I'm going into some detail on the medical cannabis stocks , i feel it's miss understood & also hopefully start a convocation that we can all lean from & possibly save a few from pissing in the wind . Please feel free to correct info as this is just my thoughts & own research which is up for discussion
Firstly let's get rid of this stigma that medical cannabis will lead to mental health.
In illegal cannabis , growers often lace the crop with heavy toxic chemicals , things like life fly spry , white king , house hold items ect. The reason for lacing the crop is due to harvesting the crop at a earlier stage where the buds have not fully matured , allowing the growers to start a new grow crop sooner & making more money. So by adding chemicals to substitute for the early harvest , growers in affect add a buzz that would be lacking in comparison to a normal fully mature harvest. I have seen people do funny things on such cannabis & would imagine over use would result in some serious mental health issues.
The actual part of that brings out paranoia , anxiety ect in normal cannabis is THC. In medical marijuana the strain or plant THC levels are modified so as that the dose can be properly & consistently administrated , making it safer & better for all kinds of use.
Besides , if you are affected in such a way , IMO there is an underlaying mental issue that is causing such mental problems or it's become a substance abuse/dependency issue , mainly occurs when one does not want to deal with own realty.
Canadian patient registrations for medical marijuana have tripled in the last 12 months & is due to clinician education on the therapeutic benefits of cannabis and an associated decrease in the historical stigma associated with cannabis use. Also Canada has one of the biggest illegal cannabis markets per capita.
Personally i welcome the movement & support it 100% , I don't smoke weed often but it would be nice to get cannabis that is clean from harmful chemicals & where the toxicity levels are managed in a more healthier way.
Some of the Medical benefits of using cannabis
Before I begin, let me take you to 2737 BC. It has been described that during that period, the first direct reference was found in China in the writings of the Chinese Emperor Shen Nung. The first use of cannabis product was used for psychoactive agents. In the writings, the focus was mainly on its power as a medication for rheumatism, gout, malaria, and funny enough, for absent-mindedness. The importance of medicinal value was focused mainly than the intoxication properties. Gradually its use spread from China to India, and then to North Africa, and reached Europe as early as AD 500. Marijuana was listed in
United States Pharmacopeia from 1850 till 1942. It was prescribed for different medical uses such as labor pain, nausea, and rheumatism.
From 1850s to 1930s cannabis started to grow famous for recreational purposes. As the intake of this drug increased over time, The Controlled Substances Act of 1970 classified it as a
Scheduled I Drug. So naturally controversies aroused surrounding the medical use of marijuana. To make it more medical-friendly, its active ingredient THC was synthesized in 1966, and finally approved by the U.S. Food and Drug Administration in 1985.
A 1999 a U.S. Government sponsored study by the Institute of Medicine uncovered the
beneficial properties of marijuana in certain medical conditions such as nausea caused by chemotherapy, and wasting caused by AIDS. Since 1999,
a number of studies have been done to show that smoked marijuana has pain reducing effects. In 1996, California became the first state to legalise the use of marijuana for medical objectives, and about 24 of the states now have some sort of medical marijuana legislation.
Here is a few health conditions with the most substantial evidence. Cannabis products help treat chronic pain, prevent nausea in cancer patients under chemotherapy, and improve patient-reported outcomes for muscle problems in people with multiple sclerosis.
There's also moderate evidence that cannabis and cannabinoids improve sleep for people with a range of disorders (chronic pain, sleep apnea, etc.) in the short-term.
Other health issues that have some weighted evidence of cannabis help is the following from an article
1. Slowing of cancer cells gowing
2. Prevents Alzheimers
3. Treats Glaucoma
4. Relieves Arthrites pain
5. Controls Epileptic seizure.
6. Eases the pain of multiple sclerosis.
7. Soothes tremors for people with Parkinson’s disease.
8. Helps with Crohn’s disease.
9. Decreases the symptoms of Dravet’s Syndrome.
10. Lessens side effects from treating Hepatitis C, and increases treatment effectiveness
11. Decreases anxiety.
12. Helps reverse the carcinogen effects of tobacco, and improve lung health.
13. Reduces severe pain, and nausea from chemo, and stimulates appetite.
14. Improves symptoms of Lupus, an autoimmune disorder.
15. Protects brain after a stroke.
16. Helps veterans suffering from PTSD
17. Controls other types of muscle spasms.
18. Treats inflammatory bowel diseases
19. Helps eliminate nightmares.
20. Protects the brain from concussion, and trauma.
http://www.lifehack.org/articles/li...nefits-marijuana-you-probably-never-knew.html
The article on the 20 medical benefits also lists names , studies & info under each benefit if want a future read.
Lastly and the most important part for me is this. Consumers with pain related health issues has the biggest market share globally in sales. Taken from AC8's presentation on medical marijuana patients "
Around 72% of patients are taking medicinal cannabis products for pain management"
The reason it's import is because it helps on what to look for when considering investing in the sector.
Skin & Beauty related benefits from cannabis oil applications
Stimulates hair growth
Anti-Ages
Boosts the Protective Shield
Treats Acne
Eases Inflammation
Strengthens Strands in hair
Nourishes Scalp
Article also goes into detail on each benefit
http://www.marieclaire.com/beauty/news/a21744/cannabis-oil-benefits/
Hair stimulation , Inflammation , Anti ageing & Acne treatment would be the big markets but there is also some non cannabis treatments that will be hard to compete with. I guess it for investing sake , it will come down clinical results.
Of note Skin & beauty products will use high CBD extract of cannabis & has little to low THC interest , high grade CBD oil can cost over 5 times more then THC oil.
ASX cannabis stock's & FA points.
please feel free to add or correct any info
View attachment 499538
Thanks to
@Green Bull , SP may have moved since his post so adjust MC & EV accordingly
AC8
( it's a long one because the company has so much going for it )
Background
AusCann believes that patients have the right to high quality, economical and clinically validated cannabis medicines.
AusCann has the ability to deliver these medicines by:
- Having access to expertise and relevant intellectual property in respect of:
- plant genetics and breeding;
- cultivation and production techniques;
- manufacturing techniques;
- cannabis medicines that are currently being prescribed for patients for a range of conditions internationally; and
- undertaking clinical studies in Australia;
- Having the expertise to operate under Australia’s cultivation and manufacturing requirements; and
- Being able to supply full spectrum plant extracts.
The company’s business model is based upon developing production of medicinal cannabis and partnering with leading researchers.
Commercialisation strategy
Auscann’s research activities will drive the company’s future earnings.
Results and knowledge gained from AusCann’s research activities are to continuously feed into current and potential commercial activities to optimise revenue and profit from these commercial activities.
Prior to AusCann being able to cultivate and manufacture Australian, it intends to import product suitable for chronic neuropathic pain, chronic pain and treatment resistance epilepsy from its Canadian partner Canopy to meet demand.
The average prices per gram of product in Canada ranges between CAD$5 -$12.
An average cost of production per gram in Canada is circa CAD$2.88.
AusCann’s revenue streams from these expected levels of Australian demand is being determined.
Current activities
AusCann’s research activities include:
- Clinical studies in the areas of chronic pain, chronic neuropathic pain and treatment resistant epilepsy; and
- Cultivation research and development.
AusCann’s current commercial activities include:
- Joint venture cultivation and production in Chile.
AusCann’s potential future commercial activities include:
- Supply of Canadian products to Australian authorised prescribers and third party clinical studies; and
- Cultivation, manufacture and supply of Australian medicinal cannabis products to Australian authorised
Partners
AusCann has partnered with key players in the international medicinal cannabis field.
(A) CANOPY GROWTH CORPORATION The team includes Canopy Growth Corporation (Canopy). Canopy was the first publically traded, federally regulated cannabis producer in North America and remains the largest and most diversified. Listed on the TSX Venture Exchange, Canopy has a market capitalisation in excess of CAD$1 billion. Core brands under Canopy are Tweed (a highly recognised cannabis brand) and Bedrocan Canada (a producer and seller of genetically standardised cannabis varieties). Canopy operates two indoor production facilities and a large greenhouse with more than 46,400 square metres of production capacity. Canopy is dedicated to educating healthcare practitioners, providing consistent access to high quality medication, conducting robust clinical research, and furthering the public's understanding of how marijuana is used for medical purposes.
As of 30 September 2016 Canopy had over 24,400 registered Canadian patients. AusCann and Canopy have a strategic partnership that provides AusCann with royalty free access to Canopy’s expertise and intellectual property in the cultivation, manufacture and supply of high quality medicinal cannabis products.
Canopy’s founder, Chairman and CEO is a director on the AusCann board. Tweed Farms greenhouse facility
(B) PHYTOPLANT RESEARCH SL Established in 2008, Phytoplant Research SL (Phytoplant) is a private Spanish company which is internationally regarded for producing high quality, proprietary medicinal plants. Phytoplant specialises in techniques for the selection and genetic improvement of medicinal plants, under the standards of Good Agricultural Practice. In addition, Phytoplant has expertise in the extraction, isolation and purification of bioactive plant components to the standards of Good Manufacturing Practice. In addition, Phytoplant has expertise in the extraction, isolation and purification of bioactive plant components. 17 Our agreement with Phytoplant focuses on securing plants with desired chemotypes which also display environmental compatibility with Australian conditions, and drawing upon expertise to produce commercially viable, quality products. Under the agreement, AusCann is granted exclusivity in the Australian market over certain strains of interest to it including but not limited to high yielding strains containing particular cannabis compounds of medical interest. AusCann is also granted exclusivity in the Australian market for any relevant intellectual property and know-how in terms of extraction protocols that Phytoplant has developed. The parties will also collaborate on a joint breeding program under which AusCann will provide suitable growing conditions and analytical laboratories.
(C) MURDOCH UNIVERSITY AND THE WA SABC Based in Western Australia, Murdoch University undertakes world-class research in agricultural sciences, including genetics and biotechnology. The University is home to the Western Australian State Agricultural Biotechnology Centre (SABC) which has platform technologies, world-class facilities for, and world-class researchers in, agricultural research. AusCann has entered into a research and development collaboration agreement, focussed on cultivation and development of targeted medicinal cannabis strains for the effective treatment of various medical conditions, which are suited to Australian growing conditions.
(D) FUNDACIÓN DAYA Fundación Daya (Daya) is a medical cannabis organisation based in Santiago, Chile. Daya are the only group to have ever held a licence to grow medical cannabis in Chile and was the first group in South America to receive such approvals in 2014 with subsequent licences being granted in 2015 and 2016. Daya has a strong social focus on educating clinicians and patients on the suitability and benefits of medical cannabis. Daya enjoys a very high profile in the region and has an extensive set of networks and relationships and is an excellent partner for AusCann.
AusCann and Daya are forming a 50/50 joint-venture company DayaCann to focus on becoming South America’s leading medical cannabis group and a key player in the global supply chain operating from a very stable, progressive and low cost base. A number of groups have already expressed interest in accessing plant material for a range of uses providing a strong base from which to grow future crop size and revenues. All necessary infrastructure is already in place from previous year’s activities. Planting of the crop commenced in November 2016 with harvesting expected in May 2017. This plant material will be sold to several groups conducting research, clinical trials and developing products where AusCann and Daya have long-standing relationships.
ZLD
Harry Karelis & Dr Stewart Washer are both on management in AC8 & ZLD
ZELDA THERAPEUTICS PTY LTD Zelda Therapeutics Pty Ltd (Zelda) was established in August 2015 as a special purpose vehicle that has secured an exclusive, global licence to a set of human patient data being treated with cannabinoid-based medicines. This data has been generated by a Californian group, Caziwell Inc, incorporating the activities of Aunt Zelda. The focus of Zelda is to design certain human clinical trials leveraging the already existing anecdotal patient data.
Under the agreement AusCann is to be Zelda’s preferred supplier of cannabinoid-based medicines required for research and clinical activities conducted by Zelda in the Australian market. Zelda also intends to source medicinal cannabis plant and extract material for its international clinical trials from AusCann’s Chilean joint venture entity DayaCann or from Australia once regulations permit.
The company has identified trial sites in multiple target locations, including the U.S. and Australia.
Zelda is also progressing discussions with potential partner Clinical Research Organisations (CROs) in local markets and submissions for the necessary approvals from the relevant ethics committees in each location are now in progress.
The company anticipates receiving approvals early this
year with the trials able to commence shortly thereafter .
Market opportunity
Harry Karelis, executive chairman, commented: "The sleep disorder market represents a significant opportunity for medical cannabis treatments.
"We believe that consumers are looking for safe, effective, affordable alternatives to current prescription medication.
"Our exclusive access to Aunt Zelda’s patient data has provided us with the ability to trial a formula that already has existing evidence and data to demonstrate its
efficacy in this particular disorder.
"The purpose of these trials is to establish robust, clinical evidence and to create a comprehensive data pack that can be used to progress later stage trials and/or seek product registrations in certain markets and generate product sales in the
medium term."
Market size
Insomnia is estimated to impact approximately 35% of the global population and is considered to be a prime factor for chronic disability in the workforce.
The global sleep aids market was valued at US$58.1 billion in 2014 and is expected to expand to reach US$80.8 billion by 2020, according to the research firm Persistence Market Research.
Sleep aids are drugs and medical devices that help a person to fall asleep.
Proof of concept study into the anti-cancer effects of its tetrahydrocannabinol-rich medical cannabis formulation.
According to the release the research by world leading cannabis cancer researchers at Madrid’s Complutense University shows that the formulation is significantly more potent at reducing tumour growth than pure tetrahydrocannabinol.
Furthermore, the formulation is equally as potent as Lapatanib in reducing tumour growth. Chemotherapy drug Lapatanib is a tyrosine-kinase inhibitor of HER2 and EGFR. Both of these receptors are known to play an important role in breast cancer.
The research study was carried out in immune-deficient mice hosting tissue grafts of human breast cancer, HER2+ adenocarcinoma. The treatment was delivered orally to the mice and tumour volume was measured daily.
BOT
Will use
@ormond 's tip as it list's all the info but will just say that it's one of my favourite plays because it's targeting the biggest market share in the beauty sector as mentioned above under "Skin & beauty benefits". Management are top notch too
Botanix Pharmaceuticals
USA based Botanix is developing treatments for acne, psoriasis and dermatitis, using a synthetic form of cannabidiol, and has found a more effective way of delivering the drug, through the skin.
Permetrex delivery platform
http://www.botanixpharma.com/technology/
Permetrex could be a company maker in it own right -
http://investingnews.com/daily/life...l-device-investing/transdermal-drug-delivery/
Cannabidiol (CBD) is a non-psychoactive compound that is found in marijuana that, unlike the tetrahydrocannabinol (THC) compound found in the plant, does not get users high.
Medical marijuana companies are using cannabidiol in cosmetics and in treatments for skin diseases, pain, epilepsy, arthritis and schizophrenia.
It is believed that as a treatment for acne, cannabidiol reduces sebum (oil) production in the skin, reduces inflammation, reduces infection, and stops the over-proliferation of skin cells.
Team behind BOT has overseen numerous FDA approvals with trials expected to commence shortly.
https://www.livewiremarkets.com/wires/33057
MXC
Similar to BOT but has it's own plantation , revenue streams already in place.
MGC Pharmaceuticals (MGC), is a medical and cosmetic cannabis company with licenses to grow, extract and sell Cannabis Sativa in Slovenia, inside the EU. MGC holds unique genetics consisting of an exclusive strain of “Cannabis Sativa” which comprises of very low Tetrahydrocannabinol (THC) at below 0.3% and a very high Cannabidiol (CBD) content of above 10%. MGC is currently developing its own product range of cosmetic and over-the-counter (OTC) medical products in partnership with its JV partner, Dr.
M. Burstein. MGC Pharmaceuticals Capitalising on “Israeli Medical Cannabis IP” – world leaders in the production and delivery of medical cannabis products 2 $2.7 million initial capital raising completed MGC Pharma- Key Points Of Difference 3 Sources: Credit Suisse – Market Research, ArcView Group,
• Positioned in the rapidly growing medical cannabis market (worth US$2.7bn globally) and cosmetic market (estimated at US$270bn globally in 2014)
• Focused strategy to enter the Australian market following the favourable regulatory shift by the Federal Government • Unique genetics from exclusive strain of Cannabis Sativa comprising very low THC levels (<0.32) and high CBD levels (>10%) - yielding higher amounts of CBD by 4x against existing hemp crops
• Fully Licensed Operation established in Slovenia to Grow, Extract and Import/Export into EU markets • Highly experienced team with commercial success in the medical cannabis industry in Israel - a world leader in the industry
• Multiple revenue streams, with significant uplift from full production capacity to be realised in 2017
•
$60m off take agreement for MGC’s initial CBD production
• MGC cosmetic and OTC medical products – first sales and revenues end 2015
MGC to deliver significant near-term revenues after securing a Sativa licence in the European Union (EU) and targeting first production in mid 2017 via it's acquire Panax Pharma s.r.o. , a Czech-based company holding a medical cannabis breeding license with access to growing space in the Vukoz Research Institute of the Czech Ministry of the Environment. MGC said that the lab is capable of harvesting 3000kg a year.
MGC Pharmaceuticals Ltd (ASX: MXC or “the Company”) is pleased to confirm that it is commencing a clinical study following the signing of a binding research agreement with the University Children’s Hospital Ljubljana for a Phase IIA Crossover (non-pivotal) clinical study. The study uses enriched medical cannabis products in children and adolescents with treatment-resistant epilepsy at the Hospital’s Department of Adolescent & Developmental Neurology. The research has also received approval from the Hospital Ethics Committee for the study.
MMJ
Setting up to be a leader in the filed , the big re-rate will be talks on the 50 k kg a year plantation
MMJ PhytoTech’s vision is to become a leading player in the global medical cannabis market, through the development & commercialisation of cannabinoid based therapeutic products and as a grower and supplier of unique strains of cannabis to treat a variety of clinical indications in established, existing and newly regulated markets.
MMJ own 69% of Harvest One , which will trade on TSV at the end of the month , 8.5 kg target. Potential for a JV with Cowichan Tribes for 50,000 kg crop & if announced will make MMJ re-rate hard.
Harvest One has launched a C$15 million private placement to finalise the acquisition.
United Greeneries is a Canadian licensed producer with a focus on large scale horticultural operations for the upcoming Canadian recreational cannabis market. Satipharm is an international medical cannabis brand with a focus on oral delivery technologies for the international medical cannabis markets.
Post-acquisition, MMJ will continue to hold about 70% of Harvest One and benefit from its continued growth and development, plus get access to the North American capital markets.
MMJ will also receive C$2 million in cash as part of the transaction.
The new company will use C$9 million from the private placement for phase 1 expansion at the Duncan Facility owned by MMJ’s United Greeneries targeting 8500 kg .
The Duncan Facility is a state of the art cannabis cultivation operation with about 10,000 square feet of cultivation area.
MMJ has signed an agreement for 13+ acres immediately adjacent to the existing Duncan Facility for the purposes of large scale greenhouse expansion.
Harvest One is proposed to be renamed Sol Growth Corp following successful recapitalisation.
A nascent cannabis industry is developing in Canada as the Canadian federal government’s decision to legalise marijuana for recreational use is expected this year.
CHP
Management seem to notch & they are looking to add animal health as a point of difference.
Creso Pharma is developing:
- Human health and animal health advanced products, based on proprietary innovative delivery technologies, through Creso Switzerland,
- Hemp-derived extracts, oils and proteins, through Hemp Industries.
All Creso Pharma products are produced according to the highest quality standards. Creso Pharma's therapeutic products are developed and manufactured against GMP quality standards and registration with competent health authorities will guarantee end-users access to high-quality, safe products with standardised dosage strengths.
Creso Pharma is focusing on delivery technologies that are well suited to the optimal delivery of cannabinoids - in particular of CBD-rich, full-plant extracts. These proprietary technologies will enable Creso Pharma to develop and commericalise therapeutic products with enhanced absorption and bioavailabilty, and in dosage forms that are attractive to patients and consumers.
Among the technologies currently developed, INNutri Soft Gums™ are innovative, non-animal derived gums allowing buccal absorption of the cannabinoids (via the lining of the cheek). Creso Pharma’s innovative products based on INNUtri Soft Gum™ technology are suited to all age groups and accommodate many dietary requirements.
Creso Pharma Limited (ASX:CPH, the “Company”) is pleased to announce that it has signed a binding Letter Of Intent (LOI) with Swiss-based food and pharma development company, Domaco, Dr. med Aufdermaur AG (Domaco), for the development and commercialisation of new cannabinoid-rich nutraceutical products for human and animal health.
RGI
Pure tech commercial & non commercial retail for the sector
Roto-Gro International (
ASX:RGI), a Canadian cannabis-tech company has been admitted to the ASX, and has become the latest player to join the list of cannabis based companies on the ASX.
Roto-Gro produces a fully automated rotary hydroponic system (a method of growing plants without soil) which can be used to grow up to 420 cannabis plants. The new market in Australia is a significant opportunity for peripheral industries, specifically those that help grow, extract and distribute cannabis products.
Roto-Gro will also target the Canadian market and other markets that allow the lawful production of cannabis.
The Roto-Gro System, in which plants rotate around a single light source and receive nutrients from a stand-alone reservoir, uses about half the energy of traditional growing systems and 80% less water.
The unit could be used for growing other plants in addition to its utility for cannabis growers.
The Roto-Gro System was designed and manufactured in Canada in late 2006 and has undergone continuous improvement since that date. Between 2007 and 2012, about 600 units have been sold worldwide by Canadian distributor NutriLife Products.
Most info on these listed is taken from their presentations or from
http://www.*.com.au/
