Canopy Growth Corporation · TSX:WEED
Canopy Growth — Investor Presentation (May 2019)
19 slides from Canopy Growth's investor presentation, May 2019
Slide 1: Driving the Global Cannabis Industry
DRIVING THE GLOBAL CANNABIS INDUSTRY
Slide 2: Forward-Looking Statement
FORWARD-LOOKING STATEMENT This presentation contains “forward-looking information” within the meaning of applicable Canadian securities laws and “forward-looking statements” within the meaning of the United States Private Securities Litigation Reform Act of 1995 (collectively, “Forward-Looking State
Slide 3: Company Snapshot
COMPANY SNAPSHOT Canopy Growth (TSX:WEED) (NYSE: CGC) is a world-leading diversified cannabis and hemp company, offering distinct brands and curated cannabis varieties in dried, oil and soft gel capsule forms. Share Price Performance Market Leader in Canada Driving Future Growth $80 (TSX:WEED) 11 wo
Slide 4: Digging Our Economic Moat
DIGGING OUR ECONOMIC MOAT 90 PATENTS, 230+ PATENT APPLICATIONS FILED TO DATE, MANY MORE UNDER DEVELOPMENT • Cannabis-based beverage production • Cannabis-based therapeutics • Device & delivery technologies • Large-scale cannabis processing • Cannabis plant genetics • Broad geographic coverage
Slide 5: Canadian Medical Market Leader
CANADIAN MEDICAL MARKET LEADER • 83,000+ Patients1 • 61,000+ Healthcare Professional Visits2 • Certified Medical Education Program • Exclusive Pharmacy Learning Modules Accredited by Canadian Pharmacy Association • Pilot Program w/ Ontario Long Term Care Association 1 @ December 31, 2018 5 2. Cumula
Slide 6: Canadian Rec. Market Leader – Physical Retail Key
CANADIAN REC. MARKET LEADER – PHYSICAL RETAIL KEY Net Revenues ($M) 90 83.3 60 30 21.7 0 Q3 FY18 Q3 FY19 Q3 FY19 Shipments (kg & kg equiv.) 12,000 10,102 8,267 6,000 Alimentation Couche-Tard Inc. and Canopy Growth to Support Cannabis Retail 1,815 0 Medical Recreational Total 6
Slide 7: The Regulation of Cannabis Is Spreading Globally
THE REGULATION OF CANNABIS IS SPREADING GLOBALLY Medical & Adult-Use Legalized Medical Use Legalized In the Process of Legalizing Medical Use / Exploring Legalization Industrial Hemp legalized – Path for Canopy Growth to enter US market 7
Slide 8: Global Footprint
GLOBAL FOOTPRINT 2) Spectrum ‘Therapeutics ‘Therapeutics: DENMARK = 2 Spectrum \ EE — USA a D UNITED STATES Cultivation/License Application! Facility Under Development Imports Distribution oe Research GMP = GMP-Certified Facility —_2li, su CANOPY GROWTH Gio TOKYO SMOKE ~~“! Spectrum 8 a 22: al pe, 0
Slide 9: Think Cannabis as an Ingredient in Consumer Products
THINK CANNABIS AS AN INGREDIENT IN CONSUMER PRODUCTS Global Market Opportunity $250B+ Sleep Aids Animal Health Products Pain Relief Therapies Anxiety Relief Beverage Alcohol Athletic Drinks Health & Wellness Products 9
Slide 10: Think Cannabis as an Ingredient in Consumer Products
THINK CANNABIS AS AN INGREDIENT IN CONSUMER PRODUCTS SCIENCE OUTCOMES BRANDS 10
Slide 11: Science: Clinical Research
SCIENCE: CLINICAL RESEARCH HUMAN HEALTH CLINICAL 15 TRIALS INCLUDING PHASE IIB SLEEP TRIALS1 ANIMAL HEALTH CLINICAL 4 TRIALS INCLUDING COMPANION ANIMAL ANXIETY1 3 PHARMACOKINETICS, DOSAGE & SAFETY TRIALS 1 AFFILLIATE AND PARTNER RESEARCH PROGRAMS (OPIOD SPARING, SMOKING CESSATION, POST CONCUSSION) 1
Slide 12: Outcomes
OUTCOMES NO CALORIES NO HANGOVER HAPPY LIVER 12
Slide 13: Outcomes
OUTCOMES | CANNABIS OIL SOFT A. CANOPY GROWTH cok . Gino % Spectrum 18 A TOKYO SMOKE Cannabis
Slide 14: Future Growth Capital $5,000,000,000 Invested
FUTURE GROWTH CAPITAL $5,000,000,000 INVESTED Invest in: • U.S. Market Entry • Global Footprint Expansion (incl. Europe & S. America) • R&D Support • Acquisitions (technology, product distribution) 14
Slide 15: Future Growth - Spectrum Therapeutics
FUTURE GROWTH - SPECTRUM THERAPEUTICS Acquisition of C3 enhances European market access and prospects for bringing new cannabinoid-based therapies to market • C3 is Europe’s largest cannabinoid-based pharmaceuticals manufacturer w/robust sales & marketing organization THC • 5 approved therapies on m
Slide 16: Future Growth – Path to Enter U.S. Cannabis Market
FUTURE GROWTH – PATH TO ENTER U.S. CANNABIS MARKET Plan to Acquire1 Leading U.S. Multi-State Cannabis Operator, Acreage Holdings • Accelerate entry into the world’s Vertically Integrated largest cannabis market WA Licensed ME • Acreage to license Canopy IP2 OR ND NH • Generate awareness of NY MA MI
Slide 17: Future Growth – U.S. CBD Market Entry
FUTURE GROWTH – U.S. CBD MARKET ENTRY CANOPY GROWTH TO INVEST $100M - $150M IN NY STATE HEMP INDUSTRIAL PARK CBD EXTRACTION & PRODUCT MANUFACTURING product advisor 17
Slide 18: Management Team
MANAGEMENT TEAM Bruce Linton Mark Zekulin Tim Saunders Dr. Mark Ware Chairman & Co-CEO President & Co-CEO EVP & Chief Financial Officer Chief Medical Officer 18
Slide 19: Management Team
MANAGEMENT TEAM Phil Shaer Amanda Daley Rade Kovacevic Dave Bigioni Chief Legal Officer VP, Medical Sales & Education Executive Vice President Chief Commercial Officer 19