This sums up the case quite well at the moment. Personally, I’m still quite optimistic about this. At least so far, everything seems to be progressing, though maybe two years behind what was originally thought. Perhaps many others have invested here with a shorter-term view, but I’m mainly following how the turnaround toward 2027 progresses. Until then, I can gradually add to my position from these fund sell-offs. Falling knives, etc. 
In my opinion, 2026 is a bit of a transition year, and more of those milestone payments will likely hit in 2027. During this year, however, more information should be released about those other kernels. Quite a few of them are marked with ‘development partnering’ status for 2026 in the table above. These are the ones that should then carry the company forward at the end of the strategy period.