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TSE:GUD

Knight Therapeutics (GUD.TO)

9.48
-0.00 (0.00%)
as of Jun 15, 2026, 1:50:37 pm Market Open.
135 watching
0
Investor Insights
star iconJun 15, 2026, 12:00 am

This summary was created by AI, based on 3 opinions in the last 12 months.

Knight Therapeutics, trading under the symbol GUD-T, has garnered mixed reviews from experts focusing on its performance. While the company holds potential, particularly with its niche strategy of acquiring 'orphaned' drugs, concerns have arisen regarding its ability to deliver consistent earnings. Despite positive management and beneficial operations in Brazil, the stock has displayed volatility, with current trading levels hovering around $5.75 to $6. Experts suggest a cautious approach, as there is speculation the stock could decline to approximately $5.14 if it fails to maintain support levels. Long-term investors may find themselves in a holding pattern, facing uncertainty about whether the stock will ultimately rebound or require a reassessment of their investment strategy.

consensus icon
Consensus
Cautious
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Valuation
Undervalued
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ACD, ACD
HOLD

Billy Kawasaki’s Insights - Billy’s most-liked answers from 5i Research. Although the stock has not moved, the basic thesis has not changed. There is some weakness in South America which has impacted their acquisition. With no dividend, there is an opportunity cost to the stock, but outlook remains intact. Unlock Premium - Try 5i Free

WEAK BUY
The CEO has a great track record, but he's been slow to deploy capital which the market doesn't like. He bought a company in Brazil, so there's currency risk. Hold on and be patient. Short-term, investors are frustrated, but long term this should be fine. The CEO is sitting on a lot of cash.
BUY

Brilliant CEO. It's sitting on a lot of cash, because of the CEO who is patient and will slowly build Knight. He's not chasing acquisitions to spend cash.

HOLD
A frustrating name. They have a great management team. For a couple of years, he has been waiting for the execution of a big deal that finally came about. The market is selling it down and he is not really sure why. He thinks investors are just selling it off with the uncertainty in the market currently. It trades at 0.7 times book value. He still thinks things are fine.
BUY
He still likes it. There is a changeover in the investor base. A lot of people were hiding in it for cash and book value, and now investors are interested in the growth so there is a changeover. He likes it here.
WEAK BUY
All their cash is going to be deployed in a patient, diversified manner. He views it more like a venture fund and so it is hard for him to analyze all of their businesses. It could be held for the long run.
DON'T BUY
It grows by acquisition. The company is trading at 36x forward earnings, which is quite expensive. There aren’t a lot of analysts covering this right now.
TOP PICK
They finally did that large acquisition that people have been expecting. They will still have some cash after the deal. Markets will take some time to come to terms with how this company will look. He does not think this company is done with acquisitions.
BUY

His biggest holding. They have $6.85 in tangible book value, mostly cash. The CEO may buy Paladin or Cipher Pharmaceuticals. Be patient for this deal. It'll be accretive.

BUY
They have 63% of their market cap in cash. They need to invest it. But it is also considered a defensive position. They went through a proxy battle recently. He likes the company and thinks they will eventually put the money to work.
WEAK BUY
You can do worse than bet on GUD long term. He once owned this and talks to the CEO. The CEO has a long-term view. Buy and forget this.
HOLD
This company gets a lot of flak for holding 60% of market cap in cash. A recent board battle is creating division. They are sowing the seeds of venture capital funds and making small acquisitions, which have been small but profitable. You don't need to worry if you hold it, but it is not expected to show great growth in the near term. If the market takes a retracement, the large cash position will serve it well. He likes it, but you will have to be patient.
BUY ON WEAKNESS
You have to trust them and let them do their thing. Buy it when it is cheap and hang on to it.
TOP PICK
A dissident shareholder has caused some weakness in price. It that trades near its cash and asset value -- great value for the quality of management. One of his largest equity holdings. Yield 0%. (Analysts’ price target is $9.41)
HOLD
Sitting on a mountain of cash. Look at it as a mutual fund of health care companies. Long runway stock for kids and grandkids. Trusts management. For ultra patient investors, like watching paint dry. Extremely disciplined. Just doesn't meet his criteria for investments.
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