CryoPort Inc (CYRX)

[hyperopia]

Hi cold, thanks for popping in. I don’t think Bristol Myers is just another customer. They represent potential cold-chain outsourcing revenue from Big Pharma that could be magnitudes higher than cryo. Now whether that is higher than potential software licensing, I’m not sure, but I do look at it as another significant and growing potential revenue stream that shouldn’t be discounted.

Funny you should mention BLFS, I just unloaded quite a bit today (for a 10 bagger). While they are both going much higher longer term, valuations are getting pretty stretched. I completely agree that CYRX and BLFS are uniquely positioned in an industry that is only in the first inning, but the new FDA guidelines, https://tinyurl.com/y8nvefz6 while significantly positive long term, may actually prove to be a headwind in the near term. If you listened to the Novartis call, they indicated some manufacturing issues with Kymriah and were working with the FDA, and many of these smaller companies may encounter difficulties as well.