CryoPort Inc (CYRX)

[robertmaxwell]

Though I should know this already, I don't even want to know what this thing looked like in '05. Props to you (yes, I know I played this in the opposite way as we were bantering like children a year ago) for digging in.

Nice point on Fred Alger. I wouldn't scoff at it either.

As I've become incrementally more interested in a handful of private deals over the past few months, my data feed on this front has been commensurately weakening. That said, I have to imagine there are takeout parties looking for this thing in the low-double digits. Like I said, my data's weak. But hey, even a blind squirrel finds a nut every once in awhile. Then again, maybe not quite yet as the financials are still, per your comment, Cold, piss poor. But remember, Shelton could make this thing profitable in a single day. He'd throttle his shareholders and it'd be divinely paradoxical, but he could do it. And I'd imagine that matters to someone, somewhere.

All in all, it's still super compelling for anyone looking to get exposure to cutting edge therapeutics without the idiosyncratic risks of individual drugs. Is it a slam dunk, home run anymore like it was last year (about the time I came around ;) ;) )? Absolutely not. But it's still a very interesting play.

I wouldn't even sweat the price action. Just keep your finger on the fundamentals and serviced market. Trade around that, not the price.

EDIT: (to everyone) Also, go see post 11327. Keep that in mind.