Canopy Growth Corporation · TSX:WEED
Canopy Growth — Investor Presentation (May 2019)
20 slides from Canopy Growth's investor presentation, May 2019
Slide 1: Driving the Global Cannabis Industry
DRIVING THE GLOBAL CANNABIS INDUSTRY Bruce Linton Founder, Chairman & Co-CEO May 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. Share Price Performance (TSX:WEED) $80 $60 Market Leader in Canada Driving Future Growth
Slide 4: Digging Our Economic Moat: Patents
DIGGING OUR ECONOMIC MOAT 90 PATENTS, 230+ PATENT APPLICATIONS FILED TO DATE, MANY MORE UNDER DEVELOPMENT • Cannabis-based beverage production • Cannabis-based therapeutics • Device & delivery technologies • Large-scale cannabis processing • Cannabis plant genetics • Broad geographic coverage
Slide 5: Canadian Medical Market Leader
CANADIAN MEDICAL MARKET LEADER • 83,000+ Patients1 • 61,000+ Healthcare Professional Visits2 • Certified Medical Education Program • Exclusive Pharmacy Learning Modules Accredited by Canadian Pharmacy Association • Pilot Program w/ Ontario Long Term Care Association 1 @ December 31, 2018 5 2. Cumula
Slide 6: Canadian Rec. Market Leader – Physical Retail Key
CANADIAN REC. MARKET LEADER – PHYSICAL RETAIL KEY Net Revenues ($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 1,815 Growth to Support Cannabis Retail 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 Cultivation/License Application/ © A, | cmon Facility Under Development = * ura BE imports BB Distribution A researc GMP. GMP-cerutied Facitty - iy CANOPY GROWTH Gaw Q TOKYO SMOKE ”! Spectrum 8 ss Sige Therapeutics” Garon
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 PHARMACOKINETICS, 3 DOSAGE & SAFETY TRIALS1 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 al 7, Spectrum | CANNABIS OL SOFTGI _ we G { “1 Spectrum | Tapes. TOKYO SMOKE Cannabis~ 13
Slide 14: Future Growth Capital
FUTURE GROWTH CAPTIAL $5,000,000,000 INVESTED USE OF PROCEEDS: • U.S. Market Entry • Expand Global Footprint (Europe & S. America) • Research & Development 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 THC manufacturer w/robust sales & marketing organization • 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 Acquire Leading U.S. Multi-State Cannabis Operator, Acreage Holdings • Acreage to leverage Canopy assets to drive value Vertically Integrated Licensed WA creation ND M OR E N • IP1 to scale operations, expand product MI NY H MA CT RI IA PA o
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
Slide 20: Bruce Linton
Bruce Linton Founder, Chairman and Co-CEO bruce@canopygrowth.com 20