Replies to post #9528 on Value Microcaps Zip Code Changers

[zenvesting]

COV.v(CVALF): I believe this is a real slow pitch right over home plate that still offers plenty of home run potential for investors from current prices, which is why I picked-up another 50k shares on Friday.

For those who are not familiar with this situation, in November 2013 Covalon announced that they signed a license and distribution agreement for their award winning product to be sold by the world leader in the market for silicon adhesive bandage sales to the healthcare market:
http://finance.yahoo.com/news/covalon-announces-major-license-distribution-120000977.html

Their partner's PR about the agreement and a relevant quote “Adding an antimicrobial film dressing to our product portfolio is the next step in reinforcing our position as a global leader in advanced wound care and part of our commitment to help clinicians in the fight against hospital acquired infections.”:

http://www.molnlycke.com/news-media/press-releases/Expanding-antimicrobial-wound-care-dressing-product-offering/

So now on Friday I saw their partner, Molnlycke, has created a new website for their new "Mepitel Film AM" products (based on Covalon's technology):
mepitelfilmam.com

Molnlycke sells billions of dollars a year in hospital expendables, but this is a rare instance where they seem to be setting-up a separate website for marketing a specific product. They don't have separate URLs for their other flagship products like "Biogel Indicator" (surgical gloves that change color when punctured), Meliplex Ag (one of their current antimicrobial products).....so this seems pretty positive to me....and I believe if bodes very well for how committed Molnlycke is to marketing this product.

The sales sheets for the products (note the ESP award logo on the top right):
http://mepitelfilmam.com/pdfs/MepitelFilm_AM_SS_270449.pdf
http://mepitelfilmam.com/pdfs/MepitelFilm_IVAM_SS_270451.pdf

Covalon has about 22M shares fully diluted, was making a profit selling these products through an independent distribution model, and now has one of the worlds largest sales and marketing organizations selling the product for them....while Covalon continues to supply and collect a royalty on their sales.

I haven't seen a situation I liked more than this since RX.v back under $0.50 a few years back.

[zenvesting]

MBX.to(MBXBF.pk): My entry in the $0.50s could have been timed better as well; but I wasn't sure how high it would go after they announced they successfully defended their patent against Novartis....and given that, I think it will prove to be a good entry price for a long-term hold as it is.

[zenvesting]

MBX.to (MBXBF): Dengue fever outbreak seams to be increasing demand for their core business in producing infectious disease antigens, used in test kits for the disease:

http://microbix.com/products/infectious-disease-antigens/dengue/?gclid=CjkKEQjw4_ubBRCArMWr6avk_J8BEiQAIj43tYUc1FTIcFGJ0LnWYiCDuO2NVroc_Ul665ipp20Pwgbw_wcB

Tanzania: War Against Dengue Fever Goes to Regions, Districts
http://allafrica.com/stories/201405150519.html

PLANS are afoot to distribute testing kits for dengue fever to all public districts hospitals countrywide, the Vice-President, Dr Mohamed Gharib Bilal, has revealed.


Tanzania: Dengue Costs Go Down After Aphfta Action
http://allafrica.com/stories/201405230101.html

THE soaring dengue fever testing costs have begun to come down after the intervention of the Association of Private Health Facilities in Tanzania (APHFTA).