Looking to add exposure to some of the smaller Canadian (and possibly U.S.) players in the sector, holding for the long haul.
Still conducting DD, but ECB and OGI have piqued my interest thus far. ECB's focus on organic growth and management's proven track record in Pharma are appealing to me.
As far as US firms, I recently added ZYNE as a bit of a YOLO play; they present a compelling case for their products (don't they all?), have patent protection for the next 10+ years, which of course only matters if they work, and have enough cash to stay afloat through 2019. Eagerly awaiting phase II results for ZYN002 (CBD gel) which are due this summer.
Submitted July 12, 2017 at 07:36PM by FamousWalrus