The Big Picture Sometimes you get a little out of touch living in California (duh!). For one thing, the lack of a real winter can really obfuscate the fact that summer is coming. However, as I currently sit on a...
There's a veritable gold rush going on right now in the area of personalized therapies. Companies like Novartis and Gilead (KITE) were among the first to hit the pay zone, but there's plenty of gold in them thar hills,...
Tailwinds' Take: this stock represents the definition of "tailwinds". They have a very large secular move happening underneath them and they are the only option when it comes to shipping these therapeutics, so are a direct beneficiary of all...
I had the extreme pleasure of spending the last three days in Dana Point at the Roth Conference. This is annually The Best Small/Micro Cap Conference in the country; and that's before considering the entertainment, which is always outstanding. Roth...
IRVINE, Calif., March 6, 2018 /PRNewswire/ -- Cryoport, Inc. (CYRX) (CYRXW) ("Cryoport" or the "Company"), the global leader in temperature-controlled logistics dedicated to the life sciences industry, today announced financial results for the three and twelve-month periods ended December 31, 2017. Jerrell Shelton,...
Tailwinds' Take: Very big news for Cryoport. McKesson is late to the regenerative therapy game and are trying to aggressively play catch-up with Cardinal Health (partners with Novartis and Gilead, but also using Cryoport in this capacity). As the...
IRVINE, California, February 5, 2018 - Cryoport, Inc. (NASDAQ: CYRX, CYRXW) (“Company”), the world's leading temperature controlled logistics company dedicated to the life sciences industry, today announced that Cryoport will support TiGenix (Euronext Brussels and NASDAQ: TIG) as it...
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,...