February 4th Biotech Update

The market seems to have calmed down and now we are entering the grind higher phase (so it seems).  I would not argue with you if you were to tell me that the market is overvalued and we are in the late stages of the bull market.  I would note, however, that these late stages […]

Cardiol Therapeutics – Pharmaceutical Cannabidiol (CBD) Long-Term Value Creation Will Lead the Way to Acute Myocarditis Clinical Trial

Cardiol Therapeutics (CRTPF) is a Canadian company that completed its initial public offering (IPO) on the Toronto Stock Exchange (the “TSX”) back in December 2018 and trades mainly on the TSX under the symbol CRDL while in the U.S. it trades on the OTCQX under the symbol CRTPF. Cardiol is focused on producing pharmaceutical cannabidiol […]

March 14 Biotech Update

We start off the week once again without M&A and light on the news. The news we did have was positive (even if there was some discussion on twitter about it). Long story short, there is nothing today to move the sector, although perhaps having a SMID with positive data will have some pin action. […]

GWPH: Is Epidiolex Nothing But Placebo?

GW Pharmaceuticals made the mistake of allowing expectations to exceed its abilities, forcing the company to announce a delay in the read-out of its pivotal Dravet study. Data originally anticipated for release at the end of 2015 has been pushed back a full quarter, leaving investors on their toes. This Dravet trial is the first of 2 studies […]

Quick Note on GWPH

GWPH has been on one huge rollercoaster. After climbing back from $61 in mid-October to $80 in late November, it has given up 15% in just the last 3 trading days, falling back to $68 as the rest of biotech surges following their morning Q3 conference call. Perhaps investors had been expecting more detailed data […]

GWPH: A Compelling Story

GW Pharma’s Tuesday morning R&D meeting looked pretty good. Efficacy data were released for 58 patients with full 12-weeks of epidiolex treatment- 40 of whom have been treated for 16-weeks. The total safety database consisted of 151 patients who have received any drug. Data from this larger pool of 58 patients- double that from the […]

GW Pharmaceuticals: Quick Update

Investors are waiting impatiently for GW Pharma’s December R&D day. The most sought-after information is updates on the Epidiolex Expanded Access Program in Dravet Syndrome. A previous analysis involved 27 patients; there are now 100 boys being treated as of the third quarter. Even if a significant number of patients are excluded as data immatures, […]

GWPH: Full Throttle Ahead

GW Pharmaceuticals looks to be quite busy in the next few months as a number of trials are initiated. Rapid development along with promising initial results for epilepsy drug Epidiolex have sent shares soaring. In merely a year, the company has directed investor attention away from slow sales of its most advanced drug Sativex to […]