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Expert Financial Analysis and Reporting

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.…
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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 Europe

Cancer Concerns About bluebird bio’s Gene Therapy Products

bluebird bio announced a temporary suspension of two trials of its  LentiGlobin…
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Cryoport (CYRX, Buy, $72.30) Kymriah Sales are Strong and Equity Offering Was Well Received

Kymriah Sales Were Strong in 4Q, 2020

Novartis just reported 4Q, 2020  worldwide sales for Kymriah of $141 million. This was…
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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…
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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…
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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…
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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…
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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…
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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…
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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…
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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…
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An Overview of Companies with a Major Presence in CAR-T Research

Investment Opportunity

One of the areas that I want to focus my investment research on is CAR-T therapy. I believe…
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Cryoport (CYRX, $23.71, Buy) : Great Potential for Substantial increases in Commercial Sales in the 2020 to 2024 Timeframe

Recent Price Strength and Investment View

The long term fundamentals of Cryoport are so strong that I anticipate I will be…
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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…
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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…
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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…
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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…
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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…
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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…
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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…
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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…
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Cryoport: Great Buying Opportunity (CYRX. Buy, $10.44)

Quick Comment on 4Q, 2018 Sales and
Earnings Report

Cryoport
reported a spectacular 4Q, 2018 quarter last night. Biopharma revenues which
are 84% of…
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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
Celgene by Bristol-Myers Squibb was generally panned by Wall Street investors
and analysts as BMY stock dropped…
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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…
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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…
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Regenerative Medicine: Thoughts on How to Invest in This Dynamic New Technology

Key Investment Points of this Report

Regenerative medicines promises to be a (the) major technology driving the biopharma industry in…
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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…
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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…
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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…
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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…
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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…
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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…
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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…
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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…
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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…
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Novartis Releases Three Month Interim Data for JULIET Trial of CTL-019 in r/r DLBCL

Key Points:

Comparison of three month data for CTL-019 in the JULIET trial with  Axi-Cel in ZUMA-1 indicates that safety…
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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…
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Key Investment Considerations Relating to Much Anticipated CAR-T Product Launches By Kite and Novartis Later This Year

Investment Conclusions:

Cryoport: My recommended best way to invest in CAR-T launches (CYRX, Buy, $3.60)
Kite Pharma: Seems priced for…
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Cryoport: Observations on 1Q, 2017 Results (CYRX, Buy, $3.05)

Investment Section
 Overview

This report is a follow-up to my April 12, 2017 report “Cryoport: Initiating Coverage of this Highly Unique Health…
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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…
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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…
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