DJJP, as far as I know there is virtually no competition from other microwave players at the moment (apart from university research projects). Medfield have gone bankrupt and Emtensor seem to have dropped off as well, probably dude to a lack of capital. Scott did state we have a strong IP strategy at last years AGM, with specific mention of several patent families and “trade secrets” as well.
Teddy is correct, it’s hard for Insto’s to get a large slice right now without the need for a CR. I’m happy with that, gives us more upside leverage for when we hit future milestones.
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