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CryoLife Inc. Message Board

  • dlhild@ymail.com dlhild Oct 14, 2013 1:52 PM Flag

    CRY as a $25/share (or $50/share) is RIDICULOUS...

    IMO SA is a one person wrecking ball. The "Bad Boy of Biotech" as he has been call.

    I suspect CRY has bits and pieces worth money to some companies, but pretty much CRY is a garbage bin of small market products. Cardiac tissue, doesn't make any money. Vascular tissue, doesn't make any money. Revascular Technology, isn't growing very fast and probably doesn't make any money. IMO HeRO Graft is worth about $1/share presently. This value may grow slowly over time. But, this is a small market. A nice product for CRY, but too small to be attractive to the "Big Boys". BioFoam is a nothing. BioGlue is off patent. IMO. it is the only product that seems to generate 'net operating income'. BioGlue may be worth as much as $4/share. BioGlue could encounter sales and/or margin problems though, which would reduce the value below $4/share. PerClot needs to get BOTH FDA approval (IMO more likely than not) AND successfully overcome patent issues and the new product sales environment (BCR). Also, who knows what else may be going on in the hemostase arena? If CRY can't sell PerClot in the US, PerClot too becomes a nickel/dime product. IMO Valve Exchange is a 'black hole'. Also, IMO, JNJ, and other big companies, don't shop in the garbage bin.

    On the other hand, $6-$7/share isn't an unreasonable price. $1/share cash now. (when Medafor closes), $1/share HeRO Graft. $4/share for BioGlue IF CRY can maintain both sales volumes AND margins. The other garbage products may be worth $1/share. PerClot is not worth much until CRY knows they can sell in the US. Then apply the SA discount of minus $1/share. That puts you in the $6-$7/share vicinity, so reasonably valued now. But CRY's future is going to be slow, bumpy, & uncertain. Also, the equity markets generally are IMO overvalued. To conclude, right now CRY is probably priced about right (low to mid $6's).

    If CRY uses Medafor dollars to buy back stock, CRY should be able to support CRY shares above $6/share.

    Do your own due diligence

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CRY
10.21+0.07(+0.69%)Sep 19 4:08 PMEDT

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