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OPKO Health (OPK) Posts Wider-Than-Estimated Loss in Q3

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OPKO Health, Inc. (OPK - Free Report) reported loss of 8 cents per share in the third quarter of 2017, compared with a loss of 3 cents a year ago. Moreover, the loss was wider than the Zacks Consensus Estimate of a loss of 5 cents.

Revenues

In the third quarter, OPKO Health reported total revenues of $263.5 million, down 11.6% year over year from $298 million. The reported figure also missed the Zacks Consensus Estimate of $320.9 million.

Gross profit in the third quarter was $112.2 million, down 23.6% year over year. Gross margin contracted a massive 670 basis points (bps) to 42.6%.

Research and development expenses totaled $32.3 million, up 32.4% year over year, while selling, general and administrative expenses amounted to $131.4 million, up 5.2%. Consequently, loss from operations came in at $51.5 million, highlighting a significant decline from an operating loss of $2.5 million in the prior-year quarter.The decline can be attributed to a rise in operating expenses owing to the company’s significant investments associated with the commercial launch of RAYALDEE along with consistent investments in the pharmaceutical pipeline.

Opko Health, Inc. Price, Consensus and EPS Surprise

 

Financials

OPKO Health exited third-quarter 2017 with cash and cash equivalents and marketable securities of $100.3 million, compared with $130.5 million recorded at the end of the second quarter.

Our Take

OPKO Health exited the third quarter on a disappointing note.

Nonetheless, we are encouraged by the company’s progress in all of its businesses, which include diagnostics business as Bio-Reference Laboratories and pharmaceutical business. We are also upbeat about the company’s revenues from GeneDx, Bio-Reference's genetic testing unit in the quarter, reaching the highest level over the past four quarters. Also, OPKO Health’s agreement with Japan Tobacco to develop and market RAYALDEE in Japan buoys optimism.

However, the rise in operating expenses might continue to mar the company’s financials.

Zacks Rank & Key Picks

OPKO Health currently has a Zacks Rank #3 (Hold).

A few better-rankedmedical stocks are PetMed Express, Inc. (PETS - Free Report) , Luminex Corporation and Intuitive Surgical, Inc. (ISRG - Free Report) . Notably, PetMed and Luminex sport a Zacks Rank #1 (Strong Buy), while Intuitive Surgical carries a Zacks Rank #2 (Buy). You can see the complete list of today’s Zacks #1 Rank stocks here.

PetMed reported earnings per share of 43 cents in the second quarter of fiscal 2018, up 79.2% from the year-ago quarter’s 24 cents. Also, gross margin expanded 548 bps year over year to 35.2% in the reported quarter.

Luminex reported adjusted earnings per share of 19 cents in the third quarter of 2017, up 216.7% year over year. Revenues increased almost 4.1% year over year to $74.1 million.

Intuitive Surgical posted adjusted earnings of $2.77 per share in the third quarter of 2017, up 34.5% on a year-over-year basis. Also, revenues increased 18% year over year to $806.1 million.

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