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Expert Financial Analysis and Reporting

Tag archive for ‘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 Celgene by Bristol-Myers Squibb was generally panned by Wall Street investors and analysts as BMY stock dropped 14% on the news. The investment community is deeply concerned with the patent situation with Revlimid which accounts for over 60% of CELG revenues. There will be full blown generic entries in […]

Cryoport Raises a $25 Million Warchest for Acquisitions (CYRX, $9.45, Buy)

Cryoport raises $25 million warchest for acquisiitons

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 by a 91% increase in biopharma (83% of total) sales. I am projecting a 60% increase in sales in 2019 to $30.7 million again led by a 69% increase in biopharma. (Detailed sales and a […]

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 coming decades. The CAR-T products are the first commercially significant products stemming from this technology, but they are just the tip of a very large iceberg. Novartis, Gilead and Celgene have gained first mover status […]

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 was to build a detailed sales model for the Company that for the first time incorporated Cryoport revenues arising from the sale of commercial products-the CAR-T drugs Kymriah and Yescarta. You may want to […]

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 inflection in sales for Cryoport. The primary objective of this report is to formulate an improved sales and earnings model in order to show this. First quarter results from Cryoport, Novartis and Gilead have […]

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 the CAR-T products gain traction in the market. Novartis’ Kymriah and Gilead’s Yescarta are both in early stages of their launches- Kymriah for pediatric r/r ALL and Yescarta for r/r DLBCL. In its conference […]

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 projected 4Q biopharma revenues (obviously the critical business segment) of $2.673 million and the Company reported $2.516 million. I guess you might call this a 157,000 shortfall (6% below projection), but well within the error […]

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 projecting over 50% per annum sales growth for the period 2017 to 2020 with sales estimated to increase from $12.1 million in 2017 to $41.8 million in 2020. The revenue mix is now shifting […]

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 trailing twelve months basis). It is still too small to catch the eyes of large investors. Also, it is not well understood as it has a very unique business model that requires both a […]