Another datapoint: i follow Ian Cassel (he is a legendary microcap investor). Of late, he has been liking posts of a company called PRECIPO Dx – it’s a listed US company with a mcap of $40M+
They have some overlap with 3B’s portfolio – for example in this ad below you can see they are promoting BCR-ABL1 mutation test (which is also a flagship offering from 3B).
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