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Review of Knight Therapeutics

APR 01, 2017 - Pharmaceutical company focused on later stage commercialization of drugs. Lots of cash on the balance sheet, strongly performing loans and being one of the only performers in Canadian healthcare justify a rating upgrade to 'A-'.

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Q: Hello, I am looking to add IHI to the healthcare allocation of my portfolio (10%) but would like to sell one existing holding first. Current healthcare related holdings are JNJ, ABBV, GUD and SIS (although I have SIS filed under Industrials). My question: which of JNJ and ABBV would you advise selling? Thank-you.

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Q: Good morning
Could you name a few other companies that you cover that have management quality similar to CSU

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