IMO, it is business as usual. Move forward with the licensing arrangements and let the rest take care of itself.
If the " disruptive technology" is all that it is intended to be, then POET Technologies will not exist. It will be taken out, by a single entity or a consortium. POET neither has the resources or the expertise to take it to the next level.
IMO we will be taken out. Pellegrino 2 will provide the foundation for the starting bid.