Knight Therapeutics Inc T.GUD

sh*ts and giggles ...

[MrMugsy]

I see ENDO has reported its latest quarter.  They beat expectations but the future looks grim.

Dropped from $3.11 to $2.36 at the time of writing.  Man ... they were on their way to $90 when they bought Paladin and started collecting a boat-load of debt to make their acquisitions.

Paladin is stuck at $24M in quarterly revenue - with absolutely no growth over time.  ENDO is paying no attention to the international portion of their business which really tells they have no love for the remaining assets.  Good thing Mark made his exit.

Also looking at ENDO's Q1 2022 guidance ... we see a patent cliff issue is likely to rock their sales in the coming quarter ... hence the drop in stock price in recent days.

Company says ...

"Due to uncertainties in certain key assumptions including the timing and impact of VASOSTRICT® generic competition and the rate and extent to which the market for specialty product office-based procedures recovers from the current COVID-19 driven challenges, the Company is only providing financial guidance for the first quarter ending March 31, 2022 at this time."

As we know from business 101 - if you're going to have an awful quarter then you might as well make it a real awful quarter.  Take that opportunity to do some redecorating and really make some go-forward changes.  Not saying they will.  Just saying that all the planets are aligning for ENDO to clean house ... yet again !!!

Will they look to sell the international business and get something for it ... or ... will they let it die a slow death?  That's the interesting situation they are faced with.

How much does the CEO care?  Does he see the ship sinking (along with the opioid issue) or does he have a recovery plan?  No idea - but - man it's interesting !!!

[Chianchin]

GUD is next to follow, MNGT know such thus they do not invest the litle cahs left  or the share price will fall to $.95. Same business model of old drugs few profts 

[kentucky77]

Agreed, I sense the time is right for EDNO to conveniantly off-load Palidin to the highest bidder and we both know who has the cash and the burning desire.  GLTU  

[MrMugsy]

Ya - been wondering about that. Goodman isn't willing to overpay ... but ... there's roughly 69 drugs that are bringing in sales of $24M USD/qtr. The new ENDO CEO knows that he's not going to fetch much on the open market for this portfolio and if sales start to decline, he's really going to have trouble offloading. This just isn't an area where we wants to focus - the rest of

[Chianchin]

Again:" circus but no bread"only bs speculations and lots oof losess