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)