Archive for November, 2020
Cryoport; How Airlines Might Need Cryoport Dewars for Shipping of COVID-19 Vaccines (CYRX, Buy, $46.43)
Just after I published my first article today, I received a copy of this article. It suggests that Cryoport dewars might have a much greater role to play in COVID-19 vaccine distribution than I have been thinking. Here is the link.
Cryoport: Potential Commercial Benefits from COVID-19 Vaccines (CYRX, Buy, $46.43)
The market has been manic depressive on assessing the potential commercial benefit of COVID-19 vaccines to Cryoport. The stock ran up to over $60 on the mistaken premise that Pfizer would use Cryoport cryogenics shipping and logistics to support shipments of its vaccine. This premise was wrong because the Pfizer vaccine is shipped at minus […]
Cytokinetics: Is Omecamtiv Mecarbil Approvable? Yes! (CYTK, Buy, $15.59)
Key Points of the GALACIC-HF Trial Cytokinetics declined sharply after it announced topline results in the huge 8,500 patient phase 3 GALACTIC-HF trial of omecamtiv mecarbil in congestive heart failure. The study successfully reached the primary endpoint of time to cardiovascular death or first heart failure event with a p-value of 0.025 and a hazard […]
Cryoport: Comments on the Sharp Recent Price Swings (CRYX, $51.86, Buy)
Cryoport’s stock has been on a roller coaster ride over the past ten days as shown in daily closing prices below: November 6 $45.69 November 12 $60.31 November 13 $59.00 November 16, current $51.86 I think that this price action centers around the market’s perception of the degree of involvement that Cryoport will have in […]
Cryoport: We Are Just in the First Inning (CYRX, Buy, $50.27)
Key Investment Points I continue to be very bullish on the long term outlook for Cryoport. Listed below are some of the key points that investors should focus on. In past reports, I have emphasized that Cryoport sales stemming from support of commercial products was key to my projections for rapid sales growth. Almost all […]
Northwest Biotherapeutics: Waiting for Top Line Data on DCVax-L (NWBO, $1.25 Buy)
There has been frenetic trading in Northwest Biotherapeutics stock as investors await the release of topline data from the DCVax-L phase 3 trial followed by the release of the full data set. There was speculation that the data could be presented at the Society for Immunotherapy of Cancer (SITC) in a poster session on either […]
Cytokinetics: There Still May Be Hope for Omecamtiv Mecarbil (CYTK, Buy, $16.54)
Investment Opinion Data presented at the upcoming American Heart Association meeting on the phase 3 GALACTIC-HG trial on omecamtiv mecarbil could cause a sharp swing in the stock. The data could make investors more positive on the commercial potential of omecamtiv mecarbil in which case we could see a sharp upward move. Also possible is […]