High Tide, Village Farms, Bioxyne: Cannabis stocks as beneficiaries of Trump’s regulatory shift?

The US government under President Donald Trump has changed the federal classification of cannabis. While cannabis is not being legalized under a presidential order, it is being moved from the strictest category (Schedule I), considered especially dangerous, to a less restrictive one. This signals a shift in the federal treatment of cannabis without full national legalization. According to official statements, the new classification reduces the perceived risks of the substance but leaves its legal status unchanged. At the same time, a pilot program was announced that would make CBD products available through Medicare.

For the cannabis sector, this political development represents a potential boost: The debate surrounding the classification has once again sparked increased investor interest and led to volatility in hemp stocks.

Bioxyne Limited: strong position in Central America

Bioxyne Limited (WKN A1JWM6, ISIN AU000000BXN6) is an Australian company focused on the development and manufacture of pharmaceutical products and has recently expanded its activities in the cannabis sector.
Through its subsidiary Breathe Life Sciences, the company has entered into an agreement with the Central American company Remidose LATAM SRL. This secures Bioxyne a primary supplier position in the emerging medical cannabis markets of Costa Rica and Panama. The supply of pharmaceutical cannabis lozenges by Bioxyne is contingent upon the pending TGA export licenses and product registrations, which are currently being expedited. CEO Sam Watson described the agreement as a strategic step towards global expansion and positioning in underserved markets.

The agreement could generate millions in revenue in the long term if successfully implemented, and leverages Bioxyne’s GMP certification for the production of non-flowering cannabis formats. In the context of evolving US regulations, Bioxyne is thus positioned in a market that is transitioning from a fragmented cannabis sector to more heavily regulated pharmaceutical applications.

Village Farms and High Tide: Competitors and Industry Comparison

Following President Donald Trump’s reclassification of cannabis, other publicly traded companies are once again coming into sharper focus for the capital markets. A recent analysis identifies High Tide Inc. and Village Farms International as key players in the North American cannabis sector.

High Tide Inc. (WKN A3CMT9, ISIN CA42981E4013) is classified as a retail company focused on selling cannabis products through its own retail network. Its business model relies heavily on recurring consumer sales. The analysis highlights that High Tide could benefit from potential regulatory relief in the US, as lower legal hurdles would improve the operating environment for retailers. At the same time, the report points out that competition in brick-and-mortar retail remains intense and margins are under pressure.

Village Farms International (WKN A0YJNB, ISIN CA92707Y1088) is described as a producer with an agricultural base. The company originally focused on greenhouse vegetable cultivation and has expanded its business model into the cannabis sector. According to the analysis, Village Farms has a comparatively cost-efficient production structure, which is seen as an advantage in the current market environment. At the same time, it is noted that the dependence on wholesale prices and regulatory frameworks makes the business model susceptible to fluctuations.

Both companies are cited as examples of how differently cannabis business models can react to political impulses. While High Tide is more dependent on consumption trends and legal clarity in the retail sector, Village Farms focuses on the scalability of production.

In contrast, Bioxyne Limited pursues a clearly defined approach. The company focuses on pharmaceutical manufacturing and supply structures outside the US end-consumer market and addresses medical applications in regulated foreign markets. This distinguishes Bioxyne from both High Tide’s trade-driven model and Village Farms’ agrarian production approach.