Knight Therapeutics Inc T.GUD

Something to think about...

[EbbFlow88]

Something I can't stop thinking about is that the current market cap is around $585M assuming 112.5M shares outstanding at the current price.

Biotoscana was purchased for $369M CAD and Exelon was purchased for $217M CAD. Neither of which was purchased at a high multiple. Total purchases of those two assets = $586M

Excluding the recent debt deal, substract cash + equivalents and financial assets from Mcap and you get ~290M CAD for GBT and drugs.

585 - 145 - 150 = 290M

So, at today's price, buyers are getting those assets at $0.50 on the dollar for what was paid, which our frugal management team deemed worth the purchase. 

Also, ~45M in cash from Ops is a return on that 290M of 15.5%

Either they way overpaid for those assets (as chianchin most definitely believes) or this is an unbelievable gift from the market. My money is on the latter.

[Chianchin]

The only reason GUD maintains that market cap is the buy back that will soon ents as GUD had to borrow monopoly latam money. as son the cash runs out GUD share price will trade below $2 and the market know. GUD cannot make ever a profit in LTAM with generics drugs. Companies who are out of Latam too cannot make a profit not GUD is going to make it in Latam? Shake your head mugsy/ebflow as evryone

[EbbFlow88]

If you believe that tthe tax assessment will go our way. You can add  46M to our cash total. Making the market value of the base operations  ~$250M which yields 18% cash. Separately, there has been no filings for stock buybacks last month. Usually, at this point in the following month that has been filed. Maybe it's late or maybe we stopped buying back shares.  No question

[MrMugsy]

Some kind of deal - even if it's small would seem logical in 2023. I know a small pharma that's getting regular requests to tie up for their heavy bank account and that's only $42 MM. Thinking, GUD should be able to work this environment to their favor and pick up some assets. Let's see.

[Chianchin]

Yep making money on people who are making $2 dollars a day and fighting for $5, are you dumb, deaft,  blind and callus to the human tragedies takiing place in LATAM?   Hundreds of people died in Peru yesterday, of 1500 people arested in Brazilia and scores injured just for starter. What a mouth piece of fermented sht

[EbbFlow88]

That was timely! So they repurchased another 450k shares in December.

[Chianchin]

..and to be able do that they borrowed 32 millions dollars of worthless of monopolyLatam money paper depretiating @ 10% per months. When they can no loger borrow soon the share price will sink to $ 2 or less. Are you that inepth mugys boy alias.?

[MrMugsy]

Yes they did ! Almost half a million. Filed 2023-01-10 11:59   Tx date 2022-12-21 $GUD Knight Therapeutics Inc. Knight Therapeutics Inc. 1 - Issuer Direct Ownership Common Shares 38 - Redemption, retraction, cancellation, repurchase $7,860 +1,500 vol $5.24 each