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Knight TherapeuticsGUD.TODON'T BUYSep 06, 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.
A Canadian health care holding company run by Jonathan Goodman, who formerly ran Paladin, a Canadian success story. It is a little expensive here. A holding company sitting on a lot of cash, and there is a lot of goodwill built into what people think he is going to do with the money. He would prefer to wait to see where he invests. (See Top Picks.)