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Opinions Ryan Modesto
Knight TherapeuticsGUD.TOTOP PICKApr 11, 2017
Stock 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
A pharmaceutical company run by Johnson Goodman, who was also the cofounder of Paladin Labs, probably one of the best management teams you can find, and probably one of the best healthcare companies in Canada. Half their market cap is in cash, and they are either investing in the equity of companies, financing companies with debt at attractive interest rates, and/or investing in healthcare funds. These investments get their foot in the door, and then they can license out their products. Half their market cap is in cash, so half their value is doing nothing right now. You have to be patient. It may not do what you want in a year, but over a longer-term period, they are going to create great returns for investors. (Analysts’ price target is $11.00.)