Finally the sage Tim has something honest to say. Let's all have a "little reality check". Finally something some of us can agree on. Coming from the same person who celebrated a $20/SP target in February. The same person that provided no legitimacy to the "competition". Same person that used copious amounts of napkin math to prove his "theory" on the pricing and fantasy market of the minor cannabinoids.
Now our beloved Tim is finally having the little reality check that he's so desperately needed. The yeasty boys have issued patents and are driving towards a path of revenue generation which bodes well for both the companies and their stakeholders. More importantly a path of near-term revenue on a less restrictive model for CBD, THC, CBN, etc biosynthetic production.
InMed on the other hand is pursuing the minors which have no mature market, no established valuations, limited customer base (for now pharma research only), and a massively regulatory headache given the limited data that exists on their toxicology. This also on top of the fact that they are first a pharmaceutical company focused on a pipeline that changes every few yrs and w/a current top candidate that affects less children at birth globally than people being struck by lightning.
Cliff's note version of this thesis, if you're an investor and not a glossy eyed sideline admirer, put your $ to work on the publicly traded biosynthetic options that are focused on near-term revenue generation.
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