CYRX seems to keep looking for acquisition and for that, they need to have the ability to raise funds. From the CC, I think they keep looking at opportunities in APAC, and especially in China.
In terms of growth, I like your idea of the next earnings report to really see the organic growth of the integrated company, 'apples to apples'. And I can wait :)
As for me, I am impressed with the 'pipeline' of clinical trials and what percentage / when that will translate into commercial products relying on their logistics chain. I have a long timeframe for that company.
So far, I'm up 716%. I can take some pullbacks on this one, I doubt I'll take plunge.
Not bad, Mr. Eggplant - you wrote: "Until then, I expect insiders keep selling, and I would expect Blackstone to look for a quicker out." Blackstone filed a 13-d showing disposal of another 500k shares - I think that was 25% of their remaining position. Not certain. CEO Jerrell Shelton also sold > $5m of stock.