Knight Therapeutics

GUD-T

Analysis and Opinions about GUD-T

Signal
Opinion
Expert
BUY
BUY
December 30, 2019
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.
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Knight Therapeutics (GUD-T)
December 30, 2019
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
WEAK BUY
December 12, 2019
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.
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Knight Therapeutics (GUD-T)
December 12, 2019
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
DON'T BUY
November 25, 2019
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.
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Knight Therapeutics (GUD-T)
November 25, 2019
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
TOP PICK
November 7, 2019
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.
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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
BUY
August 16, 2019

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.

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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
BUY
August 8, 2019
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.
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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
WEAK BUY
July 15, 2019
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.
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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
HOLD
June 19, 2019
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.
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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 WEAKNESS
BUY WEAKNESS
June 10, 2019
You have to trust them and let them do their thing. Buy it when it is cheap and hang on to it.
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You have to trust them and let them do their thing. Buy it when it is cheap and hang on to it.
TOP PICK
TOP PICK
May 31, 2019
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)
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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
HOLD
March 27, 2019
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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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.
WEAK BUY
WEAK BUY
January 28, 2019
You have to look at this company like a private equity fund in the healthcare sector. Management are very patient and will only make a big acquisition on the right terms. It is harder to track the results of their smaller investments. Buy it for the long term. Put it away.
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You have to look at this company like a private equity fund in the healthcare sector. Management are very patient and will only make a big acquisition on the right terms. It is harder to track the results of their smaller investments. Buy it for the long term. Put it away.
HOLD
HOLD
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)
HOLD
HOLD
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.

DON'T BUY
DON'T BUY
July 24, 2018

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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