Here is last week's presentation by Microba's CEO, Luke...

Here is last week's presentation by Microba's CEO, Luke Reid:


Quick takeways for me:

1. short term positive is that it already has a scalable testing product (not sure LR mentions in this presentation that they earn about $90 per test with a gross profit margin of 95%). And they are still signing up international distributors.
2. unique exclusive databank + AI = best chance of step change growth in the medium term.
3. longer term positive is the therapeutic platform initially focusing on inflammatory bowel disease, cancer immunotherapy, and autoimmune disease. Downside is they say they can speed up processes but even then they are years away from anything tangible I suspect. For instance they will not run the phase 1B test for IBD until the end of this year.