What is the total addressable market for marijuana breath‑test devices and how does it compare to existing urine, blood and saliva testing segments?

Total addressable market (TAM) for marijuana breath‑test devices

Industry research (Grand View Research, 2024) estimates the global cannabis‑testing market at ≈ $3.2 billion in 2025, growing at a 12‑14 % CAGR driven by workplace safety regulations and the expanding legal‑recreational market. The bulk of that spend is still on urine (≈ 65 % of volume, $2.1 bn), saliva (≈ 20 %, $640 m) and blood (≈ 5 %, $160 m). Breath‑testing is a nascent sub‑segment, but its unique “recent‑use” capability opens a distinct use‑case for pre‑employment, road‑side, and sporting‑event screening where the window of detection must be minutes‑to‑hours rather than days. If breath‑testing captures even 10 % of the overall testing spend by 2028—a modest share given the regulatory push for more precise, non‑invasive methods—the TAM would be $300‑$350 million globally, rising to $500‑$600 million by 2032 as adoption spreads across the United States, Canada and Europe.

Comparison to existing segments and trading implications

• Urine remains the dominant, low‑cost, high‑throughput option, but it suffers from long detection windows that limit its utility for “impaired‑driving” enforcement.
  
• Saliva offers a shorter window (up to 24 h) and is gaining traction in roadside testing, yet it still requires trained collectors and has stability issues.
  
• Blood is the most accurate for impairment but is invasive, expensive and logistically impractical for large‑scale screening.
  

Breath testing bridges the gap: it is non‑invasive, provides results within minutes, and can be integrated into existing point‑of‑sale or roadside devices. Consequently, firms that can scale hardware (Cannabix’s BCU/BC cartridges) and secure lab partnerships (Omega Laboratories) could command premium pricing (≈ $30‑$45 per test) and capture incremental market share from both saliva and blood segments.

Actionable insight: The recent delivery of MBT units to Omega signals the start of a phased commercial rollout in the U.S. Midwest—a region with a high concentration of cannabis‑testing contracts (e.g., transportation, logistics and public‑safety agencies). Expect the stock (CSE:BLO / OTC:BLOZF) to experience short‑term upside (10‑15 % over the next 3‑6 months) as investors price in the first‑of‑its‑kind revenue stream and the potential to expand the addressable market beyond $300 m. Watch for: (1) any regulatory endorsement of breath‑testing for impairment (e.g., DOT or state DOT rulings); (2) volume milestones from Omega (≥ 5,000 cartridges/month) that would lift the forward‑looking TAM to > $500 m; and (3) competitive entry—if larger diagnostics firms announce breath platforms, Cannabix’s early‑mover advantage could be compressed, warranting a tight stop‑loss (≈ 8 % below current price). In sum, the breath‑test TAM is modest now but poised to become a fast‑growing niche that cannibalizes a slice of the larger urine/saliva market, offering a clear catalyst for upside in Cannabix’s equity.