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Knight Therapeutics (TSE:GUD)
TSX:GUD
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Knight Therapeutics (GUD) Price & Analysis

110 Followers

GUD Stock Chart & Stats

C$7.65
-C$0.03(-0.46%)
At close: 4:00 PM EST
C$7.65
-C$0.03(-0.46%)

Bulls Say, Bears Say

Bulls Say
Balance Sheet StrengthA net cash position and ample liquid assets provide durable financial flexibility to fund launches, M&A and buybacks without reliance on new debt. Low leverage reduces refinancing and solvency risk, enabling the company to absorb revenue volatility and invest in long-term commercial expansion.
Robust Launch & BD PipelineA steady cadence of in‑licensing and launches diversifies revenue sources and deepens geographic penetration across Canada and LatAm. Repeatable deal flow and a multi-year launch runway support sustainable top-line growth and reduce dependence on any single product over the medium term.
Improving Cash Generation & MarginsMaterial improvements in revenue, adjusted EBITDA and operating cash flow signal strengthening operating leverage from promoted and newly launched products. Sustained margin expansion and positive FCF enhance the firm's ability to self-fund launches and absorb periodic investment revaluations over the medium term.
Bears Say
Earnings VolatilityRepeated switches between profits and losses indicate weak earnings durability and sensitivity to product mix, one‑off items and revaluations. This instability complicates capital allocation, makes forecasting harder and increases reliance on acquisitions or one-time gains to meet long-term targets.
Regulatory Delay (Qelbree)A 1–2 year delay for a expected new product removes a projected revenue stream and defers peak sales timing, increasing execution risk and forcing greater reliance on other pipeline assets or BD to hit medium‑term growth assumptions, raising strategic execution pressure.
Generic Competition RiskKey products like Ambisome face structural risk from generic entrants; even with slower LatAm erosion (3–5 years), eventual generic competition can materially reduce revenues and margins. The company must continually replace mature product revenue through launches or acquisitions.

Knight Therapeutics News

GUD FAQ

What was Knight Therapeutics’s price range in the past 12 months?
Knight Therapeutics lowest stock price was C$5.66 and its highest was C$9.25 in the past 12 months.
    What is Knight Therapeutics’s market cap?
    Knight Therapeutics’s market cap is C$901.92M.
      When is Knight Therapeutics’s upcoming earnings report date?
      Knight Therapeutics’s upcoming earnings report date is Aug 06, 2026 which is in 56 days.
        How were Knight Therapeutics’s earnings last quarter?
        Knight Therapeutics released its earnings results on May 07, 2026. The company reported C$0.13 earnings per share for the quarter, beating the consensus estimate of C$0.027 by C$0.103.
          Is Knight Therapeutics overvalued?
          According to Wall Street analysts Knight Therapeutics’s price is currently Undervalued. Get more investment ideas with TipRanks Premium
            Does Knight Therapeutics pay dividends?
            Knight Therapeutics does not currently pay dividends.
            What is Knight Therapeutics’s EPS estimate?
            Knight Therapeutics’s EPS estimate is 0.01.
              How many shares outstanding does Knight Therapeutics have?
              Knight Therapeutics has 98,034,744 shares outstanding.
                What happened to Knight Therapeutics’s price movement after its last earnings report?
                Knight Therapeutics reported an EPS of C$0.13 in its last earnings report, beating expectations of C$0.027. Following the earnings report the stock price went up 11.185%.
                  Which hedge fund is a major shareholder of Knight Therapeutics?
                  Currently, no hedge funds are holding shares in TSE:GUD
                  What is the TipRanks Smart Score and how is it calculated?
                  Smart Score combines eight research factors - such as analyst recommendations, hedge fund trends, and technical indicators - to measure a stock’s outlook. These signals are unified into a single score that reflects bullish or bearish momentum. See detailed methodology

                    Company Description

                    Knight Therapeutics

                    Knight Therapeutics Inc., a specialty pharmaceutical enterprise established in Montreal, Canada in 2013, operates globally, with a strong presence across Canada and Latin America. The company's core business revolves around the development, acquisition, in-licensing, out-licensing, promotion, and distribution of a diverse portfolio encompassing pharmaceutical products, consumer health goods, and medical devices. Its extensive product catalog features treatments such as Nerlynx, prescribed for extended adjuvant and metastatic breast cancer; Tafasitamab, used for relapsed or refractory diffuse large B-cell lymphoma; Pemigatinib, targeting metastatic cholangiocarcinoma; Trelstar, addressing advanced prostate cancer and pain associated with endometriosis; Vidaza, indicated for myelodysplastic syndrome; Abraxane, for metastatic pancreatic adenocarcinoma; Halaven, for metastatic breast cancer and soft tissue sarcoma; and Lenvima, useful in differentiated thyroid cancer, advanced renal cell cancer, and unresectable hepatocellular carcinoma. The company's offerings further include Ladevina, for multiple myeloma, myelodysplastic syndrome, mantle cell lymphoma, and follicular lymphoma; Zyvalix, for metastatic prostate cancer; Karfib, for relapsed or refractory multiple myeloma; Leprid, for advanced prostate cancer; and Rembre, for chronic myeloid leukemia. For infectious diseases, it provides Ambisome and Cresemba for fungal infections, along with Impavido for leishmaniasis. Other notable products include Exelon, managing mild to moderately severe dementia; Ibsrela, for irritable bowel syndrome with constipation; Salofalk, for ulcerative colitis; Ursofalk, to treat biliary cirrhosis; Imvexxy, for moderate to severe dyspareunia; Bijuva, for moderate to severe vasomotor symptoms linked to menopause in women with intact uteri; Fibridoner, for idiopathic pulmonary fibrosis; Toliscrin DPI, addressing pseudomonas aeruginosa lung infection in patients with cystic fibrosis; Toliscrin 1-2, for severe acute or resistant chronic infections; and Tobradosa Haler, for chronic lung infections. Beyond its product-focused endeavors, Knight Therapeutics Inc. also provides financing to other life science companies and makes strategic investments in life sciences venture capital funds.

                    Knight Therapeutics (GUD) Earnings & Revenues

                    GUD Earnings Call

                    Q1 2026
                    0:00 / 0:00
                    Earnings Call Sentiment|Positive
                    The call conveyed strong operational and financial momentum—record quarterly revenues and adjusted EBITDA, improved gross margin, a stronger balance sheet and an active launch and BD pipeline—supported by raised 2026 guidance. Key challenges include a withdrawal and delayed resubmission of Qelbree's Health Canada filing due to manufacturing changes, a meaningful YoY increase in operating expenses, a small Q1 net loss from investment revaluations, and medium-term risks from potential generic competition and Argentina hyperinflation exposure. Overall, the positive financial results, strengthened liquidity and well-filled launch pipeline materially outweigh the identifiable near-term execution and macro risks.View all TSE:GUD earnings summaries

                    GUD Stock 12 Month Forecast

                    Average Price Target

                    C$9.61
                    ▲(25.65% Upside)
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