1. Optimi Health is like Tilray Brands or Canopy Growth, but for medical psychedelics like MDMA and psilocybin.

2. Optimi Health is like a specialized pharmaceutical company such as Jazz Pharmaceuticals, but focused entirely on the regulated production and supply of MDMA and psilocybin.

• MDMA (3,4-Methylenedioxymethamphetamine hydrochloride): A controlled pharmaceutical drug product and active pharmaceutical ingredient (API) manufactured for prescription in regulated markets, primarily for treating conditions like PTSD.
• Psilocybin (derived from botanical sources): A controlled pharmaceutical drug product and active pharmaceutical ingredient (API) manufactured for prescription in regulated markets, primarily for treating conditions like treatment-resistant depression.

1. Patients in Australia with Treatment-Resistant Depression (TRD) and Post-Traumatic Stress Disorder (PTSD): These patients access Optimi Health's MDMA and psilocybin products via prescription through the Authorised Prescribers Scheme.
2. Patients in Canada accessing products through the Special Access Program (SAP): This includes individuals with various conditions (e.g., TRD, PTSD) who receive authorization under Health Canada's Special Access Program.
3. Third-Party Clinical Trial Sponsors and Research Organizations: Optimi Health supplies its MDMA and psilocybin products to "third parties" conducting approved clinical trials in various countries, including Canada and Israel.

Dane Stevens, Chief Executive Officer & Co-Founder

Mr. Stevens has served as Chief Executive Officer of Optimi Health since October 2024 and as a Co-Founder since 2020. With nearly two decades of experience in sourcing, manufacturing, and global distribution, he has built vertically integrated businesses by managing every stage of the supply chain. He was previously President of Cavalier Jewellers LTD and has founded several successful companies.

Jacob Safarik, Chief Financial Officer & Director

Mr. Safarik has served as Chief Financial Officer and Director of Optimi Health since 2020. A Chartered Professional Accountant (CPA), he brings over 16 years of experience in accounting, project finance, business development, and quality assurance. Mr. Safarik was instrumental in the formation of Optimi in 2019 and is also a co-founder and Chief Financial Officer of BC Green Pharmaceuticals Inc.

Bryan Safarik, Chief Operating Officer & Director

Mr. Safarik has served as Chief Operating Officer and Director of Optimi Health since 2020. He possesses nearly two decades of senior management experience across regulated industries, including fisheries and agriculture. He previously served as Director of Marine Operations at Ocean Fisheries Ltd. prior to its sale to the Jim Pattison Group, and later co-founded a federally licensed cannabis production company.

JJ Wilson, Chairman of the Board & Co-Founder

Mr. Wilson has served as Chairman of Optimi Health since May 2020 and is a Co-Founder of the company. He is a Partner at Very Polite Agency and the founder of Reyal Performance. His prior experience includes leading the international expansion of the apparel brand Kit and Ace, where he oversaw retail, brand, and e-commerce growth worldwide. Mr. Wilson is the eldest son of Lululemon founder Chip Wilson.

Dr. Preston Chase, Chief Science Officer

Dr. Chase is an R&D chemist with over 25 years of experience. He holds a BSc from the University of Victoria and a PhD from the University of Calgary, and has more than 30 peer-reviewed publications along with multiple awarded and pending patents across catalysis, synthesis, and analytical chemistry.

Regulatory and Market Access Risk: Optimi Health's business is entirely dependent on the evolving legal status and regulatory approvals for controlled substances like MDMA and psilocybin across different jurisdictions. The company explicitly states that regulatory approval (clinical trial application, marketing authorization, or changes to regulatory access) is required in any new market, and they are currently restricted from selling their products in the United States, a planned target market, due to federal scheduling. This reliance on highly variable and often restrictive regulatory frameworks poses a significant risk to their ability to expand operations and commercialize their products globally.

Intellectual Property Protection Risk: Optimi Health does not currently own any patents nor has any pending patent applications related to its MDMA and botanical psilocybin products. While the company relies on proprietary know-how, specialized production methodologies, and trade secrets, the absence of patent protection could leave them vulnerable to competitors who might develop similar products or processes once their formulations or manufacturing techniques become known, potentially hindering their long-term competitive advantage in the emerging psychedelic pharmaceutical sector.

The company explicitly states, "Although we do not currently own any patents, nor do we have any pending patent applications related to our MDMA and botanical psilocybin products, the design, formulation, and large-scale manufacture of these products are founded on—and would be materially impaired without—a comprehensive body of proprietary know-how, specialized production methodologies, and rigorously safeguarded trade secrets that we protect through internal controls and confidentiality agreements." This lack of patent protection for its core products and manufacturing processes presents a significant emerging threat. Competitors could develop and patent similar MDMA or psilocybin drug products, or more efficient production methodologies. If these competitors subsequently achieve regulatory approval and market access, Optimi Health's reliance solely on proprietary know-how and trade secrets may prove insufficient to maintain its market position and competitive advantage against patented innovations.

Optimi Health (OPTH) operates within the burgeoning psychedelic therapeutics market, focusing primarily on MDMA and psilocybin for conditions such as treatment-resistant depression (TRD) and post-traumatic stress disorder (PTSD). The addressable markets for these products and services are substantial, both globally and in key regions where Optimi Health operates or intends to expand.

Global Addressable Markets

• The global psychedelic drugs market was valued at approximately USD 2.94 billion in 2025 and is projected to reach USD 11.03 billion by 2034, demonstrating a compound annual growth rate (CAGR) of 15.82%. Other estimates place the global psychedelic drug market at USD 4.13 billion in 2025, with a projected growth to USD 14.90 billion by 2035 at a CAGR of 13.68%. A higher valuation for the global psychedelic therapeutics market in 2025 was approximately $7.8 billion, with a forecast to reach $29.4 billion by 2034, at a CAGR of 15.9%.
• Specifically, the global psilocybin assisted therapy market is estimated to be valued at USD 3.1 billion in 2026 and is projected to reach USD 8.5 billion by 2033, growing at a CAGR of 15.5%. Another forecast projects this market to grow from USD 3.1 billion in 2025 to USD 11.8 billion by 2035, with a CAGR of 15.8% during the 2026-2035 period. By 2035, the psilocybin assisted therapy market is expected to reach USD 10.02 billion, growing at a 15.49% CAGR from 2025. Psilocybin holds approximately 34% of the psychedelic drugs market share.
• The global MDMA-assisted therapy market is projected to grow at a CAGR of 3.4% during the period of 2021-2031. MDMA holds approximately 20% of the global psychedelic drugs market share.

Regional Addressable Markets

• North America: This region is a dominant force in the psychedelic therapeutics market, accounting for approximately 52% of the market share in 2024. The North American psychedelic therapeutics market revenue reached $3.5 billion in 2025, representing 44.8% of the global revenue, and is expected to maintain its leadership, growing to a 48.4% share by 2035.
• United States: The U.S. psychedelic therapeutics market was valued at USD 1.19 billion in 2025 and is projected to reach approximately USD 4.55 billion by 2034. Another report estimates the U.S. psychedelic drug market at USD 1.63 billion in 2025, with an expected increase to USD 5.09 billion by 2035.
• Canada: The Canada psychedelic drugs market was valued at USD 20.11 billion in 2024 and is projected to reach USD 50.39 billion by 2032, with a CAGR of 15.81% from 2025 to 2032.
• Australia: Australia is emerging as a regional leader in the Asia Pacific psychedelic therapeutics market, driven by pioneering regulatory reforms and clinical implementation.
• Israel: Israel is identified as a research hotspot for PTSD and psychedelic neurobiology.

Market by Indication (relevant to Optimi Health's products)

• Treatment-Resistant Depression (TRD): The depression segment is anticipated to hold a dominant position in the psilocybin-assisted therapy market, with an estimated 41% market share in 2026. The total market size for Treatment-Resistant Depression across seven major markets was approximately USD 3,100 million in 2022, with the US alone contributing around USD 2,400 million. In 2025, treatment-resistant depression accounted for 38.10% of the psychedelic drugs market share. Furthermore, the depression application segment held the largest share of the psychedelic therapeutics market in 2025, representing approximately 41.2% of total revenues, equivalent to approximately $3.2 billion.
• Post-Traumatic Stress Disorder (PTSD): The global PTSD market was valued at USD 19.04 billion in 2025 and is estimated to grow to USD 25.64 billion by 2031, with a CAGR of 5.08% from 2026 to 2031. PTSD accounts for approximately 27% of the global psychedelic drugs market share, with MDMA-assisted therapy being the most prominent treatment model within this category. PTSD is also expected to be the fastest-growing application segment for psychedelic drugs through 2035. In Canada, the Post-Traumatic Stress Disorder application segment of the psychedelic drugs market is projected to grow at a CAGR of 19.24% from 2024 to 2032.

Optimi Health (OPTH) is expected to drive future revenue growth over the next 2-3 years through several key initiatives:

1. Expansion into New International Markets: The company has identified the United States and Israel as planned target markets. Achieving regulatory approval and market entry in these or other new jurisdictions would significantly expand their addressable market for MDMA and psilocybin products, leading to increased revenue.
2. Increased Demand and Broader Prescriber Base in Existing Markets: In Australia, Optimi Health's MDMA and psilocybin capsules are available for prescription by authorized physicians for TRD and PTSD. In Canada, products are accessible via the Special Access Program. Growth is anticipated from an expanding number of authorized prescribers and increased patient demand within these regulated frameworks.
3. Successful Clinical Trial Outcomes and Regulatory Approvals: Optimi Health's psilocybin product is currently in Phase 2b clinical trials in Canada, and their MDMA product is in Phase 2 clinical trials in Israel, both conducted by third parties. Positive results from these trials, leading to marketing authorizations or broader regulatory access, are expected to unlock new revenue streams or significantly enhance existing ones.
4. Strategic Collaborations to Expand Product Availability: The company aims to expand product availability to additional jurisdictions where psychedelic-assisted therapies are gaining regulatory approval through strategic collaborations. These partnerships can accelerate market entry, enhance distribution networks, and increase overall product reach.

Share Issuance

• Optimi Health completed a public offering in May 2026, issuing 2,400,000 common shares at US$6.25 per share, which generated US$15 million in gross proceeds in conjunction with its uplisting to the Nasdaq Capital Market.
• Prior to the May 2026 public offering and Nasdaq uplisting, a 30-for-1 share consolidation was effected on May 19, 2026.
• In January 2025, Optimi Health planned to finalize a private placement by issuing 131,666 units at CAD$0.30 per unit, raising CAD$395,000 in gross proceeds. Additionally, the company settled approximately CAD$98,126.25 of debt by converting it into common shares.

Inbound Investments

• Following its initial public offering, Optimi Health received investments from SRx Health Solutions and EMJX.

Capital Expenditures

• The net proceeds of approximately US$15 million from the May 2026 public offering are intended for scaling production and distribution in current markets, expanding into new markets including the United States, fostering sales growth, and covering general working capital and other operating expenses.
• The company operates two approximately 10,000-square-foot production facilities in Princeton, British Columbia, on leased land.
• Optimi Health is committed to continuously refining its production methodologies and investing in advanced extraction technologies.