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seafoodtomyum

610 Posts.

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07/12/20

20:29

Post #: 49404003
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Originally posted by ma420: ↑

We are in what Adrian Slywotzky calls ”value in flow” phase of “Value migration”. What I mean by that is MM is a new industry with UN reclassification, Oz’s SAS-B access, TGA approvals, new MM distribution channels like Cannvalate etc., all opening the doors to traditional western medicines being disrupted by MM. Now weed is going from an outlier of alternative medicine (if you can call it that!) to becoming mainstream medicines particularly in IHL’s case where there is unmet medical needs. Even where there were pre-existing western medicines they are not being replaced by another western medicine but MM.

I am thinking this is a classic case of value migration and IHL is at the forefront both locally and globally with us knocking FDA’s door (we may knock it in with multiple medicines in a short space!).

Think of ARDS. From having no viable medication to having Mesoblast’s recent FDA fast track for stem cell medicine to IHL-675A from MM industry. Traditional western medicine either is proving to be less effective or cost prohibitive or both compared to these alternatives.

OSA- Resmed watch out. Your business is potentially in a “value outflow” mode where IHL may eat your lunch.

Psychedelics- tomorrow’s Ann will showcase whose lunch we will eat in the coming months/ years!

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We won't be eating anyone's lunch per say re osycheldics

Wel be the first In AUS.. .I really believe this will be our lunch and Wel have people lining up to take a seat

don't mind this dribble.. cracked open a nice bottle of scotch in anticipation for tomorrow

IHL Price at posting: 14.5¢ Sentiment: Buy Disclosure: Held
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General discussion, page-3111

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