Company Overview - Avricore Health Inc. has appointed Rodger Seccombe as the new CEO, who previously served as the Chief Technology Officer and is the President and Co-Founder of HealthTab™ Inc. [1][2] - The company is focused on acquiring and developing early-stage technologies to advance pharmacy practice and patient care, with its flagship offering being the HealthTab™ platform [5]. HealthTab™ Platform - HealthTab™ is a point-of-care testing solution that provides lab-accurate results from just a few drops of blood, reporting data in real time and covering up to 23 key biomarkers for chronic disease management [3]. - The platform has recently expanded its testing capabilities to include bacterial and viral tests, such as strep and COVID-19 [3]. Business Model and Market Position - The HealthTab™ network model enhances the role of pharmacists in primary care, empowering patients and reducing costs and waiting times [4]. - The model offers multiple revenue streams, including equipment leasing, direct access testing, disease management programs, and integration with third-party applications [4]. Leadership Transition - Hector Bremner has resigned as CEO and director, having played a significant role in the company's growth and UK expansion [2]. - The board expresses gratitude for Bremner's contributions and looks forward to future collaborations [2].

Financial Data and Key Metrics Changes - Total revenue for Q1 2025 was $203 million, reflecting a 3% increase year-over-year [25] - Prescription transaction revenue and manufacturer solutions revenue increased by 217% year-over-year [25] - Adjusted EBITDA for Q1 2025 was $69.8 million, an 11% increase year-over-year, with an adjusted EBITDA margin of 34.4% [25] Business Line Data and Key Metrics Changes - The prescription marketplace and manufacturer solutions offerings saw significant growth, with a focus on enhancing partnerships with pharmacies and pharmaceutical manufacturers [10][18] - The integrated savings program (ISP) is being evaluated for expansion into non-covered medications, indicating a strategic shift to enhance value [17] Market Data and Key Metrics Changes - Over 12 million consumers and 750,000 healthcare professionals (HCPs) utilized GoodRx in Q1 2025, demonstrating strong platform engagement [9] - The company noted ongoing uncertainty in the macroeconomic environment, including regulatory changes and consumer sentiment shifts, which could impact business [11] Company Strategy and Development Direction - The company is focused on high-impact initiatives to strengthen its position in the pharmacy ecosystem, including leadership changes and strategic partnerships [5][6] - GoodRx aims to enhance its e-commerce capabilities and integrate more deeply with pharmacy operations to improve consumer experience and pharmacy profitability [16][21] - The company is committed to investing in its brand and expanding its value proposition to consumers and HCPs [13][22] Management's Comments on Operating Environment and Future Outlook - Management acknowledged the challenges posed by the Rite Aid bankruptcy and emphasized the importance of maintaining relationships with pharmacy partners to ensure smooth transitions for consumers [11][12] - The company remains optimistic about its future growth opportunities, particularly in expanding its partnerships and enhancing its service offerings [20][22] Other Important Information - The company ended Q1 2025 with $301 million in cash and $91.7 million of unused capacity on its revolving line of credit, indicating strong liquidity [25] - A share repurchase program is in place, with approximately $189 million remaining under the $450 million authorization [25] Q&A Session Summary Question: What are the most important high-impact initiatives for the company? - Management highlighted closer partnerships with retail pharmacies and expanding brand partnerships as key initiatives to drive growth [36] Question: How has the company historically managed store closures and consumer retention? - Management indicated that they are actively working to ensure smooth transitions for consumers during pharmacy closures, emphasizing the strength of the GoodRx brand [42][45] Question: What is the impact of the shift to cost-plus pricing by larger PBMs on the company's legacy model? - Management stated that a significant portion of their business already operates on cost-plus pricing, and they remain indifferent to the reimbursement mechanism [54] Question: Is there still an opportunity with GLP medications? - Management confirmed that opportunities with GLP medications continue to exist, and they are in discussions with manufacturers to enhance consumer access [58] Question: How does the company view its exposure to Medicare beneficiaries? - Management noted that less than 30% of users are Medicare eligible, and the impact of changes in Medicare out-of-pocket costs is minimal [93][95] Question: What is the company's strategy regarding biosimilars? - Management expressed optimism about the uptake of biosimilars and their alignment with the company's affordability narrative [97]

Core Insights - Avricore Health Inc. is expanding its HealthTab™ platform in the UK, emphasizing the role of pharmacists in chronic disease prevention and management [1][2] - The UK government is significantly investing in community pharmacies, with £645 million (approx. CAD $1.2 billion) pledged in 2024 and £617 million (approx. CAD $1.144 billion) in 2025 to enhance pharmacy-led services [5] - The company has concluded operations in Shoppers Drug Mart locations in Canada as of March 31, 2025, allowing for the redeployment of devices in Canada and the UK [3][4] Financial Performance - In 2024, total revenue increased by 37% year over year to $4,785,711, while gross profit rose by 56% to $1,880,306 [11] - The company reported a loss from operations of $668,977 in 2024, an improvement from a loss of $701,215 in 2023 [8] - Total assets decreased to $2,298,544 in 2024 from $2,538,205 in 2023, while total current liabilities dropped to $330,817 from $529,218 [8] HealthTab™ Expansion - The HealthTab™ platform launched in North East London in November 2024, targeting areas with high cardiovascular disease burdens [13] - The initiative is supported by local health authorities and aims to integrate with NHS digital systems to modernize care pathways [13][14] - The platform has already conducted over 930,000 blood pressure screenings in 6,000 pharmacies, demonstrating strong uptake [14][6] Future Strategy - The company plans to expand HealthTab™ into other major population centers in the UK, focusing on diverse demographics suitable for preventative health programs [15] - Following initial successes, the company aims to work with NHS stakeholders for broader adoption of HealthTab™, potentially integrating cholesterol testing into the Pharmacy First protocol [16] - Momentum is expected to grow throughout 2025 as NHS plans for expanding point-of-care testing in community pharmacies become clearer [17] Market Context - The point-of-care testing market is projected to reach $93.21 billion USD by 2030, indicating significant growth potential for HealthTab™ [19] - The UK government’s investment in pharmacy-led services aligns with the increasing demand for accessible healthcare solutions amid rising chronic disease rates [5][6]

Group 1: Market Overview - The end of Q1 2025 is approaching, with many S&P 500 stocks showing strong year-to-date performances despite recent volatility from tariff discussions and economic developments [1] - Notable top performers include Philip Morris (PM), CVS Health (CVS), and Newmont (NEM) [1] Group 2: Philip Morris (PM) - Philip Morris has reported better-than-expected results, with EPS growing by 14% and sales increasing by 7% [2] - Smoke-free products exceeded 40 billion units for the first time in FY24, with net revenues for the Smoke-free Business (SFB) rising by 14.2% and gross profit increasing by 18.7% [3] - The company offers a high dividend yield of 3.5% annually and is recognized as a Dividend King [3] Group 3: CVS Health (CVS) - CVS shares have rebounded significantly in 2025, up 50% year-to-date, ending a prolonged decline [5] - The company experienced a 4% year-over-year sales increase, although EPS declined by 44% [5] - Analysts are optimistic about upcoming quarterly results, with a consensus EPS estimate of $1.62 per share, reflecting a 12% increase and 23% year-over-year growth [7] Group 4: Newmont (NEM) - Newmont, a major gold producer, has seen its stock rise nearly 30% year-to-date, driven by a surge in gold prices [8] - The average gold price per ounce reached $2,643, up from $2,004 in the same period last year [9] - The company reported a record free cash flow of $1.6 billion, enhancing its ability to pay dividends and reduce debt [9][13]

Table of Contents As filed with the Securities and Exchange Commission on January 17, 2024 Registration No. 333-276348 UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Amendment No. 2 to FORM S-1 REGISTRATION STATEMENT UNDER THE SECURITIES ACT OF 1933 BrightSpring Health Services, Inc. (Exact name of registrant as specified in its charter) (State or other jurisdiction of incorporation or organization) (Primary Standard Industrial Classification Code Number) Delaware 8082 82-2956404 (I ...

Table of Contents BrightSpring Health Services, Inc. (Exact name of registrant as specified in its charter) As filed with the Securities and Exchange Commission on January 2, 2024 Registration No. 333- UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM S-1 REGISTRATION STATEMENT UNDER THE SECURITIES ACT OF 1933 (State or other jurisdiction of incorporation or organization) Delaware 8082 82-2956404 (Primary Standard Industrial Classification Code Number) (I.R.S. Employer Identificat ...