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Knight TherapeuticsGUD.TOPAST TOP PICKMay 02, 2018Stock 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 June 6/17 Down 20%). They are sitting on $700 million in cash. They just have not done anything to attract investor interest. They have a solid management team. You may need to wait five years to see great returns. He is not worried about them doing the right acquisition, it may just take time. Revenues are only about $9 million.