Knight Therapeutics Inc T.GUD

GUD and INFLATION

[Stockoman1]

With a stagnant stock price, and paying no dividend, inflation has eroded the value of Gud stock held in your investment account.........just sayin...

[MrMugsy]

It is true. And the same could have been said about Paladin Labs throughout their early years. What your initial investment in Paladin gave you was a CAGR of 27% over 19 years of patient business development.  Addiitional money invested in later years would have returned much higher CAGR. It's also important to understand that Knight may not be acquired in the same manner that Paladin

[Snowballgrowth]

You can't compare Palladin Capital base vs GUD. You can't do this. GUD made the mistake to raise too much cash + invest in funds. 

[MrMugsy]

"You can't compare Palladin Capital base vs GUD. You can't do this. GUD made the mistake to raise too much cash + invest in funds." ---------------------------------------- That was no mistake ... There are roughly 8x more shares. That is understood and must be considered in any analysis Our revenue is 10x that of Paladin's - after year 7 What I'm saying is - after 7

[EbbFlow88]

Yes, that has been the truth but look forward. Currently, if you subtract cash and investmenets (which have been earning a double digit return) you are left with a market cap of around $270M. Divide cash flow of 40M by market cap and you get about 15% cash yield.  Even with cash and investments earning nothing then you get your return of 7.5% a year over time which will sooner or later be

[Snowballgrowth]

1) Do you have some exemples ? aren't they mostly regulated pricing for most of them ? 2) I heard that for the 7 years. This undeployed cash is a big negative.  I still own my position but I'm not happy with capital allocation there.