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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

Comment by Snowballgrowthon Dec 11, 2021 8:07am
118 Views
Post# 34221383

RE:Listened to the Stifel-GMP call again ...

RE:Listened to the Stifel-GMP call again ...
MrMugsy wrote: Very informative for new investors - Samira threw out a lot of information in a very short time.  Also said, "Jonathan has stepped into the executive chairman role.  He doesn't leave me alone.  We have our regular calls ... does what he always does."

I'm guessing he's always guided the board in his own strategic direction - same old - same old !

Lots shared about the look and the make-up of ROW and why they chose LATAM (for its growth)
- as expected, two-thirds of the Argentinian workforce (roughly 233 people) are involved in the manufacture of drugs - on the branded generic side.  Samira seems very excited about this part of the business.  Seems like the golden nugget of the Grupo purchase.

As part of the multi-pronged approach, they are working on in-licensing, acquiring mature products and developing low-risk/low-expense products (the Argentinian operation re. branded generics).  Also looking at bolt-on acquisitions (company or portfolio).  This will be the bread and butter of their growth story.

I am assuming R&D is also in Argentina?  Don't think they mentioned it specifically but it must be in Argentina.  Anyone know?

This is 100% the path expected for GUD.
Slow and steady is what it takes - patient investors required - others need not apply.
Hahaha !
 
No one knew how they'd get here and even Samira compared the options of buying a family business vs. buying from private equity. 
Private Equity was not the way she wanted to do it as it required a major clean-up.
Buying Grupo was the best of the options.

Good Luck All.




Did Samira say they see 16 % organic growth expected for 2022 ?
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