Archive for August, 2020
Cryoport: My Take on the Recent Acquisitions and Strong Move in the Stock (CYRX, Buy, $55.50)
Perspective Cryoport in a period of five days announced two strategic acquisitions, first of CryoPDP and then MVE Biological Solutions, that have dramatically improved the long term outlook of the Company. The year end 2020 sales run rate will be quadrupled from $41 million to about $174 million when these acquisitions close. They are also […]
Cryoport: The Acquisition of CRYOPDP Looks to Be a Major Coup (CYRX, $36.51, Buy)
Overview Cryoport announced the acquisition of the French company, CRYOPDP on Thursday, August 20, 2020. The stock market gave the acquisition a thumbs up as the stock closed at $38.82, up 4.7% on the Friday. Today, the stock has given up part of this gain. My initial reaction (in line with the market) is that […]
Cryoport Has Staggering Growth Potential but Is the Stock Overpriced (CYRX, $33.51, Buy)
Investment Thesis Since the market low on March 23, Cryoport’s stock has increased from a low of $14.58 to a current price of $33.51, a 230% increase. The Company is selling at a market capitalization of $1.3 billion which is 31 times my estimate of 2020 revenue estimate of $41 million and 22 times projected […]
Why Bother with Antares? (ATRS, Buy, $2.86)
Investment Perspective Periodically, I get a comment from one subscriber regarding Antares to the effect of why are you bothering with this dog. Over the last five years, the stock hit a low of $0.95 on January 10, 2016 and a high of $4.89 on December 22, 2019. However, it mostly has traded in a […]
Mesoblast, Athersys, Cryoport, ARDS and COVID-19.
Today’s issue of the Wall Street Journal carries an opinion piece entitled “The Treatment That Could Crush Covid”. The article hypothesizes that living cells which the author calls medicinal signaling cells promise to be an effective treatment for Adult Respiratory Distress Syndrome (ARDS). ARDS is a condition that results from an overreaction of the immune […]
Northwest Biotherapeutics: (NWBO, Buy, $0.35) Management Issues Guidance That DCVax-L Phase 3 Trial Results Will Be Released Sometime After Labor Day
Investment Overview: Highly Asymmetric Outlook Northwest Biotherapeutics has guided that it will report results of the phase 3 trial of DCVax-L in newly diagnosed glioblastoma (GBM) sometime after Labor Day. This results in a highly asymmetric outlook for the stock price. In this report, I present a plausible hypothesis that over the next year the […]