Close menu

December 7th, 2020 | 10:01 CET

EXMceuticals, Aurora, Xphyto Therapeutics - Cannabis 2.0 and Psilocybin!

  • Cannabis
Photo credits:

The North American Cannabis Index has brought itself back to life in October! The index lost 80% since the beginning of 2019, but it's going up again with the survivors of the industry. Overall, the capitalization of the sector has decreased by 85%, with the election of Joe Biden, the second buying wave of purchases is underway. If hemp production was the initial focus, it is now the applications, the achieved market access and new active ingredient combinations. In the slipstream of the therapeutic plant customer, another topic came to the fore that has caused investors' hearts to stutter in recent weeks: the psychedelic drugs in the form of psilocybin. Psilocybin has been used as an entheogen and hallucinogenic drug since prehistoric times. Now the medical applications are being investigated. The trend is already running at full speed, the Canadian brokerage house Canaccord estimates the market volume of all indications that are suitable for treatment with active psychedelic ingredients to be USD 100 billion.

time to read: 5 minutes | Author: André Will-Laudien
ISIN: CA30207T1049 , CA05156X8843 , CA98421R1055

Table of contents:

    EXMceuticals - Cannabis from Portugal

    EXMceuticals is currently experiencing delays due to Covid-19, but these should soon improve. The European approval procedures have been delayed, and the willingness of investors to provide financing has also been depressed since March. Nevertheless, the Company wants to get off to a good start in 2021 in Portugal. EXM is a pharmaceutical, life science Company uniquely positioned in the European market with a clear development path to a GMP-licensed facility in the EU as a dedicated focus for large-scale refining and distribution to medical cannabis suppliers. It is pioneering the European continent through certified extraction and further development of unique cannabinoid formulations.

    After completion of the current financing application with banks and investors, up to 50,000 kilograms of flowers will be processed into oil per year. This oil will then be refined in CPC machines and processed to 99% API quality. The current production plan provides access to the mostly untapped European cannabis market, which, according to research forecasts, will grow to USD 2.47 billion by 2024. The current management and operating team have proven experience in licensing, import, R&D, extraction, purification and formulation. The Company is a member of APIPHARMA - the Portuguese Pharmaceutical Association. Through multiple supply and purchase agreements with leading European medical and wellness companies, sales have been secured for years.

    EXM has issued a total of 75.2 million shares and trades at a level of approximately CAD 0.15, resulting in a market capitalization of CAD 11.2 million. This market capitalization is very low for the plans in the medical cannabis market, which are already at a high stage of development. When the financing is completed, there should be a revaluation.

    Aurora - Cannabis 2.0, the wave is rolling

    It's out: Northern Macedonia - a candidate country for accession to the European Union since 2005 - wants to be the first Balkan state to legalize the consumption of marijuana. With Amsterdam as a role model, we feel comfortable, Prime Minister Zoran Zaev lets the world know. Macedonia does not only have its eyes on private use in a small circle, but one also senses large revenues in tourism and gastronomy with the expected hemp tourists. One would like to secure oneself naturally above all a portion of the cake of the expanding world market for cannabis-based medicines. Therefore the government in Skopje has approved the cultivation of hemp for medical purposes in 2016. And so far, almost all official North Macedonian companies in this sector are growing their marijuana for export. Albania and Croatia also see opportunities in this.

    Companies like the Canadian Aurora Cannabis Inc. may suddenly face healthy competition from Southern Europe. On November 19, the European Court of Justice issued another landmark decision on the production and distribution of cannabidiol (CBD). In its ruling, the ECJ stated that CBD, unlike THC, "does not appear to have any psychotropic or harmful effects" on the human body. In other words, CBD is neither a drug nor a narcotic. The German Federal Government also agreed with this judgement. The industry should, therefore receive increased regulatory support in the coming months. Since the election victory of Joe Biden, there is no stopping the significant cannabis values. Voters in New Jersey, Arizona, Montana and South Dakota voted to legalize the sale of adult marijuana. South Dakota also approved the sale for medical purposes, as did Mississippi. The expansion of adult sales alone represents an almost 20 percent increase in the potential US market for legal cannabis.

    Aurora has now announced positive EBITDA for the second quarter of 2021 for the first time in its history. The first quarter has not yet been achieved. With net cannabis sales of USD 67.8 million and an adjusted gross margin of 52% (excluding NORDIC), selling, general and administrative expenses were still USD 43 million, with EBITDA firmly in the red at USD 57.9 million. When these figures were announced, the share price nevertheless shot up by 30%, and in just 4 weeks the share price even rose by over 100% - expectations are therefore high that the market will now continue to develop by leaps and bounds. After a reverse split of 12:1, the stock is still 95% below its 2018 highs, and it is exhilarating to see how things will continue.

    Xphyto Therapeutics - Conquest of the psilocybin market

    Xphyto Therapeutics has excellent news to report. Previously known as cannabis value, Xphyto with the active ingredient rotigutine also made itself known in the field of Parkinson's disease and epilepsy. Now the Company is researching a novel PCR test with its German cooperation partner 3a-Diagnostics. At the end of October, the Company announced that it had developed a test kit for Covid-19 diagnosis using reverse transcriptase-polymerase chain reaction ("RT-PCR"), the complete evaluation of which will be available after only 25 minutes. Another rapid test system developed is a low-cost, self-running test that can be read in less than 15 minutes after sample collection. Both systems are expected to be launched in Europe in the first quarter of 2021.

    However, it has become fascinating in the last weeks. Xphyto reported about cooperation with the University of Alberta in a research series on psilocybin or magic mushrooms, which are used in the treatment of depression. To this end, the Company has extended the previous development agreement with Prof. Dr Löbenberg to include several psychedelic compounds, precursor molecules and metabolites. Prof. Dr Löbenberg holds various Health Canada licenses for research and analytical testing of a broad range of psychedelic compounds and cannabis compounds. The first development steps have been successful, Xphyto has announced further information on the psilocybin production program with milestones and schedules for the coming weeks.

    Xphyto's share price corrected to CAD 1.80 by the end of October and recovered to over CAD 2.50 due to the recent announcements of high sales of psilocybin. Now a significant refinancing at CAD 3 million has been announced. The investor is active in the manufacture and distribution of medical products in Europe and the Middle East. Xphyto intends to use the net proceeds of the offering to develop and commercialize its ODF and TDS drug formulations, diagnostic products and psychedelic API and dosage forms. The market capitalization is now CAD 134 million, and the share price is again on the rise. Psilocybin is said to be the solution formula for the widespread disease of depression, which is now experiencing a dramatic increase under Covid-19. For Xphyto, this could mean the breakthrough in drug research.

    Conflict of interest

    Pursuant to §85 of the German Securities Trading Act (WpHG), we point out that Apaton Finance GmbH as well as partners, authors or employees of Apaton Finance GmbH (hereinafter referred to as "Relevant Persons") may in the future hold shares or other financial instruments of the mentioned companies or will bet on rising or falling on rising or falling prices and therefore a conflict of interest may arise in the future. conflict of interest may arise in the future. The Relevant Persons reserve the shares or other financial instruments of the company at any time (hereinafter referred to as the company at any time (hereinafter referred to as a "Transaction"). "Transaction"). Transactions may under certain circumstances influence the respective price of the shares or other financial instruments of the of the Company.

    Furthermore, Apaton Finance GmbH reserves the right to enter into future relationships with the company or with third parties in relation to reports on the company. with regard to reports on the company, which are published within the scope of the Apaton Finance GmbH as well as in the social media, on partner sites or in e-mails, on partner sites or in e-mails. The above references to existing conflicts of interest apply apply to all types and forms of publication used by Apaton Finance GmbH uses for publications on companies.

    Risk notice

    Apaton Finance GmbH offers editors, agencies and companies the opportunity to publish commentaries, interviews, summaries, news and etc. on These contents serve information for readers and does not constitute a call to action or recommendations, neither explicitly nor implicitly. implicitly, they are to be understood as an assurance of possible price be understood. The contents do not replace individual professional investment advice and do not constitute an offer to sell the share(s) offer to sell the share(s) or other financial instrument(s) in question, nor is it an nor an invitation to buy or sell such.

    The content is expressly not a financial analysis, but rather financial analysis, but rather journalistic or advertising texts. Readers or users who make investment decisions or carry out transactions on the basis decisions or transactions on the basis of the information provided here act completely at their own risk. There is no contractual relationship between between Apaton Finance GmbH and its readers or the users of its offers. users of its offers, as our information only refers to the company and not to the company, but not to the investment decision of the reader or user. or user.

    The acquisition of financial instruments entails high risks that can lead to the total loss of the capital invested. The information published by Apaton Finance GmbH and its authors are based on careful research on careful research, nevertheless no liability for financial losses financial losses or a content guarantee for topicality, correctness, adequacy and completeness of the contents offered here. contents offered here. Please also note our Terms of use.

    Der Autor

    André Will-Laudien

    Born in Munich, he first studied economics and graduated in business administration at the Ludwig-Maximilians-University in 1995. As he was involved with the stock market at a very early stage, he now has more than 30 years of experience in the capital markets.

    About the author

    Related comments:

    Commented by Fabian Lorenz on February 14th, 2023 | 15:46 CET

    Biotech stocks on the verge of a breakout? Evotec, BioNTech, Cardiol Therapeutics

    • Biotechnology
    • Cannabis
    • Cancer

    Biotech stocks have largely missed out on the rally of recent weeks. But this could change. Some have interesting chart constellations or a positive news flow. Sooner or later, the stock should then also react with a breakout. After the horror year 2022, Evotec received several positive reports within a few days. The share price has also jumped. At BioNTech, investors are looking away from the COVID-19 vaccine and towards the development pipeline. But, analysts disagree. Are 100% share price gains on the cards? Analysts believe that Cardiol Therapeutics' stock has even more potential than that. Its main product against heart inflammation is already in the Phase II pilot study, and the necessary capital for further development is available. All three shares are recommended as a buy by analysts.


    Commented by Armin Schulz on February 8th, 2023 | 11:49 CET

    BioNTech, Pfizer, Cardiol Therapeutics, Bayer - Biotech stocks facing a revival?

    • Biotechnology
    • Cancer
    • vaccine
    • Cannabis

    The BIO Deutschland association represents the German biotech industry. According to an announcement on January 18, financing of biotech companies plummeted by 2/3 in 2022. Overall, the sector raised only EUR 920 million in equity. During the Corona pandemic, many biotech stocks did well. Subsequently, profit-taking occurred and rising interest rates put additional pressure on stocks. That could change in 2023. Meanwhile, some companies are valued low, and so these companies appear on the radar of investors from the United States. According to Handelsblatt, Water Street, an investment company focused on pharma and biotech, has already invested EUR 1 billion, mainly in Germany. A total of EUR 6 billion is to be invested.


    Commented by Nico Popp on February 2nd, 2023 | 18:04 CET

    Bulging pipeline at BioNTech, Cardiol Therapeutics - what is the problem at Aurora Cannabis?

    • Biotechnology
    • Cannabis
    • Cancer

    He who heals is right. It is not quite that simple with active ingredients that are about to be approved. Drugs and vaccines must undergo extensive studies and, last but not least, have to prevail against the existing competition. We look at the pipelines of three hot stocks and venture a forecast: Where is the greatest potential for investors?