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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 EbbFlow88on Oct 29, 2024 12:58pm
205 Views
Post# 36287068

The gift that keeps on giving

The gift that keeps on givingIt's amazing that GUD is still trading in the 5's.


Since GBT purchase in 2020....

Sales have gone from 200M to 350M

Shares outstanding have gone from 140M to 100M

Gross Margin from 41% to 49% (YTD)

Operating Margin from -15% to 4% (YTD)

and book value per share is at a high of $7.50

Cash from Ops and EBITDA are at highs in TTM


It truly is a hidden gem. The narrative around this company of being a failure is false. Remove the years where it was basically a SPAC (almost 6 years) and covid integration years (2 years), this company is early in its story. 

The margins will continue to improve as costs decrease and sales increase. Again since 2020...

SG&A cost margin has gone from 37% of sales down to 26.65% (YTD)

Amortization has gone from around 17% to 12.4% (YTD)

Total operating expenses as a % of sales has gone from 56% down to 45%

The current pipeline will add more than 100M to sales in the next 3 years and what if costs drop to 40% of sales. GUD will have around 50M in EBIT in 2028. Where will the share count be? 90M shares? This stock could easily be 12-15$ a share and it continues to allow you to buy shares at a steep discount.
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