Not sure I agree with you on that OI. You're suggesting that Poet management has provided revenue guidance to Zacks for the analyst report and have not disseminated the same revenue guidance to the general public?

In pre-revenue situations I think that the analyst will use their estimates of TAMs and SAMs etc which is public information together with their guess on market penetration etc. Then they'll do their calculations along with other information to arrive at a revenue stream which is then thrown into their cash projections...... discount the crap out of it and arrive at their estimated PV valuation of the SP.

Perhaps I'm wrong but I just don't think that Poet management provided Zacks with the revenue guidance.