Q4 2025 OPKO Health Inc Earnings Call Transcript

Feb 26, 2026 / 09:30 PM GMT

Release Date Price: $1.16 (-2.52%)

Transcript 10-K8-K

Key Points

Positve

OPKO Health Inc (OPK) exited 2025 with strong momentum, executing on key priorities such as positioning its diagnostics business for profitability and advancing its Modex pipeline.
The company completed the sale of its oncology division, allowing it to focus on its core clinical laboratory business and streamline operations.
OPKO Health Inc (OPK) has a strong cash position bolstered by asset sales, partnership payments, and positive contributions from its international pharmaceutical business.
The collaboration with Regeneron, potentially exceeding $1 billion in milestones, aligns OPKO's antibody discovery capabilities with Regeneron's platform.
The 4K score test remains a key growth driver, with a 6% increase in volume year-over-year, and is expected to generate meaningful revenue and profit as payer coverage expands.

Negative

The company's diagnostics revenue declined year-over-year due to the sale of oncology assets and changes in test mix.
OPKO Health Inc (OPK) reported a consolidated operating loss of $38.3 million for Q4 2025, compared to $33.1 million in the previous year.
The pharmaceutical segment experienced an operating loss of $10.7 million, up from $2.1 million the previous year, due to increased R&D investments.
Net loss for Q4 2025 was $31.3 million, compared to net income of $14 million in Q4 2024.
Total costs and expenses are expected to be high, between $725 and $750 million for the full year 2026, despite the divestiture of the oncology division.

Refinitiv StreetEvents Event Transcript
E D I T E D V E R S I O N

OPK.OQ - OPKO Health Inc
Q4 2025 OPKO Health Inc Earnings Call
Feb 26, 2026 / 09:30PM GMT

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Presentation
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Unidentified_1 [1]
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Hello and welcome to the Opco Health 4th quarter 2025 financial results conference call. All participants will be listen-only mode. Should you need assistance, please signal a conference specialist by pressing the key, followed by 0. After today's presentation, there will be an opportunity to ask questions. To ask your question, you may press star, then 1 on your telephone keypad. To withdraw your question, please press star, then 2.

Please note this event is being recorded. I would now like to turn the conference over to Yvonne Briggs. Please go ahead.

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Unidentified_2 [2]
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