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Congressional Hemp Briefing - Markets, Investments & Analysis

29. Jul 2019
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Congressional Hemp Briefing - Markets, Investments & Analysis

  1. CONGRESSIONAL DIETARY SUPPLEMENT CAUCUS BRIEFING Sean Octavius Murphy Director of Hemp, New Frontier Data Founder, Hemp Business Journal May 7, 2019 | Washington DC HEMP-DERIVED CANNABIDIOL “CBD”
  2. • Hemp... What exactly is CBD? • 2018 Farm Bill Impacts • Data & Methodology • The Three CBD Markets • Hemp CBD Market Breakdown • Pharma & Macro Trends • The Atlas Story • Q&A BRIEFING AGENDA
  3. Keep it under .3%
  4. BEHOLD. AMERICAN HEMP.
  5. BEHOLD. AMERICAN HEMP FARMER.
  6. 2018 FARM BILL 2018 FARM BILL.BEHOLD.
  7. WHAT IS HEMP GROWN FOR?
  8. “…modulating endocannabinoid activity may have therapeutic potential in almost all disease affecting humans…” - Dr. Raphael Mechoulam “The Father of Cannabis Research” THE ENDOCANNABINOID SYSTEM
  9. GOING FROM HEMP TO CBD CBD Oil (variable potency) Source Hemp CBD Concentrates CBD Isolate (99%+ purity) Extraction Finely Ground Shucked With Sticks/Stems Extracted “Juice” Purification • Technology • Capacity • I.P. • Scaling Extracted “Crude” CBD Oil (customized purity)
  10. CBD (AS “INGREDIENTS”) Full Spectrum Hemp Oil (60%+ CBD) CBD Isolate (99.8%+ CBD) THC Free CBD Distillate (60%-80% CBD)
  11. WHOLESALE PRICING
  12. CBD ISOLATE
  13. HEMP OIL Phytocannabinoids Terpenoids Flavonoids Fatty Acids
  14. DIETARY SUPPLEMENTS VS ?!? Hemp… from a farm… in America Biosynthetic cannabinoids… from a lab… from another country (mostly)
  15. 2018 U.S. HEMP CULTIVATION (ACRES)
  16. • Growth Across the Supply Chain • Banking > Merchant Processing > Mass Market Awakens • USDA Regulation (e.g. Crop Insurance) (Risk Mitigation) • Interstate Transport (Ease of Doing Business) • Organic Market Awakens • Product Boom and Consumer Awareness of “CBD” FARM BILL EFFECTS
  17. DATA AND METHODOLOGY 1. Point of Sale Data Analysis 2. Revenue Analysis and Benchmarking 3. Market Segmentation
  18. MARKET SIZES Global | U.S.
  19. GLOBAL HEMP MARKET
  20. U.S. HEMP MARKET
  21. U.S. HEMP MARKET
  22. THE THREE CBD MARKETS Hemp | Marijuana / Cannabis | Pharmaceutical
  23. U.S. TOTAL CBD MARKET
  24. HEMP-DERIVED CBD MARKET 2022 Early 2017 Estimate (Pre-Farm Bill) Current Estimate (Post-Farm Bill) Early Next Year Estimate…? (Congress, FDA, & USDA variables/catalysts) $655 Million $1.3 Billion $1.1-$3.4 Billion
  25. U.S. HEMP-DERIVED CBD
  26. NATURAL/SPECIALTY CHANNELNATURAL/SPECIALTY CHANNEL Yes Not Yet
  27. MASS MARKET CHANNEL
  28. MASS MARKET CHANNEL Yes (Conservatively) Not Yet
  29. MASS MARKET CHANNEL Large corporations & the supplement companies they own
  30. PHARMA • FDA Approved Drug • Schedule V • Lennox-Gastaut and Dravet • Off-Label Prescribing • $32,500/year • UK Based
  31. PHARMA
  32. PHARMA
  33. MACRO MARKET TRENDS
  34. TREND: M&A AND CANAD
  35. TREND: GLOBAL EXPANSION
  36. Banking / Processing TRENDING: THINGS TO NOTE States Taking Action Self Regulating & Organic
  37. TRENDING: THINGS TO NOTE CBD Isolate Spiking Is Happening Synthetic Cannabinoids Are Out There “CBD” Labeling Is Everywhere
  38. THE LEGISLATIVE-REGULATORY OBJECTIVE This Not This Hemp PharmaMJ MJ/Hemp Pharma
  39. THE ATLAS STORY
  40. THE ATLAS STORY
  41. THE ATLAS STORY Cannabinoids as antioxidants and neuroprotectants “(non-psychoactive) cannabinoids (CBD, specifically) are found to have particular application as neuroprotectants, for example in limiting neurological damage following ischemic insults, such as stroke and trauma, or in the treatment of neurodegenerative diseases, such as Alzheimer’s disease, Parkinson’s disease and HIV dementia..” Patent No. 6,630,507 • Filed: 1999 • Granted: 2003 • Expired: April 19, 2019
  42. THE ATLAS STORY Sean Octavius Murphy (& Atlas Murphy) Founder, Hemp Business Journal

Hinweis der Redaktion

  1. It’s an FDA has an archaic regulatory structure problem. Need help from legislatures on this. McConnel made it clear that the FDA needs to do their job. Intent of the Farm Bill..make a clear pathway for American Farmers to poduce They said we have the best flower, quality, lowest cost, just becau…biosynthetic cannabinoids… Focus on Farmers, Farm Bill, helps farmers, economic positive. ..about food satfey.people want more natural. Yes, there are some with organic cerrts,, they didi not cert flower Prpoducts are helping them with health and wlennes.. Have access.. Also important that the FDA regulates as a dietary supplement… better for the industry…several products that Some kind of MOU while they are creating regulations..how the standards are they need to abide Not doing CGNP ingredients…no tracing, no batch, not lot numbers If they take this away people will die
  2. Doesn’t help everyone…kids in hospital…not everyone good, Pharmaceutical model…further rening…use pentane hexane or methane…crystalizes it
  3. Herbal product, plant material, multi compound herbal product
  4. The National Institutes of Health employs roughly 6,000 Ph.D.-level scientists, said NIH special adviser for technology transfer Mark Rohrbaugh, who holds doctorates in biochemistry and law. When one of those scientists invents a new technology or makes a new discovery, the NIH evaluates the result and determines whether to file for a patent.
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