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Daily Stock Opinions and Ratings
Stockchase Opinions

James HodginsKnight TherapeuticsGUD.TOBUYMay 15, 2018

Half of its market cap is cash. They’ve been slowly building a portfolio of futures in drugs. Knight has been waiting for the prices of companies like Valeant to drop. Knight sold assets to other companies that are struggling, and will probably wait to get them back at lower prices than it sold them for. He prefers Cipher, but likes Knight.

James HodginsJames Hodgins
Unknown
Unlock Rating
$8.06

Stock price when the opinion was issued

$9.27

As of Jun 19, 2026. Market Open.

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HOLD

Knight Therapeutics(GUD.TO)

Jan 13, 2023

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

Photo of Stockchase InsightsStockchase InsightsUnlock Rating
$5.25

Stock price when the opinion was issued

$9.27

As of Jun 19, 2026. Market Open.

0
HOLD

Knight Therapeutics(GUD.TO)

Dec 12, 2022
Trevor Rose’s Insights - Trevor’s most-liked answers from 5i Research. I Good Q2 results but weaker bottom line. Growth potential remains. No dividend to keep investors patient. Valuation arguably more attractive today.
Photo of Stockchase InsightsStockchase InsightsUnlock Rating
$5.28

Stock price when the opinion was issued

$9.27

As of Jun 19, 2026. Market Open.

0
BUY

Knight Therapeutics(GUD.TO)

Nov 23, 2022
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.
Photo of Stockchase InsightsStockchase InsightsUnlock Rating
$5.22

Stock price when the opinion was issued

$9.27

As of Jun 19, 2026. Market Open.

0
HOLD

Knight Therapeutics(GUD.TO)

Sep 30, 2022
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. Rating maintained at ‘B'.
Photo of Stockchase InsightsStockchase InsightsUnlock Rating
$5.31

Stock price when the opinion was issued

$9.27

As of Jun 19, 2026. Market Open.

0
HOLD

Knight Therapeutics(GUD.TO)

Sep 21, 2022
Trevor Rose’s Insights - Trevor’s most-liked answers from 5i Research. Sales 30% ahead of estimates. M&A pipeline active, investors expect more. COVID helped sales growth. Impressive quarter results.
Photo of Stockchase InsightsStockchase InsightsUnlock Rating
$5.52

Stock price when the opinion was issued

$9.27

As of Jun 19, 2026. Market Open.

0
WAIT

Knight Therapeutics(GUD.TO)

Sep 07, 2021
The superstar CEO with a great track record raised a pile of cash, but didn't do anything with it. He had a short position on this 6 months ago, and covered that recently. GUD has poor price momentum, though little volatility, and no real earnings. PE is high, though a strong balance sheet. This is a show-me story.
Photo of Jason MannJason Mann
No
Unlock Rating
$5.52

Stock price when the opinion was issued

$9.27

As of Jun 19, 2026. Market Open.

0
HOLD

Knight Therapeutics(GUD.TO)

Aug 06, 2021

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

Photo of Stockchase InsightsStockchase Insights
Unknown
Unlock Rating
$5.17

Stock price when the opinion was issued

$9.27

As of Jun 19, 2026. Market Open.

0
WEAK BUY

Knight Therapeutics(GUD.TO)

Jun 01, 2021
The CEO has a great track record, but he's been slow to deploy capital which the market doesn't like. He bought a company in Brazil, so there's currency risk. Hold on and be patient. Short-term, investors are frustrated, but long term this should be fine. The CEO is sitting on a lot of cash.
Photo of Jason Del VicarioJason Del VicarioUnlock Rating
$5.33

Stock price when the opinion was issued

$9.27

As of Jun 19, 2026. Market Open.

0
BUY

Knight Therapeutics(GUD.TO)

Apr 21, 2020

Brilliant CEO. It's sitting on a lot of cash, because of the CEO who is patient and will slowly build Knight. He's not chasing acquisitions to spend cash.

Photo of Lorne SteinbergLorne Steinberg
No
Unlock Rating
$7.54

Stock price when the opinion was issued

$9.27

As of Jun 19, 2026. Market Open.

0
HOLD

Knight Therapeutics(GUD.TO)

Feb 26, 2020
A frustrating name. They have a great management team. For a couple of years, he has been waiting for the execution of a big deal that finally came about. The market is selling it down and he is not really sure why. He thinks investors are just selling it off with the uncertainty in the market currently. It trades at 0.7 times book value. He still thinks things are fine.
Photo of Ryan ModestoRyan ModestoUnlock Rating
$7.07

Stock price when the opinion was issued

$9.27

As of Jun 19, 2026. Market Open.

0
BUY

Knight Therapeutics(GUD.TO)

Dec 30, 2019
He still likes it. There is a changeover in the investor base. A lot of people were hiding in it for cash and book value, and now investors are interested in the growth so there is a changeover. He likes it here.
Photo of James HodginsJames Hodgins
Owned
Unlock Rating
$7.61

Stock price when the opinion was issued

$9.27

As of Jun 19, 2026. Market Open.

0
WEAK BUY

Knight Therapeutics(GUD.TO)

Dec 12, 2019
All their cash is going to be deployed in a patient, diversified manner. He views it more like a venture fund and so it is hard for him to analyze all of their businesses. It could be held for the long run.
Photo of Stephen Takacsy, B. Eng, MBAStephen Takacsy, B. Eng, MBA
No
Unlock Rating
$7.57

Stock price when the opinion was issued

$9.27

As of Jun 19, 2026. Market Open.

0
DON'T BUY

Knight Therapeutics(GUD.TO)

Nov 25, 2019
It grows by acquisition. The company is trading at 36x forward earnings, which is quite expensive. There aren’t a lot of analysts covering this right now.
Photo of Robert McWhirterRobert McWhirter
No
Unlock Rating
$7.72

Stock price when the opinion was issued

$9.27

As of Jun 19, 2026. Market Open.

0
TOP PICK

Knight Therapeutics(GUD.TO)

Nov 07, 2019
They finally did that large acquisition that people have been expecting. They will still have some cash after the deal. Markets will take some time to come to terms with how this company will look. He does not think this company is done with acquisitions.
Photo of Ryan ModestoRyan Modesto
Owned
Unlock Rating
$8.34

Stock price when the opinion was issued

$9.27

As of Jun 19, 2026. Market Open.

0
BUY

Knight Therapeutics(GUD.TO)

Aug 16, 2019

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.

Photo of James HodginsJames Hodgins
Owned
Unlock Rating
$7.80

Stock price when the opinion was issued

$9.27

As of Jun 19, 2026. Market Open.

0

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