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Knight TherapeuticsGUD.TOPAST TOP PICKNov 02, 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 Top Pick Oct 13/15. Up 20.09%.) About the only biotech company in Canada that is doing well. It has $600 million in cash. A long-term story, but if you have seen the biotech sector in the past year, $600 million in cash is a pretty good position to be in right now. Recently they have been giving loans to very tiny companies to finance working capital, and if the company doesn’t actually make it, they just fold the whole technology into Knight.