Knight Therapeutics Inc T.GUD

more insider buying ...

[MrMugsy]

More insider buying it seems.
Works for me !!!!

[Doccole]

I've been watching this.  There has been a considerable amount of insider buying.  What catalyst could be on the verge? There is a ton of money in the bank!

[MrMugsy]

Doccole ... Goodman plays to win but he plays by his own rules. Slow and steady - buying when he likes what's available - for the right price. Almost impossible to guess how./when it plays out. There will be small acquisitions added to various moves in building out rest-of-world. One day, the stock just starts to climb and doesn't look back ... but ... we're not there yet. It take

[Snowballgrowth]

"It take time for the market to understand and like a drug marketing company." I don't think the issue is about the market. The market rewards good execution, growth and the numbers. 

[MrMugsy]

Yes - you are correct - the market is not interested in this stage of GUD's development. Nor was it in PLB's early days - actually - the market was not interested in their first 12 years. So ... play accordingly. : )

[Doccole]

I appreciate the resource.

[MrMugsy]

No problem Doccole. I am closely watching Goodman to see if he pulls the trigger on additional ATE geographies, This would be a huge win-win for the two companies. The future of pain and inflammation, the doorway to virus therapeutics, central sleep apnea meds, certain cancers, alzheimer's and the list goes on.  I see Aspirin as a whole industry on it's own, tailored like vitamins

[Benedict16th]

it would be due time given he has not gotten a good deal for seven long brutal loosing years. Zero chance. They have missed hundreds good ones but hey they got GBT and lost $100 millions, no new drugs and no profits

[wagyusteak]

So Latam is dead????

[Benedict16th]

Black Knight "GUD" MNGT remains indefinitely in the humiliating $5.50 penalty box. Does not says it all for the for the mother of all investment disasters. High time for MNGT to politely move on before too late and  voted out. Four months to go

[MrMugsy]

Hahaha!   That Benny has a burr up his tush the size of my foot.  Not sure where he comes up with his numbers but I thought we saved $20M+ on currency fluctuation alone (re. the second half of the purchase price).

[Benedict16th]

Mugs few months back you were expelled from this board and had to change your alias ...no wander why. Mine has been intact for nearly 16 Years.  One more time and I will report your vulgarrity. 

[Spirou25]

They were hedged. They didnt save anything.

[MrMugsy]

Very possible - and the $100M loss, where does that number come from ????

[MrMugsy]

At least with my number, I see foreign exchange reversal entries. Not sure where he's getting his numbers. Doesn't really matter but to your point ... would expect a good hedging program from these guys.

[Spirou25]

Bought at 369M$ at 0.33$ per BRL. Now 369M$ at 0.24$ per BRL = 268M$ Total loss = 101M$ Easy like that.

[Benedict16th]

Thanks Spirou. 

[GoldenInvestor]

Oh wow!  Did they sell GBT?  I thought GUD was integrating GBT & thus synergies have yet to be realized.,,, I didn't know value had to be realized immediately ...  

[EbbFlow88]

I think he's talking about market cap from my back of the knapkin calculation. That the market cap dropped in line with the drop in currency of the Real.

[MrMugsy]

Thanks EbbFlow ... market value and not income statement.   I guess I'll just throw that back at him in the future ... hahaha !

[Benedict16th]

..and GBT no new drugs and profits to show for 15 months. Investors all rise and vote this MNGT out in May. It is time to start the movement 

[wagyusteak]

  loll. How sure are you? My 300k temporary lost doesn't agree with you tho. Lol

[MrMugsy]

Hahaha!  He tried to start a movement with Meir as his personal Jesus ... look where it got him. Hasn't figured it out yet.

[Benedict16th]

On the contrary it is Meir who is LOL. He correctly predicted GUD MNGT financial debacle, further he got his Medison back and does not have to pay GUD dividends any longer. In the meantime, since than what did GUD MNGT really accomplished?  They Took the stock share price from $8.50 to $5.50, bought GBT and lost $100 million dollars, not new drugs deal nor profits. Is it that hard to

[wofats]

Expected Reporting DateFeb 16, 2021