Shared post!
It Sucks being Ahead of Everyone
There are many lonely places to be and some are more stressful than others.
The North Pole - no heat, no plumbing
Death Valley - name kind of says it all
The CEO's office - can't discuss fears and doubts with either your board or staff or you will lose confidence and your job
The investor ahead of the market - ... where the fudge is everyone?
So what am I getting at?
I'm sorry to say that all of us here who are invested in InMed are the smart kids that many of us tormented in high school. The cool kids got shitty marks and made fun of the egg heads. It's easy to criticize but eventually the "cool kids" come around and say "yeah, I knew it all along."
Fuc*'m all. It's a lonely place to be but eventually, the world catches up.
So what am I talking about?
Buckle up.
1. 755 is a single rare cannabinoid: WTF?
Well, I'll tell you the WTF.
First, screw the world! We want to be alone! We want no competition! We want to be in a place where no one can play with us unless we invite them. There is nothing unique about CBD. It's boring. it is being chased by everyone and everything is out in the open. There are over a thousand patents/applications on CBD. There is over 5 thousand on THC. All of the "cool" companies are chasing after the main-stream bullpuckies.
Being different is good. Being better and different? You know the answer to that.
I have no idea what "rare" cannabinoid InMed is considering, but CBD + THC is 6,000+ patents.
CBGA has 43 patent/applications. FORTY THREE with only ONE disease, illness indication. Why? Likely it is because no one can afford the cost. InMed can afford to do the research because of their bench-scale manufacturing capability.
2. Bench-scale manufacturing ability.
Research that only the loneliest can do baby! I don't care if the Yeasty Boys get better. If InMed is focused on taking their bench-scale manufacturing ability to file research patents on cannabinoids that no one can afford to study. InMed will have portfolio of trade secrets that will take decades for others to catch up to. Yeast needs to be genetically modefied for each cannabinoid. InMed's tech might be able to do them all.
Damn!
Alone again!
3. OK - F**king obvious. InMed can do real research with cannabinoids no one else can get their hands on.
4. The Clean Room!
Do not under-estimate this comment from Eric Adams in the conference call. This is a powerful concept. The most expensive city (I think) is Manhattan. If you are going to make meatballs, it is better to make them in Missouri and ship them to Manhattan than make them in Manhattan and ship them to Missouri. But if you HAVE to make them in Manhattan, the shorter the time you need to manufacture the better. There isn't much profit margin in Manhattan but lots in Missouri because of the price of real estate.
The clean room = Manhattan.
Yeasty Boys - slow and same yield.
Just my opinion but that sounds like a crappy investment.
5. Pharmaceutical Applications:
Yeast, schmeast. So you can make a cheap cannabinoid. BFD. Who is going to make money off of your "cheap cannabinoid"?
All of the companies that are doing cannabinoid research are going to make money AFTER the rare cannabinoids become commoditized.
6. Building value - I don't really care what the yeasties or any other bullpuckie biosynthesis claimants are jerking each other off about. They do not have the capabilities to take their product and add value to the greater good of mankind. They need a preclinical and clinical team of experts. They could also use a bioinformatics database. Otherwise, they are just selling a commodity.
Damn. It is hard being alone and unloved.
It is really hard knowing that you are smart, pretty, handsome, a great conversationalist, creative, innovative, a great cook and able to make our own super funky clothes. We can even play bass, drums and keyboards for the garage band.
Oh yes, we also have the most awesome ass anyone has ever seen. It will just take a bit time before everyone is gawking at it.
There is nothing more lonely than beng alone!
#STMF
