GW Pharma - an update on the competition

https://www.profitconfidential.com/...na-patent-could-put-gwph-stock-back-on-track/

"...the cannabis oil sector is set to explode. GW Pharmaceuticals is betting on its cannabis-based drug Epidiolex to help rescue its stock from what has been a tough 2018."

"...cannabidiol (CBD) market analysis reported by Forbes projects a market increase of 700% by 2020."

" recent struggles following the less-than-stellar results of a Phase 2a test of cannabidivarin (CBDV)"

"CBDV is a cannabis-based molecule that GW Pharmaceuticals is currently evaluating for treatment of people with focal seizures.
The CBDV test failure in Phase 2a showed little difference between the effects of the placebo given to the control group and the actual drug given to other participants in the experiment."
(Source: “GW Pharmaceuticals Announces Preliminary Results of Phase 2a Study for its Pipeline Compound GWP42006,” GW Pharmaceuticals, February 21, 2018.)

"...continuing to explore the product’s potential within the field of epilepsy"

"...priority in 2018 remains Epidiolex, for which we have generated compelling positive data in three Phase 3 trials, and which is currently under regulatory review in the U.S. and Europe"

Phase 3 trial

"Over the 14-week treatment period (two-week dose escalation period followed by 12 weeks of maintenance), patients taking Epidiolex had a significantly greater median reduction in drop seizures compared to placebo (44 percent vs. 22 percent; p=0.0135), the study’s primary endpoint. Sensitivity analyses confirmed that the treatment effect of CBD was established during the first month of treatment and was sustained over the entire treatment period."

I'm lookng forward to Phytotech's phase 3 results. The tortoise slowly marches on, but if it gets to market soon enough with a better product, it'll be a major win. We already outperformed GW's Sativex in early trials, and the high bioavailibility of gelpel's gelatin matrix would be hard to beat.

When this happens, there will no doubt be takeover bids for Satipharm, and possibly Harvest One. MMJ should clean up nicely in the deal, while still retaining the underlying IP via Phytotech.