Recently spoke with DI regarding the DL and TLD and their previously communicated timelines. He confirmed that they stand by their timelines. Based on the discussion, and IMHO, my prediction is:
- We will see a PR THIS WEEK that provides confirmation of DL, and may include reference that it's not 100% of the data but they intend to remain on schedule. This will call for a "soft lock", with a plan to update the data when it's complete.
- They will provide an update to the TLD timelines and that due to COVID-19 continuing to limit hospital access, resulting in the "soft lock", the original schedule of end-of-June to early-July will still be July, but more likely mid- to late-July.
It's rather frustrating that if they do a soft lock, they should have done it earlier in order to submit an abstract for the June 8th SNO deadline. However, in this virtual conference world that we live in, it may not be necessary to announced results at a conference, but rather with a strong press release aligned with the publication in a high-impact journal.
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