MBX.to (MBXBF): I own a lot and think their pipeline holds multi-bagger potential from these prices, but the time horizon is uncertain.....and may take a while before we see the next leg up.....but I can wait this out as I feel quite certain the pipeline will bring greater value within the next year or so. Their profitable core operations in virology products should limit the downside while we wait for developments with their three large market pipeline technologies.
1.) Lumisort prototype completion and test results should increase the value here as they already have signed LOIs in hand from partners representing $250M of the dairy cattle fertility industry, which is not expected until later this year, but I'm willing to wait as I don't see many other $30M market cap companies with such a clear path to a $50M royalty stream after they complete the development of their proven concept....I do believe the old saying "build it and they will come" is an appropriate slogan here :)
2.). Virusmax lawsuit against Novartis may also take a while to go to trial, but with the European patent office upholding all the Virusmax patent claims against the challenge from Novartis, I think there is a fairly high degree of certainty about the outcome here.
3.). Kinlytic is the least certain of the pipeline technologies, but the company does indicates their is interest from multiple parties, who contacted them when they heard Zydus terminated the agreement, which are currently in the due diligence phase.......so the certainty of success and timeline are anyone's guess.....but could still be a valuable wild card in this equation.
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