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Along those same lines in regard to expansion, I hope they don't...

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    Along those same lines in regard to expansion, I hope they don't go full bore when they enter the vitiligo market.
    Incyte's Opzelura has had a very good launch. Sales last year were 340M. There have likey been 25k patients treated since launch. That's 10% of the current nonsegmental vitiligo patient base in the US. Pfizer is in P3 trials with it's Tranquillo oral JAK inhibitor product for the same market. Although I think Recell will prove to be a better (for one none of some fairly nasty possible side effects) and more cost effective treatment and will likely provide a nice income stream for awhile, I don't see it as a great market longer term.
    Burns and wounds should be their long term focus. The vitiligo patient base will gradually dwindle to whatever new cases arise each year. Burns and wounds patients will remain pretty stable over time.
 
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