Friday, January 31, 2025 11:15:23 AM
He twice said they have to lock down the data for specific series. Similar to what Dr. Lebby had been talking about. Sounds like they’ve almost been too piece meal or that the data from different series is getting jumbled up or something. Potential partners want more clarity on the data. Who knows how much longer that will take?
The second big issue is they have to go out and find the foundry that a potential partner prefers. This was around the 18 minute mark. That means they have to start from scratch with those foundries. Hopefully AMF will be a blueprint, but the fact that none of their existing foundries replicated it does not bode well.That’s a long process. Imo There’s little reason to expect any kind of significant deal until a foundry of their choice can prove that they can actually succeed in working with polymers.
These are two big issues they stressed in that call that no one really talks about here. They’d rather talk about a buyout or this or that. These two wishes aren’t as clear as they could be, but they’re clear enough for me to see that they are significant barriers
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