Note
What is the size of the market for natural endogenous medicines that can be accessed safely via over the counter systems? What price would you pay for side-effect-free/reduced pharmacology? Products where the medical label did not include a dictionary list of probable unwanted side effects as long as the King James Bible, and as interpretable.
For example:
Analgesics — current market size ~50 billion, with estimates of 80 billion by 2035
Anti-Insomnia medicines — current market size 30 billion (including non drug products ~100+ billion)
Metabolic|Anti-Obesity medicines — e.g., GLP 1 - current market size 60-100+ billion (projected to reach 200 billion by 2035)
Assumption: with cannabis and biosynthetics, the current and future market value of the above examples would increase dramatically, due to singular origins (simple inputs: cannabis plant/compounds), and safety (addiction reduction/non existence, as well as the mild to minimal side effects due to the endogenous nature of the substances). Add all of the above examples together, plus those that have not been included or yet discovered, multiply by increased efficiency and safety factors, and you will begin to understand what the beginnings of such things could be, relative to where we are today. Imho. Oh, and also, the recreational products are also very valuable 😅 btw 🫳🏾 don't forget to add those as well.
Question: which company has access to both IP experience, patents, and capacity for in vitro and in vivo biosynthetic optimizations? And is also very good with plant handling operations? And is trading below book and sales/revenue value (forward and trailing)? 🤔 hmmm...
Things are going to get even more interesting thanks to global de/rescheduling. Biotech may have found it's first true cash crop 😅
*Not financial advice — only creative writing mixed with environmental scanning — Not financial advice. Side effects may include unexpected and/or underserved expectations of profit, free cash flow, growth, EBIT and EBITDA multiples. Earning expectations may be subject to financial accounting regularities according to jurisdiction and doctor's orders. Please see your doctor and financial advisor, as individuals and individual corporate results may vary.*















