Q3 2025 Knight Therapeutics Inc Earnings Call Transcript

Nov 6, 2025 / 01:30 PM GMT

Release Date Price: C$6.07 (+3.94%)

Transcript

Key Points

Positve

Knight Therapeutics Inc (KHTRF) achieved record high adjusted revenues of $319 million and adjusted EBITDA of approximately $49 million for the nine-month period ended September 30, 2025.
Revenues grew by approximately $48 million or 18% compared to the same period last year, driven by the Paladin and Sumitomo transactions and organic growth of key promoter products.
The company expanded its oncology portfolio by licensing the LATAM rights to two innovative drugs, retifamliab and axatilumab, and launched three products in multiple countries.
Knight Therapeutics Inc (KHTRF) increased its financial outlook for fiscal 2025, expecting revenues between $430 million and $440 million and adjusted EBITDA between 13.5% to 14.5% of revenues.
The company doubled its revolving credit facility from $50 million to $100 million, with an accordion feature for another $100 million, enhancing its capital flexibility.

Negative

Knight Therapeutics Inc (KHTRF) received a rejection of its marketing authorization application for Taveli from Envisa, the Brazilian health agency, and has submitted an appeal that could take up to 14 months.
The company received a notice of noncompliance from Health Canada on the drug submission of Calvary, requiring additional information to be submitted in 2026.
Operating expenses increased by $9 million or 30% compared to the same period last year, driven by higher selling, marketing, and R&D expenses.
The company recorded a net loss of $4.6 million in the third quarter, driven by mark-to-market revaluations of strategic fund investments.
Knight Therapeutics Inc (KHTRF) experienced declines in mature and branded generic products due to their life cycle and the termination of a non-strategic agreement in Colombia.

Refinitiv StreetEvents Event Transcript
E D I T E D V E R S I O N

GUD.TO - Knight Therapeutics Inc
Q3 2025 Knight Therapeutics Inc Earnings Call
Nov 06, 2025 / 01:30PM GMT

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Presentation
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Unidentified_1 [1]
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Before turning the call over to Miss Samira Sakya, President and CEO of Knight.

Listeners are reminded that portions of today's discussion may by their nature necessarily involve risk and uncertainties that could cause actual results to differ materially from the contemplated by the forward-looking statements. The company considers the assumption on which these forward-looking statements are based to be reasonable at the time that they were prepared.

But cautions that this assumptions regarding the future events, many of which are beyond the control of the company and its subsidiaries may ultimately prove to be incorrect.

The company disclaims any intentions or obligation to update or revise any

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