Knight Therapeutics Inc T.GUD

La Presse article

[EbbFlow88]

https://www.lapresse.ca/affaires/2022-01-18/samira-sakhia-presidente-de-therapeutique-knight/on-devient-plus-gros-plus-vite.php

[MrMugsy]

Good little chat - more of a review of where we've been. Most recent numbers came from Samira - 700 employees in LATAM and 40 in Canada. Roughtly 740 employees in early January 2022. Let's see what happens to that number by yearend.

[gudisgood]

Thanks for the link. Nice to see Samira interviewed even though it would have been even nicer to get a longer / more in-depth interview. I wonder if this is translated correctly: Q. I noticed that some company insiders, including the founder, Jonathan Goodman, and you, have made several purchases of stock lots recently. Is Knight Therapeutics' share price an issue for you? A. Yes

[EbbFlow88]

I was interested in that Q&A section also. I understand it that it's more of a disappointment as in the following paragraph she continues that the stock was higher when they had just cash and nothing else to show. In the last year, ending septebmer 30th they have 240M in revenues and 40M in cash flow, increasing results in last three quarters and the Exelon acquisition and the market is

[MrMugsy]

Yes - but she knows better than anyone how to wait for the market to swing in her favour. She has never tried to force the market to love you. Waiting is hard but if you have thick skin - no problem - the market alwasy comes around if there's real growth. And - Samira has thick skin.  Ever seen her handle Goodman?  She's good.

[Chianchin]

Warning!!!! EBflow and mugsy is the same person. 

[MrMugsy]

Exactly - they have a plan. Excessive share price - go to market. Low share price - buyback. All the while - grow the business while taking little risk in the process. Now we know ... ROW is a superconductor for the future. Partnering with small pharma developers are lottary tickets they pretty well get for free but represent huge opportunity should one hit. Collect enough lottary tickets and you