You’ve got to consider who has incentives to do the research. This basically breaks down into a few categories: 1) entrenched competitors that want to protect

You’ve got to consider who has incentives to do the research. This basically breaks down into a few categories: 1) entrenched competitors that want to protect market share. 2) hedge funds that start OTC trading and are shorting. 3) insiders that want to vaporize the company as part of a bizarre money laundering scheme. (Most likely, although very bizarre, option imo.) 4) the rare journalist that does investigative research. 5) the rare VC that does dd. So something changed to interest one of these groups. Prominent physicists and biologists couldn’t care less what private companies are doing.