Hemp CBD Market: Investing in Hemp
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Hemp and CBD market snapshot covering the latest financial data and industry insights in the hemp CBD industry. This presentation was given at the American Herbal Products Association's (AHPA) first annual Hemp congress in Denver, Colorado by hemp and CBD market analyst and industry expert, Sean Octavius Murphy.
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Hemp CBD Market: Investing in Hemp
- 1. THE HEMP-CBD SUPPLEMENT MARKET: A FINANCIAL SNAPSHOT Sean Octavius Murphy Founder & Publisher, Hemp Business Journal Director of Hemp, New Frontier Data Hemp CBD Supplement Congress August 16, 2019 Denver, Colorado
- 2. • Hemp Farm Bill Financials • CBD Financial Snapshot • M&A Activity • The Three CBD Markets • The Atlas Story AGENDA
- 4. BEHOLD. AMERICAN HEMP FARMER.
- 5. 2018 FARM BILL 2018 FARM BILL.BEHOLD.
- 6. • Growth Across the Supply Chain • USDA Regulation (e.g. Crop Insurance & Risk Mitigation) • Interstate Transport (Ease of Doing Business) • Organic Market Awakens FARM BILL FINANCIAL EFFECTS
- 7. • Banking > Merchant Processing > Mass Market • Internet Marketing > Advertising Exchanges • Products into Unexpected Retailers • Investment and M&A Activity FARM BILL FINANCIAL EFFECTS
- 8. • 483K acres under license • 225-240K acres (estimated planted) • 175-200K acres (estimate harvested) • 16,462 licenses issued • 30K acres average • 2880 processor licenses 2019 CULTIVATION UPDATE
- 9. WHAT IS HEMP GROWN FOR?
- 10. HEMP BIOMASS & FLOWER Hemp Biomass High CBD Flower
- 11. CBD (AS “INGREDIENTS”) Full Spectrum Hemp Oil (60%+ CBD) CBD Isolate (99.8%+ CBD) THC Free CBD Distillate (60%-80% CBD)
- 13. CBD ISOLATE
- 15. DIETARY SUPPLEMENTS VS ?!? Hemp… from a farm… in America Biosynthetic cannabinoids… from a lab… from another country (mostly)
- 16. FINANCIAL SNAPSHOT Revenues, Investments, M&A Activity
- 17. PUBLIC MARKET REVENUES Q2 2019 REVENUES ($) $25mm 15%+ $25.7mm 630%+ $16.9mm 13%+ $9.9mm 18%+ $5.7mm $35.3mm 10%+ $10.2mm 58%+ TBD* *Q1 Revenues $70.7* * Quarter 1 N/A
- 19. KENTUCKY • Investment in 16 hemp processing operations for $94 million total. • Expected to create more than 900 full-time jobs • 110 hemp processor licenses were approved for 2019. • More than 1,000 Kentucky farmers received hemp farming licenses this year, with more than 50,000 acres under license
- 20. KENTUCKYCANADA: LAND OF 2018 M&A
- 21. CANOPY GROWTH-ING $4 billion | now 38% $200 million | 9.9% Warrants | up to 50% $330 million | 100% 10/17 8/18 Next 3 Years 10/18 Green Hemp Industries Ltd.1/18 $630K in stock | 100% 6/19 The Wait and See Deal 6/18 $240 million stock deal U.S. Contract Hemp Farmers = 4000 acres under cultivation
- 22. M&A ACTIVITY
- 23. M&A ACTIVITY
- 24. THE TAO OF MUNGER • Great companies at a fair price, not fair companies at a great price • Enduring competitive advantage • Trying not to be stupid vs. trying to be smart
- 25. THE THREE CBD MARKETS Hemp | Dispensary | Pharmaceutical
- 26. U.S. TOTAL CBD MARKET
- 27. PHARMA • FDA Approved Drug • Schedule V • Lennox-Gastaut and Dravet • Off-Label Prescribing • $32,500/year • UK Based
- 29. THE LEGISLATIVE-REGULATORY OBJECTIVE This Not This Hemp PharmaMJ MJ/Hemp Pharma
- 30. THE ATLAS STORY
- 31. THE ATLAS STORY
- 32. FDA AND THE ATLAS STORY • Health and Safety Risks – Adverse Events / Complaints • The Need for More Data – Aggregated RWD (Real Word Data) and RWE (Real World Evidence) – Observational Studies – CBD as a Dietary Supplement & Neuroprotectant “Collect Better Data” Lowell Schiller Co-Chair, CBD Policy Working Group FDA Principal Associate Commissioner for Policy
- 33. Sean Octavius Murphy (& Atlas) Director of Hemp, New Frontier Data Founder, Hemp Business Journal E: SMurphy@NewFrontierData.com THE ATLAS STORY
Notas do Editor
- Substantially revised forecasts and analysis of consumer behavior
- Substantially revised forecasts and analysis of consumer behavior
- Doesn’t help everyone…kids in hospital…not everyone good Pharmaceutical model…use pentane hexane or methane…crystalizes it
- Herbal product, plant material, multi compound herbal product
- #1 Arbitrage Issue #2 Consumer Behavior – intent and intentionality…try CBD…but are they repeats buyers. Sustained consumers… get out of the tire kicking phase.
- 16,000 Stores for MH food products 1,000 stores so far for CBD product line
- Constellation currently owns about 40% “During the second quarter, we received overwhelming support from our shareholders and a final court order to proceed with our historic arrangement with Canopy Growth. The arrangement unlocks significant potential and will help further position Acreage as the leading cannabis operator in the United States. I am excited to share our strategy leveraging Canopy Growth’s brands, technology, and IP, which will give us a significant advantage over our competition,” said Kevin Murphy, Chairman and Chief Executive Officer of Acreage.
- #1 Arbitrage Issue #2 Consumer Behavior – intent and intentionality…try CBD…but are they repeat buyers. Sustained consumers… get out of the tire kicking phase.
- Dilantin
- https://www.fda.gov/science-research/science-and-research-special-topics/real-world-evidence