This is a puzzle with many missing parts. At the moment some dots/parts do not fit together.
A typical venture stock would actively promote what they have and what they can show. And some would do much more drum beating using all kind of tools we are well knowing, especially at times they need more financing.

Not our POET. Acting from a position of strength? Existing contracts under NDA?

Possibly, but it does not really fit to the last PO. Missing parts hopefully can be found later - under the NDA-Table We will see.