50% off Premium Yearly
Knight TherapeuticsGUD.TOCOMMENTApr 07, 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 company was founded by the CEO of Paladin Labs. He raised money on 3 different financings. This is a company that is investing in private equity healthcare funds in Canada and the US. They are also acquiring certain drugs from companies. It is hard to value because it still has a lot of cash on the balance sheet that they haven’t deployed. The institutional community is backing him because of his track record. She has a small position.