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Knight TherapeuticsGUD.TODON'T BUYSep 25, 2017Stock 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.
You have to look at it as a very long term investment. They are sitting on a war chest of cash and invest in many healthcare-related businesses. Management is very smart and know what they are doing, but to move the needle they have to make a huge acquisition.