CryoPort Inc (CYRX)

[hyperopia]

Cold, I didn’t read the conversation that got deleted but I would agree that it is ridiculous to attempt to value Cryoport at this point based on some sales or revenue metric. The value is in it’s intellectual property, dominant position in the industry and clients. I think it IS impossible to duplicate and this will become more clear when they announce contracts with the next wave of 5-7 client approvals, and the moat continues to grow. There is only one way in, and Cryoport holds the keys, which is why I say it’s inevitable. . .

Yes the NOL’s (which are ~100M) would be attractive, but there may be limits for an acquiring company in the event of a buyout. (I recall getting burned on a case study competition in college) Did you happen to notice when they begin to expire? Hint: 2019. Hmmmm