Core Insights - Aurora Cannabis Inc. has been granted community plant variety rights by the EU for two proprietary cannabis varieties, enhancing its leadership in cannabis genetics and reinforcing its commitment to innovation [1][3] Group 1: Intellectual Property and Innovation - The granted plant variety rights pertain to two Cannabis sativa L varieties named SOT20R07-007 (Farm Gas) and ACB21T044 (Sourdough), which are recognized for their high potency, desirable aromas, and strong performance traits [2][3] - This achievement strengthens Aurora's global genetics portfolio and allows for exclusive control over the commercial production and sale of these varieties across the EU's 27 member states [3][4] Group 2: Market Position and Product Offering - Aurora's cultivars are available to medical patients in multiple countries, including Germany, Poland, the UK, Canada, and Australia, showcasing the company's international reach [2] - The protection of these varieties enhances Aurora's competitive position in Europe, a key market for the company [4] Group 3: Commitment to Quality - The company emphasizes its dedication to advancing its breeding program and developing genetics that set new standards in cannabis cultivation [3] - Aurora's robust genetics platform supports its ability to deliver consistent, reliable, and premium products to the market [4]

Core Insights - Aurora Cannabis Inc. has launched a new proprietary cultivar named Black Jelly in Poland, enhancing its portfolio of high-potency medical cannabis products in a rapidly growing European market [1][2] - Black Jelly features a cannabinoid profile of THC 27% and CBD <1%, and is derived from a high-THC sativa strain [2] - The company emphasizes its advanced genetic breeding program and cultivation excellence as key factors in successfully introducing this product to the Polish market [2][3] Product Details - Black Jelly is characterized by dense, large flowers with green and orange hues, and a terpene profile that includes sweet black liquorice and fruity undertones [2] - The product is grown and manufactured in Aurora's Canadian facilities that are certified under GACP and EU-GMP standards [1][2] Market Position - Aurora Cannabis continues to strengthen its leadership in the international medical cannabis sector, leveraging scientific expertise and regulatory knowledge to support patient access and market growth across Europe [3] - The company has over a decade of experience in global medical markets, positioning itself as a trusted partner in advancing Poland's medical cannabis ecosystem [3] Company Overview - Aurora Cannabis operates in both medical and consumer markets across Canada, Europe, Australia, and New Zealand, with a diverse brand portfolio [4] - The company also holds a controlling interest in Bevo Farms Ltd., a leading supplier of propagated agricultural plants in North America [5]

Financial Performance & Growth - Global medical cannabis net revenue reached $64.8 million in Q1, a 37% increase compared to the prior year period[17] - Aurora achieved positive free cash flow of $9.2 million in Q1 FY26, representing 42% year-over-year growth[111] - The company achieved positive adjusted EBITDA of $10.8 million in Q1 FY26, a 209% increase year-over-year[111] - Bevo contributed record revenues of approximately $23.9 million in Q1, up 4% compared to the prior year period[99] Market Leadership & Expansion - International medical revenue increased 85% in Q1 FY 2026 compared to the prior year period[9] - Aurora is the 1 Canadian Medical share by revenue, with net revenue increasing by 2% compared to the prior year period[9] - Aurora Europe was the 2 supplier of medical cannabis to each core market of Germany and Poland in Q1 FY26[35] - MedReleaf Australia, an Aurora subsidiary, holds approximately 16% market share by revenue and pharmacy dispensed volumes in Australia[57] Product Innovation & Strategy - Innovations in genetics result in all-in per unit costs that are at least 30% better than legacy cultivars[12] - Farm Gas became the 1 selling cultivar in Poland shortly after its launch, with THC levels around 27%[22, 36]

Core Insights - Aurora Cannabis Inc. has launched two new proprietary cultivars in Poland, marking the highest potency medical cannabis products available in the country [1][2] - The new products, Farm Gas and Sourdough, are designed to meet the demand for high-quality, high-potency medical cannabis among prescribers and patients [2][3] - Aurora emphasizes its leadership in the international medical cannabis market, leveraging its scientific expertise and understanding of regulatory landscapes [3] Product Details - Farm Gas has a THC content of 27% and less than 1% CBD, with a unique aroma profile featuring notes of kerosene, diesel, and a sweet fruit sherbet finish [7] - Sourdough boasts a THC content of 29% and less than 1% CBD, characterized by sour, cake, and gasoline notes in its aroma profile [7] - Both cultivars are hang-dried and hand-finished, showcasing the company's commitment to quality [2] Company Overview - Aurora Cannabis Inc. operates in the medical and consumer cannabis markets across Canada, Europe, Australia, and New Zealand [4] - The company is known for its diverse brand portfolio, including both medical and adult-use cannabis brands [4] - Aurora holds a controlling interest in Bevo Farms Ltd., a leading supplier of propagated agricultural plants in North America [4]

Core Insights - The global sourdough market is projected to grow from USD 279.6 million in 2025 to USD 438.4 million by 2035, with a CAGR of 4.6% driven by consumer preference for naturally fermented and clean-label products [2][14] - Increasing health awareness and demand for artisanal baked goods are key factors contributing to market expansion [1][3] Market Trends - The trend of home baking, which surged during the pandemic, continues to support the growth of the sourdough market [3] - The demand for low glycemic index (GI) foods is rising, leading to the development of low GI sourdough products [5] - The popularity of gluten-free products is increasing, creating a thriving market for gluten-free sourdough options [6] Technological Advancements - Advancements in fermentation technology and automation are enhancing commercial sourdough production, allowing for scalability while maintaining artisanal quality [8] - The adoption of uniform microbial cultures and controlled fermentation processes is addressing challenges related to quality consistency [8] Health Trends - Sourdough is gaining traction among health-conscious consumers due to its lower glycemic index, enhanced digestibility, and probiotic benefits [10][13] - The focus on gut health is driving consumer interest in sourdough as a preferred bread alternative [10][13] Regional Insights - Western Europe is experiencing rapid growth in the sourdough market, driven by urbanization and demand for fast food products [4] - The USA is seeing a shift towards clean-label and health-driven sourdough products, with innovations in functional and high-protein offerings [14] - Emerging markets like Japan and Indonesia are witnessing significant growth in sourdough popularity, attributed to home baking trends [15][18] Competitive Landscape - The sourdough market is highly competitive, with major players focusing on product innovation and functional ingredient enhancements [22] - Companies like Lesaffre, Puratos, and Alpha Baking Co. are investing in R&D to develop probiotic-enhanced sourdough and hybrid formulations [22]