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Microbix Biosystems Inc T.MBX

Alternate Symbol(s):  MBXBF

Microbix Biosystems Inc. develops and commercializes biological and technological solutions for human health and wellbeing. It enables the commercialization of diagnostic assays by making a range of critical ingredients and devices for the global diagnostics industry, notably antigens for immunoassays and its laboratory quality assessment products (QAPs) that support clinical lab proficiency testing, enable assay development and validation, or help ensure the quality of clinical diagnostic workflows. Its segments include development, manufacturing and sales of products relating to the medical diagnostics industry, namely antigens as test ingredients, quality assessment products to help ensure the accuracy of test workflows and viral transport medium to enable collection of patient test samples and, and development and commercialization of novel and proprietary products or technologies, such as Kinlytic. Its Kinlytic urokinase is a biologic thrombolytic drug used to treat blood clots.


TSX:MBX - Post by User

Post by ECSINVESTORon Apr 23, 2021 2:09pm
203 Views
Post# 33056271

The Numbers

The NumbersSo I look at the company as one transitioning from a speculative one (now that Plexxus deal is signed) to one where analysts start looking more closely at the bottom line? (not that they didn't before...) Below is a copy of part of the press release from Q1. I guess I' m wondering how this deal will affect future earnings. $4.25M for Q3 and Q4 is around $2M/quarter, with the potential to increase/decrease depending on conditions.

So this deal will not double revenue but will definitely give it a large boost. Any commentary on share appreciation from those more savvy than me. I am hoping for better Q2 numbers released in a couple of weeks,which will add fuel to the fire. 

I guess I am asking - what is the compnay worth now (my typical response is - whatever people are willing to pay for it!). Is McWhirter close in his "guess" of $0.90, or is there more upside?

Q1 revenue was $3,157,659, a 54% increase from Q1 2020 revenue of $2,046,348. Included were antigen product revenues of $2,137,829 (Q1 2020 - $1,946,459), a recovery of 9.8%. QAPs revenues were $962,421, an increase of 3,585% from Q1 2020 sales of $26,114, a prior year quarter that contained no REDx™ (IVD) and few PROCEEDx™ (RUO) branded QAPs sales. Finally, royalties were $57,409 (Q1 2020 - $73,775). Q1 sales were most influenced by the broadening diagnostics industry uptake of Microbix’s COVID-19 related QAPs, especially REDx™FLOQ® and PROCEEDx™FLOQ®, followed by the start of a broad-based recovery in antigen sales.
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