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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 MrMugsyon Mar 30, 2023 11:14pm
320 Views
Post# 35370975

Remember back to Samira's last forecast ...

Remember back to Samira's last forecast ...Remember when Samira forecasted 2022 revenue?  It was $250MM-$260MM.
The forecast ended up creeping to $270MM and we hit over $290MM.

Here we go with a fairly high initial revenue estimate and you know she's being conservative - that's Samira's nature.

The cash level is high.
The investments valuation is still high.
Cash flow is amazing.
Amortizations and depreciations are giving us tax benefits.
The opportunities are out there - will we bite ?

Control is in a small number of hands - just the way I like it.  That means they stay true to the plan.

I'd guess we're 2-3 years away from going into another geography.

Price is lower than ever.  I estimate I'm paying 76 cents/share for the operations right now ... payed back in 2 years of cash flow.  That's not really the kind of logic I subscribe too but ... what the hek.

What's not to like ?
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