SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Strategies & Market Trends : Value Investing
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: E_K_S who wrote (78365)11/1/2025 8:22:57 AM
From: Spekulatius1 Recommendation

Recommended By
OlafB

   of 78456
 
This was a MRK spin off so assets are solid, it's just the valuation.
re OGN- no, it’s not just the valuation, it’s a melting icecube business with a mountain of debt. Earnings have roughly halved since they were spun off in 2021 - due to lower operating income , higher R&D expense to replace aging products and interest payment. Debt has barely gone down.
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  

HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2025 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News