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Bostonman

11/21/08 12:13 PM

#1255 RE: tigertrader #1254

This could be a no-joke, serious issue for CYRX. Thus far, CYRX has contracted with major players who will outlast the temporary funding cuts. The reason why CYRX might be relatively immune to news like this is that our growth rate will be huge because we are starting from zero. If we did a lousy $3MM next yeasr, it still would be a huge jump. And if the company projected $5MM for the following year, then the same is true. My feeling is that the real numbers will be much much larger than the illustrative examples which I have just given.
Tiger, you are invaluable here and your observations are broad and interesting. Thanks
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LongCYRX

11/21/08 12:15 PM

#1256 RE: tigertrader #1254

This is absolutely relevant and should be taking into account. The connection to Cryoport is in my eyes is that it won't quite reach us though because this cut spending will generally hurt the smaller bio's more than the larger players. Cryoport has taken a stance of dealing with these larger players which has probably delayed progress more than I would have hoped but is proving to be the right choice. If Quest goes bankrupt we have alot more problems than just trading stocks and investing our money.