May. 8 at 2:06 PM
$CYRX
- Expectations for BLA/MAA for FY 25 increased from 18 (as of Q4 24) to 23 (as of Q1 25), marking 27% increase
- Expectations for therapy approval increased from 5 (as of Q4 24) to 7 (as of Q1 25), marking 40% increase
- Excluding the contingency from the M&A, already achieved Adjusted EBITDA positive in this quarter
- Share buy back will be coming as per the management (no spending spree)
- MVE not only bottomed at +2% in Q1, but also expected to grow in the North America in the remainder of 2025
- IntegriCell is getting extremely good feedbacks
- China is not included in their guidance
- SG&A is down 13% from 27,821 to 24,191 yoy
- Not only no demand destruction is expected in 25, a record commercial revenues expected in 25
- BS improvements leading to better BS related margins, would attract more institutions (currently at 160, we will see an increase from here).
- Significant service gross margin improvement, expected to gradually improve due to integricell contribution toward 2026
