Added to YB: 2026-04-08
Pitch date: 2026-04-06
GUD.TO [neutral]
Knight Therapeutics Inc.
-0.13%
current return
Author Info
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Company Info
Knight Therapeutics Inc. focuses on acquiring, in-licensing, out-licensing, marketing, and commercializing prescription pharmaceutical products in Canada and Latin America.
Market Cap
CAD 730.4M
Pitch Price
CAD 7.63
Price Target
N/A
Dividend
N/A
EV/EBITDA
13.04
P/E
-138.03
EV/Sales
1.54
Sector
Pharmaceuticals
Category
value
Q1-2026 Portfolio Update : +5% - Knight Therapeutics Inc.
GUD.TO (holding update): Pan-American specialty pharma at <1x BV. Reunited w/ Paladin assets ($127M deal) adding $70M+ rev, 40+ products. Key portfolio growing 20%+ 3yr CAGR; Paladin/Sumitomo products +68% H2 vs H1 2025. 10 launches in 2025, 10+ in 2026 (Jornay PM in $1B+ ADHD market). Canada to become largest contributor in 2-3yrs at higher margins. FY26 guide $490-510M rev, 15% EBITDA (17% above consensus). QV Investors now 12%+
Read full article (2 min)