AT1 FY21 - General Discussion + FA, page-1189

The French govt gifted them money to ramp up their manufacturing in France. It was a political stunt / event (feel good French money waste) that took sales away from us. At any time a bio partner can become a competitor if their govt decides to gift them money to cut us out of the loop. Heck, US govt could gift Lumos money (or Queensland govt could gift (who already gifted Lumos millions) and say 'we like your bio, and we want to help you build a new delivery method for political reason A or B or C.' Atomo in those scenarios is insignificant road kill.

I think what I write is true. I have read all the announcements, and I think what John has said is 'spin'. We LOST millions and millions of sales because we got 'cut out' of the main loop. The fact that we are left in some mini-who-cares loop is not significant.