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Opinions Peter Hodson
Knight TherapeuticsGUD.TOTOP PICKOct 13, 2015
Peter HodsonStock price when the opinion was issued
As of Jun 19, 2026. Market Open.
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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
Very well known management and is the only thesis right now because the company is very early in its genesis. The X-team is from Paladin, which was sold for a multibillion dollars a few years ago. Management took a couple of products and went out and raised a bucket load of money. Had more than $400 million in cash. With all that cash, they are making deals to feed the future. They are doing licensing deals and some finance deals, where if you are a small biotech company they are lending you money and getting access to your products because of that. They are going to know your products intimately because of that relationship. Have done quite a few deals and the market cap is in the $700 million range, so they still have $400 million in cash. Insiders own 30% of the company. For those who just can’t stand the gyrations of some of the other biotechs, here is a stock where that cash supports the valuation.