Basic facts for comparison of the two companies:
Molbio sells point of care detection machine platform called “Truenat”. They have the following assays:
3B Black Bio do not sell a POC machine platform, but it sells assays suitable for many open platforms available in market. Those platforms are installed in Labs. They have the following assays:
Company is meeting a high quality institutional investor after a long time. Param Capital is Mukul Mahavir Agarwal’s firm. Fingers crossed!
Does this company not do concall every quarter post results?
Any outcome post meeting with Param capital?
What is the trigger for stock price rise in short term ?
Last concall the promoter mentioned the upcoming concalls will be half yearly.
Recent upmove in the price is probably related to the high h1n1 cases reported throughout the country. Also now that a comparable peer is listed (molbio) the price discovery is happening.
One more thing to note is that the promoter mentioned they should have something (M&A) by end of this year, so the market is probably anticipating some news.
Hi, did anyone attend the AGM? any update given on growth / M&A strategy?
Found some interesting data in a research paper that can help assess 3B’s market acceptance and share in infectious disease testing, specifically dengue PCR. Published on 3 Sep 2026, this paper assessed dengue testing quality in India’s Virus Research and Diagnostic Laboratory network from Dec 2024 to Feb 2026.
Combining brand and company entries in the chart puts 3B BlackBio first with 17 entries, or 25% share. TRUPCR was used in 11 labs and 3B BlackBio in another 6 (not sure why they are separated). Other key players - Altona Diagnostics (Germany), GCC Biotech (India), Huwel Lifesciences (India) and HiMedia Labs (India). Thought this is quite useful independent evidence of laboratory acceptance.
