Yeah Zen, the Microbix case is really compelling. The first couple of times I looked at MBX I didn't understand what the big deal is. This piece of research helps explain the huge opportunity in the global semen market:
I consider it really positive that they have moved beyond the proof of concept phase and are now building their semen instrument and that the patent has been challenged and that was in MBX's favor.
Sexting technologies is pretty big I think, but it's not like they can just go out and build the equipment themselves since they have already tried to get MBX's patent thrown out. I wonder if that is the argument Novartis is making: They started using the technology, and are now claiming they developed it on their own.
I don't have any special knowledge of patent law or how these things play out. But the developments all seem to be really good here. I have significant positions in both. After selling half my initial shares in COV, I re bought sporadically towards the end of the year. I'm really surprised no significant selling has come in to the market for it.
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