Safe Supply Streaming Co Ltd. Signs U.S. Manufacturing Agreement for ToxiShield Products
Key Takeaway
Safe Supply Streaming Co Ltd. (CSE: SPLY | OTCQB: SSPLF | FSE: QM4) (“Safe Supply” or the “Company”) has entered into a 12-month U.S. manufacturing and supply agreement with MobileDetect Bio, Inc. (“MDBio”) to produce and distribute 200,000 custom ToxiShield products. ToxiShield, developed by Safe Supply’s wholly owned subsidiary, Safety Strips Tech Corp., provides rapid, discreet testing for fentanyl, drink spiking, and other harmful substances.
This agreement aligns with the U.S. government’s growing investment in opioid crisis mitigation, highlighted by the recent US $1.5B in continuation funding for the State Opioid Response ("SOR") and Tribal Opioid Response ("TOR") programs. By manufacturing domestically at MDBio’s facility in Sugar Land, Texas, Safe Supply aims to accelerate deployment across communities, universities, nonprofits, and public agencies nationwide.
Transaction Summary
Structure:
- 12-month U.S. manufacturing and supply agreement
- Production of 200,000 ToxiShield units (5-test kits per unit)
- Kits include buffer solution, sampling tools, and QR-linked usage instructions
- Domestic production via MDBio in Texas
Context:
- Department of Health & Human Services ("HHS") recently allocated US $1.48B for SOR and US $63M for TOR (Sept 22, 2025)
- Programs have already distributed over 10M opioid reversal kits and supported services for 1.5M people
Strategic Rationale
Safe Supply management views the agreement as a critical step to:
- Scale Public Health Response: Expand production to meet urgent U.S. demand under federally funded opioid response programs.
- Strengthen U.S. Footprint: Align with “Made-in-America” policy priorities for health innovation.
- Advance Mission Impact: Leverage ToxiShield as a scalable health and safety tool for communities, universities, and nonprofits.
- Reinforce Credibility: Partner with MDBio, an established U.S. supplier of health and safety testing technologies.
CEO Geoff Benic emphasized: “By manufacturing domestically with MDBio, we’re able to respond quickly and reliably to the needs of communities already mobilizing under SOR and TOR grants.”
Chairman Raf Souccar, former RCMP Deputy Commissioner, added: “As someone who has worked on the front lines of the opioid crisis, I see firsthand the value of tools that empower communities to intervene early and save lives.”
You can read the full press release below:
ArcStone View
We view this agreement as an important operational milestone that supports Safe Supply’s mission and validates its strategy of aligning with public health priorities:
- Federal Tailwinds: Agreement directly ties to over US$1.5B in fresh HHS funding, supporting demand growth.
- Volume Catalyst: Bulk production of 200,000 units positions Safe Supply to capture near-term revenues.
- Strategic Alignment: Domestic manufacturing provides credibility with U.S. agencies and grant-funded buyers.
- Social Impact + Commercial Upside: Products directly address overdose prevention and community safety, expanding Safe Supply’s footprint in health and safety technologies.
Execution on manufacturing timelines and distribution partnerships will be key. However, with record U.S. overdose crisis funding, Safe Supply’s positioning appears both timely and accretive to long-term growth.
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ArcStone Financial Pulse Team
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