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Investment Q&A

Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.

Q: Hello team. I currently have a small position in Antibe Therapeutics and considering adding more. This is a stage 2 drug company. No profit and sales really that tie in to the real story of the drug being created at the moment. Essentially they are trying to create a pain medication that will compete with the likes of Advil/Tylenol without the negative side effects of damaging the stomach lining and creating ulcers. The most interesting component is that amount of activity of old Paladin Labs/ new Knight Therapeutics people moving in and out of the company, setting up acquisitions and financing deals. Considering you guys cover Knight I was wondering if you had any further analysis or information on Antibe or the financing deals that Knight puts together? Or perhaps you could criticize or add to my qualitative analysis for other areas I should be concerned about?

Pros:
From what I can tell it's the only other company that Johnathan Goodman holds a position in besides Knight.
In the 50% region of insider ownership.
The fact they acquired a sales force shows confidence.

Cons:
One patient got something similar to Jondis, this forced the company back to the drawing board. If the product is not considered safer than Advil, it will have a hard time selling.
Further dilution will have to occur to proceed in product testing.
Read Answer Asked by Liam on July 25, 2016
Q: While I realize that no one has a crystal ball, do you have any thoughts regarding the possible timing of a possible sale of the company or, if not, a decision not to sell for that matter? I wondered if it might be around the next quarters(August 12 ) results when there may be a better understanding of the impact of Brexit on the company's finances. Or do you think that this might require another quarter or so to sort itself out? Any thoughts on the probability of a sale actually happening? At this time the market seems to be discounting any potential sale!
Read Answer Asked by John on July 25, 2016
Q: I am wondering what would be a normal p/e for Concordia? Also perhaps you can shed some light on the difference between cash flow and levered free cash flow.I understood the latter represented the cash left over after debt obligations have been paid. With their substantial debt I expected Concordia's levered cash low to be substantially less and yet Yahoo Finance shows cash flow per share of $4.10 and levered at $6.55.
As always your assistance is greatly appreciated.
Mike
Read Answer Asked by michael on July 22, 2016
Q: Hi, in follow up to my previous question, what are your thoughts on these three possible additions to my TFSA. Again, in your view which two have the biggest up side potential for the next year or two? Thanks
Read Answer Asked by Henry on July 19, 2016
Q: If you have to rank them from fundamental perspective, which names would you prefer? Which ones could be potential takeover candidates?
Read Answer Asked by Iskandar on July 19, 2016
Q: CXR has lots of headwinds (brexit, pricing environment, debt levels, questions about their business model, etc). if debt level is one of the biggest headwinds the company faces, and current cash flow will take years to pay down debt, is it possible the company issues shares, even at this really reduced price, to pay down debt?
Read Answer Asked by Richard on July 18, 2016
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