DEFA14A ·Filed May 15, 2026

OPK

OPKO HEALTH, INC.
NEUTRAL
Impact 4/10
Horizonweeks Processed4mo ago SEC0001193125-26-227011
Proxy solicitation materials
Actionable Insight • Neutral

Monitor proxy vote outcome on June 18, 2026 — failure to approve the equity plan would force cash-based compensation, pressuring liquidity. Stockholder sentiment on the plan is the key near-term catalyst.

DirectionNeutral
Confidencehigh
Horizonweeks
Final — all horizons settled through T+60d
OPK ▲ +23.01% at T+60d
NEUTRAL call ✓ call won +23.01% · α vs SPY +18.16% · entry $1.13 → $1.39
Entry anchored
May 15, 2026
via day open
T+1d
+1.77%
call +1.77% · α +2.42%
$1.15
settled 5mo ago
T+5d
+14.16%
call +14.16% · α +12.54%
$1.29
settled 4mo ago
T+20d
+23.01%
call +23.01% · α +21.43%
$1.39
settled 4mo ago
T+60d
+23.01%
call +23.01% · α +18.16%
$1.39
settled 7w ago

Price Chart

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Executive Summary

OPKO Health filed a DEFA14A supplement clarifying that its 2016 Equity Incentive Plan expired in February 2026, rendering 19,008,162 previously available shares no longer grantable. The board reaffirms its recommendation to approve the new 2026 Equity Incentive Plan at the June 18, 2026 annual meeting; failure to pass would halt equity grants, potentially increasing cash compensation and reducing cash for operations.

Key Facts

  • 2016 Equity Incentive Plan expired February 2026; 19,008,162 shares no longer available for grant.
  • Board recommends voting FOR the 2026 Equity Incentive Plan at the June 18, 2026 annual meeting.
  • If plan not approved, OPKO cannot grant new equity awards, may shift to cash compensation, reducing cash for operations.
  • Supplement clarifies prior proxy statement; no other changes to proposals.

Financial Impact

No specific dollar amounts disclosed; potential shift to cash compensation if plan fails could reduce operating cash, but magnitude unquantified.

cash_available_for_operationscompensation_expense

Risk Factors

  • Stockholders may reject the 2026 Equity Incentive Plan, halting equity grants and increasing cash compensation costs.
  • Increased cash compensation could reduce cash available for operations and R&D.

Market Snapshot

Exchange
Nasdaq
Sector
Pharmaceutical Preparations
Analyst Consensus
64% bullish (11 analysts)

Investment Themes

Biotech & Drug Discovery

Documents Analyzed

This report is based on 4 SEC documents filed with EDGAR.

DocumentAccession Number
DEFA14A Filing (Primary)0001193125-26-227011
Document: 0001193125-26-227011-index-headers.html0001193125-26-227011
Document: 0001193125-26-227011-index.html0001193125-26-227011
Document: 0001193125-26-227011.txt0001193125-26-227011
7 reports for OPK
Performance horizon

Track record builds as more directional reports settle.

Filters
Rows
Reports for OPK — sortable, filterable
TypeNow
Jul 27, 2026
9w ago
8-K
MIXED ★ 5/10
$1.65 $1.49▼ −9.70%▼ −13.08%$1.56 (−5.45%)
Jul 23, 2026
10w ago
Press Release
NEUTRAL ★ 2/10
$1.17 $1.46▲ +24.79%▲ +21.48%$1.56 (+33.33%)
Jun 15, 2026
15w ago
Press Release
NEUTRAL ★ 3/10
$1.40 $1.23▼ −12.14%▼ −11.39%$1.56 (+11.43%)
May 15, 2026
19w ago
DEFA14A
NEUTRAL ★ 4/10
$1.13 $1.39▲ +23.01%▲ +21.43%$1.56 (+38.05%)
Apr 30, 2026
22w ago
Press Release
NEUTRAL ★ 4/10
$1.13 $1.43▲ +26.55%▲ +21.58%$1.56 (+38.05%)
Apr 22, 2026
23w ago
Press Release
BULLISH ★ 7/10
$1.23 $1.15▼ −6.50%▼ −9.67%$1.56 (+26.83%)
Apr 21, 2026
23w ago
Press Release
NEUTRAL ★ 3/10
$1.23 $1.15▼ −6.50%▼ −9.67%$1.56 (+26.83%)
Showing 7 of 7

US Market Status

Market Closed — Opens Mon (64h 59m)

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