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Opinions Peter Hodson
Knight TherapeuticsGUD.TOTOP PICKJun 06, 2017
Stock price when the opinion was issued
As of Jun 19, 2026. Market Open.
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Stockchase Insights
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
Investors are selling this because they are bored and nothing is happening. The company is sitting on $750 million of cash and has a great management team that owns 23% of the company. They know exactly what they are doing. The stock is only up 22% in the last year, and he thinks boredom is a very bad reason to sell. Someday you are going to wake up and this company will have done an acquisition, and their growth rate is going to accelerate. He gets a lot of questions on this company. (Analysts’ price target is $10.88.)