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Knight TherapeuticsGUD.TOCOMMENTJan 14, 2015Stock 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.
This is run by Jonathan Goodman who ran Paladin Labs, and you can’t argue with what he has done. He created a lot of shareholder value and it looks like he is at the very forefront of doing that again. He is now starting to deploy some of his cash and this could turn out to be the Paladin lab of 2024. It could take a while and you have to be a patient investor.