I couldn't find the HC Wainwright presentation, so can't rely on what you stated about the material being satisfactory for commercialization with no further modifications needed.
I would have to hear it myself, as words get changed very quickly with the telephone game, as we recently saw with the pre-ECOC dinner varying interpretations.
That seems an important claim - enough for you to mention it as evidence that all that is left for commercial readiness is the foundries to do their jobs correctly -- so if that's what he was saying, why wouldn't he be saying that in all of his presentations? It's one thing to say they are a different kitchen, but another to say that the recipe doesn't need any changes in order to serve to the masses...Or has he been saying it and I missed it? If so, what page of the Investor Presentation is it on?