Thank you for your insight. One quote that I think deserves to be questioned is the following:
"they are molecules that we have really complete control over. So if you think about a model to maximize value is keep control yourself that is what we have done."
Well that may be their intent, but I think they have not fully executed on that: viz the Lavvan lawsuit, which I gather could have been avoided entirely had Amyris had certain protections in place in the contract (pertaining to inability to deliver). It also sticks in my mind that there is another potential law suit waitingin the wings related to CBG. I forget what I heard about it, but I think another company is claiming ownership of the biosynthetic pathway.