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Re: CYRXorbust post# 11316

Thursday, 07/19/2018 11:09:58 AM

Thursday, July 19, 2018 11:09:58 AM

Post# of 12137
Bristol Myers update? Haha that’s a good one CB.

If you’re following Cryoport’s end markets, then you probably know that Novartis reported Q2 earnings yesterday, In case you’re not, they reported that Kymriah had sales of $16M. (up from $12M in Q1). That’s not real encouraging, but I expect Gilead to report better numbers for Yescarta next week.

If you’re following Cryoport’s Twitter feed, then you probably know what Zacks is predicting for Q2. In case you’re not, they are predicting $4.32M. Other analysts have estimates ranging from $4.20M to $4.52M. FWIW - At the beginning of the year, I had 4.31M for Q2 (absolute coincidence with Zacks) but after the Q1 beat, I tweaked the model a little and it now shows 4.63M.
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