Knight Therapeutics Inc T.GUD

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

[MrMugsy]

Please note ... Knight has rights to ALL of Antibe's present and future drugs in just under 50 countries world-wide.  They include approximately 46 countries in Sub-Saharan Africa, Russia, Israel and Canada.  I will certainly mention ATE updates as they may relate directly to GUD sales in the future.

the present drugs are ...
1.  OTENAPROXESUL - Naproxen with H2S - (for pain and inflammation)
2.  ATB-352 - Ketoprofin with H2S (non-addictive opioid replacement for pre/post surgery)
3.  ATB-340 - Aspirin with H2S (Low-dose Asprin with H2S - once a day for anyone over 50)
4.  New IBD drug - Mesalamine with H2S (for ulcerative colitus)
5.  Lung Inflammation - COVID related trials underway (early stage development with early positive results)

New drugs under development ... I believe we may hear something for Alzheimers and something for Central Sleep Apnea in the future (If ATE CEO's excitement has anything to do with it).  Just a guess at this point but I will be waiting with excitement for new drugs to be announced.

On Friday, ATE mentioned they will be collaborating with Dalriada Drug Discovery to accelerate pipeline expansion.

Dalriada will initially focus on the new IBD drug (for ulceratife colitus) and they will also focus on the development of fresh IP for existing pipeline drugs to lengthen the duration of patent and market protection.  That is very exciting news towards creating bigger returns in a global market worth approximately $50,000,000,000.

Early days but what an exciting partnership brewing.

For those who didn't know some of the details - hope this helps.

Cheers!

[Chianchin]

The Parrot talks but does not know what he is saying. If you believe in Antibe potential buy ATE and not GUD.  ATE will give full values and leverage. GUD has a lot of bagage loosing fortunes and will have to pay royalties to ATE. A no brainer for non Parrots

[MrMugsy]

Chi-Chi ... I'm not telling people what to do - I'm reminding people what GUD owns. By the way - you're the one making recommendations here. Gotta love it ! Chosing one company over the other is about the level of "risk" one is willing to take. GUD took very little risk to get ownership in these regions - actually I think it cost them one million dollars in loans to ATE

[Snowballgrowth]

50 countries ? Likely not so big markets ... can this be significantly accreditive to futurs GUD's eanings ?  https://antibethera.com/news/antibe-enters-into-a-gud-product-licensing-agreement-with-knight-therapeutics/

[MrMugsy]

Keep in mind that we're talking about the most commonly used drugs on the planet. 1.  pain and inflamation (NSAIDs) 2.  peri and post-op pain meds 3.  low-dose aspirin Sub-saharan Africa has 1.1 billion people so it would be up to GUD to decide where to partner and where to go alone.  Russia has 144 million people.  Israel has 9 million people. Note:  a deal has

[MrMugsy]

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

[Snowballgrowth]

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.  

[MrMugsy]

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

[Chianchin]

Talking about risk...? GUD lost 50% value in seven Years

[Snowballgrowth]

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.

[MrMugsy]

Yes - you could have looked at it (and similar) as a lottery ticket ... but with extras. 1.  usually a loan component that pays double digit returns. 2.  licensed geographies as a bonus. 3.  shares as a hedge against future problems - which are often cashed out by Knight. 4.  backstopped by assets to cover some costs, should the company be unable to fulfill the requirements of

[Lookingforclues]

Goodman was on the ATE Board....That explains it all!

[Snowballgrowth]

Interesting but I don't buy lottery ticket with 7-10 years horizon. We want deals with existing sales or legacy assets with high margins and return on capital invested !

[MrMugsy]

[MrMugsy]

If you own shares in GUD then you have ownership in ATE's future. Not sure what to tell you. Don't look at it like a lottery then - that solves everything. Hahaha !

[gudisgood]

Yes, I don't understand this - people are disappointed because there are bonus elements within GUD's dealmaking? GUD's management will be focused on "deals with existing sales or legacy assets with... etc." but there's nothing wrong with, for instance, having outcomes with low probability but high value if they take place... on top of everything else. Goodman doesn't

[MrMugsy]

Exactly Gudisgood. Finding the right small pharmas to work with should be a part of their startegy.  Obviously you're trying to mitigate losses but that doesn't mean you shy away from opportunity ... if the price is right, the technology is right and you can find a win-win.

[GoldenInvestor]

For an unknowing investor it may seem like a ticket, but for those knowing Goodman and team and previous successes, it is not a lottery ticket, but a solid investment in a Gud future!