You'll have to ask POET Director of Corporate Affairs Doug Berven. Next week he'll be traveling to Brazil to participate in the Ethanol Summit 2009. Although he will cover several topics, he will primarily talk about the present status and the future prospects for cellulosic ethanol.
Doug will be on a panel with the President and CEO of Novozymes, the CEO of CanaVialis and Alellyx and a leader at BP Biofuels. Keynoting the conference is former U.S. President Bill Clinton.
To get a better idea of his topic, here's a presentation that Doug gave at the 2009 BIO International Convention last week:

