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

111 Followers

GUD Stock Chart & Stats

C$9.73
C$0.04(0.41%)
At close: 4:00 PM EDT
C$9.73
C$0.04(0.41%)

Bulls Say, Bears Say

Bulls Say
Conservative Balance SheetKnight's low debt-to-equity (~0.09) and net cash position provide durable financial flexibility to fund launches, make bolt-on in-licensing deals, repay revolving debt, and withstand regulatory or market setbacks without forcing dilutive capital raises. This reduces solvency risk and supports multi‑year BD activity.
Improving Cash GenerationMaterial improvement in operating cash flow and nearly doubled free cash flow reflects better cash conversion from sales and launch execution. Strong FCF strengthens funding for launches, NCIB activity, and reinvestment in commercial infrastructure over the next several years, reducing reliance on external capital.
Robust Launch Pipeline & Raised GuidanceManagement's pipeline (15 recent launches, ~10 planned in 2026) and higher 2026 guidance indicate a scalable commercial model via in‑licensing and regional launches. A steady cadence of product rollouts diversifies revenue, builds recurring promoted-product sales, and supports mid‑term top‑line durability.
Bears Say
Thin, Volatile ProfitabilityDespite revenue growth, compressed net and operating margins and sub‑1% ROE indicate limited earnings power versus capital employed. Persistent margin thinness reduces retained earnings, limits return on launches, and constrains ability to sustainably fund expansion without outsized revenue gains or cost discipline.
Regulatory Filing Delay (Qelbree)The withdrawal and expected 1–2 year delay in Qelbree's Canadian filing is a durable execution setback: it defers anticipated incremental revenues, stresses partner-dependent regulatory processes, and highlights execution risk in bringing in‑licensed assets to market, affecting multi‑year revenue forecasts.
Generic Competition RiskKey products like Ambisome face structural risk from generics and local branded generics. Even if LatAm erosion is slower, multi‑year generic entry can materially reduce peak sales for flagship products, pressuring long‑term revenue and requiring ongoing product replenishment via new in‑licenses.

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$10.17 in the past 12 months.
    What is Knight Therapeutics’s market cap?
    Knight Therapeutics’s market cap is C$966.08M.
      When is Knight Therapeutics’s upcoming earnings report date?
      Knight Therapeutics’s upcoming earnings report date is Nov 05, 2026 which is in 91 days.
        How were Knight Therapeutics’s earnings last quarter?
        Knight Therapeutics released its earnings results on Aug 06, 2026. The company reported C$0.001 earnings per share for the quarter, missing the consensus estimate of C$0.014 by -C$0.013.
          Is Knight Therapeutics overvalued?
          According to Wall Street analysts Knight Therapeutics’s price is currently Overvalued. 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 98,179,360 shares outstanding.
                What happened to Knight Therapeutics’s price movement after its last earnings report?
                Knight Therapeutics reported an EPS of C$0.001 in its last earnings report, missing expectations of C$0.014. 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

                    Q2 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
                    ▼(-1.21% Downside)
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