Canopy Growth Corporation · TSX:WEED
Canopy Growth — Investor Presentation (July 2019)
19 slides from Canopy Growth's investor presentation, July 2019
Slide 1: Driving the Global Cannabis Industry
DRIVING THE GLOBAL CANNABIS INDUSTRY Canopy Growth Corporation July 2019
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. Capital: $5B investment + future warrants (NYSE: STZ) Driving Future Growth Share Price Pe
Slide 4: Digging Our Economic Moat
DIGGING OUR ECONOMIC MOAT 90 PATENTS, 240+ PATENT APPLICATIONS FILED TO DATE, MANY MORE UNDER DEVELOPMENT • Cannabis-based beverage production • Cannabis-based therapeutics • Device & delivery technologies • Large-scale cannabis processing • Cannabis plant genetics • Broad geographic coverage 4
Slide 5: Medical Cannabis Market Leader
MEDICAL CANNABIS MARKET LEADER • 61,000+ Healthcare Professional Visits1 • Certified Medical Education Program THC • Pharmacy Learning Modules Accredited RED ORANGE PURPLE by Canadian Pharmacy Association BLUE GREEN YELLOW CBD • Pilot Program w/ Ontario Long Term Care Association 1) Cumulative since
Slide 6: Canadian Rec. Market Leader – Physical Retail Key
CANADIAN REC. MARKET LEADER – PHYSICAL RETAIL KEY Net Revenues ($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 1,815 Alimentation Couche-Tard Inc. and Canopy 0 Growth to Support Cannabis Retail 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 DENMARK comerosowre | CANOPY nscale y EJ UNITED STATES CZECH REPUBLI _ Ait ey CANOPY GROWTH Gio TOKYO SMOKE ~~! Spectrum sini Tipe 0 Therapeutics: Samos
Slide 9: Think Cannabis as an Ingredient in Consumer Products
THINK CANNABIS AS AN INGREDIENT IN CONSUMER PRODUCTS Global Market Opportunity $250B+ Sleep Aids Animal Health Products Pain Relief Therapies Anxiety Relief Beverage Alcohol Athletic Drinks Health & Wellness Products Sleep Aids: USD$ 80B by 2020, Source – Allied Market Research Animal Health: USD$ 4
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 1000 PATIENTS PARTICIPATING IN HUMAN HEALTH CLINICAL TRIALS 1 60 HUMAN HEALTH CLINICAL TRIALS INCLUDING PHASE IIB SLEEP, PAIN, ANXIETY AND PHASE III SPASTICITY/MULTIPLE SCLEROSIS2 4 ANIMAL HEALTH CLINICAL TRIALS INCLUDING COMPANION ANIMAL ANXIETY2 3 PHARMACOKINETICS, DOSAG
Slide 12: Outcomes
OUTCOMES NO CALORIES NO HANGOVER HAPPY LIVER 12
Slide 13: Outcomes
OUTCOMES | CANNABIS OIL SOFTGE CANOPY GROWTH Gro TOKYO SMOKE _— Spectrum rT | Tipe, oKyo SMO Cannabis
Slide 14: Driving Future Growth
DRIVING FUTURE GROWTH $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 – Driving into New Market Verticals
FUTURE GROWTH – DRIVING INTO NEW MARKET VERTICALS • Acquired This Works, a global leader in natural skincare and sleep solutions • Will strengthen product offerings and enhance the Acquired C3, Europe’s largest cannabinoid-based international footprint and operations within the UK pharmaceuticals ma
Slide 16: Future Growth – Path to Enter U.S. Cannabis Market
FUTURE GROWTH – PATH TO ENTER U.S. CANNABIS MARKET Plan to Acquire Leading U.S. Multi-State Cannabis Operator, Acreage Holdings1 Vertically Integrated • Accelerate entry into the world’s largest WA Licensed cannabis market ND ME OR • Acreage to license Canopy IP2 NY NH MA MI • Generate awareness of
Slide 17: Future Growth – U.S. CBD Market Entry
FUTURE GROWTH – U.S. CBD MARKET ENTRY CBD PRODUCTS EXPECTED TO ENTER MARKET Q4 FY2020 PLAN TO INVEST $100M - $150M IN NY STATE HEMP CBD EXTRACTION & PRODUCT MANUFACTURING product advisor 17
Slide 18: Management Team
MANAGEMENT TEAM Mark Zekulin Rade Kovacevic Mike Lee Dr. Mark Ware CEO President EVP & Acting CFO Chief Medical Officer 18
Slide 19: Management Team
MANAGEMENT TEAM Amanda Daley Hilary Black Peter Popplewell Amy Wasserman VP, Medical Sales & Education Chief Advocacy Officer Chief Technology Officer VP, Brand Marketing & Innovation, Recreational Cannabis 19