There shouldn't be another anomaly this time, they've said that the manufacturing of the 1204 (AD) product was substantially less varied than the 1503 manufacturing (batches, inputs etc) - from the BP report:
We note the following key points:
o There is a single cohort in each arm; and
o There are two batches for each country – one for the vehicle and one for the
active.
The restrictions around the manufacture and transport of CBD in the US necessitated the
production of multiple batches for this trial also. While this is not ideal, it is largely
unavoidable.
In any case, the issue identified with the potential residual solvents on the skin that may have an effect on solubilizing sebum (the oil from pimples) is not a pathology that is relevant to AD (as there are no pimples etc to disrupt).
....so I'm also optimistic in thinking that the AD results will be positive and will validate in retrospect the acne's trial, with a substantial re-rate in the sp - hopefully exceeding the current analysts reports valuations.
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