I saw you had a response to my last post which must have been deleted. Seemed fine to me, but I was driving and couldn't respond right away.
I believe I am staying objective and that it is fair to believe that "deals" have been signed subject to XYZ. What is the XYZ? I don't know, but probably a whole bunch of reliability testing and completion of a PDK. LWLG wouldn't be in a multi-year long partnership without precise details of the relationship and its goals established on paper.
As other posters have discussed in detail, those "deals" don't have to be disclosed...yet.