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Knight TherapeuticsGUD.TOWAITOct 19, 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.
Great company. Well-managed. Very well capitalized. Lots of cash, but not a lot of earnings in the pipeline in the short term. Ultimately to get this stock lifted out of the $6-$8 range it has to have some earnings that are going to kick in. If this company were ever going to become a hostile raider, there is a lot of stuff in the Pharma space that is on sale. He would love to see this company take a run at some of these bombed out stocks. They have the balance sheet to do it, but he doesn’t know that that is their style. Let the company mature a little bit more and revisit it in 12-18 months.