I think you and I are both making assumptions about what may be going on based on how we interpret the news we have been given. At this stage, we haven't been given all the details.

I think Poet is ahead of the timelines they have shared with us, we know the SV transition was completed at least 2 months ahead of a scheduled time frame that was just revealed to us 30 days ago.

Time will tell the full details of the Poet Plan.