Skye Bioscience Inc (SKYE)

[cjarmstrong]

$20mm isn't that much. G&A costs are $2mm ytd, and those will increase as they move forward. Filing an NDA is around $2mm as well. It won't be enough to approve NB1222, enough to get started on two indications though.

"How can you say that there is no data showing the improved pharmacokinetics of the THC-VHS prodrug (NB1222)?

http://www.sciencedirect.com/science/article/pii/009130579390194X
http://europepmc.org/abstract/med/8897084 "

Those links are 20+ years old. Where on their website?

So the current patent is already ~9 years old?

"I'm not sure what the formulation would be with a transmucosal patch. I guess it would depend on what indication it is. But seems like down the list of things considering NB1222 (suppository) and NB1111 (eye drops-->contact lense) "

They've already said the transmucosal patch would be for CINV/CIPN. For those indications, a transmucosal patch is really all I care about.

"'wouldn't the absorption as a suppository be too quick?' No, see the above research. I think NMUS is in the proccess of answering your question. NMUS will prove it on the field anyway. You can say whatever you want, but the scoreboard doesn't lie."

I said if they used the prodrug that Elsohly developed for the transmucosal patch, which could be THC-VHS. If Elsohly said the previous prodrug's (from the suppository) absorption was too slow in a buccal patch, then it's perfectly reasonable to question whether the buccal compound would be too quick if used in a suppository. If it's a different prodrug altogether then that means a lot more time and money.

Nemus can prove it now, they would have already conducted in vivo studies. So why haven't they?