She already once used the “multi-month” projection language February 2017, now she did it again November 2018. I think the fear is that she simply does not mean what she states and simply says “whatever” to buy time. On the other hand, Avii thought there was a scrub in October 2017, albeit private. Perhaps, I debate with myself, a soft data lock as well. The same thing occurred in 2018, resulting in a release of more blended data in November 2018
If one could take the company’s pulse, some of our better barometers are Senti, Smith and, right now, hangry BSB. In the past, particularly the first two have not shied away from being the bearers of delay news. While BSB is upset the latest completed scrub did not result in topline, they do not appear to share my concern (same as yours) that perhaps the scrub has not started. Smith states it started in November. Senti leans the same way.
RK deserves mention here too....as her and Senti often provide the board clips from the old protocol(s), and she concludes this is the time as well. Dr. Rago, an associate of Michael Bigger, seems confident we are going to get to results by March. Bigger has a March opt out clause from his bridge loan.
My minor contribution is pointing out, albeit with hindsight, NICE (still European for another month or two) and other European regulators chew up and spit out immunotherapeutic appraisals that don’t provide sufficient long term survival data. I now believe NWBO has obtained sufficient data for regulators to fairly appraise DCVax-l.
Still, I share your concern below, but temper it with the thoughts above.
Remember last update after LLs presentation and award, LP said there are multi month processes to complete the Phase3. However it is the posters in this forum claimed that they can be done parallel. She did not say it confirm it or indicate that they will do it in parallel. She even did not indicate if they started any of these processes.