"We have experienced margin pressure this quarter..... which...

"We have experienced margin pressure this quarter..... which will be reflected in our quarterly report later this month"

Have to assume its a material impact on the quarterly for it to be mentioned and the talk of developing a standard for PCM measurement in the end is just damage control. Its not necessarily a bad development, but there's no guaruntee that even with the proof that Alexium is the higher quality product that customers still won't gravitate towards to cheaper offering.

So yeah, thats enough to trigger a sell off.