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Opinions James Hodgins
Knight TherapeuticsGUD.TOCOMMENTDec 22, 2016
James HodginsStock 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
Jonathan Goodman, former founder and CEO of Paladin labs, sold Paladin to Endo Therapeutics in the US. Endo has since come under a lot of pressure, and this company possibly has the opportunity to buy back the Canadian assets at a much cheaper price than they sold it. Just did a recent $10 equity raise. Knight has about $5 a share in cash, so it has a lot of firepower to be picking up distressed assets from the Valeants of the world, Endo, and possibly even Concordia. He likes this quite a bit here.