Monday, May 22, 2017 11:18:10 PM
I found Cannacord coverage from 2014 saying they think Sativex is likely to be approved by the FDA. Swing and a miss. If the drug is derived from the plant, is it automatically going to be Schedule 1'd? And if it is derived synthetically, can it avoid what I imagine is a costly Schedule 1 designation? What does it say about GW expertise with cannabis that they would take the time to develop a drug like Sativex?
More and more I'm taking to heart what Murphy has said about being a 'second-generation market disruptor'
I know Epidiolex is specifically designated for Dravet and Lennox-Gastaut syndromes, but they also have FDA fast track approval for childhood epilepsy, I read. Is Epidiolex being derived from the plant as well?
I know Morgan Stanley likes GW, I read they had been covering them since 2014. But, Vinpat, how much of GW's market cap has to do with theym getting pumped by Cramer on Mad Money a bunch of times? He even makes reference to the competitive advantage of them being in the UK and allowing to grow cannabis, since only Ol; Miss can grow it in the US. .
GLTFA
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