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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.
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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