There has to be more to this.... Ross's was far too short and sharp in my opinion. Put yourself in Fujifilm's shoes... why would they take up an option on GvHD alone if its the whole lot they are after?
If we take a look at the wording on past announcements, there is always more fluff in there to try and soften the blow. However, this time it's almost as if Ross doesn't care much about fluff becuase he perhaps knows what is imminently positive.
I appreciate how this looks on the surface, but I remain confident that there is something bigger and better that will suddenly appear out of left field.
If you lay out all of the evidence over the past few months, this announcement shouldn't be simply taken on face value imo.
If Fujifilm had taken up their Option for GvHD alone I think it would have been a small lacklustre win. However, its the prodigious win we're after is it not? This is where we see who poops their pants or who leads from the front with big cahoonas.
Who's gonna buy some more whilst there is blood on the streets... go on, I double dare ya! (this is me talking to myself btw)
All just in my opinion as always.
Now more than ever - $1bn MC
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