OncBioMune Pharmaceuticals Inc (OTCMKTS:OBMP) is a small float player in the $7 billion prostate cancer space, with a prime therapy candidate heading into Phase II trials with a lot of momentum. The company has also recently added several new assets to its stable of strategies, with rights to several revenue-e likelihood of regulatory approvals in Mexico and Germany.

The stock has been outperforming the broader market and the Nasdaq biotechnology index so far this year, up nearly 100% on the year, and as much as 300% at its highs. Is it any wonder we have been so interested in the name? For those who are still largely unfamiliar with the stock, here is a broad-strokes outline.

OncBioMune Pharmaceuticals Inc (OTCMKTS:OBMP) is a clinical stage biopharmaceutical company that develops cancer immunotherapy products. The company has proprietary rights to a breast and prostate patent vaccine; and a process for the growth of cancer cells and targeted chemotherapies. Its lead product is ProscaVax that is in the planning stage of a Phase II clinical trial for the treatment of prostate cancer.

It’s important to keep in mind that OBMP could be interesting as an easy fit for a few different names as far as a take-out candidate.

Just starting with those in the space who have shown a clear interest in development or acquisition of assets that offer potential for market share in the prostate cancer segment, one can easily point to the likes of Seattle Genetics, Inc. (NASDAQ:SGEN), Inovio Pharmaceuticals (NASDAQ:INO), Nymox Pharmaceutical Corporation (NASDAQ:NYMX).

The company also has a portfolio of targeted therapies. OncBioMune Pharmaceuticals, Inc. is headquartered in Baton Rouge, Louisiana.

The Forest for the Trees

Recent catalysts are important in the story of this company, with perhaps the most interesting thread being the company’s acquisition of rights to distribute various therapies that should very quickly hit the top line numbers for the company.

We think it’s possible that the market is not fully taking this thread of the narrative seriously enough, and many traders and investors may find themselves chasing the tape as the numbers hit.

Just in the past two months, the company has announced several such deals.

The company first announced the acquisition of Vitel Laboratorios, S.A. de C.V, which is expected to “transform OncBioMune into a revenue-generating international pharmaceutical company with a more diverse product line with a particularly deep reach throughout Mexico, Central and Latin America, and relationships across Europe and Asia.” The acquisition of Vitel includes two drugs it licenses and sells in Mexico, Bekunis for constipation and Cirkused for stress.

“We are very excited by the initial sales of Bekunis and Cirkused and the fact that they handily exceeded our expectations subsequent to launch, an often challenging time to capture market,” commented Manuel Cosme Odabachian, OncBioMune’s General Manager of Global Operations. “I believe that if we can achieve our goal of commercializing Aagaard Propolis early in the third quarter that we have an opportunity to exceed US$1.0 million in total sales this year while maintaining strong margins. I am confident that we are going to become a leading pharma throughout Central and South America with our aggressive marketing and licensing strategy that will backstop our clinical work with ProscaVax in Mexico and the United States.”

The company recently announced that sales in Mexico of the Company’s licensed products, Bekunis for constipation and Cirkused for stress, exceeded projections during the first six months on the market. Sales from September 16, 2016 to February 16, 2017 were approximately US$330,000, exceeding projections for US$125,000 initially forecast for the first six months at product launch during the third quarter last year. The Company anticipates that sales efforts will continue to accelerate and anticipates combined sales in the range of US$750,000 to US$850,000 for the products in 2017. That’s way ahead of market assumptions and could fuel a major charge higher in the stock.

The company recently made another similar move, announcing the signing of a licensing agreement between the Company and PROCAPS S.A.S. granting OncBioMune rights to tretinoin, also known as all-trans retinoic acid (ATRA), an oral drug for the treatment of Acute Promyelocytic Leukemia (APL), throughout Mexico, Central America and Latin America. That will add yet another revenue-generating horse to the stable.

Once these assets are being logged in sales, the market may have to play catch up. It’s up to you whether to play the game out in front or trailing behind. We prefer to play out in front.