Knight Therapeutics Inc T.GUD

Pretty, pretty GUD...

[gudisgood]

Always nice to see a strong report. Even better to find out about a new deal on the same day. In addition, the earnings call boosted my confidence in the company. And to end the day on a high note, GUD's trading at an even lower price than yesterday, so the company's likely to buy back more stock at cheaper prices. :)

I'll post more once I get a chance to re-listen and also read the report more carefully.

By the way, Exelon partly transferred over now:

Furthermore, Knight has received the regulatory notification that the
marketing authorization for Exelon® has transfered to Knight’s affiliate in May 2022 in Colombia and will transfer in June 2022 in Brazil

[longrun86]

I am still digesting some of the more intricate details but my view is mixed on the Q1. Revenue: Great to see this coming in ahead of expectations. This was a big positive for me. Gross Margin: I am happy with this but think there is room to run by a few more percentage points on GM %. Operating Income: This is still below where it should be relative to the investment

[EbbFlow88]

I somewhat agree on the investment fund side but I think Mugsy hit the nail on the head the other day. They have some time to continue to streamline GBT while adding smaller deals (today is a perfect example of a small accretive deal with little added G&A) and increase cash flow/buyback shares.  Then wait until the share price is higher and maybe use that shelf prospectus for a bigger

[Chianchin]

What else is new? Losing more money again? Nearly one billion in cash and GUD eight years later cannot make a single dollar profit. Shame on all of you "investors"  335 million dollars in Intangible assets? That is GBT. What is a goodwill and or intangible assets worth when it cannot earn 1 dollar? You got it ZERO

[Chianchin]

.. regarding digesting the real defination is having a financial indigestion weezy stomach feelings