Added to YB: 2026-05-07
Pitch date: 2026-05-05
OSUR [neutral]
OraSure Technologies, Inc.
-0.66%
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
$203.9M
Pitch Price
$3.02
Price Target
N/A
Dividend
N/A
EV/EBITDA
-0.31
P/E
-3.14
EV/Sales
0.16
Sector
Health Care Equipment and Supplies
Category
special_situation
May 2026 Update - $OSUR
OSUR (update): Altai activist settled Apr 16; got N&CG seat, 2027 board declassification, 9.9% ownership cap, standstill expires early 2027 w/ relaunch optionality intact. Sherlock contingent payment moved to current liab ($18.4M) implying FDA CT/NG approval <12mo from Jun'25. Mgmt 2025-27 bonus targets $470M cumulative rev (~$110M above consensus), requires CT/NG launch & capacity ramp. Strategic M&A wave: Hologic LBO Apr 7, Roche/SAGA Apr 16, QuidelOrtho/LEX Apr 20. 30% capacity utilization, ~$200M mcap, $186M net cash. Watching Q1 print Wed for OCF burn, buyback pace, FDA timing language; Jun 3 Proposal 5 (declassification) needs 66.6% for 2027 activist path.
Read full article (5 min)