Join today and have your say! It’s FREE!

Become a member today, It's free!

We will not release or resell your information to third parties without your permission.
Please Try Again
{{ error }}
By providing my email, I consent to receiving investment related electronic messages from Stockhouse.

or

Sign In

Please Try Again
{{ error }}
Password Hint : {{passwordHint}}
Forgot Password?

or

Please Try Again {{ error }}

Send my password

SUCCESS
An email was sent with password retrieval instructions. Please go to the link in the email message to retrieve your password.

Become a member today, It's free!

We will not release or resell your information to third parties without your permission.

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 > I'm sure there was a trigger ...
View:
Post by MrMugsy on Aug 10, 2022 12:45pm

I'm sure there was a trigger ...

If you know the story about Goodman selling Paladin ... it was something like ... if he couldn't run it anymore (after the bike accident) then he didn't to own it.  That's when he put it up for sale.

By the time an offer came in, Goodman was in recovery mode and things were getting better.  He didn't really want to sell it as his health improved but he was made an offer he just couldn't refuse.

Then ... I think there was a trigger that make Goodman want to start another pharma company.

In pricing out Paladin, Goodman said that Endo could have the drug IMPAVIDO but that it would cost them.  The CEO of Endo (at the time - before he got the boot) said he didn't want IMPAVIDO.  That drug eventually became the catalyst for Knight Therapeutics.  In the future, it earned $140M CAD when we recieved a PRV from the FDA and in turn sold the PVR to Gilead.

There may have been another trigger at the time of the Paladin sale ...

ENDO had no intention of keeping Goodman on.  That was likely expected but I think it got Goodman thinking.  He was getting better and he didn't want to hang it up just yet.

At some point, I do remember Goodman being very critical of ENDO's approach to debt accumulation for the purpose of acquiring and I recall him getting under the CEO's skin.  I don't know the order of how/when it all happened but I know Goodman eventually had something to prove ... that he could do it again.  Better than the first time.

Will see!  We certainly are looking good between $200MM and $300MM in sales now.

https://www.bizjournals.com/philadelphia/news/2022/08/10/endo-malvern-interest-payment-opioids-bankruptcy.html
Comment by PitchinPennies on Aug 10, 2022 4:44pm
At some point, this really needs to stop being all about Goodman and his adorable cleverness, and I say that time is today. It made sense to promote the brash front-man/visionary when this company was just getting off the ground. Now the back story is not relevant. Frankly, for all I care, Goodman can peddle his Pelatron in Westmount all day long, or settle down with a new second family in Costa ...more  
Comment by MrMugsy on Aug 10, 2022 10:10pm
Stories is all we have - you'll be listening to stories for a while yet. We are all just buying time as we wait - and wait we will until you don't anymore.  How's that for specifics ? This is the longest - most boring ride ... as it was the first time.  But it likely won't be 19 years. It is a sideways move with slight moves up and down - but really it's mostly ...more