If Poet were working with a large company under an NDA, why would that company allow Poet to teeter on the breaking point with a PO and a slowly deteriorating stock price when a small NRE could help to solve those issues? I beleive that the board cares what the stock price is, especially given the number of warrants that are about to expire. That is revenue that is not coming. 

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Could the promise to take a significant stake later at a pre-determined price legally be bundled into a single NDA that also covers the product(s) being made for that future stakeholder?