Are you able to provide a view as to why Cipher Pharma is doing so well stock wise and yet Knight is still in the doldrums? Also, is too late to step into Cipher Pharmaceuticals. I would appreciate your comments;
CPH has done exceptionally well this year on improving financials, growth (18% sales growth), a low-ish valuation, good balance sheet, and a recent large acquisition that has caused excitement. We have comments posted on these in the Q&A. GUD seems forever trapped in the $5/share range, with weaker growth and profitability that varies from small gains to small losses. It has $100M cash and has had 'too much' cash for close to a decade. It misses earnings estimates 50% of the time. Essentially, investors are excited by CPH's prospects and remain bored with GUD's. With the recent acquisition we think one could own a bit of CPH, with a view to fill a position as the acquisition/integration proves itself out over the next several quarters (it has already closed).