LD MICRO's 4th Annual Conference on December 8, 2011
They just presented at this conference this week and I found a new presentation on the website. My key takeaways are their products are in huge markets that they have only begun to tap, new products are in the pipeline and there is obvious some industry consolidation going on where bigger companies are looking to buy instead of develop.
Given that they are patent pending you would have to think the knock-offs could quickly be out of business if they get issued. Plus can you point to any clinical trials that the knock-offs are doing to prove equivalency like the one Bacterin just published? These obviously take years of time and money to complete and should be a good indicator who the long term players are going to be.