Little Green Pharma Ltd. · ASX:LGP
Little Green Pharma — Investor Presentation (October 2021)
24 slides from Little Green Pharma's investor presentation, Oct 27, 2021
Slide 1: Investor Presentation
For personal use only ASX:LGP Investor Presentation 27 OCTOBER 2021
Slide 2: Disclaimer
Disclaimer For personal use only Disclaimer Not financial product advice This presentation contains summary information about Little Green Pharma Ltd (ACN 615 586 This document does not constitute financial product advice or take into account your 215) (“LGP”) and its activities current as at the da
Slide 3: Who we are
Who we are For personal use only Little Green Pharma (ASX:LGP) • Vertically integrated medicinal cannabis company operating in Australia and Denmark • Focused solely on pharmaceutical grade cannabis to treat medical conditions • Australia’s first producer and exporter of cannabis medicines • ~20,000
Slide 4: Corporate Overview
Corporate Overview Capital Structure Register Breakdown3 For personal use only Current Share Price1 $0.685 Institutional Shares Outstanding1,2 235,941,749 34% Options and Performance Rights on Issue 16,135,536 Others Market Capitalisation (undiluted)1 ~$162 million 54% Cash Reserves (30 September 20
Slide 5: Vision and purpose
For personal use only We are passionate about transforming lives. Our vision is to reimagine cannabis medicines and do extraordinary things for our patients. Our purpose is to solve real patient problems. It’s at the heart of everything we do and defines our culture. We are proud of what we’ve done
Slide 6: Our Environmental, Social and Governance (ESG) Commitment
Our Environmental, Social and Governance (ESG) Commitment For personal use only LGP solves societal and environmental challenges through core business activities SIX DIMENSIONS OF IMPACT Economic vitality H Access and inclusion M Environmental sustainability L 0 Societal enablement Lifetime well-bei
Slide 7: Our Business Model Captures Value
Our Business Model Captures Value LGP operates across the entire medicinal cannabis supply chain For personal use only Cultivation & Manufacturing Product Patient Access Sales & Production Innovation & Education Distribution EU GACP cultivation facility in EU-recognised GMP R&D pipeline includes thr
Slide 8: Growth Strategy
Growth Strategy Little Green Pharma has a track record of sales growth with a clear pathway to increasing margins and driving significant revenue growth in Australia and For personal use only offshore markets 1 Patient acquisition 2 3 Product and drug Clear pathway to in Australia international deli
Slide 9: Cultivation & Manufacturing Capability
Cultivation & Manufacturing Capability For personal use only
Slide 10: LGP Australia
LGP Australia TGA-GMP manufacturing For personal use only facility licensed to produce flower, extracts (oils), tinctures and APIs Additional high-volume manufacturing and R&D capability with exclusive third party GMP licensed partner1 Indoor GACP cultivation facility capacity ~3 tonnes p.a. biomass
Slide 11: LGP Denmark
LGP Denmark For personal use only World class cannabis cultivation and manufacturing facility GACP cultivation and EU- recognised GMP manufacturing Exported to Australia, Germany and Czech Republic Production capacity of >20 tonnes p.a. biomass (~12 tonnes p.a. of dried cannabis flower) 21,500
Slide 12: For personal use only
For personal use only
Slide 13: R&D Pipeline
R&D Pipeline For personal use only INNOVATE DEVELOP LAUNCH REGISTRATION • Identify key unmet patient • Patient focused drug design • Rapid path to market access • Market Authorisation needs • Launch new medicine in Australia (TGA, EMA, FDA) • Optimisation (SAS B) & global markets • Sponsor the QUEST
Slide 14: The QUEST Initiative
For personal use only The QUEST Initiative aims to be one of the world’s largest longitudinal studies investigating the quality of life and health economics of medicinal cannabis on patients with chronic disease The QUEST Difference QUEST has recruited 2086 patients to date and involves 109 doctors
Slide 15: Track Record of Patient Access
Track Record of Patient Access Strong growth in sales and patients using LGP products For personal use only REVENUE FY 20 $2.2m FY 21 $7.0m SEPT 21 QUARTER $3.2m (unaudited) NEW PRESCRIBERS NEW PATIENTS CASH AT BANK $40.2m 10,635 285 $29.1m 215 316 110 4,580 4,580 3,895 $4.2m FY 20 FY 21 SEPT 21 FY
Slide 16: LGP Positioning
LGP Positioning LGP is uniquely positioned to supply pharmaceutical-grade cannabis medicines across the globe For personal use only LGP’s cultivation capacity is >25 tonnes p.a. of cannabis biomass ensuring self sufficiency and long-term security of supply Biomass capacity This capacity positions th
Slide 17: Clear Pathway to International Sales
Clear Pathway to International Sales For personal use only Medezin Sp. z o.o., a subsidiary of Pelion SA, appointed as exclusive distributor in Poland - Pelion SA is the largest operator in the Polish and Lithuanian healthcare sector Poland Medezin targets to sell Products equivalent to ≥20% of
Slide 18: Market Growth
For personal use only Market Growth
Slide 19: Australian Market Patient Growth
Australian Market Patient Growth 45,000 active patients forecast to grow to 75,000 by year end1 For personal use only Number of Active Patients in Australia 125,000 100,000 75,000 50,000 25,000 0 Q3 Q1 Q3 Q1 Q3 Q1 Q3 Q1 2018 2019 2019 2020 2020 2021 2021 2022 (Forecast) 1. Freshleaf Analytics H2 202
Slide 20: Australian Addressable Market Growth
Australian Addressable Market Growth 2021 market revenue forecast to double from ~$100M in 20201 For personal use only Australian medicinal cannabis market revenue 500 400 Australian Total $423m Addressable 300 Market expected 200 to reach $230m A$1bn2 100 $30m $95m 0 2019 2020 2021 2022 (Forecast)
Slide 21: Total Addressable Market
Total Addressable Market LGP’s total addressable market globally is estimated at ~$24bn1 at maturity For personal use only • The global medicinal cannabis markets are experiencing dramatic growth and LGP is one of a few companies world-wide with the capability to deliver into these new and emerging
Slide 22: News Flow – Making Solid Progress
News Flow – Making Solid Progress Significant commercial progress as LGP executes growth strategy For personal use only Commencement of first ethics approved large scale study Delivery of first flower products to Germany and oil medicines to New Zealand Delivery of first shipment to French trial pat
Slide 23: Why LGP?
Why LGP? Demonstrated business model For personal use only Market opportunity and pathway to capture market share Capacity to deliver (vertically integrated) Track record of execution The Australian TAM is growing faster than predicted and LGP is in prime position to capitalise Strongly
Slide 24: Connect
Connect For personal use only PO Box 690, West Perth Western AUSTRALIA 6872 P: +61 8 6280 0050 E: info@littlegreenpharma.com.au W: littlegreenpharma.com facebook.com/littlegreenpharma linkedin.com/company/little-green-pharma
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