in under 3 minutes - extraordinary investment returns rarely come from following the herd.

A great starting point for your OPKO Health research is our analysis highlighting 1 key reward and 2 important warning signs that could impact your investment decision. Our free OPKO Health research report provides a comprehensive fundamental analysis summarized in a single visual - the Snowflake - making it easy to evaluate OPKO Health's overall financial health at a glance.

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This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.

Companies discussed in this article include OPK.

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