Added to YB: 2026-07-02
Pitch date: 2026-04-27
GUD.TO [bullish]
Knight Therapeutics Inc.
+32.39%
current return
Author Info
No bio for this author
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 967.1M
Pitch Price
CAD 7.44
Price Target
15.00 (+52%)
Dividend
N/A
EV/EBITDA
12.08
P/E
174.30
EV/Sales
1.75
Sector
Pharmaceuticals
Category
value
Knight Therapeutics Inc. - $GUD.TO
GUD.TO: Canadian/LatAm pharma in-licensor at inflection after 10yrs of 'dead money.' Finally deployed capital via opportunistic Sumitomo & Endo Canada deals (bought back C$140M vs C$2.7B Endo paid for Paladin). Shifting from SOTP discount to earnings basis. ~$100M FCF in 2-3yrs. Base case $12, upside $14-15, downside $5. NCIB narrows gap. Catalysts: improving results, M&A.
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