Breakthrough Chemistry Inc (BKTH)

[I ll be back]

The Winner update we have been waiting for will break tomorrow:

BKTH initiated a pilot program with Winner Medical earlier in 2025; however, internal restructuring at Winner, combined with broader global tariff pressures, showed the ability to advance the program on the original timeline. Rather than wait for external conditions to resolve, BKTH has shifted its strategy and is now working with its Asia-Pacific licensing partner, currently in active negotiations to assume all commercial dialogue with Winner and to engage additional SAP and zeolite-coating manufactures across the region. In parallel, BKTH has also been in discussions with several U .S.-based manufacturers to ensure multiple commercialization pathways remain active and to broaden the Company's footprint across both domestic and international markets.

Internal restructuring at Winner is basically code for the company facing financial problems. Anyone who followed what happened to Chinese companies when Trump imposed tariffs will understand this “restructuring,” especially if they saw the videos coming out of China showing the impact, which they’re probably still dealing with even now.

That said, the update suggests that Winner is back in play now that tariff issues for Chinese companies are better understood, along with a clearer picture of the shipping delays caused by recent market changes.

The good news: this update would tell me the pilot program was successful and that it actually has legs.

Bottom line, we WAIT!