Sorry, just to clarify detail on some of the points you raise, AusCann is also importing Canopy products before it's own products are finalised as part of a wholesale agreement. It's a logical move as an interim step. I would envisage AusCann will counter supply to Canopy at some stage to further strengthen their product supply.
AusCann has also made significant inroads in Oz in terms of connecting with the medical community. In fact they, along with Cann Group, have done a lot of work to progress the industry here.
The final controlled dose form for AusCann's product which is patent pending, has been undergoing successful pilot trials for a year or so. This form is that which is being used by API for mass manufacture, probably initially using resins from Meipharm but eventually I would imagine from it's own cultivars in TasAlk and Dayacann (assuming they have enough supply after Khiron commitments etc). AusCann has stated they will continue to seek new trusted sources of resins and raw product to supplement and diversify its supply chain and de-risk.
When you talk about "good" partners, it is pretty damned hard to beat the Canopy (and indirectly Constellation brands), TasAlk, Dayacann, API, Medipharm partner ecosystem AusCann has managed to establish.
AusCann is doing a lot of boring work necessary to become a major provider of MC to the medical establishment in a cost effective and continuous, dependable manner.
AC8 Price at posting:
40.5¢ Sentiment: None Disclosure: Held