OK, I must have missed this. If they manage to announce this in the next 30 days, it's a really strong sign of them being able to meet or exceed on every milestone. CEO also hinted a potential large up-front cash deal being possible soon (don't recall if timeframes were implied) which would show further confidence from a customer in the value of the platform, since cash shows confidence more than royalty fees or equity in a JV.
Still shaking my head about this one.. so much potential with so little risk.