Interest rates
Apparently the interest are going to keep rising, which tanked the stock market.
Good news or silver lining for Poet is that Poet is unable(fortunately) to borrow money. Due to zero sales. Nothing tanks a company faster than higher borrowing costs.
Of course not getting easier to raise money, see the ATM. But its not going to bancrupt you like loan+interst you cannot pay.
That would explain todays shear price action vs the stock market.