CryoPort Inc (CYRX)

[hyperopia]

Haven't read the transcript yet but this is conference call hghlights from my notes:

How many times have we heard this phrase?
“we anticipate this trend to accelerate in the coming months”

5 new patents pending for new products to be introduced later this year

446k commercial revenue from kymriah and yescarta (45% growth)

added 22 net new trials

34 phase 3 trials in Q2 vs 31 Q1

Industry has 5 bla’s filed so far and 4 more bla or ema rest of year

Novartis 16m Q2 vs 12m Q1 - applied for approvals in japan australia and canada

Gilead 68m Q2 vs 40m Q1 now 60 centers open and expects 20 centers in eu in 2018

bluebirdbird bio’s lentiglobin has accelerated status in US and EU and expects to file in EU in 2018

Revenues: Biopharma 3.849 Reproductive 499k Animal Health 279 - total 4.627 (nailed it!)

animal health - expect revenue to increase in coming quarters

Have lost 5.2 million first 6 months

Six month operating expense - 8.9m

Six month stock-based compensation expense - 2.5m

Margins 54% - may decline as new logistics centers come online

Cash increased from 15m to 20m due to warrants

Attending Cowen and Janney investor conferences in Q3

World Courier has been a partner for several years? huh?

chain of compliance name is trademarked

24m-28m is breakeven revenues

Will provide forecasts in the future - huh?