CryoPort Inc (CYRX)

[coldasice]

I did not listen to the CC, but just skimmed the transcript.. As far as the 4Q numbers, there were articles on this board stating how slow the commercialization ramp for Yescarta and Kymriah have been..No one should be shocked.. And the 4Q revenues were greater than I thought.. CYRX is only as good as the customers and the FDA..That's the beat CYRX moves to, I can understand the difficulty forecasting at this point..,Don't lose sight that McKesson, Novartis, Gilead and others need what CryoPort has.. This is one reason our stock continues to trade near its 52 week high , well, not today.. The other reason in my opinion, I still believe CYRX is a take out target.. Larger well capitalized companies can scale much, much quicker with CYRX under their fold..
If CYRX was a nut and bolt company with 12 million in revenue and around a 240 million market cap, extreme valuation would be an under statement.. CYRX is part of a paradigm shift... I don't think we have anything to complain about.. Just look back to where we were 4-5 years ago, on the brink of bankruptcy..