IHL (ASX) Share your ideas and thoughts.

Originally posted by andres: ↑

I think the SP is behaving really well. Look at BOT - is very similar, just ranges until the next move up. Cultivators are struggling as it is a low cost producer model that is commoditising IMO. I think we need to see the medicinal cannabis industry through the lens of "value add".

It is worth investors spending a bit of time on the recently released Incannex preso and where the clinical trials are heading. The patent app re Concussion IP is already done. This is really significant and maybe market missing the importance of this. I think we need to differentiate IHL and BOT from those players who are cultivators and face different market pressures based on price. Intellectual Property is what big pharma is interested in - you can google big pharma cannabis and see how active the top players are in securing IP and forming alliances. Big $$$.

Also, bearing in mind that Cannabis is a category of medicine for which efficacy is not in doubt. It isn't throwing darts. If you can get a patent - then you are really in the box seat. Even provisional patents.

The potential market sizes which the trials are targeting are massive and both IHL and BOT cover a lot of ground. One difference is that IHL does not have competitors. Getting IP success here; and IHL has FOUR globally significant health sectors that they are targeting, is a Cochlear like prospect.
Obstructive Sleep Apnoea, Traumatic Brain Injury/Concussion, Periodontitis (Gum Disease) and Temporomandibular Joint Disorder are significant global health issues. Any solution/improvement on current medical interventions, which is likely IMO, will be very significant in terms of market cap.

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Interesting to see how weak the tape has been so far in the sector.
So far haven't really seen any true substantial anns in our peers, but I am interested to see the response to BOTs acne trial.

So far just as examples, I've seen AGH and MXC put out growth in oils sales and get a flat response
Also a few anns from BOT and us, albeit not actually substantive get a flat response too.

Yet as Andres said ,some are holding up stronger in the weak tape and other are getting absolutely hammered or unable to hold on to their gains.
AGH has suffered immensely in the weak tape, growers like CLI also hit hard.

The IP Focused companies, us and BOT are range trading still but havent really been shot up as bad as the growers and generic oils sellers.
But when the market sentiment changes again, and we can confirm that the tape looks strong again then the names that have held up well in the weak tape will absolutely rocket. The weaker names may again get rallies, but thats just the effect of general positive market sentiment.

This time last year the overall market was pretty shot up, tape was weak and even market leaders in many different sectors were ravaged instead of holding up somewhat. This time looks better so far, just survive.