Nov. 12 at 5:39 PM
$MTNB — The Sleeper Biotech Play Nobody’s Watching 👀
Matinas BioPharma (
$MTNB) is trading like a dead microcap, but the setup screams asymmetric upside.
Why it matters:
✅ Lipid Nanocrystal (LNC) tech turns toxic IV drugs into safe oral forms.
✅ Lead drug MAT2203 (oral amphotericin B) could redefine fungal infection treatment — same power, less kidney damage.
✅ Phase 2 proof-of-concept done. Real-world compassionate-use cases saving lives.
✅ Restructured balance sheet, low burn, ~
$6.5M cash.
✅ Market cap barely
$10–12M — half cash value 🤯
Upcoming catalysts:
🔹 Governance fix → regains NYSE compliance (removes delisting risk)
🔹 More compassionate-use data → clinical validation
🔹 Partnership / grant for Phase 3 → game changer
🔹 FDA clarity → formal path to approval
Valuation math:
Even a small Phase 3 partnership or grant could re-rate MTNB to
$100–150M EV =
$4.X–6/share range 🚀
Current price: ~
$1.26
Float: Tiny.
Setup: Biotech bottom + binary upside.
