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Knight Therapeutics Inc T.GUD

Alternate Symbol(s):  KHTRF

Knight Therapeutics Inc. is a Canada-based specialty pharmaceutical company. The Company's principal business activity includes developing, acquiring, in-licensing, out-licensing, manufacturing, marketing and distributing pharmaceutical products in Canada, Latin America and select international markets. It finances other life sciences companies and secures product distribution rights for Canada and select international markets. The Company invested in life sciences venture capital funds whereby the Company may receive preferential access to healthcare products for Canada and select international markets. It develops pharmaceutical products, including those to treat neglected tropical and rare pediatric diseases. The Company's portfolio consists of pharmaceutical products with molecules and includes both in-licensed products, such as Lenvima, Cresemba, Halaven, Trelstar, Akynzeo, Ambisome as well as products owned (or partially owned) by it, such as Exelon and Impavido.


TSX:GUD - Post by User

Bullboard Posts
Comment by AIGswapon Mar 07, 2014 12:03pm
195 Views
Post# 22294873

RE:RE:RE:GUD valuation

RE:RE:RE:GUD valuationMcGill surveyed potential buyers of the PRV: https://www.plosntds.org/article/info%3Adoi%2F10.1371%2Fjournal.pntd.0001750
One company stated they would pay over $400mm.  Another said they would pay between $200mm and $300mm.  Only 5 were surveyed.

Or you can come up with your own valuation.  it's a simple DCF, as the PRV allows cash flows to be moved forward.  This gets you to $300mm: https://www.imshealth.com/imshealth/Global/Content/Document/Placing_Value_on_FDA_Priorities.pdf

It's fairly simple.  Saying its worth zero or only $4mm is just ignorant, and if you sold the stock based on that, you didn't do sufficient research.  Obviously there's risk here, and nothing's guaranteed.  Only 2 PVRs have ever been issued, and none have ever sold (or been for sale).
Bullboard Posts