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Expert Financial Analysis and Reporting

Tag archive for ‘Cryoport’

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. The current correction in the stock off of its January 22, 2021 high of $82.11 is disheartening, although these types of periodic corrections are inevitable in an investor’s life. You probably want to know […]

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 gene therapy for sickle cell disease (SCD) and also the suspension of marketing of a different gene therapy, Zynteglo, in Europe. The reason was a report that a sickle cell patient who was treated more […]

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 an increase of 47% from 4Q, 2019 and a sequential increase of 16% from 3Q, 2020. Novartis commented that sales grew strongly in Europe, US and Japan and that coverage continued to expand, with […]

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 the stock price after the deal was announced. This note is a quick synopsis. I am working on other reports that will include a model for sales and earnings, potential price targets and other […]

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 […]

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 […]

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 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 […]