To me, it's not unnerving at all.
We have total market validation. If someone posts a link and says "hey look at this competitor they have some new fancy product", it doesn't matter now. DoD will have gone with the best, they went with Alexium. Put two and two together. Alexium is the best.
Alexium is the best in a 240 million per annum specific field. If we're the best by a country mile in a 240 million field... What are the ramifications for the 7 billion dollar broader field we operate in?
If i rocked up to your house and offered you 500k for it today, then knocked on your door and offered you 450k for your house tomorrow... Would you panic and sell it to me, or would you tell me to piss off and laugh in my face.
I don't look at alexium any differently to that.
Companies where I know I'm able to get shaken out I sell as soon as they have any spike in price at all. I only long term hold companies i have a concrete understanding of that I have faith in due to constant validation via either cashflow or business progression.
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