Opportunity In Marijuana Wellness (w/ Todd Harrison) | Interview | Real Vision™

TL;DR

Focused on cannabinoid-based solutions, an emerging healthcare fund explores wellness and disease cure opportunities in the growing cannabis industry.

Transcript

There's going to be drugs from state dispensaries, but there's going to be medicine prescribed by doctors as covered by insurance. It's that latter bucket that we're focused on for several reasons. Number one, as soon as medical efficacy is demonstrated, the DEA by law has to reclassify, at which point the institutions are going to be much more agg... Read More

Key Insights

• 😷 Focused on medical cannabis prescribed by doctors and covered by insurance.
• 😷 Anticipates reclassification by the DEA upon medical efficacy being demonstrated.
• 💅 Emphasizes wellness and disease cure as primary investment areas.
• 🌱 Avoids direct involvement with the cannabis plant, focusing on the biopharma sector.
• 🙈 Sees industrial hemp, farming, and cosmetics as positive plays in the cannabis industry.
• ❓ Emphasizes the importance of due diligence and a diversified investment approach.
• 🫵 Views the cannabis industry through the lens of 10 verticals for investment opportunities.

Questions & Answers

Q: What is the primary focus of the emerging healthcare fund in the cannabis industry?

The fund primarily focuses on cannabinoid-based solutions for wellness and disease cure, looking at opportunities in the biopharma sector, industrial hemp, farming, and cosmetics within the cannabis space.

Q: How does the fund view the cannabis industry in terms of investment opportunities?

The fund sees the cannabis industry through the lens of 10 verticals, prioritizing wellness and disease cure as key areas for investment, while avoiding direct involvement with the plant itself.

Q: Why does the fund focus on the biopharma side of the cannabis industry?

The fund believes that the biopharma sector offers powerful opportunities in the cannabis industry, avoiding the commoditized input side and instead looking at medical applications and advancements.

Q: How does the fund approach due diligence and selecting companies for investment?

The fund follows strict listing protocols for publicly traded companies, circling about 50 out of 500 that meet their criteria, with a diversified portfolio strategy of around 15 to 20 companies at any given time.

Summary & Key Takeaways

• The fund is focused on medical cannabis prescribed by doctors and covered by insurance, anticipating reclassification by the DEA upon medical efficacy being demonstrated.

• It views the cannabis industry through 10 verticals, with a primary focus on wellness and disease cure as investment opportunities.

• Emphasizes not touching the plant directly, instead focusing on biopharma, industrial hemp, farming, and cosmetic applications in the cannabis space.