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Knight Therapeutics Inc KHTRF


Primary Symbol: T.GUD

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 Sep 07, 2022 1:43pm
155 Views
Post# 34947297

RE:Paladin labs comparison to Knight

RE:Paladin labs comparison to Knight
GoldenInvestor wrote: In 2011, Paladin recorded revenues of $141.5 milliion, a RECORD revenue increase of 11% YOY!

In 2021, Knight Therapeutics recorded record revenuew of $243.5 Million, a RECORD revnue increase of 22% YOY!

Knight has now had the LAtam operations under management and growing both canada and latam.

It seems knight is growing faster than its predecessor, in more countries by a significant margin!



Please critique.

GI


Roughly, Paladin was in business for 14 years at that point - if your numbers are correct (looks correct).
Knight is in it's 8th year.

Knight is in 11 countries and we have EXELON rights in 15 or 16 countries (total) - so I would assume we will also be growing our positions in these other geographies (moving deeper into Central America and the Islands ?)

Our growth rate should be magnified with each and every additional ROW drug we bring on.
That was our thesis since day 1 - the growth rate should turn up sooner at GUD and it should be a steeper growth curve.  

What PLB did in 19 years should be accomplished in our early double digit years - IMO.

I think that's why Goodman asked for 10 years to build it.


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