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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

Comment by gudisgoodon Mar 22, 2022 5:07am
117 Views
Post# 34533513

RE:RE:RE:Estimates ...

RE:RE:RE:Estimates ...
MrMugsy wrote:
wofats wrote:
These are the actual numbers from quarter 3 .
The low estimates that are out there do not make sense 
Over 50% of the EBITDA is from the last quarter.

Is the last quarter slow usually?

 
  • Revenues were $73,340, 
  • Gross margin of $37,766 
  • Adjusted EBITDA1 was $17,334, 


I don't know if we can say anything specific about the last quarter characteristics.
We had a Q4 where inventories were being replenished (2019?).
Don't think they are expecting that this time around.
Also - analysts were expecting a reduction in covid-related use for some of our products - based on what Samira was saying.  Not sure how that's going to play out.

Will see !





Yes, I would hate to be a GUD analyst and having to estimate Q4 results. There will probably be a time when quarterly sales are easier to estimate, but for now... inventory, covid, launch-phase products, sales people returning to normal, treatments returning to normal, fund investments... impossible to say how all of these combined will affect one specific quarter.

As shareholders, all we can do is trust that they'll keep making intelligent decisions through whatever market conditions.
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