Knight Therapeutics Inc T.GUD

RE:RE:RE:RE:RE:Knight / Antibe ... for those who don't know ...

[Snowballgrowth]

MrMugsy wrote:

Snowballgrowth wrote:

MrMugsy wrote: Snowball ... here's the illustrative partnering information - GUD has rights in the darker blue sections.  Lots of opportunities to still partner in other areas.

Just wondering if Exelon is a carrot and may be used to get access to LATAM for a more reasonable price (future).  Never know what Goodman is thinking but looking at the price paid and the desire to own Exelon IP is a little strange, all on its own.  Has to be more to it.

https://cdn-ceo-ca.s3.amazonaws.com/1gdh1q5-GUD%20rights%20in%20dark%20blue.PNG

Maybe some new sales to come after 2025-2026 but I don't see it as a catalyst for GUD. Too small potential vs GUD's market cap.  
 

Never said it was a catalyst - never said it will provide share price movement.
One day it will ... but ... it's longer term.

Acquisitions and drug rights for multiple geographies will drive the short/mid term.  Just as Grupo drove sales from $20M to $200M.

ATE are the kinds of seeds GUD will likely sow as they sprawl out into new geographies and finds opportunities to get involved without taking much risk - well worth the investment.

ATE itself has a list of 50+ drug ideas it needs to prioritize and accelerate to market.  Then, one day, potentially ATE is acquired by Big Pharma and that pharma inherits a tie to GUD.  That's really what I'm saying specifically about these types of relationship.

We don't know what will happen specifically - but - we know the options are growing with increased geographic penentration.

It is more of a warning to those who want a get-rich-quick stock ... this isn't it.

It's more like a get-rich-later stock ... hahaha !

Well it is all speculation. I think they did it before the Samira's "more focused era". I hope short term they will do more deals for new immediate revenues. Unproductive capital is too expensive particulary if you look opportunities cost. This deal look like a lottery ticket.