This seems like a crazy short presentation considering the complexity of the SAP, 10 minutes seems like barely enough to cover the endpoints now that we know there are so many, and with the biomarkers and genetics related data being very significant results as well. Surely the time allocated for this is only enough to reiterate TLD.
Well, we know that the SAP is a huge document and there will be very little time between unblinding and SNO, so maybe the SNO talk is only to give a very small taste and we have to wait for a major paper to be published in a journal. They could also publish a related paper at SNO but still, there's way too little time to prepare that and IIRC the late-breaking-data presentations are supposed to preclude other data being presented at SNO if I have that right.
My best guess is that LL will only give a very quick summary and promise a journal article to be published in the near future. In the best case that just adds to build up of disclosures and letting the market draw its own conclusions as to the import and reasonable market cap explanation. In the worst case, it could mean that it takes time for NWBO to reach a market cap plateau that represents what we might consider fair value given what is revealed and discussed in the near term. In any case, I believe it's fully up to the company to make clear any and all commercialization plans including how many patients they expect to be treated in the near term, what their plans or processes for RA approvals are to be, etc.
This is just my take and I have no industry experience on which to judge or guess how this will play out.
