Pretty positive, they reiterated that they have a pathway to CF+ without CR and backup plans if sales don't come through as planned. Significant number of leads that they are focusing on converting. Multiple 20+ unit potential contracts, which are pending a number of different mechanisms (Coverage, internal budget allocation etc.). Said that with the planned cost reductions that even at the end of this quarter they will still have 4 quarters of funding.
Obviously we are going to have some short-term share price pain, given the sales result. But I am much more optimistic after the call that this will be a winner, question is if will take longer than expected or if they get a couple of transformation sales.
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