From today's Globe and Mail...Q&A with Bruce Lintonhttps://www.theglobeandmail.com/business/article-qa-bruce-linton-of-canopy-growth-on-being-a-nerd-and-cannabis/ What happens if there’s a drop in interest, or people don’t purchase as much cannabis as predicted?
I think the first wave of products are going to be purchased because it’s novel. But there is an obligation of Health Canada to introduce new and more advanced formats or products in the second half of 2019. Not so that you can have a better time or I can run a better business, but so that we can compete more effectively with the illicit market. And so that’s when you’ll see things like vape pens, but more importantly you’ll see things that I would call ingestibles, not edibles. Ingestible means you could drink or chew it. And if we then can make beverages with Constellation Brands [the global alcohol company announced in August that it would make a $5-billion investment in Canopy], items that are clear, that have no calories and trigger a much more positive, uplifting feeling than happens with alcohol, I think that the next wave of products are going to be massively more interesting and popular than the first ones. The “stretching exercise” of the first nine months will have been helpful but not really indicative of what’s going to occur over the duration of the opportunity.