Wednesday, January 17, 2018
As we enter the new year it is very difficult not to be optimistic...borderline exuberant. The Tailwinds Select Portfolio has been on a tear lately, closing the year with a bang. If gaining 20% in the last two months...
Yesterday an article came out on Bloomberg that discussed the issues with reimbursement on Gilead's latest drug, Yescarta. For those who don't know, Yescarta is a CAR-T therapy that was developed by KITE Pharmaceuticals. CAR-T is the hottest space...
It's been a while since we wrote about Cryoport. At that time, the shares of CYRX were on an absolute tear and it had become the largest position in the Tailwinds Select Portfolio, by quite a margin. As such,...
Tailwinds' Take: with recent approvals from Kite and Novartis, along with 20 Phase III drug partnerships, Cryoport is poised to have explosive revenue growth over the next few years. As they say, "Tip of the iceberg." IRVINE, Calif., Nov. 2, 2017 /PRNewswire/...
IRVINE, Calif., Oct. 26, 2017 /PRNewswire/ -- Cryoport, Inc. (NASDAQ: CYRX, CYRXW) ("Cryoport" or the "Company"), the world's leading cold chain logistics company serving the life sciences industry, today announced the launch of a new website supporting its CryoStork(SM) cryogenic logistics solutions...
Tailwinds' Take: CYRX holds a commanding position in the delivery of regenerative therapeutics. KITE's drug will be the second approved in this space. Expect more approvals and more Cryoport engagements going forward.  IRVINE, Calif., Sept. 5, 2017 /PRNewswire/ -- Cryoport (NASDAQ: CYRX, CYRXW)...
Tailwinds' Take: CYRX is in a sweet spot and will be for at least the next couple of years as they will continue to gain market share and revenue growth is set to go hyperbolic. The stock will likely...
Tailwinds' Take: This announcement was well anticipated, but great news nonetheless. Revenue guidance of $8-10M per annum from this contract is double trailing 12 month revenues, so the upside is huge. Expect to see Kite contract announced in not...
Since we bought CYRX, the stock has gone up close to 200%. In the process, it has become by far the largest position in the Tailwinds Select Portfolio. Normally, this is a good thing as the winners get bigger and...
Shares of CYRX have been the best performer in the Tailwinds Select Portfolio. Since we initiated coverage on March 28, 2017, the shares have increased 133%, going from $2.09 to last night's closing price of $4.86. With the substantial share...
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