I think the excellagen news is really good news. Maybe people realizing the wait is coming to an end. The news said 1M veterans get treated for hard healing wounds each year. At $3K/treatment and say 3 treatments per veteran, that is a potential $9B revenue stream.
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Disclaimer: Of course, all of this is my opinion and you should not make any investment decisions based on my opinion. I have not received any non-public information.