CryoPort Inc (CYRX)

[hyperopia]

Yes CN, it was a compliment, but I will admit I’m very suspicious and skeptical of people like Shelton who use carefully chosen words and phrases with multiple qualifiers.

Cryoport put out a congrats on Twitter, but I doubt there will be any further light shed on their agreements. I thought it was already baked into the share price since the CHMP adopted a positive opinion at the end of June, which likely fueled some of the rise earlier this summer. As far as the pricing negotiations in the EU; I doubt Cryoport’s share (.5%) of the crumbs will be affected, but the EU’s HTA’s will certainly affect how fast will these treatments are rolled out, which will still affect Cryoport’s revenues. Hard to believe that it could be even slower than the U.S. ramp.