Biosyent (RX) Planet MicroCap Showcase: Toronto 2026 summary

Business model and track record

• Two commercial platforms span specialty pharma and oral health, with separate sales teams serving healthcare professionals and patients; >90% of revenue comes from Canada.

• Portfolio built through in-licensing and acquisitions of differentiated, proven products; focus is branded products and commercialization rather than early-stage R&D.

• Portfolio peak-penetration revenue potential estimated at >CAD 100M; profitable for 64 consecutive quarters, with Q3 expected to mark quarter 65.

• From 2010 to 2025, revenue grew 26x and net income 173x; fully diluted shares declined from 14.3M to ~11.2M.

Recent financial performance

• Q2 2026 revenue was CAD 20M and EBITDA CAD 5M, including the first full quarter of Oral Science; H1 EPS was CAD 0.45.

• TTM EPS to June 30 was CAD 0.85 reported and CAD 0.89 excluding one-time transaction expenses.

• Share repurchases have added an estimated CAD 0.19 to EPS; quarterly dividend is CAD 0.055 per share, with a three-year CAGR of 11%.

Oral Science acquisition

• Acquired March 1, 2026, for CAD 25.5M plus CAD 1.85M for excess working capital; transaction valued at less than 6x EBITDA, with a performance earn-out expected to be completed by roughly end-Q1 2027.

• Oral Science generated >CAD 31M revenue and CAD 4.4M pre-tax net income in 2025, with ~15% revenue CAGR from 2018 to 2025.

• For the first four months of ownership, added CAD 8.2M revenue and CAD 1.5M EBITDA after transaction expenses; oral health is already outperforming expectations.

• Pro forma 2025 results with Oral Science were estimated at CAD 73M sales and CAD 16.5M EBITDA, versus CAD 12M EBITDA from specialty pharma alone.