Microbix Biosystems Inc T.MBX

KRC Insights - FQ3 Update

[RICHOFFMBX]

https://microbix.com/wp-content/uploads/2024/09/Q3-2024-Update-KRC-Insights.pdf

[wizzdumb]

Yep, super conservative two bagger and Kinlytic for free. I have no idea what the catalyst needs to be to get things moving besides just continuing to turn in strong results, waiting for Savanna return, and time ticking away on certain Kinlytic progress and press releases. In the interim just keep on accumulating. At least with the half point cut in the US and continuing quarter point cuts in

[Mbxwatcher]

DxTM.......I still do not understand how it is zero....I need someone to explain it to me like I am a 5 year old...... To me that is the missing link, and its a club in our bag

[mercedesman]

I'm a little surprised it has seemingly been zero for so long myself.  The only consolation is that customers should be working off their inventories ( post stocking up during Covid). At some point,  those inventories either run out or expire...and so require replenishment.  My sense is the next big catalyst will be QuidelOrtho finally getting their act together on the

[wizzdumb]

Agree, for a while they said it wouldn't be zero and that they were going to get that automated line moving with something, regardless of Ontario. On latest call they said they are selling some, if not identical but similar product, but were not breaking it out. If anyone is going to open house this would be interesting insight to gather.