Today's news from Sorrento was purely created in order to change the trend of the plunging stock. I would discount such news becuase it can only cause a few day-traders to jump in. I would like to see the news of X or Y company placing a large amount of order from Sorrento. Only this kind of news can truly change the stock trend.
1) Strategic deals with UPC and ATT Broad Band. You don't make these type of deals without "opening the kimono." Obvioulsy both UPC and AT&T know of this product had are probably going to buy it in large quantities.
2) Listen to the last CC again. They kept talking getting questions about the product roadmap and sales to UPC AT&T and others. They kept saying "we can't talk about that now."
Wait until the S-1 filing is public. You are going to see that their are sales behind this product.