A very interesting and informative CC. Of all the positives in the call, one specific comment stood out to me. They are confidently shifting the company model.

I'm sorry, but I have one simple question I have been asking myself that has helped me define, and trust in, my long, very significant (for me anyway) position in Poet (OK, even add a little more to my position here and there).

Why would this management team, with all their experience, expertise, skill, and knowledge, change the company model from one of marketing the IP to one of total commercialization down many paths?

Well, maybe not such a simple question, but I think there is one simple answer.

They understand exactly what they have. Or should I say, what we have.

Anyone have a different answer?