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Knight Therapeutics Inc T.GUD

Alternate Symbol(s):  KHTRF

Knight Therapeutics Inc. is a specialty pharmaceutical company. The Company’s principal business activity is developing, acquiring, in-licensing, out-licensing, manufacturing, marketing and distributing pharmaceutical products in Canada, Latin America and select international markets. It finances other life sciences companies and secures product distribution rights for Canada and select international markets. The Company invests in life sciences venture capital funds whereby the Company may receive preferential access to healthcare products for Canada and select international markets. It develops pharmaceutical products, including those to treat neglected tropical and rare pediatric diseases. The portfolio consists of pharmaceutical products with molecules and includes both in-licensed products such as Lenvima, Cresemba, Halaven, Trelstar, Akynzeo, Ambisome, Minjuvi, Imvexxy as well as products owned by Knight such as Exelon and Impavido.


TSX:GUD - Post by User

Bullboard Posts
Comment by STOCKMAN70on Jul 24, 2016 6:47pm
162 Views
Post# 25080035

RE:RE:RE:RE:RE:Pdp best investment by Gud..

RE:RE:RE:RE:RE:Pdp best investment by Gud..I am not sure about target prices for 3D or PDP, but I don't put much wieght on that anyways. 

The previous 3D presentation showed an annual market of about $323m with no direct competition from the prognosis side (that would be 3Ds portion of the lab fees). I think the more immediate revenues will come from selling to big pharma for drug trials. Based on the risk reward I think it's the best deal I have seen - LDT and CLIA approvals aimed for next 9 months, low float, very high margins (it is a software company), Goodman as advisor for 3 years, patent protection, good timing as investors are risk on mode and haelthcare seems to be coming back. 

Not it too sure about PDP but if they can get even 1/2 remaining drugs approved in the next 9 months could easily double or more from here. Seems like they have the infrastructure in place already to handle a lot more capacity to sell additional drugs and more volume of current ones - which is hurting them at the moment due to high burn rate but if they can get the revenues in line with their goals they should be very profitable. 

Hard to say about a knight takeout but always possible especially if a share sale. 
Bullboard Posts