CryoPort Inc (CYRX)

[H2R]

SA Article on CYRX valuation: 45% upside

https://seekingalpha.com/article/4457983-cryoport-unfairly-punished-valuation-update-shows-45-percent-upside

Lots of ways to look at the valuation and the growth in this article. The growth is what I am most interested in and that's very much in line with the way I see it too.

We are bullish on Cryoport, Inc. (NASDAQ:CYRX) shares and see an investment case that is backed by robust revenue growth, an accelerated FCFF growth period, and a visible path to profitability as additional cell and gene therapies become commercialised in the coming decade. Additionally, acquisitions made by the company last year, appear accretive to its top and bottom lines, and it is not an unreasonable expectation to foresee Cryoport engaging in further acquisition activity, targeting high margin names or complimentary product lines that tuck into its portfolio mix.

On this point we note that Cryoport is now supporting 561 clinical trials, of which 69 of these are phase 3 stages. This is up by around 20 trials from the previous quarter. As such, the company is now expecting up to nine MAA or BLA submissions from its clients in the second half of this year, with up to 12 submissions expected in 2022. Given the 69 phase 3 trials, regulatory catalysts are no doubt on the way as key inflection points for Cryoport's share price.

Best of luck with your investments!