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Member Info for bigbob0228


Member Since: Mon, 7th Apr 2008

Number of Share Chat Posts (all time): 78
Number of Share Chat Posts (last 30 days): 3

Last Posted: 30 Jun '14


Post Distribution over the last 30 days




28 May '10


If they were to raise the bid up to 128 they might get a market going ??
30 Apr '10


Many thanks to fundymental from interactive invester for piece below.
30 Apr '10


Yes, we do have an upgrade. Rodman and Renshaw put out a piece on the 26th with a p tgt of 300p. First new piece I've seen for a while.

Boris Peaker, Ph.D., bpeaker@rodm.com

GW PHARMACEUTICALS (GWP.L: PRICE: £1.11; MARKET CAP: £143.48; Market Outperform) - EXTRACTING

SHAREHOLDER VALUE FROM THE CANNABIS PLANT

INITIATING COVERAGE

We are initiating coverage of GW Pharmaceuticals with a Market Outperform rating and a £3/share (300p) 12-month target price. We

believe that the company’s leading drug, Sativex, is safe and efficacious, and we anticipate formal approval in the UK and Spain in 2010.

NEAR-TERM REGULATORY APPROVAL

GW Pharmaceuticals (GW) is a leading pharmaceutical company focused on cannabinoid science, and the development of therapeutics

based on natural cannabinoid compounds. The company’s leading drug is Sativex, which is currently approved for cancer pain and

neuropathic pain in MS in Canada, and is under regulatory review for MS spasticity in the EU and Canada. We believe that the drug has

shown adequate safety and efficacy to justify approval.

ADDICTION CONCERNS ADDRESSED

GW successfully met the requirements of the addiction/drug likeness study requested by the FDA. The 30-subject trial used placebo and

active controls (dronabinol), and showed that Sativex does not appear to be addictive. Additionally, the cancer pain relief study showed

that the lowest dose of Sativex is more efficacious in pain relief than the higher doses, suggesting limited abuse potential in patients with

pain.

MS SPASTICITY AND CANCER PAIN PRESENT LARGE MARKETS

Due to the chronic unmet need in MS spasticity, and the need for new drugs to combat cancer pain, we believe that Sativex may find a

commercial opportunity in combination with existing drugs. Due to the novel mechanism of action and established safety, we don’t see a

direct competitor to Sativex in these markets. We estimate worldwide peak sales potential for Sativex of £350MM + in cancer pain and

£250MM+ in MS spasticity.

EXPERTISE IN CANNABINOID SCIENCE

Sativex is the company’s leading cannabinoid drug, in development for central nervous system indications. GW is a world leader in

cannabinoid science research, and the company’s pipeline includes novel cannabinoids for cancer, diabetes, epilepsy, and other

indications. We believe that the pipeline presents unrecognized upside to long-term oriented investors, while the launch of Sativex is a

potential proof of concept that may bring investor interest into the rest of GW’s pipeline.

VALUATION

GW partnered the commercial rights to Sativex with large companies around the world, and we estimate the company to collect sales

royalties of 30% in the UK, 25% in other European countries, and 20% in the US. GW does not plan to build a commercial organization,

and remains focused on drug discovery, which is largely paid by its partners. Although we anticipate earnings to be
29 Apr '10


May not mean too much but take a look at Yahoo website GWP showing a 215p one year price target,(have we had a broker upgrade)??.
25 Mar '10


Strange 200000 shares bought at 117 pps and the price did not move, somebody trying to keep the price down I think.


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