We are in the middle of a pandemic. It is inevitable there will be delays. I personally think that management was not aware of the extended period of time it would take for statisticians to review the trial results and provide analysis for so many endpoints. We can fault them for being optimistic on that timeline. The fact that they (and LL) signed up for conferences, shows that they underestimated this timeline.
I think that they have been unblinded at this time, and I hope that they are constructing a narrative that will be the best narrative for the company to move into the next phase of the DCVax. As all you longtime investors of the company should know by now, they need to have a great roll out plan, as this company has continually been attacked by AF and his crowd. They need to have multiple good news PR's coming in short order for that to happen. I, personally, am glad they are not rushing this as I am in it for the long road to commercialization of DCVax.
It should be clear to most people who have followed the great investigative work on this board, that they are working from the assumption that the news will be good (Which if they have been unblinded for even a short period at this time would be even a clearer sign). They have hired staff at Sawston and been involved with a potential zoning of land that would provide for residences for future employees. I see these signs as a very good indication that they think they need to be ready sooner than later to ramp up production.
In regard to the 10-Q, they have gotten the extension. I think that the rule from the beginning of the pandemic is still in effect so that they only need to file the first extension and no further needs to be done. I think the issues they have with the delay 'could' possibly be tied to information that would be significant for the future of the company. I hate to speculate about what that information would be, but I will give an examples of what I think it COULD BE. There's a chance that they hired a company for potential uplisting and that the 10-Q would have information regarding their contract. This would be information that would have significant influence on the SP and would likely have to be communicated prior to the release of the 10-Q.
I don't think giving PR's about their expected timeline would be beneficial for investors. It would give more ammunition to shorts and Fudsters.
I, personally, do not think they will extend the warrants at this time. That opinion might change next week as we get closer. I am still hopeful that they will begin to tell 'their story' by next week. Should that not come to pass, then I would be open to an extension of the warrants if they feel that it would be beneficial to the company.
I hope that everyone would be patient to the extend that their financial situation will allow it and just wait for this story to begin to unfold. I am very positive that this will be a great journey for all of us investors and that if we stay on the train for the duration of the trip, we will all be greatly rewarded. I understand that some investors will jump off at the stations on the road, which is fine as you can never fault anyone for taking profits, but I am here for the trip to the end station, Eldorado.
AI
