CryoPort Inc (CYRX)

[H2R]

May 11th SoS positive article: https://smithonstocks.com/cryoport-observations-on-1q-2017-results-cyrx-buy-3-05/

Since it's a subscriber site, I will not cut&paste the whole article (which is quite in-depth), but here is a small excerpt I think is OK to paste:

Revenue Model 2017-2020

At this point in time, I am focusing on revenue growth to gage the success of Cryoport. The Company breaks out revenues for three end markets: biopharma, reproductive and animal health. In this report, I further estimate revenue contributions from four segments of biopharma that are not provided by the Company:

* Clinical trial based revenue
* Possible commercial revenue from the CAR-T products of Novartis and Kite. I am using conservative assumptions and would not be surprised to see significant upside.
* Possible commercial revenue from additional products. There are four other BLAs that are scheduled to be filed in 2017 and 2018 and numerous others in subsequent years. In addition, Kite and Novartis are developing Axi-Cel in six new hematological cancers. For the time being I am factoring in no sales from these as I analyze the potential for approval and then for Cryoport revenues. Obviously, this is conservative.
* Revenue from large biopharma companies that are not linked to clinical trials. This represents an extension of the business model into a different segment of cold chain logistics. There should be small initial contributions from relationships with Bristol-Myers Squibb, Sanofi and Johnson & Johnson in 2017 to 2020 period. I would expect the relationships with these companies to deepen and for the number of client relationships to expand over time more than my model allows for.