RE:July PresentationEbbFlow88,
The functional drink in the pipeline graph was in the May presentation, but disappeared in the June presentation.
My guess is that "advanced discussions" didn't go anywhere wrt an oat BG carrier in a functional drink due to economics and now we need to see how efficacy plays out on Y-BG and sodium alginate BG. So for accuracy they removed it as it is replaced by the alternate carriers in pre-clinical studies.
Maybe a Mickey Mouse functional drink deal version 1 could have been done but customer(s) are just waiting for version 2 with the alternate carriers.
I don't know if there is a sense of urgency in getting a functional drink (or food) deal. It's been in the works for 2-3 years now. Perhaps they can fast track clinical studies with the alternate carriers.