Frankly, I'm expecting things to pick-up a little earlier (for Lexy), hopefully, with Altria making a move to lock-down "the Lexaria advantage" on the cannabis delivery front through (and "for") Cronos.
Not that I disagree with you, per se - but I think the deal with Hill Street is already well-known, understood, and baked-in to the PPS. Like many here have already said: I think "the next thing" will be the "big thing" (though worth noting: not necessarily the "biggest [ever] thing") for Lexaria; and I think that'll be Cronos; and I think that'll be before the Fall.
I just think that all of these companies will be wanting to be selling beverages and edibles as soon as the legal date hits. For that to happen - i.e., for your goods to actually be on the shelves on day "1" - you need to have already locked-down your technolog(ies), shaped your product(s) (and manufactured them), etc. way ahead of that date.
Just "my $0.02", as always.