Cryo-Cell International, Inc. (CCEL) research, news, and more from GeoInvesting

Company description

Wed, 30 Jul 2008 04:00:00 GMT

CRYO-CELL International is engaged in cryogenic cellular storage and the design and developmentof cellular storage devices. They currently focus on the processing and preservation of umbilical cord blood stem cells for autologous/sibling use. They have pioneered several technologies that allow for the processing and storage of specimens in a cryogenic environment, and presently, their mission of affordability for U-Cord blood preservation remains in effect.

Research

Thu, 14 Aug 2025 17:25:41 GMT

Cryo-Cell International, Inc. (NYSE:CCEL) ($4.55; $36.7M market cap) announced that the company will not declare a quarterly cash dividend for the third quarter 2025.

“This decision reflects lower-than-expected profitability. Cryo-Cell may or may not reinstate a dividend in future periods, and any future decisions regarding dividend declarations will be based on a variety of factors, including financial performance, capital requirements, and strategic priorities.”

CRYO-CELL International is engaged in cryogenic cellular storage and the design and development of cellular storage devices.

Our Quick Take:

Cryo-Cell’s decision to skip its Q3 2025 dividend less than a year after launching a $0.25 quarterly payout is concerning..

While management cites flexibility and future evaluation of payouts, we think this move marks a clear reversal from the capital return strategy touted last October, when the dividend was positioned as a shareholder value driver supported by stable recurring revenue.

Given the stalled Duke University venture, elevated legal costs, and softer earnings trends, it’s hard to separate this decision from recent execution issues.

Research

Wed, 16 Jul 2025 17:04:27 GMT

Cryo-Cell International, Inc. (NYSE:CCEL) ($4.93; $39.9M market cap) announced Q2 2025 results:

Q2 2025 sales of $7.9 million vs. $8.0 million in the prior year
Q2 2025 EPS: $0.04 vs. $0.08 in the prior year

Our Quick Take:

Until the Duke dispute is resolved, the Company does not anticipate making further investments (other than the completion of a comparability study estimated to cost less than $350,000 in additional capital) in activities related to the Duke License Agreement.

Per the 10-Q:

“In connection therewith, the Company has requested an award in the Company’s favor and against Duke for damages in an amount to be proved at a final hearing, interest, attorneys’ fees, and arbitration fees and costs, along with all other relief to which the Company is entitled at law or in equity. The Company has notified Duke that it believes such damages are in excess of $100 million.”

We will continue to monitor the legal battle.

CRYO-CELL International is engaged in cryogenic cellular storage and the design and development of cellular storage devices.

Research

Fri, 23 May 2025 20:18:09 GMT

Cryo-Cell International, Inc. (NYSE:CCEL) ($4.75; $38.4M market cap) announced termination of a material agreement:

Duke University terminated the Patent and Technology License Agreement with Cryo-Cell as of May 17, 2025.
The original agreement, effective February 23, 2021, granted Cryo-Cell exclusive rights to exploit certain licensed products and processes for treating human diseases.
Duke claims Cryo-Cell breached the agreement.
The termination follows Cryo-Cell’s arbitration demand alleging Duke fraudulently induced Cryo-Cell into the agreement and breached it multiple times

CRYO-CELL International is engaged in cryogenic cellular storage and the design and development of cellular storage devices.

Research

Tue, 15 Apr 2025 20:52:59 GMT

Cryo-Cell International Inc (OTC:CCEL) ($5.57; $45.02M market cap) announced Q1 2025 results:

Sales of $8.0 million vs $7.9 million in the prior year
EPS of $0.03 vs EPS of $0.07 in the prior year

CCEL was one of the companies that presented at the MS Microcaps Virtual conference in early March 2025, you can see that replay here.

In late October, the company initiated a regular quarterly cash dividend of $0.25 which equates to a current yield of around 12.5%. The dividend was paid on February 28, 2025, there is no mention in the release or 10-Q about next quarter, so we will have to wait and see if management can sustain the dividend.

CRYO-CELL International is engaged in cryogenic cellular storage and the design and development of cellular storage devices.

Research

Mon, 03 Mar 2025 05:00:00 GMT

Cryo-Cell International Inc (OTC:CCEL) ($7.90; $63.6M market cap) announced Q4 2024 results:

Sales of $8.1 million vs $7.9 million in the prior year
Non-GAAP net loss of $0.07 vs non-GAAP net loss of $0.02

“The Company’s 2024 fiscal results were impacted by continued investments related to the Duke License Agreement. We expect reduced expenditures related thereto this year; however, higher legal expenses are anticipated in fiscal year 2025 versus fiscal year 2024.”

In late October, the company initiated a regular quarterly cash dividend of $0.25 which equates to a current yield of around 12.5%. While there was no mention of the dividend in the press release, the dividend was paid again this quarter, see note from 10-K:

“On January 24, 2025, subsequent to the balance sheet date, the Board of Directors of the Company declared a cash dividend of $0.25 per share of common stock to be paid to its stockholders of record as of the close of business on February 28, 2025.”

CRYO-CELL International is engaged in cryogenic cellular storage and the design and development of cellular storage devices

Research

Thu, 31 Oct 2024 16:20:39 GMT

Cryo-Cell International Inc (OTC:CCEL) ($7.31; $58.9M market cap) initiated a regular quarterly cash dividend of $0.25 yesterday, which equated to a yield of 13.6% on an annual basis at the stocks previous days’ closing price. We believe the stock could certainly re-rate to a yield of closer to 5% to 7% meaning shares could possibly more than double if that were to occur, to a range of $14.28 to $20,00. This kind of reminds of our bullish thesis we published on Spok Holdings, Inc. (NASDAQ:SPOK) in October 2022, but not as risky, due to the safety of CCEL recurring revenue. The issue with a full re-rate could be lack of growth.

Cryo-Cell’s Chairman of the Board and Co-CEO, David Portnoy, stated:

“This marks a significant step in the Company’s strategy to deliver value to its shareholders and does not detract from the ongoing evaluation of strategic alternatives for the Company.”

See our coverage on the company’s Q3 2024 results here, where management stated they would be considering the initiation of a dividend.

CRYO-CELL International is engaged in cryogenic cellular storage and the design and development of cellular storage devices

Research

Wed, 16 Oct 2024 15:12:42 GMT

Cryo-Cell International Inc (OTC:CCEL) ($5.84; $47.1M market cap) announced Q3 2024 results:

Sales of $8.0 million vs $7.8 million in the prior year, slightly missing analyst estimates of $7.9 million
Non-GAAP EPS of $0.07 vs non-GAAP EPS of $0.08 in the prior year ahead of analyst estimates for EPS of $0.02

“As previously reported, the Company is exploring strategic alternatives to maximize shareholder value and that process remains underway. There can be no assurance that a transaction will be consummated. Also, please note that significant disclosures are available in the Company’s Form 10-Q, filed with the Securities and Exchange Commission on October 15, 2024, associated with the filing of the Company’s Demand for Arbitration with Duke University. Consequently, the Company’s proposed spinoff of Celle Corp. is currently on hold.”

Mr. Portnoy added, “Given the Company’s strong historical cash generation and its reduced forecast for spending related to the Duke License Agreement, Cryo-Cell’s Board of Directors is considering instituting the payment to shareholders of a regular quarterly dividend.”

Our last quarterly update explained how our initial interest in the company was based on its stem cell clinic relationship with Duke University, but we are now seeing what management can do with its stable recurring revenue model business.

Regardless, the failure to launch or continue operating stem cell infusion therapy clinics would greatly weaken our bullish outlook on the company. It was our stance that the cultivation of this development was crucial for driving the company's growth and expanding its valuation multiples.

Per the 10-Q on Duke relationship: (page 25 of 10

However, due to Duke’s conduct, the Company has not been able to make the progress it had hoped to make in expanding patient access to innovative infusion treatments and has been prevented from commercializing the rights licensed under the Duke License Agreement, treating patients and otherwise obtaining the benefits of the Duke License Agreement As such, after attempts to reach compromise, on October 4, 2024, the Company filed a demand for arbitration (the “Arbitration Demand”) with the American Arbitration Association (“AAA”). Among other things, the Company alleges in the Arbitration Demand that Duke fraudulently induced Cryo-Cell to enter the Duke License Agreement and breached it on various occasions. The Arbitration Demand includes five counts against Duke, as follows: Count I – Breach of the Duke License Agreement; Count II – Breach of Implied Contractual Covenant of Good Faith and Fair Dealing; Count III – Fraudulent Inducement to Enter into Duke License Agreement; Count IV – Violation of North Carolina’s Unfair Trade Practices Act; and Count V – Unjust Enrichment.

In connection therewith, the Company has requested that the arbitrator enter an award in the Company’s favor and against Duke for damages in an amount to be proved at a final hearing, interest, attorneys’ fees, and arbitration fees and costs, along with all other relief to which the Company is entitled at law or in equity. Cryo-Cell has notified Duke that it believes such damages are in excess of $100 million.

CRYO-CELL International is engaged in cryogenic cellular storage and the design and development of cellular storage devices

Research

Tue, 16 Jul 2024 15:56:01 GMT

Cryo-Cell International Inc (OTC:CCEL) ($7.12; $57.7M market cap) announced Q2 2024 results:

Sales of $8.0 million vs $7.8 million in the prior year, slightly missing analyst estimates of $7.9 million
Non-GAAP EPS of $0.08 vs non-GAAP EPS of $0.03 in the prior year ahead of analyst estimates for EPS of $0.04

We are continuing to monitor the progression of the spin-off transaction.

Our initial interest in covering CCEL and the addition of the stock to our Model Portfolios was primarily based on the company’s relationship with Duke. That relationship would enable the company to set up and operate stem cell infusion clinics based on Duke’s stem cell research pipeline.

Our future interest will likely be in the spin-off company as it seems that is where the infusion clinic business will be conducted. Once the spin-off transaction is complete, CCEL will be left with a boring yet stable recurring revenue cord blood storage business.

Our Investment case for CCEL will depend on how much interest it has in the newly formed company where the growth piece of the story lies. Also note that the launch of infusion clinics is predicated on CCEL stem cell therapies getting approved by the FDA.

CCEL is the world’s first private cord blood bank.

Research

Tue, 16 Apr 2024 14:06:19 GMT

Cryo-Cell International Inc (OTC:CCEL) ($7.08; $58.6M market cap) announced Q1 2024 results:

Sales of $7.8 million vs $7.8 million in the prior year, slightly missing analyst estimates of $7.9 million
Non-GAAP EPS of $0.07 vs non-GAAP EPS of $0.09 in the prior year ahead of analyst estimates for a loss of $0.02

“For the three months ended February 29, 2024, the Company recorded $503,000 in research, development and related engineering (“R&D”) expenses versus $79,000 for the three months ended February 28, 2023. The increase in R&D expenses as of the three months ended February 29, 2024 versus the same period in 2023 is due to the Clinical Study and Research Agreement the Company entered into with Duke to provide funding to complete the Duke IMPACT Study (as previously disclosed) and the expenses related to the development of a manufacturing laboratory related to the Duke License Agreement.”

The CCEL multibagger case still hinges on the company opening up stem cell infusion clinics to supplement its recurring revenue but no growth stem cell storage business.

CCEL is the world’s first private cord blood bank.

Research

Mon, 25 Mar 2024 14:19:08 GMT

Cryo-Cell International Inc (OTC:CCEL) ($6.41; $53.1M market cap) announced plans to explore strategic alternatives and spin-off of its newly formed subsidiary, Celle Corp.

“Board of Directors has authorized the spin-off of its newly formed subsidiary, Celle Corp., to the Cryo-Cell shareholders and to explore all strategic alternatives for Cryo-Cell (post spin-off) to maximize shareholder value, including, but not limited to, equity and/or debt financings and/or the possible sale or merger of the company. There is no assurance that such a transaction will take place.”

Recall in our February 29, 2024 earnings update for CCEL, the company had mentioned it was considering this possibility:

“To provide more financial flexibility to fund future projects, we intend to transfer the assets related to the Duke University Patent and Technology License Agreement and certain other assets into a newly formed, wholly-owned subsidiary. Once such transfer is completed, we will explore spinning off this subsidiary to the Company’s shareholders.”

Cryo-Cell International, Inc. is engaged in cryogenic cellular storage and the design and development of cellular storage devices. The company is the world’s first private cord blood bank.

Research

Thu, 29 Feb 2024 15:27:29 GMT

Cryo-Cell International Inc (OTC:CCEL) ($5.05; $41.8M market cap), announced Q4 2023 results:

Sales of $8.3 million vs $8.2 million in the prior year
Non-GAAP net loss of $0.02 vs non-GAAP EPS of $0.10 in the prior year

“In spite of the large non-cash charges, Cryo-Cell had another solid year in fiscal 2023. To provide more financial flexibility to fund future projects, we intend to transfer the assets related to the Duke University Patent and Technology License Agreement and certain other assets into a newly formed, wholly-owned subsidiary. Once such transfer is completed, we will explore spinning off this subsidiary to the Company’s shareholders.”

We have been patiently waiting for the company to open its first stem cell infusion clinic, a development that was supposed to occur over 2 years ago, but issues with its Duke relationship (leading to delays is FDA therapy clinical trials) and supply chain/labor caused delays. Now, per the 2023 10K, it looks like the company is on track to open the clinic in 2024:

“the Company is projecting to open the Cryo-Cell Institute for Cellular Therapies and begin infusing patients during fiscal 2024”.

This InfoArb development is a big deal and is not included in the press release.

CCEL is a company that provides private and public cord blood banking solutions for stem cell treatments.

Research

Fri, 13 Oct 2023 14:36:05 GMT

Cryo-Cell International Inc (OTC:CCEL) ($5.04; $41.7M market cap) a company that provides private and public cord blood banking solutions for stem cell treatments, announced Q3 2023 results:

Sales of $7.8 million vs $7.6 million in the prior year
Non-GAAP EPS of $0.08 vs non-GAAP EPS of $0.06 in the prior year

“We remain focused on driving forward the potential clinical use of cord blood and cord tissue cells to treat a variety of neurological indications, including cerebral palsy, autism, and hypoxic ischemic encephalopathy. We are currently funding the completion of a Phase 2 autism trial and expect to begin a Phase 3 CP trial in the first half of 2024. These clinical trials and the R&D investments associated with a commercial grade, stem cell laboratory are currently anticipated to be the major use of the Company’s cash flows over the next several years.”

Research

Fri, 28 Apr 2023 14:37:46 GMT

Cryo-Cell International Inc (OTC:CCEL) ($5.69; $47.2M market cap), a company that provides private and public cord blood banking solutions for stem cell treatments has been moving higher, possibly on the heels of some InfoArb from Duke’s exit of controversial Autism treatment infusion therapy activities (we believe likely stemmed from “social” pressure).

On April 17, 2023, Vice.com published an article titled, “Duke Has Quietly Discontinued a Costly, Unproven Autism Treatment”

Although the article talks about why Duke may have exited the administration of infusion therapy stem cell therapy, it goes on to talk about how CCEL may significantly benefit from Duke’s exit. We’ve extensively talked about this situation and that CCEL will be the “front man” taking on the responsibility to conduct clinical trials in hopes of achieving FDA approval for certain autism therapies as well as other therapies using stem cells. It’s important to note that we don’t believe that Duke is getting out of the stem cell research activities but that it appears that it will not be the front man pursuing clinical trials or infusions related to controversial stem cell therapies.

This article could explain why the stock has moved up sharply over the last few days from $3.70 to $5.70.

Quotes from article:

For several years, parents of autistic children have paid between $10,000 and $15,000 to have their children undergo unproven stem cell and cord blood treatments at Duke University, through what’s called an expanded access program, or EAP.
One of the more urgent questions is whether parents who can’t access the treatment though Duke will instead go to a for-profit partner with ties to the school. That would be Cryo-Cell International,
What many critics of Duke’s stem cell program are wondering is whether the end of the EAP could be a financial bonanza for Cryo-Cell, to which those parents may turn instead.
The company initially said it would open the clinic in January 2022, and has now pushed back the date until 2023. The first clinic will reportedly be located in Durham, North Carolina, where Duke is also located.
Cryo-Cell also plans to open clinics where patients can receive these treatments on clinical trials or as part of an expanded access protocol before they are approved by the FDA as standard treatments,”

The stem cell infusion clinics which was the major growth catalyst we covered in our research in August 2021.

Research

Fri, 21 Apr 2023 04:00:00 GMT

Cryo-Cell International Inc (OTC:CCEL) a company that provides private and public cord blood banking solutions for stem cell treatments, announced Q1 2023 results:

Sales of $7.8 million vs $7.2 million in the prior year
Non-GAAP EPS of $0.09 vs non-GAAP EPS of $0.10 in the prior year

No commentary from management.

Research

Wed, 01 Mar 2023 17:46:00 GMT

Cryo-Cell International Inc (OTC:CCEL) ($3.82; $32.5M market cap), a company that provides private and public cord blood banking solutions for stem cell treatments, announced Q4 2022 results:

Sales of $8.2 million vs $7.7 million in the prior year
Non-GAAP EPS of $0.10 vs non-GAAP EPS of $0.08 in the prior year

There were no comments or outlook by management in the press release. From the 10-K:

“Due to equipment delivery delays, the Company is projecting to open the Cryo-Cell Institute for Cellular Therapies and begin infusing patients during fiscal 2024.”

It seems delays continue for the stem cell infusion clinics which was the major growth catalyst we covered in our research in August 2021.

Research

Mon, 17 Oct 2022 15:24:49 GMT

Cryo-Cell International Inc (OTC:CCEL) ($5.15; $43.9M market cap), a company that provides private and public cord blood banking solutions for stem cell treatments, announced Q3 2022 results:

Sales of $7.7 million vs $7.5 million in the prior year
EPS of $0.06 vs $0.10 in the prior year

“For the three months ended August 31, 2022, the Company recorded an increase of $412,000 versus a decrease of $325,000 for the three months ended August 31, 2021, to the fair value of the contingent consideration liability from the potential earn out to which Cord:Use is entitled from the Company’s sale of the purchased public cord blood inventory.”

There is limited commentary in the release. We would like to have seen an update on the progress of the new cell infusion clinics that we believe are slated to open in Q4 2022. The stem cell infusion clinics are a potential major growth catalyst for the company, one we covered in our August 2021 research update.

We are also awaiting the filing of the CCEL 10-Q to see if the Company offers any updates on the stem cell infusion clinics.

Research

Tue, 23 Aug 2022 15:06:34 GMT

Cryo-Cell International Inc (NASDAQ:CCEL) ($5.20; $43.6M market cap), a company that provides private and public cord blood banking solutions for stem cell treatments announced a special cash dividend of $0.90, to be paid to shareholders on record as of the close of September 2, 2022.

“Cryo-Cell’s Chairman of the Board and Co-CEO, David Portnoy, stated “Cryo-Cell’s Board of Directors is pleased to reward its many long-time shareholders with this cash distribution while remaining committed to advancing cellular therapies using cord blood and cord tissue into clinical applications to help treat patients.”

Research

Sun, 17 Apr 2022 18:11:28 GMT

Cryo-Cell International Inc (OTC:CCEL) ($7.47; $63.5M market cap), a company that provides private and public cord blood banking solutions for stem cell treatments, announced Q1 2022 results:

Sales of $7.26 million vs $6.86 million in the prior year
EPS of $0.10 vs $0.08 in the prior year

“Cryo-Cell’s cord blood banking business continues to produce solid results as we invest in a variety of projects that we believe will allow us to treat patients in need of innovative care with cellular therapies.”

In our last update on CCEL, we mentioned that the story remains intact but that the real growth catalyst of new/initial stem cell infusion clinic openings has been pushed back from the originally anticipated Q1/Q2 2022 timeframe to now the likelihood of Q4 2022.

It’s good to see that financials improved a little bit in the quarter, after dipping in Q4 2021, where management stated that they were beginning to see a better environment for their core cord blood storage business.

Interviews

Tue, 08 Mar 2022 05:00:00 GMT

Cryo-Cell (CCEL) CEO David Portnoy Gives A Quick Update On His Company

Research

Wed, 23 Feb 2022 16:02:34 GMT

Cryo-Cell International Inc (OTC:CCEL), a company that provides private and public cord blood banking solutions for stem cell treatments, announced its fourth quarter 2021 results:

Sales of $7.1 million vs $7.3 million in the prior year
Non-GAAP EPS of $0.01 vs EPS $0.08 in the prior year. If you eliminate the extra depreciation amortization associated with company’s upfront royalty payments made to Duke university with regards to their cord blood / stem cell research partnership, 2021 Year end and Q4 earnings per share would have been $0.08

The press release did not contain any comments from management, instead directing investors to the site where the company published its very bullish annual letter to shareholders and a new investor presentation.

Recall from our prior research that the CCEL growth story and a potential re-rating of its valuation to much higher levels hinges upon the success of its core blood infusion clinics that it plans to open. Its continued relationship with Duke also plays into the equation. CCEL will have skin in the game on some of the therapies that Duke plans to hopefully get FDA approvals for. Up until now, the company’s story has revolved around the generation of recurring revenue (with little growth) from its cord blood storage activities.

Key takeaways include:

Cord blood banking in 2021 was negatively impacted by lower birth rate, price pressure in cord blood banking industry, and expiration of license agreement with an affiliate in India.
Company sees prices stabilizing and possibly increasing in 2022
Expects to open Cryo-Cell Institute for cellular therapies in Q4 2022
Entered LOI to open a new facility in Durham, NC to house Cryo Cell freezers to produce cellular therapy products for trials and commercialization to accommodate long term needs of the Cryo Cell institute.
CEO commented that he believes CCEL is the most undervalued stock trading on the NASDAQ. Reflecting this, the company has purchased:
- 20,421 shares from November 2020 to November 2021 at an average price of $12.21
- 85,000 shares since October 2021 at average price of $11.36 and is considering additional purchases.

The company did not buy back any shares for the period of November 2019 to November 2020.

While the overall story remains intact, there are two caveats to the latest update. First, it seems the opening of the new clinic and expected revenue generation associated with are now Q4 2022 events rather than the Q1/Q2 events we had anticipated, based on a July 2021 presentation and remarks.

Secondly, the annual revenue per clinic is now projected to be around $18.75 million vs. the original approximated projected revenue of $24 million. Even at $18.75 million, the revenue is very additive.

On the flipside, we can’t model this revenue into 2022 valuation scenarios, which is somewhat disappointing.

PodClips

Sun, 16 Jan 2022 16:13:18 GMT

CCEL Inflection Point Around the Corner

Research

Sun, 31 Oct 2021 04:00:00 GMT

Cryo-Cell International Inc (OTC:CCEL), a company that provides private and public cord blood banking solutions for stem cell treatments announced its intent to advance its Cryo-Cell cellular therapy trials with Duke University to the next stage of clinical development.

“After several months of careful evaluation of the results from the early-stage clinical trials conducted by Duke University, Cryo-Cell believes that those results justify moving these cord blood and cord tissue cell therapy products to the next stage of clinical development.”

Research

Mon, 18 Oct 2021 11:24:43 GMT

Cryo-Cell International Inc (OTC:CCEL), a company that provides private and public cord blood banking solutions for stem cell treatments announced its third quarter 2021 results:

Sales of $7.5 million vs $8.1 million in the prior year
EPS of $0.10 vs $0.10 in the prior year

“We are proud to report another quarter of solid financial results even with the additional expenses related to our transformation into a vertically integrated, cellular therapy company.”

See our full “Reasons for Tracking” article here to see why we are bullish long term investors in CCEL.

Interviews

Wed, 15 Sep 2021 04:00:00 GMT

This is the second time we sat down with David Portnoy, Chairman and Co-CEO of Cryo-cell International, Inc. (NASDAQ:CCEL). This time, we held the session as a live virtual fireside chat, and gave David the opportunity to share the company’s most recent investor presentation (linked below), something that was not included in the first discussion. We also tried to get a little more granular into some aspects of CCEL’s business. Thank you to all who attended. If you were not able to make it, please enjoy the replay below.

Can also download Cryo-Cell’s most recent investor presentation here.

Research

Fri, 20 Aug 2021 16:28:59 GMT

**Call To Action - Adding CCEL to our Select Long Disclosure Portfolio

Yesterday via premium tweet we added CCEL to our long disclosure list:

On May 9, 2021 we provided an early look at Cryo-Cell International Inc (OTC:CCEL) ($10.50, $88.6m market cap) , a company that provides private and public cord blood banking solutions for stem cell treatments. On May 11, 2021 we published our Reasons for Tracking note highlighting several key factors that attracted us to the story.

On Wednesday we listened in on a presentation the company had at the Q3 Virtual Summit. Its recent licensing agreement with Duke University, the Company’s infusion clinic, to administer cellular therapy will bring great opportunity to the company.

The company plans to launch the first clinic early next year and expect revenues from the one clinic to be about $24 million (minus 10 million is royalties fees to Duke). This would nearly double the company’s annual revenue which was $31 million in 2020 (highly recurring revenue from the core blood bank business.)

The CEO mentioned that the plan is to only open 1 clinic and run that for about a year before making decisions on building out additional sites.

It certainly seems to us that there is tremendous upside to expand to multiple sites as well as other infusion treatments. The first clinic will focus on children with autism, cerebral palsy and traumatic brain injuries.

In related news, today, the company closed the acquisition of the real estate location for the cellular therapy clinic .

“We are quite pleased with this acquisition and look forward to providing access to FDA approved clinical trial programs to treat patients in need of cord blood cellular therapies as soon as possible. The number of patients waiting for treatment is large and growing...

...The architectural planning for renovation of the clinic, which is scheduled to open in early 2022, has already begun."

We highly suggest that you listen to the company/s investor presentation which is packed with some great background information

We will dive into the story a little more to assess the risks of some of the new growth initiatives the company intends to pursue.

Reasons For Tracking

Tue, 11 May 2021 13:29:03 GMT

As a follow up to our first look at Cryo-Cell International Inc (OTC:CCEL) ($8.60, $68.6m market cap), we’ve gone into some more detail on the reasons why we are keeping an eye on the company, and plan to add the stock to our disclosures and/or model portfolios. We cover how:

CCEL is an industry leader
Stem cell therapy is growing in popularity
CCEL has high recurring revenue, growing cash flow, and a high degree of operating leverage
There have been ‘monster’ share repurchases
A new agreement with Duke University creates growth opportunity - one which the market could be overlooking, and thus not being factored into the company’s value proposition
Company claims it is delving into more advanced services that may strengthen its portfolio of offerings

Please read the full article (RFT) here.

Research

Mon, 10 May 2021 19:28:50 GMT

Last night, we promised that we’d have a replay of a discussion Maj had with Noah Goldberg, who contributes research, both in cryptocurrencies and microcaps, to GeoInvesting on a regular basis.

They briefly talked about Cryo-Cell International Inc (OTC:CCEL) ($8.50, $67.83m market cap) and the company’s position in the umbilical cord tissue industry. Noah went into a little detail on his delving into CCEL’s plans:

“...they're planning on expanding their business pretty substantially. What we know of and what we've been told is that they're expanding into creating clinics, and also potentially moving into treatments that were talked about in the research of the doctor that they licensed this technology from. And right now we're just tracking it, because we're waiting for some of these developments to come to fruition. The information that we have is definitely not complete...we've reached out to, called the Cryo-Cell’s management team…”

See the discussion here.

In related news, this morning, the company commenced clinical trials to treat patients who are suffering from two conditions caused from COVID-19 infections, Acute Respiratory Distress Syndrome ‎(ARDS) and Multisystem Inflammatory Syndrome in Children (MIS -‎C).

“This unprecedented pandemic has undeniably changed the world as we know it. Through these two ongoing studies, which are subject to our licensing agreement with Duke University, Cryo-Cell hopes to be able to heal many patients that suffer from life threatening conditions relating to COVID-19.”

Research

Sun, 09 May 2021 04:00:00 GMT

Early look at Cryo-cell International Inc (OTC:CCEL), a company that provides private and public cord blood banking solutions for stem cell treatments. They are the first private cord blood bank to store stem cells and have over 500,000 clients.

Besides monitoring how the company can perform with its new growth prospects, things that interest us about Cryo-Cell include:

High recurring revenue base due to fees it collects from its private blood bank operations where the customer pay an annual recurring storage fee
High degree of operating leverage
New contract with Duke University that will alter its business plan
Duke’s contract could spur higher revenue growth
Valuation
Its free cash flow

Maj and GeoInvesting research contributor Noah Goldberg spoke about the company in a recent recorded conversation, and we’ll be making that available tomorrow.