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Knight TherapeuticsGUD.TOHOLDJan 19, 2016Stock 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.
While this has gone down in the healthcare bear market, it hasn’t gone down as much as others. The reason is that Jonathan Goodman took his previous company Paladin Labs to $145, and it took 19 years. This is going to be a very long-term hold. Mr. Goodman has amazing connections into the pharmaceutical industry for acquiring and participating in drugs. Has also long participated in financing for others.