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H2R

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Alias Born 07/17/2014

H2R

Re: None

Monday, 09/26/2022 10:47:03 AM

Monday, September 26, 2022 10:47:03 AM

Post# of 12137
SA Reference Article

A good summary of the investment thesis around CYRX as a growth company. It's a clear article, well organized, simple to read.

It captures why I invested in CYRX and why this is a medium/long term opportunity.

https://seekingalpha.com/article/4542593-cryoport-a-rare-investing-opportunity

The article goes over:
* An overview of the Company
* The Investment Thesis
* The industry Tailwinds
* EMEA Expansion - Belgium With Cell Matters Acquisition
* EMEA Expansion - Spain With Polar Express
* EMEA Expansion - France With Cell & Co BioServices
* Strategic Partnership With Takeda
* Operational Performance - Robust Expansion In All Business Segments
* Operational Performance - Supporting More Clinical Trials
* Competitor Landscape
* Financial Assessment
* Valuation Analysis
* Shares Repurchase Program
* Potential Risks
* Conclusion


Conclusion
In all, I maintain my buy recommendation on Cryoport with a 5/5 stars rating. Cryoport is a rare investment opportunity because it is profiting from the strong industry tailwind favoring cellular therapy innovators. So long as the cellular therapy sector continues to grow, leading companies like Cryoport (and BioLife) will enjoy more business, thus continuing to ramp up their topline growth. Over the years, the company would then bank a profit due to the economy of scale.

As it leverages growth with the sophisticated M/A approach, Cryoport can grow much faster than other firms. Over the years, Cryoport has been quite busy with making additive acquisitions. 2022 alone witnessed three significant buyouts - Cell&Co, Polar Expres, and Cell Matters. Then, there's the Takeda partnership.

Despite such strong growth, Cryoport is still a young company with substantial upsides. By purchasing shares in such a firm and holding it for many years, you can earn multi-bagger profits.



Best of luck with your investments!
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