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GW Pharma Set To Win Race For Treatment Of Childhood Epilepsy

Nick Cox profile picture
Nick Cox


  • "Epidiolex" approval by FDA is key for the company stock price in the short term.
  • GW Pharma should be first to market with key drug for childhood epilepsies, but it is not a certainty.
  • Recent disappointing testing of GWP42006 a setback but maybe less so than first thought.
  • Increasing evidence of the beneficial properties of medical marijuana for epilepsy conditions.

GW Pharmaceuticals (NASDAQ:NASDAQ:GWPH) is in pole position to attain FDA approval for cannabinoid medication for childhood epilepsies. My article in December gave details on the process for this. Recent developments have emphasized the lead their "epidiolex" drug has over competitors' products. However nothing is certain in the arena of drug approval medication as recent disappointing results in testing on GWP42006 show. The negative effect on GW Pharma's stock price of that trial may be seen as a buying opportunity though.

"Epidiolex" for Childhood Epilepsies

The test situation for Lennox-Gastaut syndrome (LGS) and Dravet Syndrome was detailed here.

An illustrative showing of this from the company website is as follows:

My previous article looked at the strong orphan status and commercial exclusivity for GW Pharma. The company's strong patent protection situation was detailed. Now it is a matter of waiting for the approval process from the FDA and subsequently from the Drug Enforcement Agency. As my earlier article pointed out, there are potential political barriers to any cannabinoid medicine, especially from Attorney General Jeff Sessions. He seems to have a personal crusade against marijuana without differentiating between its recreational and medical use.

The key advantage for GW Pharma is that it is much further down the line in testing than its competitors. These include Zogenix (NASDAQ:ZGNX), Zynerba (NASDAQ:ZYNE) and Nemus Bioscience (OTCQB:OTCQB:NMUS). My article here gave some details of where they have gone in the testing process. There seems to be particular promise in the range of CBD extracts from Nemus. They work in cooperation with the University of Mississippi Medical Center for the treatment of epileptic seizures in children. However these are still a long way down the line. Nemus has recently secured new funding to allow its research to continue.

Zynerba has a program for various Phase 2 studies

This article was written by

Nick Cox profile picture
Nick Cox is a long-time entrepreneur and investor,currently living in Singapore.He has lived and worked in the Asia-Pacifci region for many years.He is a graduate in modern history and economics from University College,London University. His investment strategy is centred around finding long-term growth companies in the region based on inspiring Management and businesses at the cutting edge of new growth areas. Asia is the leading driver of worldwide economic growth today and for the medium term.

Analyst’s Disclosure: I am/we are long GWPH. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.

Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.

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Comments (8)

Long GWPH, hope idiots like Sessions don't cause pain to those in need of treatments where CBD just might be the answer.
Nick Cox profile picture
it seems the EPA guy is a staunchly anti-cannbais man as well.
I'm sure these people are swimming against the tide but they can have a meaningful short-term impact on the market, both medical and recreational.
Yap about Sessions but you should be able to take those remarks back and redirect at Congress. Sessions is supposed to uphold the law and I hope his attitude will sparks some discussion. Disregarding laws has given this country a number of headache including the current immigration fiasco.
jondoeuk profile picture
All GW's drugs are plant-derived. As for so-called medical (natural) marijuana then there is no data in terms of safety or efficacy and these products shouldn't be used to treat patients with certain conditions/illnesses. I hope the FDA (and other regulatory agencies) come down hard on such suppliers.
Sounds like you know a whole lot about cannabis 🤣
gasbag82 profile picture
Before cannabis prohibition in 1937, doctors prescribed cannabis tincture for a variety of conditions. They did have one complaint for the pharmaceutical companies (Lilly, Parke Davis, etc) making the tincture - inconsistency of the formulations. Modern pharmacology has solved the problem of consistency (i.e. Sativex), but offerings from dispensaries do not meet GMP or testing requirements of modern medicine. Inconsistency is common, as are pesticides and other undesirable chemicals. A strain of cannabis named Timewreck grown in a greenhouse by stoners isn't medicine.
Maybe you should research GWPH before you knock them. FDA approval coming this summer. Shake my head at closed minded individuals. You’re ok with tobacco but not Cannibus?
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