Thanks Hunter.
I'm going to interrogate this a little bit. So, this was obviously from the 2022 AGM, and Paul says:
"
We also have a number of commercial companies who are now seeing the real value in what Paradigm are doing, and asking very detailed specific questions. They're in our dataroom. We have signed, in recent time, over...probably...- Beverly, you can remind me - maybe 30 NDA's, companies wanting to get in and review our data."
In the 2023 AGM, Beverly herself put up the below slide. CDA's (Confidential Disclosure Agreement) are the same as NDA's (Non-Disclosure Agreement) which Paul referred to. Looking at it, he's obviously said that "a number of commercial companies...They're in our dataroom". However, the 30-number, is attributed to NDA's/CDA's signed by 'companies
wanting to get in and review our data'. So, I think our recollections that there were 30 in the dataroom are incorrect. He doesn't specify how many had made it to dataroom access by late 2022. Nor did they by the AGM in 2023.
The only update to this 2023 slide they every gave us afterwards was the one below from the 2024 AGM citing that "multiple parties in multiple regions in dataroom stage". Again no firm numbers specified.
(20min delay)