Knight Therapeutics Inc T.GUD

GUD summary

[GoldenInvestor]

Celebrating 10 years just past

 

• $343M revenues, cash flow & other(EBITDA) all record
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• Exelon expense now normalize fr EBITDA to cash flow
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• Cash Allows more transaction in more  countries 
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• Added Greenfield Mexico 
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• Brazil is almost 1/2 business ***
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• Colombia and Argentina also contributing 

I

-Brazil is growing faster than entire Canadian market - why GUD went to South America

 

Strengths:

 

-oncology & hematology
 

-infectious diseases
 

-growing neurology portfolio

 

-in licensing & developing branded generics 

• been growing at 20% yoy
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• EBITDA/share increasing faster.  
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• Management sees stock as undervalued
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• WiLL continue NCIIB or start new ones 
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• Debt is foreign currency hedge ($60mm?)
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• Value just under $1b
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• Trades at $550 m
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• But trades at only 1x!
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• -insiders continue to buy 
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• $345-350 mm guide this year
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• Efforts of past years developments now will start to show
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• Team & management to expect it