CryoPort Inc (CYRX)

[ConstitutionNow]

Happy New Year to all also, hope you had a great Christmas.

Ice, agreed, but it still boils down to what the future growth potential is.

Many 'technology' companies are stagnant. LTRX for example, deals with IoT enabling components(very hot segment), software, and management. They've been stuck at breakeven for years with little revenue growth, valued at around 1x revs. They have good reliable products but there is too much competition.

With CYRX, near term growth potential due to lack of comparable competition is very high right now. What I will be watching/listening for is any real threats to our story, be it cost effective solutions to decentralizing processing of cells, or comparable cold chain management solutions. (May be others I've not mentioned?)

As it stands today our threats are low due to the very long term adaptation requirements in this market. We have so many trials locked up with huge rev potentials I'm comfortable holding, even with significant price fluctuations.