IBI Market Insight: To Profit From Value Disconnect

Summary

In recent years, stellar breakthroughs such as CAR-T and gene therapies painted the bioscience landscape.

Previously limited by expertise, we're witnessing an increasing number of companies brewing gene-editing molecules.

Precision medicine therapeutics and companion diagnostics are powering the next wave of innovation.

Nonetheless, the China Trade War and drug pricing pressure lead bioscience stocks to exchange hands at a deep discount.

At the turn of the next market cycle, the long-term oriented investors will enjoy sizable profits.

I like the idea of using artificial intelligence because we're so short of the real thing. - Charlie Munger

I hope that you guys had a great weekend. Asides from doing light tasks like posting on my social media, I shifted away from work during the weekend. In my view, it's best to conduct investment research and news analysis during weekdays. As family and God are matters of the heart, they should at least have the weekend. I believe it's more healthy and balance for you to reserve the weekend to rejuvenate and improve other arenas of life. After all, there is more to life than investing. And, the investment process is not a sprint. It's a marathon so pace yourself accordingly.

Figure 1: Charlie Munger and Warren Buffett (Source: Robyn Twomey)

That being said, I'd like to kick off the week with another series coined Market Insight. This publication is similar to the Industry Trends analysis that I conducted from time to time. Despite the resemblance, there are significant differences. Specifically, Market Insight explores current affairs that are driving broader market behaviors. Aside from providing you with the intelligence affecting your investment value, Market Insights offers various strategies to help you capitalize gains and minimize losses.

An Integrated BioSci Alpha Intelligence On Cryoport: To Profit From The Lucrative CAR-T Market

Summary

• US FDA recently approved two stellar CAR-Ts (Yescarta and Kymriah).
• Cryoport signed the long-term contracts to service the aforesaid CAR-Ts.
• With more CAR-Ts to gain approval by the US FDA (and eventually worldwide), Cryoport can enjoy the substantial earnings increase.
• Regenerative medicine and animal medicine are posting increasing revenues.
• Cryoport is a prudent purchase given its small market cap and the substantial prospects in its various franchises.

In the past 52-week, the share price of CryoPort Inc (NASDAQ:CYRX) - a cryogenic logistics solutions provider to the bioscience industry with its packaging, information technology and cold chain expertise - increased by $5.26 to trade at $8.45 (for 165% profits). The elephant in the room is whether investors and traders can expect further upsides from the company. At Integrated BioSci Investing (“IBI”), we have much success in finding robust performers. For instance, Nektar Therapeutics (NASDAQ:NKTR) appreciated over 200% for subscribers. Exelixis Inc procured over 50% profits. In this report, we'll elucidate the investing thesis on CryoPort while providing you with an assessment of the potential upsides.

Figure 1: CryoPort stock chart. (Source: Stockcharts).

About The Company

Based in Irvine, CA, CryoPort is a CAR-T logistic business that also services other areas, including in-vitro fertilization and regenerative medicines which constitute the BioPharma franchise. Moreover, the firm has an animal medicine segment. We consider their business operation as highly capable and opportunistic. There is no better time for its business than now, as the FDA recently approved two stellar CAR-T medicines: Yescarta of Kite Pharma (NASDAQ:KITE), a firm recently acquired by Gilead Sciences (NASDAQ:GILD) and Kymriah of Novartis (NYSE:NVS). As alluded, the two mentioned approvals are just “tips of the iceberg” with many more approvals to come in the subsequent years. Of note, medical innovation is now at the beginning phase of what is considered the revolutionary individualized cancer treatment, CAR-T. This aforesaid approach tends to deliver the best efficacy and safety. And, it is particularly adept at managing resistant cancers.

As CAR-T innovators are growing their business, other firms serving CAR-T developers will also profit from this incoming waves of fortune for early investors that, in and of itself, also deliver hopes in seemingly hopeless situations. Notably, Cryport stands to profits most, as the firm is seemingly a leader in CAR-T logistics. In specific, it transports specimens from CAR-Ts innovators and other clients in a temperature-controlled environment to ensure samples quality.

You can access the in-depth Integrated BioSci Investing research through our Integrated BioSci Investing marketplace.

Author’s Notes: We’re honored that you took the time out of your busy day to read our market intelligence. Founded by Dr. Hung Tran, MD, MS, CNPR, (in collaborations with Dr. Tran BioSci analyst, Ngoc Vu, and other PhDs), Integrated BioSci Investing (“IBI”) marketplace research is delivering stellar returns since inceptions. To name a few, Nektar Therapeutics (NASDAQ:NKTR) procured more than 210% profits; Spectrum Pharmaceuticals (NASDAQ:SPPI) delivered over 180% gains; Kite Pharma netted 82%. Exelixis Inc (NASDAQ:EXEL) earned greater than 50% capital appreciation. Our secret sauce is extreme due diligence coupled with expert data analysis. The service features a once-weekly exclusive in-depth Integrated BioSci Alpha-Intelligence article (in the form of research, reports, or interviews), daily individual stocks consulting, and model portfolios.

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