Cryoport: Update on My Investment Thinking (CYRX, Buy, $49.35)Investment Thinking I believe that the stock of Cryoport can deliver exceptional returns over the next five, ten or more years.… Cryoport (CYRX, Buy, $66.00) and bluebird bio: Investment Significance of bluebird’s Decision to Temporarily Suspend Sickle Cell Disease Trials of LentiGlobin and Marketing of Zynteglo in EuropeCancer Concerns About bluebird bio’s Gene Therapy Products bluebird bio announced a temporary suspension of two trials of its LentiGlobin… Cryoport (CYRX, Buy, $72.30) Kymriah Sales are Strong and Equity Offering Was Well ReceivedKymriah Sales Were Strong in 4Q, 2020 Novartis just reported 4Q, 2020 worldwide sales for Kymriah of $141 million. This was… Cryoport: Comments on Just Completed Equity Offering and Surprising 15% Surge in Stock Price (CYRX, Buy, $73.75)Overview I wanted to give subscribers a quick overview of the just completed equity offering and the surprising 15% surge in… 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… 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… 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… 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… 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… 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… 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… An Overview of Companies with a Major Presence in CAR-T ResearchInvestment Opportunity One of the areas that I want to focus my investment research on is CAR-T therapy. I believe… Cryoport (CYRX, $23.71, Buy) : Great Potential for Substantial increases in Commercial Sales in the 2020 to 2024 TimeframeRecent Price Strength and Investment View The long term fundamentals of Cryoport are so strong that I anticipate I will be… Cryoport: Pre-Announcement of 4Q Sales Negatively Impacted Stock; I Remain Bullish on the Stock (CYRX, Buy, $18.07)Fourth Quarter Biopharma Results Come Up Short Cryoport pre-announced 4Q, 2019 results on Friday January 10, 2020; audited full year results… Cryoport: Exciting Clinical Data on CAR-T Drugs Points to Dramatic Growth (CYRX, Buy, $14.59)Investment Overview ASH is a Key Annual Event The annual meeting of the American Society of Hematology (ASH) is a closely watched… Cryoport: A Model Projecting How Commercially Approved Products Supported by Cryoport Will Drive Growth Through 2024 (CYRX, Buy, $15.12)Investment Perspective The main revenue driver for Cryoport from 2015 to 2019 came from providing cryogenic shipping services to companies conducting… Cryoport: Stock Has Been Attacked by Short Sellers (CYRX, $14.57, Buy)Opinion on Stock The recent sharp price decline has not been attributable to any change in perceived or actual fundamentals of… Cryoport: Quick Take on 2Q Results (CYRX, $20.18, Buy)Cryoport reported a very strong quarter as sales increased by 83%. The key biopharma segment increased sales by 81%. This… Cryoport; Sales of CAR-T Products Yescarta and Kymriah are In-line with My Projections (CYRX, Buy, $20.67)Cryoport will report 2Q, 2019 results on August 8, 2019 at 5:00 PM EST. One area of keen interest for… Cryoport: I View the Just Completed Equity Offering as a Major Positive (CYRX, Buy, $18.00)Overview of Equity Offering Cryoport quickly and very successfully executed an equity offering after the close on June 19, 2019. It… Cryoport: Details of My Model for Sales for 2018 to 2024 (CYRX, Buy, $16.88)Key Points: I am projecting that total sales will increase from $19.6 million in 2018 to $31.0 million in 2019… Cryoport: Great Buying Opportunity (CYRX. Buy, $10.44)
Quick Comment on 4Q, 2018 Sales and Cryoport Cryoport: The Bristol-Myers Acquisition of Celgene is a Validation of my Investment Thesis for Cryoport (CYRX, Buy, $9.05)Investment Thesis The proposed acquisition of Cryoport Raises a $25 Million Warchest for Acquisitions (CYRX, $9.45, Buy)
Cryoport announced that it has closed on an investment from the healthcare investing firm Petrichor for $25 million. Petrichor will… Cryoport: Detailed Update and Updated Projections Based on 3Q Results (CYRX, Buy, $10.35)Key Points Cryoport continued to show explosive growth in the third quarter as sales increased 76% to $5.3 million led… Regenerative Medicine: Thoughts on How to Invest in This Dynamic New TechnologyKey Investment Points of this Report Regenerative medicines promises to be a (the) major technology driving the biopharma industry in… Cryoport: Reiterating My Buy Recommendation (CYRX, Buy, $14.20)Investment Perspective On May 16, 2018, I published a report entitled Updated Sales and Earnings Model. The purpose of that report… Cryoport: Updated Sales and Earnings Model (CYRX, Buy, $9.69)Purpose of this Report With the commercial launches of the CAR-T products Kymriah and Yescarta, I am expecting a significant upward… Cryoport: Gilead Update on Yescarta Strongly Supports My View That Cryoport has Explosive Sales Growth; An Important Upward Inflection is Approaching (CYRX, $8.75, Buy)Investment Conclusions Along with most investors interested in Cryoport, I am expecting and awaiting a sharp upward inflection in sales as… Cryoport: Continuing to Pound the Table on this Unique Growth Story (CYRX, Buy $9.17)Cryoport reported 4Q results pretty much in line with my expectations. In my last report on November 6, 2017, I… Cryoport: This Unique Company is Poised for Explosive Sales Growth; Price Weakness is a Buying Opportunity (CYRX, Buy, $6.68)Investment Thesis By my analysis, Cryoport and its stock are coiled like a spring for future strong performance. My model is… Cryoport: As Its Clients Transition from Clinical Development to Commercial, Growth Could Be Explosive (CYRX, $6.89, Buy)Investment Perspective Cryoport is in the very early stages of corporate development and has only minimal sales ($9.8 million on a… Cryoport: Upping 2020 Price Target from $14.50 to $20.00 (CYRX, Buy, $6.89)Overview Before reading this report, I would suggest reviewing my initriation report on Cryoport of April 12, 2017 and my update… My Approach to Investing in CAR-T Drug Development: Cryoport (CYRX, Buy, $5.67)); Kite (KITE, Neutral, $104.34); Juno (JUNO, Neutral, $27.87), Novartis, (NVS, No opinion, $84.85)Report Highlights The pending approval of Novartis’ Car-T drug tisagenlecleucel is the beginning of a new era of drugs based… Cryoport: Thoughts About FDA AdCom Meeting on Novartis’s CAR-T Drug Tisagenlecleucel (CYRX, Buy, $4.86)An FDA advisory committee will consider the BLA for Novartis’s CAR-T product tisagenlecleucel tomorrow, July 12th for the treatment of… Novartis Releases Three Month Interim Data for JULIET Trial of CTL-019 in r/r DLBCLKey Points: Comparison of three month data for CTL-019 in the JULIET trial with Axi-Cel in ZUMA-1 indicates that safety… FDA Announces July 12 AdCom Meeting for CTL-019: Thoughts on How This Might Affect Investor Perceptions of Kite (KITE, Neutral, $80.25) and Cryoport (CYRX, Buy, $3.89)The FDA has announced that there will be an AdCom meeting for Novartis’ CTL-019 for the treatment of pediatric r/r… Key Investment Considerations Relating to Much Anticipated CAR-T Product Launches By Kite and Novartis Later This YearInvestment Conclusions: Cryoport: My recommended best way to invest in CAR-T launches (CYRX, Buy, $3.60) Cryoport: Observations on 1Q, 2017 Results (CYRX, Buy, $3.05)Investment Section This report is a follow-up to my April 12, 2017 report “Cryoport: Initiating Coverage of this Highly Unique Health… Thoughts on the Probable Launches of the First CAR-T Drugs; Cryoport is a Novel Way to Invest In This: Cryoport (CYRX, Buy, $2.36) and Kite (KITE, Neutral, $83.37)Key Points: I continue to think that first ever CAR-T drug approval will be for Novartis’ CTL-019 in r/r pediatric… Cryoport: Initiating Coverage of this Highly Unique Health Care Company with a Buy (CYRX, Buy, $2.25)Introduction I am recommending purchase of Cryoport, which has developed a first mover, business model for providing cold chain logistics for… |