Srx Health Solutions, Inc. · AMEX:SRXH
Srx Health Solutions — Investor Presentation (May 2025)
17 slides from Srx Health Solutions's investor presentation, May 2025
Slide 1: SRx Corporate Presentation
SRx Corporate Presentation May 2025 Making Healthcare Simple
Slide 2: Forward Looking Statements
Forward Looking Statements The information in this presentation contains forward-looking statements within the meaning of the Private Securities Litigation Reform Act of 1995. We intend such forward-looking statements to be covered by the safe harbor provisions for forward-looking statements contain
Slide 3: Leadership Team
Leadership Team Michael Young Adesh A. Vora Kent Cunningham Dave Sohi Nina Martinez Director Executive Chairman Chief Executive Officer President Chief Financial Officer Michael Young serves as a director of Adesh Vora is the Founder and Kent Cunningham is the Chief Dave Sohi is the President of SRx
Slide 4: A Lifelong Mission to Provide Quality Patient Care
A Lifelong Mission to Provide Quality Patient Care “After years in retail pharmacy, I felt that the system was broken and needed to create a more patient-centric approach to support patients with chronic diseases.” Adesh Vora, Pharm. D. Founder & Executive Chairman SRx’s Start National Expansion SRx
Slide 5: SRx At a Glance
SRx At a Glance What Are Specialty Pharmacies? Specialty pharmacies service patients with chronic diseases Deliver care and support that retail pharmacies cannot provide One Goal: Enhanced Patient Care *unaudited combined net revenue includes SRx nine-months ended June 30, 2024, and BTTR nine-months
Slide 6: Creating a North American Network
Creating a North American Network The SRx Network extends across Canada, making it one of the most accessible providers of specialty healthcare in the country. With 5 sites in Texas and licenses to distribute across 26 US states, the acquisition of Choice Specialty Pharmacy enhances SRx’s US presenc
Slide 7: SRx Ecosystem of Specialty Healthcare Services
SRx Ecosystem of Specialty Healthcare Services SRx’s specialty pharmacies serve as the foundation to the Company’s integrated network All-Inclusive Specialty Pharmacies Partner Engagement 20 pharmacies across Canada, providing Biologic Care Coordinators and Nurse Case personalized services. Capable
Slide 8: Complex Patient Care Ecosystem
Complex Patient Care Ecosystem The SRx network represents a critical link in facilitating specialty care Partner Physician Referral Patient referred to SRx for specialty Patient Onboarding therapeutic treatment Introductory call, counseling, pre- screening and other administrative requirements Pre-S
Slide 9: Strong Industry Tailwinds
Strong Industry Tailwinds Growing Prevalence of The Need for Specialty Market Attractiveness Chronic Disease in Seniors Pharmacists in Canada US specialty drug spend, Of Canadians aged 65+ 5 million Canadians are without 73% report having at least 1 access to a primary healthcare ~$410B represents a
Slide 10: Focus on Partnerships
Focus on Partnerships Continued YoY Expand Accelerate Physician Patient Support Expand Clinical Same Store Distribution Growth Partnerships Programs Trials Footprint Pharmacy Growth Capabilities Through M&A Continued Continued Developing Potential to To Service Pursuing high- same store relationship
Slide 11: Strategic Growth
Strategic Growth About Choice Specialty Pharmacy Growth Strategy Choice Specialty Pharmacy is a fully licensed Strengthens SRx’s specialty pharmacy provider of specialized pharmacy services in the footprint in the U.S., complementing U.S., dedicated to delivering efficient, existing operations in Ca
Slide 12: Pro Forma Capitalization Table
Pro Forma Capitalization Table Pro Forma Including Shares issued to SRx Health Solutions Shares Outstanding1 35,233,010 Ownership Options (WAEP: $105.44) 99,400 Non-Affiliates 25% Warrants (WAEP: $148.64) 269,345 Insiders 75%+ Fully Diluted 35,601,755 Shares Outstanding1 Combined Net Debt (USD)2 $39
Slide 13: Investment Highlights
Investment Highlights Strong Industry Robust Strategic Rapidly Expanding Tailwinds Partnerships Healthcare Network 34 Specialty Health Clinics Prescribers 4 Clinical Trial Sites 20 Specialty Pharmacies Providers 400+ Dedicated Healthcare Professionals Leveraging Choice Specialty Pharmacy Acquisition
Slide 14: SOLUTIONS
SOLUTIONS x= = _! <x UW) : x=
Slide 15: APPENDIX
APPENDIX
Slide 16: HALO OVERVIEW
HALO OVERVIEW Packed with nutrients. Minimally processed. Rich in flavor. For pet parents seeking all the Rooted in Nature benefits of a raw diet with the ease and convenience of freeze-dried raw food or snacks and treats Targeting most attractive consumer segments Designed for the pet parent seekin
Slide 17: Pro Forma Combined Debt Overview
Pro Forma Combined Debt Overview (As of September 30, 2024) Debt (USD millions) % Total Coupon PIK or Cash Interest Maturity Term Loan $33.9 86% 8.8% Cash InterestX 2027 - In Forbearance Bank Indebtedness $3.6 9% Prime + 2.25% Cash Interest 2027 Wintrust Receivables Credit Facility $1.9 5% Prime + 2
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