$ocgn does anyone else really compare Ocugen? Not really, the industry is full of single asset gene therapy companies trying to secure a niche and maybe make a billion. A good comparison is to look back at early Vertex/early Regeneron. Those were platform companies that built dominance around a biological insight that could be applied across multiple indications. Ocugen isn’t a single asset gene therapy company. They aren’t chasing one mutation. They’re a platform company. Their nuclear hormone receptor platform regulates an entire genetic network connected to countless diseases. OCU400 is what will prove this biological insight. It won’t just mean one product approval, it validates the platform. Ocugen has 3 BLAs lined up over the next two years. Manufacturing in place, commercial supply stored, strategic global partnerships, and patents filed to later expanding the platform, neurodegenerative diseases patents, including four Alzheimer’s patents. This isn’t some niche ophthalmology company. It’s a vertically integrated gene therapy company with repeatable applications across massive unmet markets, at a time when regulatory pathways are evolving to fast track these exact kinds of indications. If data continues like it has, we’re looking at the next big pharma without a doubt. And the revenue Ocugen is staring at likely means future forward splits, dividends, and buybacks. The question isn’t “who do we become?” It’s what is a validated gene agnostic modifier platform worth? And I can tell you, its future is worth a hell of a lot more than Vertex and Regeneron combined. 🍻