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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 MrMugsyon Aug 17, 2022 12:57pm
194 Views
Post# 34902496

RE:RE:RE:RE:RE:Endo Files for Chapter 11

RE:RE:RE:RE:RE:Endo Files for Chapter 11Close enough Gudisgood.

Your approach was right and in general, the numbers tell the story.  IMO.

Paladin was sold for 5-6x sales (if not mistaken) and the reasons were likely ...
1.  high growth rate
2.  large potential to grow the structure - more geographies
3.  at peak of pharma cycle - high excitement and high valuations

And ...

We know Paladin has been stripped since - with many parts sold off.
Looking at quarterly sales - the business is in decline without a true rudder to grow that part of the business.
So ... not many who would take on that challenge due to the hard work required to grow a drug licensor in small markets.
Too many fail here.

Therefore - the selling price would likely be low on the   x sales   measure.  Also a good time to sell and refocus on what ENDO really wants, bigger drugs with larger markets.  With Goodman and Beaudet gone ... Paladin is not in Endo's wheelhouse.

IMO.
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