Ann: Letter to Shareholders, page-107

To continually infer the worst Orwellian case imaginable is a little akin to calling you last weekends Umbrella man Lux...

Sure they've been delayed and the have tested broadly. Reality is this is definitively showing material benefit.

I think its completely reasonable to accept that this is cutting edge and there are constraints to demonstration of efficacy and testing (due to CART continuation requirement).

I think the expressed interest from BP is sufficient to conform there's something here. Lets not forget its "novel" she's said they are looking to demonstrate to Administrators. Everyone wants to assume the worst bcs of I gather the statistics of this game.

SP Reality is that the risk is more than priced in. What's not priced in imo is the 225 de-risking she referred to in the webinar. Hoping to see solid details in the Quarterly MM if not a licence agreement prior !

Nearly There!

DYOR