InMed Pharmaceuticals Inc (INM)

[Aladdin80]

Exactly my point Steve. CDMO partner/s are likely not going to be household names so why even ask when the likelihood of response is <10%. Hsu's comment on the call last yr was IMO one of the most critical / concerning data points that I've heard them communicate to stakeholders and to date we still do not have an answer. That is IMO the most critical piece of info that people should want answered. Cost models are also irrelevant if they can't scale the bacterial approach. I think too many are either assuming that they've cracked that nut or just too ignorant to understand the implications of this burden. Per the letter to shareholders..."In the coming weeks, we expect to have a clear indication as to the commercial yield and cost structure of our current biosynthesis process." Well where's the beef EA?

I listened to that summer update call a couple of times and think Hsu honestly walked into sharing that concerning piece of data w/out a blessing from leadership to address it. Even his tone changed as he tried to control what he shared on the subject. He's the exact reason we don't let our engineers and scientists participate in biz development briefings. Those guys are just too dam* honest.