Cryoport: Picks And Shovels For The Gene Therapy Boom (NASDAQ:CYRX)

In an era where cell and gene therapies (CGT) are transitioning from scientific promises to clinical realities, one of the most undervalued plays lies in the underlying infrastructure enabling the growth in these technologies. Cryoport, Inc. (My research is based on key market themes and works to identify setups that provide asymmetrical risk/reward profiles within these niches. My portfolio is currently built around 5 key themes: (1) Semiconductor Supply Chain, (2) Grid / Power / Energy Transition, (3) Cri ...