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CryoLife Inc. Message Board

  • dlhild@ymail.com dlhild Jun 25, 2010 10:25 PM Flag

    Various Items:

    BioGlue: 47% of sales for CY 2008 compared to 40% during the 1st quarter of CY 2010 (85% gross margin)

    Hemostase: 1% of sales CY 2008 compared to 7% during the 1st quarter of CY 2010 (70% gross margin...a guess)

    Guess: BioGlue sales are probably decaying, perhaps at about 3% per year. HemoStase is what CRY is counting on to replace the slowing decaying BioGlue sales.

    Guess: The BioGlue patent expires in the middle of 2012 in the US and in 2013 for the rest of the world. This means that for all practical purposes a competitor could start attacking the BioGlue market by the middle of 2011, because they would use the period before the patent expired to position themselves. Since any competitors sales would be low during this period, damages would be tiny even if CRY were to prevail in protecting their patent.

    Comment: CRY's quarterly FCF is impressive.

    Balance Sheet: $38 million cash and investments, as of 3/31/2010.

    Comment: CRY does have a serious problem when it comes to earnings visibility.

    Today's Volume: I don't see it as a game changer, but rather a flash in the pan event that will have no lasting affect.

    Wondering: How long will it be before the judge rules on the injunction matter?

 
CRY
10.10+0.29(+2.96%)Nov 24 4:02 PMEST

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