Safe Supply Secures Exclusive Canadian Rights to Healthy Sprays' Proprietary GLP-1 Delivery Technology; Announces Non-Brokered Private Placement
Safe Supply Streaming Co Ltd. GLP 1 Market Entry
Safe Supply Streaming Co Ltd. (CSE: SPLY) (FSE: QM4) (OTCQB: SSPLF) is at an inflection point. The company is positioning itself not only to participate in the GLP 1 story, but to potentially reshape how Canadians access metabolic health solutions through a more convenient, consumer friendly format. By securing exclusive rights to Healthy Sprays proprietary GLP 1 sublingual spray, Safe Supply is preparing to pursue a first mover advantage in a rapidly expanding domestic market that is expected to grow from approximately USD 1.6 billion in 2024 to more than USD 4.3 billion by 2030. The global GLP 1 sector is forecast to reach about USD 62 billion this year, with meaningful growth anticipated over the next decade as obesity and metabolic health remain central themes in health care and wellness.
Market Size and Structural Tailwinds
The opportunity set is driven by powerful structural trends. Rising obesity rates, increased focus on cardiometabolic health, and growing acceptance of GLP 1 therapies among physicians and patients are reinforcing demand. Canada remains under penetrated relative to the United States and select European markets, suggesting room for both product innovation and branded platforms that can educate and serve consumers. If GLP 1 therapies continue to broaden from narrow obesity treatment into broader metabolic and wellness pathways, the addressable market could extend beyond the current base case forecasts.
Opening a New Product Category
Healthy Sprays proprietary sublingual spray has the potential to open a new product category within GLP 1 delivery. A refrigeration free, portable spray format directly addresses common friction points associated with injectable therapies, including needle aversion, storage challenges and perceived inconvenience. For thousands of patients and wellness oriented consumers, a non-injectable, easy to administer format may be the difference between considering GLP 1 based support and staying on the sidelines. This is where Safe Supply aims to differentiate, by pairing a more approachable dosage form with a distribution strategy focused on accessibility and education.
High Impact, Health and Wellness Focused Products
Safe Supply has been building a portfolio focused on high impact products in health and wellness, harm reduction and testing. The GLP 1 spray fits this playbook. It targets a very large and growing pool of individuals who are seeking metabolic support, weight management and lifestyle improvement, but want solutions that feel more like wellness and less like traditional medicine. If executed well, Safe Supply can position the GLP 1 spray as a daily life tool that sits alongside nutrition, exercise and other wellness practices rather than as an isolated pharmaceutical product.
Balance Sheet, Capital Plan and Execution
From a capital markets perspective, the story is underpinned by a relatively clean balance sheet, with no long-term debt and a modest capital structure that provides room for growth. The proposed private placement is designed to fund the initial rollout of the GLP 1 spray, build inventory, support marketing and develop distribution partnerships. For investors, this represents an early-stage entry point into what could become a scaled metabolic health platform if adoption and execution align. The structure also allows the company to demonstrate proof of concept and early revenue traction before contemplating larger financings.
Risk, Adoption Curve and Re rating Potential
As with any new product and new category, there are material risks. Regulatory approvals, physician and pharmacist education, consumer awareness, reimbursement dynamics, and competitive responses from established GLP 1 brands will all influence the trajectory. Operationally, the company must scale manufacturing, manage quality and build a distribution engine in a crowded wellness landscape. That said, if the product gains traction and converts interest into durable demand, Safe Supply could see its valuation begin to reflect not only the current portfolio, but the option value embedded in a scalable metabolic wellness platform. In that scenario, the combination of market size, differentiated format and health focused branding could support both meaningful topline growth and are rating in the public markets over time.
About Healthy Sprays LLC
Healthy Sprays is a U.S.-based healthcare innovator developing innovative GLP-1 solutions using a proprietary sublingual spray platform. Built with FDA-approved components and USP-compliant materials, the Healthy Sprays product line includes THIN, THIN-R, THIN-ST, and additional formulations under development.
About Safe Supply Streaming Co Ltd.
Safe Supply Streaming Co Ltd. (CSE: SPLY) (FSE: QM4) (OTCQB: SSPLF) is a publicly-traded company focused on advancing innovation in healthcare, wellness, and emerging technologies. Through strategic acquisitions, partnerships, and capital investments, Safe Supply is building a diversified portfolio of companies that leverage data, science, and digital platforms to improve outcomes, drive accessibility, and scale impact. Operating at the intersection of public health and technology, Safe Supply supports evidence-informed solutions to urgent societal needs. Its wholly-owned subsidiaries, including Safety Strips Tech Corp. and Drug Lab 118 Ltd., develop proprietary rapid testing technologies such as fentanyl and drink-spiking detection products which are designed to enhance health outcomes and enhance public safety and wellness.
ArcStone Financial Pulse Team
Stay informed with the latest market trends from ArcStone Securities and Investments Corp. Subscribe to our newsletter for more detailed reports and analysis.
Read the full press release here.
Disclaimer and Forward-Looking Statements
The information contained herein is provided by ArcStone Securities and Investments Corp. (“ArcStone”) for informational purposes only. It is not, and under no circumstances should it be construed as, an offer to sell or a solicitation of an offer to buy any securities or other financial instruments in any jurisdiction.
Certain statements contained herein may constitute “forward-looking statements” within the meaning of applicable Canadian and U.S. securities laws. Forward-looking statements are based on current expectations, estimates, and assumptions that involve known and unknown risks and uncertainties which may cause actual results or developments to differ materially from those expressed or implied. These statements often include words such as “anticipate,” “believe,” “expect,” “intend,” “may,” “plan,” “project,” “should,” “target,” or similar expressions. Readers are cautioned not to place undue reliance on such statements, which speak only as of the date made. Except as required by law, ArcStone undertakes no obligation to update or revise any forward-looking information.
This content is not intended as investment advice or a recommendation to buy or sell any security and does not take into account the investment objectives, financial situation, or needs of any individual. Investors should consult their own professional advisors before making any investment decisions.
ArcStone Securities and Investments Corp. is not a registered broker-dealer and does not provide investment advice or recommendations. All registrable activities in the United States are conducted through ArcStone Securities, LLC and Kingswood US, both FINRA-registered broker-dealers. In Canada, on a transaction-by-transaction basis, all registrable activities are conducted through a registered Exempt Market Dealer (EMD).
The issuer featured in this article (the “Company”) is a current or recent client of ArcStone or one of its affiliates. ArcStone and/or its affiliates have received or expect to receive cash and/or equity compensation for the provision of corporate advisory, investor relations, digital media, or capital markets consulting services to the Company. This relationship represents a potential conflict of interest, as ArcStone may be perceived to have an incentive to present the Company in a favorable light. The principals, officers, directors, employees, and related entities of ArcStone and its affiliates may, from time to time, own, buy, or sell securities or derivatives of the Company or its affiliates.
