Added to YB: 2026-04-02
Pitch date: 2026-03-30
OSUR [bullish]
OraSure Technologies, Inc.
+3.04%
current return
Author Info
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Company Info
OraSure Technologies, Inc., together with its subsidiaries, develops, manufactures, markets, sells, and distributes diagnostic products and specimen collection devices in the United States, Europe, Africa, and internationally.
Market Cap
$201.8M
Pitch Price
$2.96
Price Target
5.52 (+84%)
Dividend
N/A
EV/EBITDA
-0.27
P/E
-3.11
EV/Sales
0.14
Sector
Health Care Equipment and Supplies
Category
special_situation
OraSure Technologies ($OSUR): You're Buying the Business for Nothing
OSUR: Trading at $3.00 vs $2.66/share cash ($199M, zero debt), market assigns ~$0.34 to businesses generating $115M revenue. Altai proxy fight forcing sale; Zwanziger bid $3.50-4.00 rejected. CT/NG molecular self-test submitted Dec 2025 (sub-$10 COGS, 75% margins vs 42% blended). SOP $5.52 (+84%), 78% combined catalyst probability vs ~27% market-implied. Normalized FCF -$37M, 3.8yr runway. Risks: cash burn acceleration, activist fails, FDA CRL. 12-18mo catalyst window.
Read full article (17 min)