In looking over Poet's upcoming/pending developments, it occurred to me that we are likely to see a partner and/or license announced prior to, or simlutaneously with, the release of Pellegrino 2.0 Here's my thinking...
Poet has made it clear that monetization of the company is one of its primary objectives. However, the SP has not matched the previous Pellegrino 1b valuation because Poet has no measurable revenue stream and/or Poet has been going it alone. What is to prevent the same flagging of the SP and an overall lack of industry attention when Pellegrino 2.0 is released, even if the valuation is 3b-5b or more? Not much unless a partner or license is part of the package. Yes, we may see a spike in the SP, but that's not maximizing its monetization, and it is surely nothing like what would happen if partners/licenses are also announced AND included in the valuation (as opposed to not being included and coming along later).
This scenario also makes sense if, 1- Poet wants to maximize the bang for their buck for commissioning Pellegrino 2.0, and 2- the partner and/or license holder does not want to have to do all the DD on valuation again.
Jus' sayin'....
