I agree wholeheartedly. Yves is a seasoned executive. I am sure he is very well aware of the company's past missteps, and is very likely to under-promise/over-deliver.
I also do not believe Dr. Lebby was ever intentionally deceitful or misleading. I suspect he knew what he had with Perkinamine in terms of a phenomenonal solution to emerging marker demands, but underestimated the time and due diligence in terms of testing and qualifications of the Tier Ones. The shift from in-house modulator development to enabling materials licensing was likewise a great move by Yves and the BOD.
For these reasons, looking in the rearview mirror is of very limited value.