Altrova Health Inc. · CSE:ROVA
Altrova Health — Safe Supply Streaming — Investor Presentation (July 2023)
30 slides from Altrova Health's investor presentation, July 2023
Slide 1: The Way Forward – The Third Wave Is Coming
CONFIDENTIAL INVESTOR PRESENTATION THE WAY FORWARD – THE THIRD WAVE IS COMING The First Streaming Opportunity for Investors in the Health Canada backed Safe Supply Narcotics Industry
Slide 2: Disclaimer
DISCLAIMER LEGAL DISCLAIMER The information provided herein (the “Information”) is not intended to provide financial, tax, legal or accounting advice. The contents hereof do not constitute an offer to sell or a solicitation of an offer to buy securities of Safe Supply Streaming Co Ltd. (the “Company
Slide 3: Highlights: A Model Proven to Benefit All Stakeholders
HIGHLIGHTS A MODEL PROVEN TO BENEFIT ALL STAKEHOLDERS The First Streaming Fast mover advantage Immediate multi - billion An existing marketplace $50+ billion upside case Opportunity for Investors being able to offer dollar opportunity in in the black market from a potential National in the legal Saf
Slide 4: World's First Pharma / Narcotics Investment
WORLD’S FIRST PHARMA / NARCOTICS INVESTMENT SAFE SUPPLY STREAMING CO LTD. IS THE WORLD'S FIRST-PHARMACEUTICAL SAFE SUPPLY STREAMING COMPANY WITH PORTFOLIO STREAMING AGREEMENTS DIVERSIFIED ACROSS THE ENTIRE VALUE CHAIN Preliminary data in 2022 has found that fentanyl or its analogues have been detect
Slide 5: We Have a Massive and Deadly Problem
WE HAVE A MASSIVE AND DEADLY PROBLEM EVERY SINGLE DAY, 350 PEOPLE DIE GLOBALLY FROM A DRUG OVERDOSE Despite a trillion dollars spent since the war on drugs was declared, addiction and death rates continue to increase, even accelerating currently. It is clear that the WAR ON DRUGS HAS FAILED 5
Slide 6: The World Has a Narcotics Crisis
THE WORLD HAS A NARCOTICS CRISIS FENTANYL - THE HIDDEN KILLER Fentanyl is a synthetic opioid that is ~100 times stronger than heroin Two milligrams of fentanyl can be lethal depending on a person’s body size, tolerance and past usage BC CORONERS SERVICE FENTANYL-DETECTED SUSPECTED ILLICIT TOXICITY D
Slide 7: Moving Forward with Safe Supply
MOVING FORWARD WITH SAFE SUPPLY THE STATUS QUO THE WAY FORWARD > 100,000 Deaths from drug overdoses each year > 65% Efficacy rates for psychedelics > 80% Fentanyl and its analogues in OD Deaths 23 times Treatment is more effective $49.1 billion than the war on drugs Cost of harm to Canadian society
Slide 8: What Is Safe Supply
WHAT IS SAFE SUPPLY SAFE SUPPLY REFERS TO A Let’s be SAFETY pragmatic The drug using community is subject to overdose risk, poisoning, LEGAL AND REGULATED SUPPLY infection, disease transmission, and death because it has been forced to rely on the illicit drug market. The provision of safe and OF DRU
Slide 9: Health Canada Backed Industry
HEALTH CANADA BACKED INDUSTRY SAFE SUPPLY STREAMING CO LTD. WILL THIS IS THE THIRD WAVE FOCUS INITIAL EFFORTS ON THE REGULATED First cannabis, then psychedelics, and now… De-scheduling of narcotics leading to safe supply. GOVERNMENT BACKED INDUSTRY IN BRITISH COLUMBIA • On June 1, 2022, the Governme
Slide 10: It's Happening Now
IT’S HAPPENING NOW ACROSS CANADA AND THE GLOBE In Toronto, Supervised Consumption Services for Shelter Users (iPHARE) started in December 2020. The City committed $7.61 million to provide harm reduction and mental health services to shelter users in an effort to reduce the risk of opioid-related ove
Slide 11: Growth Is Forecasted from Government Programs to Support Safe Supply
GROWTH IS FORECASTED FROM GOVERNMENT PROGRAMS TO SUPPORT SAFE SUPPLY SECTOR $152 FOR TREATMENT OF OPIOID USE DISORDER The province has also promised MILLION $164 million over the next three years for complex care housing for up to 500 people with Ministry of Mental Health overlapping mental health,
Slide 12: The Overall Opportunity
THE OVERALL OPPORTUNITY $1,600,000,000 THE THIRD WAVE $1,200,000,000 2023 2024 2025 $800,000,000 2026 A MULTI-BILLION DOLLAR $400,000,000 OPPORTUNITY $0 BC Rest of Ancillary USA Europe Narcotics Canada Plays in Expansion Expansion Narcotics Canada 12
Slide 13: Creating a Global Champion
CREATING A GLOBAL CHAMPION FOR GOVERNMENT BACKED SAFE NARCOTICS OPERATING ACROSS THE VALUE CHAIN 2024 - 2025 ENTERING CANADA WIDE EUROPE Safe Supply will be entering the United States VIA PORTUGAL GROWTH where de-scheduling has already occurred. Oregon de-scheduled Cocaine and many other substances
Slide 14: First Mover Advantage
FIRST MOVER ADVANTAGE CANADIAN LARGE TOTAL ADDRESSABLE MARKET TO START BRITISH COLUMBIA THE FIRST STREAMING $5+ BILLION OPPORTUNITY OPPORTUNITY FOR Not an idea - this is happened January 30, 2023 INVESTORS IN THE Regulation driving black market into “grey / white” market HEALTH CANADA-BACKED Saving
Slide 15: Streaming Is a Proven Investor Model to Generate Strong IRRs
STREAMING IS A PROVEN INVESTOR MODEL TO GENERATE STRONG IRRS Rather than picking individual A MODEL PROVEN TO BENEFIT ALL STAKEHOLDERS stocks, investors, through Safe Supply, will benefit from sector upside while reducing risk . The streaming model provides $18 billion market cap. Raised ~$200 milli
Slide 16: Nimble Streaming Model Reactive
NIMBLE STREAMING MODEL REACTIVE TO THE CHANGES OF NARCOTIC DE-SCHEDULING & PHARMACEUTICAL USES THIS MODEL IS DESIGNED TO BENEFIT ALL STAKEHOLDERS For smaller companies, SSSC may be Safe Supply Streaming Co Ltd. has a first-mover advantage in this their only route to attract viable generational wealt
Slide 17: Safe Supply Streaming Is Well Positioned for This Industry
SAFE SUPPLY STREAMING IS WELL POSITIONED FOR THIS INDUSTRY • Low corporate burn 6% 8% • No capital expenditures 15% • Most of the investors’ money will go into deal- making across the value chain 5% 30% • One layered removed from operating businesses - more efficient with security exchanges, financi
Slide 18: Our Safe Supply Model
OUR SAFE SUPPLY MODEL Expert team of financiers to structure compelling transactions for Safe Supply Streaming Co Ltd. at attractive IRRs generating strong returns for our investors. DIRECT EQUITY CONVERTIBLE STREAM EARN-IN / ADVISORY INVESTMENTS DEBENTURES FINANCINGS Provide access to advisor / Wit
Slide 19: Investing Across the Value Chain
INVESTING ACROSS THE VALUE CHAIN Investors who invest in Safe Supply Safe Supply Streaming Co Ltd. believes an entire eco-system will be required Streaming Co Ltd. will gain access to a to support Health Canada and the Provincial Government in creating this portfolio of investments diversified new $
Slide 20: Diversified Revenue Opportunities
DIVERSIFIED CONTRACT RESEARCH ORGANIZATIONS REVENUE REAL ESTATE NUTRACEUTICALS SHELTERS / OPPORTUNITIES PHARMACEUTICALS ADDICTION CENTER ADDICTION SYNTHETIC We will also pursue COUNSELLING NARCOTIC ANCILLARY CENTERS MANUFACTURING opportunities that work in conjunction with a safe PLAYS supply framew
Slide 21: Proprietary Pipeline of Deal-Flow to Fuel Investor Returns
WE HAVE A PROPRIETARY PIPELINE OF DEAL-FLOW TO FUEL INVESTOR RETURNS • COCA NUTRACEUTICALS • VENDING MACHINES • TEST STRIPS • DRUG SWAP PROGRAMS • PHARMACEUTICAL API • COCA BIOTECH FOR PLANT BASED MEDICINE • DETOX / REHAB / ADDICTION COUNSELLING 21
Slide 22: Road Map
ROAD MAP A CLEAR GO PUBLIC ROADMAP WITH IMMEDIATE LIQUIDITY FOR INVESTORS Go public through RTO to CSE listed Establish first mover advantage in the sector and 2 shell (ORIG) (first mover advantage with an ability to lead and define the 4 mobilize with Management and Advisory team to tie up best-in
Slide 23: World-Class Management
WORLD-CLASS MANAGEMENT A BLUE-CHIP GROUP OF TIER 1 EXECUTIVES AND LEGAL / FINANCIAL ADVISORS BILL PANAGIOTAKOPOULOS DAVID BHUMGARA CPA, CA SETTI COSCARELLA Founder-Chief Executive Officer Chief Financial Officer Vice President Corporate Board of Directors Development and Strategy RONNIE JAEGERMANN R
Slide 24: Select Comparable Companies
SELECT COMPARABLE COMPANIES $100 million CAD valuation $2.0 billion CAD valuation $2.0 billion CAD valuation $100 million CAD valuation (Reached ~$1.8 billion) (Reached ~$10 billion) (Reached ~$10 billion) Public Public Public Pivate Publicly listed NASDAQ Publicly listed NASDAQ Publicly listed NASD
Slide 25: Highlights: A Model Proven to Benefit All Stakeholders
HIGHLIGHTS A MODEL PROVEN TO BENEFIT ALL STAKEHOLDERS The First Streaming Fast mover advantage Immediate multi-billion An existing marketplace $50+ billion upside case Opportunity for Investors being able to offer dollar opportunity in in the black market from a potential National in the legal Safe
Slide 26: Medical Uses for Cocaine
MEDICAL USES FOR COCAINE COCAINE AS A TOPICAL ANESTHETIC During the late 1800s and early 1900s, many believed that cocaine could cure a variety of ailments. In the early days of cocaine use, products containing cocaine could be obtained easily and legally. Today, physicians understand that cocaine i
Slide 27: De-Scheduling in Oregon
DE-SCHEDULING IN OREGON • In November 2020, Oregon voters passed Measure 110, which de-scheduled the possession for Fentanyl is personal use of small amounts of all drugs, including cocaine, heroin, LSD, methamphetamine, and oxycodone. Oregon is the only U.S. state to have implemented this policy. s
Slide 28: De-Scheduling Success in Portugal
DE-SCHEDULING SUCCESS IN PORTUGAL HIV TRANSMISSION HEPATITIS B AND C Drug policy reform in Portugal included wide- Hepatitis C prevalence among people who inject drugs has reaching needle and syringe programs aimed at been estimated as the highest in Western Europe and is a reducing risk of infectio
Slide 29: Descheduling Is Happening in Canada
DESCHEDULING IS HAPPENING IN CANADA THIS IS HAPPENING IN REAL-TIME "Decriminalizing possession of drugs is an historic, brave, and groundbreaking step in the fight to save lives from the poison drug crisis. Today marks a fundamental rethinking of drug policy that favours healthcare over handcuffs an
Slide 30: Thank You
A BIOPHARMACEUTICAL INVESTMENT OPPORTUNITY Thank You TIME WAY FORWARD – THE THIRD WAVE IS COMING BILL@SAFESUPPLYSTREAMING.COM safesupplystreaming.com @safesupplystreaming
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