To further elaborate on the hypothesis regarding IHL, Cannvalate and AGH
@tossydogWe are only talking generic oils here, its all made overseas and branded here. There really isnt any differentiation between any of the products, thats why IHLs IP focus is so important for the future.
Also in an infant industry, no such thing as brand loyalty yet. Please... Laughable to assume a patient under SAS will have any loyalty to any brand if its all the same non unique product.
Cannvalate hold the cards, not any brand. Thing is, Cannvalate is aligned with us and only us under equity ownership plus Sud being CMO here and CEO and Founder there. IMO AGH had their huge growth and rise due to Cannvalate. (Remember IHL was transitioning from dental biz to MM company at this time).
As this industry develops I think the nature of the beast will be shown. I see many companies developing generic product, and yet the distributors they go through barely have any market share. Doesnt bode well.
IMO in terms of generic oils/product only one just has to look to Cannvalate first. CAC afaik is the second largest and they arent partnered with any ASX company? Then look at who Cannvalate is aligned with... AGH, IHL, MXC.
But who does Cannvalate have equity in, partnering with for the trials and share the same CEO/CMO? Us. Market doesnt seem to realize this yet, probably because its our first two quarters of selling product. When they wake up they'll have to pay a much higher price.
tldr; IHL should have a higher MC based on oils alone. Inevitable that IHL will surpass all competitors, so far AGH is the only one that beats us but writing is on the wall. (Please ignore companies who post millions in their announcements but 4C show 200-300k.)
I'm thinking at least 100M... being conservative here. On oils alone.
