that was such a strong presentation . the body language was v v...

that was such a strong presentation . the body language was v v positive . snippets like patent protection out until 2040 gives a very very very long runway to grow the business . then there was the discussion of label expansion for remistemcel into all sorts of inflammatory diseases .

with the long runway for revenues they then talked about reducing cost of goods sold significantly and increasing manufacturing productivity enormously so that the company will have the capacity to satiate demand
. revenues going up cost of goods down gives huge margin leverage .

incyte is a 21bn mkt cap , with basically one product that has a patent life and competition now, while the blast sits at 1.5bn . which is the better value , a one product company or a platform ?.