RE:Imho, I think Bayer is a wild card...I think most Tier1 (say NA based pharmas) are all wildcards at this point. I haven't seen any of the really big boys dip their toe into the weed pond as of yet, and that represents an obvious massive opporunity. STADA was a prime mover in EMEA, but they're not a Tier1 by any measure.
So if LABS lands a big one....akin to WEED landing Constellation early..... then all bets are off as to where this goes. But it's the 'IF' that's key.....
I personally would have thought that one of the pharma sharks circling would have dove in by now.....but it's clear they're still a bit gunshy.....it will happen mind you, it's just who's going to blink first and who will they bring as a dance partner. LABS has their market focus pretty much aligned with pharma and with Stada they have proven pharma chops in their corner.
I would love nothing more than LABS signing some kind of exclusive deal with a big boy in NA. Who's to say that can't happen?
mcamm10 wrote: in the cannabis space, they acquired Monsanto with potential application for the crops and Bayer for the medical applications. LABS shipping to Brazil via XLR8 is like a rabbit hole doing clinical studies as well. Then we have this below. Imho, there is a lot deep water running silent.
Former president of Bayer in Brazil creates marijuana-based drug startup
Foundation will be aimed at clinical research of medicines based on medicinal cannabis (marijuana), already used to treat epilepsy, autism and multiple sclerosis