I see there is a surge in interest following the quarterly release, but the only novel element (to me) is the vague mention of the beginnings of royalty payments.
Though their public listing is relatively recent, they've been in business for a long time, so I'm unimpressed that they have not understood the financial implica of their contract structure before now. As a result, even new contracts won't mean anything to me, until I see a trend toward profitable execution.
at this point, talk is cheap