Thursday, April 20, 2023 3:30:42 PM
We didn't hear about a commercialization update or DEAL with the conference. Remember this is a technological conference. Michael Lebby is here to talk about progress with the polymer platform. He is also the co-chair. He has all kinds responsibilities to keep things moving in a timely and effective direction for the whole conference. Yes, of course he has help with that. If the conference doesn't run smoothly, people remember that and who was in charge. This is, after all, supposed to fun for the attendees.
If I was in his position, I would not release commercialization plans with any new clarity before or during the conference. It would be a distraction from his duties as co-chair. It would appear self serving as well. He would perhaps be inundated with questions from the 700 attendees he would have to beg off answering. It would put people off.
Don't freak out, yet. There is still about a month for commercialization updates before the ASM.
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