Edison Investment Research - GW Pharmaceuticals (GWPRF) Outlook: High hopes for cannabinoids

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Edison Investment Research

Outlook: High hopes for cannabinoids

The expansion of GW Pharmaceuticalsâ€™ (GW's) cannabinoid portfolio beyond Sativex continues to gather momentum. At the forefront is Epidiolex, poised to enter an extensive Phase III clinical programme for two refractory childhood epilepsies, Dravet Syndrome and Lennox-Gastaut Syndrome. With results from one of these studies now due by end-2015, the clinical development timeline of Epidiolex has exceeded our expectations, while also moving ahead of potential competition. Our DCF now stands at Â£1.15bn (485p/share), ahead of further catalysts in 2015.

10/02/2015 16 EN

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GW Pharmaceuticals

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GB0030544687 United Kingdom

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Edison Investment Research

Edison is an investment research and advisory company, with offices in North America, Europe, the Middle East and AsiaPac. The heart of Edison is our world renowned equity research platform and deep multi-sector expertise. At Edison Investment Research, our research is widely read by international investors, advisors and stakeholders. Edison Advisors leverages our core research platform to provide differentiated services including investor relations and strategic consulting.

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Data from two Phase III trials (with 171 and 225 patients, respectively) of Epidiolex in Lennox-Gastaut (LGS) patients are coming soon with the first trial to report out in June with the second coming in Q316. In the latest expanded access program data, Epidiolex reduced atonic/drop seizure frequency by a median of 71.1%. Previous data suggest a placebo response rate in LGS of around 10% which, combined with the size of the trials, indicates sufficient power to demonstrate a difference.

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Update: Next up, LGS

Data from two Phase III trials (with 171 and 225 patients, respectively) of Epidiolex in Lennox-Gastaut (LGS) patients are coming soon with the first trial to report out in June with the second coming in Q316. In the latest expanded access programme data, Epidiolex reduced atonic/drop seizure frequency by a median of 71.1%. Previous data suggest a placebo response rate in LGS of around 10% which, combined with the size of the trials, indicates sufficient power to demonstrate a difference.

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Outlook: High hopes for cannabinoids

Ford Equity International Rating and Forecast Report

ADR Update: Next up, LGS

Update: Next up, LGS

Basilea Pharmaceutica - Cresemba milestone payments continue to roll in

AAC Clyde Space - Solid start to the year with further order growth

Tinexta - Typical seasonality in Q124

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