Added to YB: 2026-04-30
Pitch date: 2026-04-28
OSUR [neutral]
OraSure Technologies, Inc.
-0.67%
current return
Author Info
No bio for this author
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
$208.1M
Pitch Price
$2.98
Price Target
N/A
Dividend
N/A
EV/EBITDA
-0.38
P/E
-3.20
EV/Sales
0.19
Sector
Health Care Equipment and Supplies
Category
special_situation
OraSure Technologies, Inc. $OSUR
OSUR (watchlist): Cash shell w/ small diagnostics biz. $218.5M mcap, $199M cash = $8M EV for $115M rev co. 0.07x EV/Rev but burned $49M in '25. Post-COVID revenue collapsed $405M→$115M. Activists circling: Zwanziger bid $3.50-$4/sh rejected; Altai (5.2%) got board seat; Cannell (2.8%) wants refresh. Catalysts: Sherlock CT/NG self-test FDA pending (est $1.5-2B TAM), Colli-Pee STI device submitted. Running 30% capacity. $246M fed NOLs. Risks: bloated costs, mgmt poor capital allocators, $40M buyback + M&A plans concerning. Staying sidelines pending FDA news
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