Knight Therapeutics (GUD-T) Stock Predictions - Stockchase
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Knight Therapeutics (GUD-T)

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Knight Therapeutics

GUD-T

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Knight Therapeutics (GUD-T) SAVE Dec, 10, 2018, 4:22 pm

8.53 0.08 (0.95%)

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Signal Opinion Expert
HOLD
Knight Therapeutics(GUD-T) 

December 5, 2018

Wait for it or let it go? About 60% of market cap is sitting in cash. CEO is shrewd. He believes in the genius of this CEO, and he respects those who aren't influenced by the market and have a long-term outlook. (Analysts’ price target is $9.99)
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Wait for it or let it go? About 60% of market cap is sitting in cash. CEO is shrewd. He believes in the genius of this CEO, and he respects those who aren't influenced by the market and have a long-term outlook. (Analysts’ price target is $9.99)
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Lorne Steinberg

President , Lorne Steinberg Weal...

Price Price
$8.430
Owned Owned
No

HOLD
Knight Therapeutics(GUD-T) 

August 28, 2018

He likes this. It has $5 a share in cash and he likes that they have had the discipline to keep waiting for acquisitions that appear cheap enough to take over.

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He likes this. It has $5 a share in cash and he likes that they have had the discipline to keep waiting for acquisitions that appear cheap enough to take over.

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James Hodgins

Chief Inve, Curvature Hedge Stra...

Price Price
$8.560
Owned Owned
Yes

DON'T BUY

GUD acquires drugs (orphan drugs) and redistributes them in Canada through its own distribution channel. It has several competitors. Analysts expect lower earnings this year compared to last year. It trades at 62x forward earnings and pays a lower dividend than you can get from a bond.

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GUD acquires drugs (orphan drugs) and redistributes them in Canada through its own distribution channel. It has several competitors. Analysts expect lower earnings this year compared to last year. It trades at 62x forward earnings and pays a lower dividend than you can get from a bond.

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Robert McWhirte

President, Selective Asset Mana...

Price Price
$8.540
Owned Owned
No

BUY

Half of its market cap is cash. They’ve been slowly building a portfolio of futures in drugs. Knight has been waiting for the prices of companies like Valeant to drop. Knight sold assets to other companies that are struggling, and will probably wait to get them back at lower prices than it sold them for. He prefers Cipher, but likes Knight.

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Half of its market cap is cash. They’ve been slowly building a portfolio of futures in drugs. Knight has been waiting for the prices of companies like Valeant to drop. Knight sold assets to other companies that are struggling, and will probably wait to get them back at lower prices than it sold them for. He prefers Cipher, but likes Knight.

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James Hodgins

Chief Inve, Curvature Hedge Stra...

Price Price
$8.060
Owned Owned
Unknown

COMMENT

He's skeptical of biotechs, especially small-cap, because their new products either get approved or not. An investor really must study this industry well to understand it. He doesn't invest in this space.

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He's skeptical of biotechs, especially small-cap, because their new products either get approved or not. An investor really must study this industry well to understand it. He doesn't invest in this space.

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Mario Mainelli,

Portfolio , Caldwell Investment ...

Price Price
$7.960
Owned Owned
Unknown

BUY

It has raised a lot of money.  They are very smart people and shrewd acquirers of orphaned drugs.  It is hard to value.  A lot of the valuation is based on their success of acquiring more drugs in Canada.

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It has raised a lot of money.  They are very smart people and shrewd acquirers of orphaned drugs.  It is hard to value.  A lot of the valuation is based on their success of acquiring more drugs in Canada.

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Lorne Steinberg

President , Lorne Steinberg Weal...

Price Price
$7.900
Owned Owned
No

PAST TOP PICK

(A Top Pick June 6/17 Down 20%). They are sitting on $700 million in cash.  They just have not done anything to attract investor interest.  They have a solid management team.  You may need to wait five years to see great returns.  He is not worried about them doing the right acquisition, it may just take time.  Revenues are only about $9 million. 

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(A Top Pick June 6/17 Down 20%). They are sitting on $700 million in cash.  They just have not done anything to attract investor interest.  They have a solid management team.  You may need to wait five years to see great returns.  He is not worried about them doing the right acquisition, it may just take time.  Revenues are only about $9 million. 

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Peter Hodson

CEO & Head, 5i Research Inc....

Price Price
$7.890
Owned Owned
No

DON'T BUY

They have $750 million in cash, a huge war chest. The new CEO is good, but it'll take him a bit of time to get going. It's trading in line with its cash. They are a smart company, not in licensing products, but in lending money in the medical space. But until something big happens, he's not interested. 

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They have $750 million in cash, a huge war chest. The new CEO is good, but it'll take him a bit of time to get going. It's trading in line with its cash. They are a smart company, not in licensing products, but in lending money in the medical space. But until something big happens, he's not interested. 

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James Telfser

Partner & , Aventine Management ...

Price Price
$7.990
Owned Owned
No

COMMENT

Jonathan Goodman, the CEO, is a good guy. He has always looked at this company as similar to a mutual fund of health therapeutics. He has told investors that this is a very long term investment. If you buy it today, you are keeping it for your grandchildren. It is loaded with cash. It would take a gigantic transaction to move the needle on this stock. It will grow slowly under prudent management.

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Jonathan Goodman, the CEO, is a good guy. He has always looked at this company as similar to a mutual fund of health therapeutics. He has told investors that this is a very long term investment. If you buy it today, you are keeping it for your grandchildren. It is loaded with cash. It would take a gigantic transaction to move the needle on this stock. It will grow slowly under prudent management.

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Stephen Takacsy

Chief Inve, Lester Asset Managem...

Price Price
$7.750
Owned Owned
No

PAST TOP PICK

(A Top Pick Apr 11/17, Down 25%)  He has never had so much trouble with a company that is so much in cash.  They are trying to get licensing rights to certain drugs.  Your risks are very low at this time.

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(A Top Pick Apr 11/17, Down 25%)  He has never had so much trouble with a company that is so much in cash.  They are trying to get licensing rights to certain drugs.  Your risks are very low at this time.

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Ryan Modesto

Managing P, 5i Research...

Price Price
$7.620
Owned Owned
No

WATCH
Knight Therapeutics(GUD-T) 

February 28, 2018

He says they are always watching this one to buy into it.  He thinks management is patient and has made great returns on smaller acquisitions.  If you have long term patience, this company has a good track record at making value for investors. 

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He says they are always watching this one to buy into it.  He thinks management is patient and has made great returns on smaller acquisitions.  If you have long term patience, this company has a good track record at making value for investors. 

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Bruce Campbell

President , Stone Castle Investm...

Price Price
$7.830
Owned Owned
No

WEAK BUY
Knight Therapeutics(GUD-T) 

January 8, 2018

He has looked at it out of curiosity.  It garners quite a valuation based on a cash hoard.  Let’s see them execute.  He would replace it with RX-X.  It is very similar. 

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He has looked at it out of curiosity.  It garners quite a valuation based on a cash hoard.  Let’s see them execute.  He would replace it with RX-X.  It is very similar. 

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James Telfser

Partner & , Aventine Management ...

Price Price
$8.270
Owned Owned
No

DON'T BUY
Knight Therapeutics(GUD-T) 

December 21, 2017

He is not sure why the stock came off.  He likes to buy things that trade at NAV or below.  He wonders if an institution decided to take this off.  There is not a ton of liquidity.

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He is not sure why the stock came off.  He likes to buy things that trade at NAV or below.  He wonders if an institution decided to take this off.  There is not a ton of liquidity.

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Peter Imhof

Vice Presi, AGF Investments Inc...

Price Price
$8.240
Owned Owned
Unknown

HOLD
Knight Therapeutics(GUD-T) 

December 12, 2017

It is a very long term appreciation.  It is a very fine business in that it finances and funds other production that it believes will come its way.  It won’t move up until the time comes and you might have to wait a long time.  It is not speculative.

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It is a very long term appreciation.  It is a very fine business in that it finances and funds other production that it believes will come its way.  It won’t move up until the time comes and you might have to wait a long time.  It is not speculative.

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Michael Smedley

Exec VP & , Morgan Meighan & Ass...

Price Price
$7.640
Owned Owned
Unknown

PAST TOP PICK
Knight Therapeutics(GUD-T) 

November 17, 2017

(A Top Pick Dec 14/16. Down 19%.) Jonathan Goodman is a man of great patience and enormous wealth, which he got out of his first company. You have to be patient with this. 

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(A Top Pick Dec 14/16. Down 19%.) Jonathan Goodman is a man of great patience and enormous wealth, which he got out of his first company. You have to be patient with this. 

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Michael Smedley

Exec VP & , Morgan Meighan & Ass...

Price Price
$8.070
Owned Owned
Yes

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