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Bullboard - Stock Discussion Forum 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... see more

TSX:GUD - Post Discussion

Knight Therapeutics Inc > Bring back Beaudet
View:
Post by PitchinPennies on Feb 15, 2022 2:49pm

Bring back Beaudet

Possibly I'm wrong, but my retrospective thought is that Marc Beaudet, co-founder with Goodman of Paladin Labs, was the essential ingredient in the previous company's success. Not having Beaudet as a sparkplug, or wingman, or comedy partner, means you need to deduct at least 35 of Goodman's famous IQ points, and therein lies the recent problem. If Beaudet had been around, would he have talked Goodman out of some of the non-accretive and/or really stupid deals of the past five years (Medison, etc.)? I do wonder.

A simple solution would be to put the band back together. Beaudet and Goodman were the Lennon and McCartney of pharma. Samira's a perfectly fine executive, but, to continue the analogy, she's more of a pleasant opening act, like Mary Hopkins.
Comment by EbbFlow88 on Feb 15, 2022 3:55pm
Maybe, but it's still too early to tell. So far the company is progressing well in regards to cash generation and seems to be on a solid tragectory. I also think Samira has and wants to prove everyone wrong. This story just needs time. 
Comment by Chianchin on Feb 15, 2022 7:15pm
Eight Years too early? From $10.50 to $5.50 shareprice. I say tool ate? 
Comment by longrun86 on Feb 15, 2022 10:20pm
It's a small world out there and people always go to those they confide in and trust. Perhaps Goodman did have discussions with his trusted network on things. I think it's early yet to judge the impact Samira has and will have on Knight. Covid no doubt delayed the integration of Biotiscana which pushed back or delayed the return trajectory of that acquisition. Knight is due for a ...more  
Comment by Chianchin on Feb 16, 2022 6:32am
I agee, being very busy losing money and market cap for eight long years and now overpaying for share buyback. The original long term holders need $15 just to break even. Alas, they get all pumped up when GUD goes up by $.03. 
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