Three things:
1. I've been thinking about Follica a lot lately and it finally sunk in that Cotseralis has DEFINITELY learnt over the years what chemicals to apply to wounded skin to make the cells create follicles instead of skin, and when to apply those chemicals. Plus Follica is taking the broscience guesswork out of the wounding by having clinicians do the wounding. Who here doesn't believe Cots has figured out what chemicals need to be applied after wounding and when to apply those chemicals in order to make the cells produce follicles instead of skin? Remember, Cots is smart and he's been studying this for more than a decade. He's got the degree of wounding, chemicals, and timing figured out.
2. Regarding Tsuji, those guys are solving major problems even as we speak. They'll roll out in 2020.
3. Regarding Shiseido, we already know that Replicel's technology will arrest hair loss and grow a modest amount of hair. If that's the worse it does it will be a breakthrough because it will give us resuts similar to minoxidil + finasteride without hormonal side effects and without having to use it every day. But Shiseido is a smart company and they're trying to tweak the treatment to get better results so Shiseido's treatment is a wild card. The tweaks that Shiseido is doing are not minor tweaks. They're substantial tweaks.