Knight Therapeutics Inc T.GUD

Shareholders' patience reserve" now very low...

[Snowballgrowth]

We now have to see significant growth and higher margins ! .. and hope to get LATAM's currencies are going in the right direction vs Can $

[MrMugsy]

Yes ... growth will come from additional drugs added to the portfolio, jockeying exisiting drugs to new geographies and for new indications and improved marketing of existing drugs. higher margins will come from changes in pricing strategy on certain drugs and reduced internal costs. On the currency side, there will need to be some hedging but more importantly, you likely reinvest that

[Snowballgrowth]

The execution is too slow to get high return on capital / year. Cash deployment had been slow and we even don't know what is expected return on capital invested.  

[MrMugsy]

Ya - there's still a lot of work here. They've only created the base structure and we haven't seen the effects of their first cross-geography drug.  We won't see that for a while but we will be paid by Novartis during the roll-in. If you look out another 5 years - Mexico will likely be much bigger and there's a chance we're sprawling out into southern Asia - guessing

[Chianchin]

Mr Mugdy, is a paid paid influencer and has a ranbling ansear for every thing as if he was an expert/scientist. " he is not" Go to instagram and join the millions of paid influencers babling