Share the frustration at the time-lines, but productive collaboration with the manufacturers is the key, and only really occurring now. Evidently quite hard to get their ear to begin with.
Talking P&G, they have a massive R&D spend, as would other majors, so there's some internal inertia to overcome when OBJ comes along and tries to engage with them about their tech.
The fact they are now generating collaborative new products indicates good engagement occurring now. OBJ never had the grunt to go it alone, and even now, their resources are quite puny, relatively speaking, with a low cash-burn to match.
I feel the criticism is fair enough, but at the same time, a little backward-looking, given various developments currently afoot. I feel they are finally moving towards a 'critical mass' in terms of the more tangible results from manufacturer engagements.
Success in engagement has been agonisingly slow, by any measure, but I think the pace will increase significantly this year and next. As far as missing out, I haven't really observed much direct technical catching up, let alone overtaking.
Patches for fentanyl etc. have been around a long time and I never expected all OBJ-related products to be unique, or remain entirely alone in each market segment.
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