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CryoLife Inc. Message Board

  • dlhild@ymail.com dlhild Apr 25, 2014 3:47 PM Flag

    Conference Call: "Watch the Margins"

    For Q1-2013, Q2-2013, Q3-2013 and Q4-2013 the "gross profit percentage" was 65.5%, 64.2%, 64.2%, and 62.8%, respectively. The Q4-2013 "gross profit percentage" number of 62.8% was a bad historical number. I have no idea what the Q1-2014 "gross profit percentage" will be, but it should be well above the "low bar" of 62.8%. I'm expecting to see improvement, but if margins don't improve shareholders should wonder why not.

    I think that the analyst questions are all planned out ahead of time.

    Do your own number crunching, as my calculations may have errors.

    IMO CRY is essentially a company that has a bunch of fairly worthless cost centers. Tissue, a lot of sales, low margins, so accordingly not worth much. Then a bunch of small market products in various phases of progress, or disarray, who knows. Then the two "big boy" products. 1) BioGlue is the first "Big Boy" product. BioGlue is doing well now, but if MDCO's ArterX starts to impact their future sales volumes and/or margins, then they may struggle more in this market going forward. This story won't be known for another 24 months or so. 2) The second potential very "Big Boy" product is PerClot. CRY has PerClot moving through the FDA process. Who knows how this story plays out. Right now BCR holds a patent in this arena. This will probably take about 3 years or so to sort itself out. .

    Do your own due diligence. The above is just how I look at things..

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    • Dlhild. "This will probably take about 3 years or so to sort itself out.." Looks like it took 3 days ...maybe you underestimate what this company is able to do? Very few follow this company as you do , so don't want to shoot the messenger ....let me know when you are going long this name ...in the meantime...good luck if your short..you might get a 40% move up now. JMHO

      Sentiment: Buy

 
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