BioZone just announced a deal with MusclePharm that investors could be misinterpreting. The stock sold off on the announcement, but I think investors may be wrong.
With Dr. Frost's and Opko's large positions in BioZone, I assume he orchestrated the MusclePharm deal in a way to set BioZone up for some other type of transaction that will benefit himself and BioZone shareholders. Dr. Frost and Opko are BioZone's largest shareholders, so this MusclePharm deal should benefit BioZone in some way that we can't yet understand. I have no idea what Dr. Frost could be planning, but in my opinion he may be preparing BioZone for some type of significant valuation enhancement.
Disclosure: I am long BZNE.