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Opinions Bruce Campbell (2)
Knight TherapeuticsGUD.TOBUY ON WEAKNESSMay 20, 2015
Stock price when the opinion was issued
As of Jun 19, 2026. Market Open.
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Stockchase Insights
James Hodgins
Ryan ModestoHis 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.
James Hodgins
Had owned this in the past. If you believe in Jonathan Goodman, he has a phenomenal track record at Paladin. He is going to build a lot of value and is a large shareholder himself. In the short term he has a lot of cash, and people get nervous about what he is going to do with it. A bit of a black box at this time. However, some of the deals he has made so far have been phenomenally successful. Thinks the stock will go higher over time. His preference would be Concordia (CXR-T) or Merus (MSL-T), which have better opportunities. This is one he watches and would trade around. If he got a little bit cheaper he would probably buy it.