Replies to post #10753 on CryoPort Inc (CYRX)

[robertmaxwell]

I can't seem to follow your logic, but as an institutional participant myself, I can tell you this:

1) Yes, you've seen significant institutional inflow since ~May.

2) While helpful and roughly indicative, 13Fs aren't the holy grail of disclosures by any stretch.

3) I don't know much about this board at all, but I sincerely hope you all (as a forum) don't overplay the value of technicals -- especially in a name like this. SMAs, EMAs, momentums & momentum derivatives, etc., are helpful, but cannot be used in a vacuum. By and large, technicals are attractive because anyone can use and understand them; not because they lend to positive expectancy trades.

4) As you noted, CYRX is undoubtedly a fundamental growth play. They're the only logistics provider in a space that seems poised to rapidly expand in a manner agnostic to the broader market. As such, the conferences you've mentioned (some of which we've attended) certainly drive interest and thus flow into CYRX. For the foreseeable future, I expect that to remain the case.

So long as we're all long CryoPort, we're aligned. But it's incredibly important for retail investors to understand why markets move a certain way, especially when that way is against their positions. Retail buying/selling isn't totally lost upon institutions. In other words, it's important for institutions to understand what retail's doing, and why. Be well.