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Knight Therapeutics (GUD) investor relations material

Knight Therapeutics Q2 2025 earnings summary

Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.
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Q2 2025 earnings summary7 Aug, 2025

Executive summary

  • Achieved record high adjusted revenues of $197M for H1 2025, with 15% organic growth on a constant currency basis, driven by innovative promoted products.

  • Added over 50 products through Paladin and Sumitomo transactions, including five pipeline and early launch assets, strengthening the Canadian business.

  • Expanded partnerships, relaunched Onasit in Brazil and Mexico, and secured exclusive LATAM rights to two oncology pipeline products from Incyte.

  • Net loss widened to $12.6M from $1.9M year-over-year, mainly from mark-to-market revaluations and higher costs.

  • Major acquisitions and licensing deals expanded the product portfolio and drove growth in Canada and LATAM.

Financial highlights

  • Q2 2025 revenues reached $108.5M, up 15% year-over-year; constant currency growth was 21%.

  • Oncology/hematology portfolio delivered $35.5M; infectious disease $45M (+20%); other specialty therapeutics $28M (+34%).

  • Gross margin was $49M (46% of adjusted revenue), down from 48% last year due to product mix and hyperinflation accounting.

  • Adjusted EBITDA for Q2 was $15.5M ($0.16/share), relatively unchanged year-over-year.

  • Cash inflow from operations was $20M in Q2, aided by $13M working capital reduction.

Outlook and guidance

  • Fiscal 2025 revenue guidance raised to $410M–$420M (from $390M–$405M), with EBITDA expected at ~13% of revenues.

  • Improved outlook driven by strong H1 performance and incremental revenues from Sumitomo and Paladin transactions.

  • Guidance assumes no material impact from hyperinflation in Argentina, no major supply disruptions, and successful product launches.

  • Anticipates stepwise EBITDA margin increases in 2026–2028 as new product launches scale.

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Frequently asked questions

Knight Therapeutics Inc is a Canadian specialty pharmaceutical company that acquires, licenses, and commercializes prescription medicines for the Canadian and Latin American markets. The company focuses on late-stage or commercial products across therapeutic areas such as oncology, infectious diseases, and ophthalmology. Knight Therapeutics Inc is headquartered in Montreal, Canada, and its shares are listed on the TSX.

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