Obagi Medical Products, Inc. (NASDAQ:OMPI)
A pharmaceutical company focused on the aesthetic and skin health markets. The Company develops and commercializes prescription-based, topical skin health systems.
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Recs
FlipFlops1968
(< 20)
Submitted: 4/23/2008 12:01:32 AM :
Start Price:
$6.99
OMPI Score:
+82.38
I use the products and none compare to the results!
Financials look great, future is bright.
In 4/16/08 @ $7.53 including round trip broker fees.
Recs
hanlerris
(46.57)
Submitted: 4/22/2008 9:36:57 PM :
Start Price:
$6.99
OMPI Score:
+82.38
I think the stock bottomed out.
Recs
ballofwaxx
(< 20)
Submitted: 4/22/2008 4:55:20 PM :
Start Price:
$6.99
OMPI Score:
+82.38
intriguing price and fundamentals
Recs
bindlestiffjim
(< 20)
Submitted: 3/23/2008 2:47:44 PM :
Start Price:
$9.47
OMPI Score:
+31.45
My obligatory (self imposed) biotech.
They've been beat down pretty bad. Numbers look good.
Revenue is climbing. They've destroyed most debt. PEG .6, well below industry.
I'll take some of this too.
Recs
ashishdwivedi
(71.77)
Submitted: 11/26/2007 11:36:42 PM :
Start Price:
$18.43
OMPI Score:
-28.68
Posted positive Earnings surprise recently. Good earning history.
Recs
specksyndr
(< 20)
Submitted: 11/7/2007 11:19:30 PM :
Start Price:
$23.19
OMPI Score:
-38.71
growth with decent valuation at this point
Recs
BillZ2208
(54.18)
Submitted: 9/5/2007 3:47:16 PM :
Start Price:
$15.93
OMPI Score:
-14.45
Unique sales model (Physician direct sales). Takeover candidate.
Recs
zeroaffinity
(88.95)
Submitted: 9/5/2007 11:39:50 AM :
Start Price:
$16.00
OMPI Score:
-15.02
I like the business model: physician dispensed products. I also like their all-star product.
Recs
ColoHunter78
(< 20)
Submitted: 8/13/2007 6:51:57 PM :
Start Price:
$17.15
OMPI Score:
-21.33
My wife has been using the NuDerm product and is quite satisfied with the results. The Doctors office seems to be trained quite well to sale/explain these product lines. All competitors in this industry are posting solid earnings.
Recs
runriverrun7
(< 20)
Submitted: 5/10/2007 9:10:18 PM :
Start Price:
$17.98
OMPI Score:
-22.57
I asked my physician girlfriend about Obagi; she said "Haven't you seen my medicine cabinet? It's full of their products." She's been using these products for years and is a loyal customer. Makes me think this is the type of product that people become very loyal to because of its results. Women may not experiment once they find the product that works for them. It sure works for my girlfriend as she looks 10 years younger than her physical age.
Recs
mcgroh
(< 20)
Submitted: 3/22/2007 10:16:43 PM :
Start Price:
$13.21
OMPI Score:
-1.26
OOH - I can ride the wave in virtual investing! Do what I can't (won't) do in my "real" portfolio.
Recs
NetscribeBiotech
(92.45)
Submitted: 3/12/2007 9:02:37 AM :
Start Price:
$11.89
OMPI Score:
+7.04
Obagi Medical Products, Inc. (Obagi) is a specialty pharmaceutical company focused on the aesthetic and therapeutic skin health markets. The Company develops and commercializes prescription-based, topical skin health systems that enable physicians to treat a range of skin conditions, including pre-mature aging, photo-damage, hyper pigmentation, acne and soft tissue deficits, such as fine lines and wrinkles.
The company reported robust results in fiscal 2006. Its top line increased by 20%, where as its bottom line went up by 50%. In the fourth quarter of 2006, Obagi completed its initial public offering. The company utilized the proceeds from the IPO to pay off debts worth $35million. This development would result in interest savings for the company going forward.
Obagi is the leader in the physician-dispensed skin care channel. Physician-dispensed skin care market is somewhat concentrated with top four players cornering 65% market share. This is in stark contrast to fragmented nature of the professional skin care products market. The Obagi Nu-Derm System is the No. 1 selling brand in the fast growing physician dispensed skin-care market.
The company has benefited from favorable demographics and socio–economic environment where people are more conscious about their looks then ever. The company is probably on the cusp of a hugely scalable opportunity as Obagi systems are currently used in less than 50,000 of a total of 7.5 million cosmetic procedures in the U.S.
The risk in this stock would be the company’s over reliance on Nu-Derm as it generates more than 70% of its revenues through it. Besides, the company has limited patent protection on its intellectual properties. This could lead to an attack from a clone.
The company’s valuation seems to be reasonable taking in to account its growth potential and risk profile. This niche player might be an interesting bet for those who want exposure to highly scalable ideas or just want to diversify their bio-tech portfolio. Thus it might attract long term portfolio investors leading to its out performance.
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