Friday, September 15, 2017 8:19:50 AM
I think 2017 is really the year of validation, not only for Cryoport, but also the “experimental” cell therapies. There were a lot of doubters with the approval process, safety, CMC manufacturing issues, etc. That has been answered, but now there are concerns about the costs of these new therapies, pushback from payers, and the abilities of all the companies to roll out these new therapies at scale. So 2018 will be the year of commercialization, and execution. Novartis seems well prepared, and because of the life-saving efficacy of Kymriah and agreement with payers, the uptake should be fairly quick. Actually, I think the same can be said for KITE; they are very well managed, and there is no standard of care for r/r DLBCL, so once approved, the ramping should also be quick. This means higher initial revenues for Cryoport than the analysts are projecting and I’m pretty sure they will be profitable next year.
I think you may be disappointed about dilution though, as I anticipate more. BTW, Is 9.5 million total warrants correct?
Recent CYRX News
- Form SC 13G - Statement of Beneficial Ownership by Certain Investors • Edgar (US Regulatory) • 09/03/2024 08:23:27 PM
- Form 4 - Statement of changes in beneficial ownership of securities • Edgar (US Regulatory) • 08/26/2024 11:11:23 PM
- Form 4 - Statement of changes in beneficial ownership of securities • Edgar (US Regulatory) • 08/20/2024 09:28:55 PM
- Form 10-Q - Quarterly report [Sections 13 or 15(d)] • Edgar (US Regulatory) • 08/08/2024 06:55:32 PM
- Form 4 - Statement of changes in beneficial ownership of securities • Edgar (US Regulatory) • 08/07/2024 12:00:11 AM
- Form 8-K - Current report • Edgar (US Regulatory) • 08/06/2024 09:17:36 PM
- Form 8-K - Current report • Edgar (US Regulatory) • 08/06/2024 08:34:57 PM
- Cryoport Reports Second Quarter 2024 Financial Results • PR Newswire (US) • 08/06/2024 08:15:00 PM
- Cryoport Announces $200 Million Repurchase Program and the Repurchase of $160 Million of Convertible Senior Notes • PR Newswire (US) • 08/06/2024 08:05:00 PM
- Form 144 - Report of proposed sale of securities • Edgar (US Regulatory) • 08/02/2024 08:22:37 PM
- Cryoport to Report Second Quarter 2024 Financial Results on August 6, 2024 • PR Newswire (US) • 07/23/2024 12:30:00 PM
- Cryoport and Minaris Regenerative Medicine Form Strategic Partnership to Support Advancement of Cell and Gene Therapies • PR Newswire (US) • 06/20/2024 12:30:00 PM
- Form S-8 - Securities to be offered to employees in employee benefit plans • Edgar (US Regulatory) • 06/14/2024 08:31:02 PM
- Form SD - Specialized disclosure report • Edgar (US Regulatory) • 05/30/2024 08:45:26 PM
- Form 8-K - Current report • Edgar (US Regulatory) • 05/22/2024 09:10:12 PM
- Form 4 - Statement of changes in beneficial ownership of securities • Edgar (US Regulatory) • 05/21/2024 11:03:11 PM
- Form 4 - Statement of changes in beneficial ownership of securities • Edgar (US Regulatory) • 05/21/2024 11:02:39 PM
- Form 4 - Statement of changes in beneficial ownership of securities • Edgar (US Regulatory) • 05/21/2024 11:01:49 PM
- Form 4 - Statement of changes in beneficial ownership of securities • Edgar (US Regulatory) • 05/21/2024 11:01:00 PM
- Form 4 - Statement of changes in beneficial ownership of securities • Edgar (US Regulatory) • 05/15/2024 11:28:58 PM
- Form 8-K - Current report • Edgar (US Regulatory) • 05/07/2024 08:53:55 PM
- Cryoport Reports First Quarter 2024 Financial Results • PR Newswire (US) • 05/07/2024 08:08:00 PM
- Cryoport to Report First Quarter 2024 Financial Results on May 7, 2024 • PR Newswire (US) • 04/30/2024 12:30:00 PM
- Cryoport Reports Fourth Quarter and Full Year 2023 Financial Results • PR Newswire (US) • 03/12/2024 08:05:00 PM
- Cryoport to Report Fourth Quarter and Full Year 2023 Financial Results on March 12, 2024 • PR Newswire (US) • 02/27/2024 01:30:00 PM
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