Knight Therapeutics Inc T.GUD

And don't forget ...

[MrMugsy]

They had put a shelf prospectus in place that has since expired - early 2023 
They were planning for something big that fizzled.

I would again watch ATE's move to P2/P2 readout and GUD's move to a renewed shelf prospectus - to see if they coincide.  That's a late 2023 to early 2024 thing.  Not to make more geographic acquisitions (necessarily) but to set-up for partnerships in the zones they own.

Then again - if a drug or drug family comes available - the shelf prospectus could be used there (but not at this price).         

And we wait !

: )

[gudisgood]

Yes, it seems like there was a real possibility for something to happen with the shelf prospectus. Regarding geographic expansion, I thought Amal hinted that while they're not looking to expand right now (and instead strengthen Canada and Mexico), they will look to expand at some point: "we're still focused right now on our current footprint" "outside of Canada and LATAM

[MrMugsy]

Correct - I agree that GUD is not working on anything outside Canada/LATAM at this time. The opportunity will chase GUD rather than GUD chasing an opportunity in different regions ... should rights in Israel, Sub-saharan Africa and Russia ever play out.  I know - forget Russia right now. Endo wants to sell to debt holders and that would get them closer to the point of selling Paladin. 

[curiousj]

how would you go about measuring the success of exelon?