Cash ManagementManagement reiterated confidence that OpEx controls will allow the company to have sufficient cash through 2027.
Market OpportunityAt close to a $0 EV with 3+ years of cash, the tech development further along than at any time in the past, addressing a large market with a differentiated approach, presents an interesting stock level.
Technical AdvancementNAUT management was positive on continued technical advancement of the platform with the commercial launch timeline reiterated.