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Re: ConstitutionNow post# 10863

Friday, 11/03/2017 7:37:00 AM

Friday, November 03, 2017 7:37:00 AM

Post# of 12137
CN, hopefully I took the best notes I could.. I was listening from a cell phone with the speaker on, so I will be interested to see what you and the others have to say once you listen..

I think the problem the company has with forecasting, we are in uncharted waters for the bio-pharma industry.
Gene therapy is a paradigm shift, CYRX is only as good as the customers forecast..
The company did forecast that GILD-Kite and NVS at peak, will be about 8-10 million per commercialization.
Allogeneic is from an outside donor, the potential was for 40-60 million in revenue, I emphasize the word potential.. I thought for the first time, management had sought of a bump in their step..
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