50% off Premium Yearly
Knight TherapeuticsGUD.TORISKYAug 06, 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.
To him, it is a very, very good speculative opportunity on Jonathan Goodman of Paladin Labs fame, a determined man who took Paladin to the $140 level. He is attempting to repeat this again. Has deep experience. The very important thing about this company is that it has this voucher, an FDA award, which enables a company to buy an acceleration of the FDA process. The only one left in the world.