Knight Therapeutics Inc T.GUD

@ the Bell: TSX joins North American markets in the red

[longrun86]

I think Armoyan is probably thinking the same things we are. There is a lot of capital to deploy in the future There are challenges with operating margins that need to be addressed

[EbbFlow88]

It's nice to finally see Goodman buy more in the open market. It will be interesting to see how Armoyan's partnership will unfold with Knight. He originally mentioned he will be passive

[ShiningArmour]

More insider buys. Armoyan and Jonathan buying more shares in the public market. This is a good sign for things to come

[Jon Brown]

Canada’s main stock index closed lower on Tuesday, as U.S. Treasury yields reached multi-year highs on bets interest rates stay elevated. read article.

[Stockoman1]

There is a signifigant  increase in short positions in numerous TSX listed stocks the last month or so.  This includes blue chips like TD bank, RBCm BNS Enbridge, Rogers and so on. https

[Jon Brown]

The TSX extended or broke its losing steak to five days, weighed down by material stocks as metals prices struggled against a stronger dollar read article.

[wofats]

A large increase in the last 30 days . $GUD.TO KNIGHT THERAPEUTICS INC. 3,571,557 1,138,889 14 Sep 2023 $GUD.TO KNIGHT

[Jon Brown]

Fall officially starts this weekend and with it comes the annual rush of business activity, you need look no further than our own Bullboards. read article.

[curiousj]

a major part of COGS would be related to royalties, so upfront investments for new drug intangible to replace legacy ones would be minor relative to the royalties of 15-20%+. and also remember many

[EbbFlow88]

An example in 2022 annual report: On the Income Statement, it reads "Amortization of Intangible Assets" = $51.7M Under Operating Cash Flow, it reads "Depcreciation & Amortization

[EbbFlow88]

So you're saying that the D&A is coming from hard assets from GBT? What about the drug deals that are being depreciated over their "useful" life and that will have to be replenished

[curiousj]

OCF is the most important metric for GUD. D&A is almost entirely from GBT, and so very will little goodwill. you're expensing a large part of the terminal value paid for GBT, so you save taxes

[EbbFlow88]

I pulled some data from the past number of annual reports. The book value has been dropping each year which is obviously not a good thing. However, the shares outstanding have been decreasing more

[wofats]

Filed 2023-09-1118:45   Tx date 2023-09-08 $GUD  Knight Therapeutics Inc. Armoyan, Sime 3 - 10% Security Holder of Issuer

[GoldenInvestor]

Being discussed on cnbc.

[EbbFlow88]

Nice catch on this btw. Someone from Desjardins and CIBC outside of Knights buybacks have been loading up. Hard to tell if CIBC is the same person but Desjardins likely is. 

[GoldenInvestor]

Question to the board.. How is Knight executing on its revenue growth, sales growth, & other metrics.  compared to its predecessor company at similar stages of growth? is it on the same

[EbbFlow88]

I agree regarding going private. I don't think they will for the reasons you gave but also because I don't think they would do that to their shareholders. Just making a point of how cheap the