I think I hear Luly once remark it would take some time to get momentum rolling. I also agree that it may be a slower build, but I also feel that it could become a prolonged income whereas some analysts seem to feel it will be a more impulsive rise and fall.
I believe that between the different types of payors and slow roll out of approvals in various countries this is going to be long term market. Some people are acting like it will be over soon. It has just barely gotten started, IMHO.