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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

Post by schocoron Mar 03, 2021 6:35pm
147 Views
Post# 32711210

Why did you Buy - What to do now? Value

Why did you Buy - What to do now? Value GUD is definitely a different stock than I usually buy even in the healthcare space. As a portion of my portfolio, I like their niche business model which has proven to work in the past it even made the current CEO of GUD a billionaire. That being said, you are TRUSTING the executive suite here to 1> Scour the world for promising therapeutics not licensed in Canada/Latin America 2> Negotiate a distribution deal with the owners of these promising therapeutics that is accretive to GUD shareholders. What is the secret to GUD success? In my opinion, it is about finding a drug that you get CHEAP that then goes onto have another use (e.g IBS medication that can be used for hypertension). Inherent in this model is a 3-15 year GAP between the initial approval and the secondary approval. If you dont like this business model, dont think the executives can execute it or dont have patience, I would you move on. Goodman is I suspect why many of you bought the company so let him execute his plan. The good news for the Complaining longs, is that if a value investor like me is taking his SECOND bite of this stock its cheap. I can see a scenario where the share price drops another 20% - but that doesnt mean the fundamentals mentioned above are not on track. I don't know why anybody bought at $10 - I would not have done that. Stocks should be so cheap you cant afford NOT to buy them (e.g trading at cash value) Finally, I love making fun of people who cant articulate or follow an investment STRATEGY. So please keep posting your silly nonsense about how cheap the stock is OR tell us what you dont like about operations executive here at GUD. Maybe you dont like the Latin American purchase I do because it allows for the GUD strategy to be rolled out in Latin America and we get manufacturing capabilities.
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