EQUITY RESEARCH MEMO

MyBiotics

Generated 5/24/2026

Executive Summary

Conviction (model self-assessment)65/100

MyBiotics is an Israeli clinical-stage biotech developing live biotherapeutic products (LBPs) that restore the gut microbiome. Leveraging its proprietary MyCrobe™, SuperDonor™, and AI-driven discovery platforms, the company creates single-strain, consortia, and whole-microbiome formulations for indications including Clostridioides difficile infection, antibiotic-associated diarrhea, oncology, and women's health. Founded in 2020 and based in Jerusalem, MyBiotics has raised $5M and employs 50-200 people. The company is currently in Phase 1 clinical development, advancing its lead candidate MB-101 for C. difficile infection, with a focus on demonstrating safety and microbiome restoration.

Upcoming Catalysts (preview)

  • Q3 2026Phase 1 safety and microbiome data for MB-101 (C. difficile infection)60% success
  • Q4 2026Strategic partnership or co-development agreement with a larger pharmaceutical company35% success
  • Q1 2027IND filing for MB-201 (oncology supportive care LBP)40% success
Locked sections
  • · Pipeline Analysis
  • · Competitive Landscape
  • · Catalyst Calendar (full 12-month)
  • · Bull Case
  • · Bear Case
  • · Counterfactual Scenarios
  • · Valuation Notes
  • · SEC Filing Highlights
  • · Insider Activity
  • · Literature Watch
  • · Patent Landscape
  • · Mechanism Cluster Map
  • · Audio Briefing (5 min)