As PC admitted at the EC event, POET does not generally follow the market sentiment as it is still an RND( since no income) company. The only potential direct effect of current market conditions on POET is if and only if they need to tap the market for capital raising. With current cash balance, burn rate and option getting exercised, I don't see that happening for now.
Don't read too much about these things for now. Our time will come once they start announcing the revenue generating deals.
Happy Thanksgiving!