RE:RE:RE:RE:RE:RE:RE:RE:RE:Teuto or Verdemed?
Well that's the thing, although it hasn't been made public yet, the path forward is likely clear for generic epidiolex. LABS partner is most likely part of the gang that negotiated a deal. Therefore they know when and where their generic will be deployed and how much potential sales it represents. LABS clearly has completed its path to manufacture generic epidiolex for USA.
Q3 and Q4 will inform how current contracts in germany, australia and brazil are evolving. And now, if they obtained generic epidiolex licences for brazil... or germany, or australia.... That's what LABS (Keith most of all) has worked towards, building a business that allows for quick expansion in mulitple intl markets from a pharma standpoint.
You think Brazil inspection of LABS facility was for low volume CBD sales...? If anvisa went through the trouble of inspecting LABS facility, it's because, imo, LABS might be a big player going forward in brazil market.
If all goes well, LABS should be worth 400M if generic and other contracts go forward. And then, the question is, would LABS pharma partners want to acquire LABS before all goes public? It all depends on how both mgmts see advantages and risks of M&A before generic contract goes public vs post.
Generic could be available end of 2025 on market... so that sets a timeline for autumn 2025 if LABS gets acquired for generic epidiolex before contract/ partner goes public.