Knight Therapeutics, Inc. · TSX:GUD
Knight Therapeutics — Investor Presentation (August 2026)
21 slides from Knight Therapeutics's investor presentation, August 2026
Slide 1: Transforming Lives, Delivering Results
TRANSFORMING LIVES DELIVERING RESULTS KNIGHT THERAPEUTICS INC. TSX: GUD AUGUST 2026
Slide 2: Forward Looking Statements
Forward Looking Statements This document contains forward-looking statements and forward-looking information for Knight Therapeutics Inc. and its subsidiaries within the meaning of applicable Canadian securities laws. Forward-looking statements are subject to known and unknown risks, uncertainties a
Slide 3: Knight Overview
Knight Overview Building a Solid Foundation Since 2014 Commercial Stage Pharmaceutical Company Focused on Acquiring and In-Licensing Innovative Pharmaceutical Products for Canada and Latin America $685M 2019 June 2025 Acquisition of Grupo Biotoscana, Closed Paladin and Raised in equity a Latin Ameri
Slide 4: Scaling the Platform
Scaling the Platform By the Numbers $547M $98M $110M Adjusted Revenues in TTM Q2-26 Adjusted EBITDA in TTM Q2-26 Cash and Marketable Securities 43% Growth vs. TTM Q2-25 75% Growth vs. TTM Q2-25 $87M Net cash 16 agreements $200M+ $280M signed for 65+ products Current Pipeline Syndicated Banking in pa
Slide 5: Our Growth Strategies
Our Growth Strategies Knight’s Involvement Regulatory Sales & Discovery Pre-Clinical Clinical Trials Market Access Approval Marketing 2 - 10 yrs 2 - 4 yrs 5 - 7 yrs 1 - 3 yrs 1 - 3 yrs 3 - 5 yrs 1 In-license late-stage prescription pharmaceuticals 2 Acquire mature or “under-promoted” products from B
Slide 6: Our Footprint
Our Footprint Growing Across Key Markets ADJUSTED REVENUE BY GEOGRAPHY $547M 11 Countries Other Other Adjusted Revenue plus distributors in Central Mexico 4% Mexico 4% TTM Q2-26 America & Caribbean 5% 5% Argentina Argentina 9% 9% Brazil Brazil Rest of 38% Rest of 38% LATAM LATAM 7% TTM 6% Q2-2026 80
Slide 7: Our Markets – Sizable & Growing
Our Markets – Sizable & Growing Pan-American (ex US) represents ~7% of global pharma market MARKET SIZE AT CONSTANT CURRENCY1 $120 $100 $80 Larger market allows Knight to $ BILLIONS $60 112.2 104.6 access more licensing $40 77.7 87.3 93.9 and acquisition opportunities. 48.4 51.9 43.6 44.3 48.2 $20 3
Slide 8: Our Portfolio
Our Portfolio Built for Stability and Growth ADJUSTED REVENUE KEY PRODUCTS BY THERAPEUTIC AREA BY PRODUCT Discontinued Promoted - Launched Oncology & Hematology PORTFOLIO Pipeline Products 1% 10% Mature 36% $547M TTM Q2-2026 Promoted - Strategic Products Infectious Disease 53% BY THERAPEUTIC AREA Ot
Slide 9: Our Partners
Our Partners Partner of Choice for Canada & Latin America *The above registered trademarks, or logos, are owned by Knight’s partners. For example: Incyte and the Incyte logo are registered trademarks of Incyte. 9
Slide 10: Financial Highlights: Revenue Growing in all Therapeutic Areas
Financial Highlights Revenue Growing in all Therapeutic Areas ADJUSTED REVENUE BY THERAPEUTIC AREA $550 $500 $450 $400 2026 Revenue $350 Guidance C$ MILLIONS $300 $250 Between $200 $540 - $560M $150 (>20% growth $100 over 2025) $50 $0 2019 2020 2021 2022 2023 2024 2025 TTM Q2-2026 Oncology & Hematol
Slide 11: Financial Highlights: Strong Adjusted EBITDA and Cash Flow
Financial Highlights Strong Adjusted EBITDA and Cash Flow ADJUSTED EBITDA CASH FLOW FROM OPERATIONS $100 $120 $90 $100 $80 $70 $80 $60 C$ MILLIONS $60 C$ MILLIONS $50 $40 $40 $30 $20 $20 $0 $10 $0 -$20 2019 2020 2021 2022 2023 2024 2025 TTM Q2 2019 2020 2021 2022 2023 2024 2025 TTM Q2 2026 2026 2026
Slide 12: Balance Sheet Highlights (June 30, 2026)
Balance Sheet Highlights (June 30, 2026) Healthy Balance Sheet with Capacity for More Acquisitions $110M $81M $23M Cash and Marketable Securities Financial Assets Debt $1.12/share $0.83/share $0.24/share 0.24 x 0.31:1 Credit Available Debt to TTM Debt to Equity Line of Credits: $140M Adjusted EBITDA
Slide 13: Capital Allocation
Capital Allocation Executing on Acquisitions and NCIB PRODUCTS & ACQUISITIONS SHARE BUYBACK $250 $70 $60 $200 $50 $150 $40 C$ MILLIONS C$ MILLIONS $30 $100 $20 $50 $10 $0 $0 2019 2020 2021 2022 2023 2024 2025 TTM Q2 2019 2020 2021 2022 2023 2024 2025 TTM Q2 2026 2026 Over $260M invested in NCIB Biot
Slide 14: Capital Structure
Capital Structure As at Aug 7, 2026 ~$959M 98.2M 23.4% Market Capitalization Common Shares Outstanding Insider Holdings % ~$791M $98M 7.3M Adjusted Enterprise Value Adjusted EBITDA in TTM Q2-2026 Stock Options and Share Awards Refer to the Footnotes & Glossary slide for definitions of non-IFRS measu
Slide 15: Management Team
Management Team Executing on Growth & Performance Monica Percario - Brazil Global VP Regulatory and Quality Samira Sakhia - Canada Sanofi, Head of Regulatory and Center of Expertise LATAM President and Chief Executive Officer Farmasa (now Hypera Pharma), Regulatory Affairs Paladin Labs, Chief Financ
Slide 16: Board Members
Board Members Proven Track Record Jonathan Ross Goodman Robert N. Lande Executive Chairman Paladin Labs, Board member from 1995 to 2014 Knight Therapeutics, Founder Stratos Global International LLC, President Paladin Labs, Co-founder, former President & CEO Michael J. Tremblay Former President of As
Slide 17: Knight’s Future Growth
Knight’s Future Growth Keep Growing, Keep Adding Add new Grow products to existing the products portfolio Deliver on new launches and pipeline 17
Slide 18: Key Achievements – since January 2024
Key Achievements – since January 2024 Going from Pipeline to Growth 50+ New Products • Added Paladin assets – 40+ products • Added Sumitomo assets – 6 products • Crexont® • Onicit® Launches • Three branded generic products • Minjuvi® – DLBCL • Zynyz® Submissions • Minjuvi® – FL • Niktimvo® • Tavalis
Slide 19: A Proven Business Model
A Proven Business Model Focused on Delivering Results Proven Scaled Platform Strong Investment Foundation Clear Path Forward ► Canada & Latin America footprint ► Disciplined capital allocation ► Deliver launches & pipeline ► Proven record to build portfolio ► Strong balance sheet ► Expand product po
Slide 20: Footnotes & Glossary
Footnotes & Glossary (1) Adjusted Revenue, Adjusted EBITDA, and Adjusted EBITDA per share are non-IFRS measures and do not have any standardized meaning under IFRS. As a result, the information presented may not be comparable to similar measures presented by other companies. Refer to Financial Resul
Slide 21: Transforming Lives, Delivering Results
TRANSFORMING LIVES DELIVERING RESULTS KNIGHT THERAPEUTICS INC. TSX: GUD AUGUST 2026
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