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Knight TherapeuticsGUD.TOHOLDJun 04, 2014Stock price when the opinion was issued
As of Jun 19, 2026. Market Open.
Trevor Rose’s Insights - Trevor’s most-liked answers from 5i Research. Trades at a cheap valuation. Investors’ patience has run out. Recent acquisition gave it a new life. Current environment can be favorable. Unlock Premium - Try 5i Free
Billy Kawasaki’s Insights - Billy’s most-liked answers from 5i Research. Although the stock has not moved, the basic thesis has not changed. There is some weakness in South America which has impacted their acquisition. With no dividend, there is an opportunity cost to the stock, but outlook remains intact. Unlock Premium - Try 5i Free
His biggest holding. They have $6.85 in tangible book value, mostly cash. The CEO may buy Paladin or Cipher Pharmaceuticals. Be patient for this deal. It'll be accretive.
You have to accept that there has been quite a significant market correction in lots of stocks. The key thing with this one is that you have the brilliant backdrop of Jonathan Good who knows what he is doing. There is a voucher that the FDA has granted the company that is worth $200 million possibly, to advance the process. You have to be patient. The company just has to really get started.