Welcome.
The most important PR was probably in August of 2020 when the company gave guidance that they are moving towards data lock and anticipate TLD in September of 2020 (last year).
The October 5th 2020 PR was a rug pull that signalled the 'quiet period' we're experiencing now. It took a few more months for us here to decipher that TLD will be released immediately before a medical journal publication (the embargoes for which are lifted about 24hrs before), and which take about a year to complete. This took months for us to absorb, and the last time there was meaningful excitement on the board was in the run up to the shareholders meeting in May, and ASCO a few weeks after that.
There is no evidence, save the circumstantial, that TLD will be released at SNO. In any case that would invalidate the exclusivity that any decent Medical Journal insists on before publishing. So you can't have a journal article and a conference presentation about the same thing. It's either/or. This is an assumption on my part and would love to hear what others have to say about this.
I think it's perfectly feasible that we get TLD and a Journal article a few days before the conference, and a Late Breaking Abstract that is related to, but not exactly that which is presented in the journal. Perhaps the LBA is a follow-up, presenting data which has become available outside of data lock (October 2020 - October 2021).
The current optimism is mainly due to how obscenely overdue top line is, and the fact that it would make sense to start an NWBO victory lap at the Society for Neuro Oncology. But there have been many such opportunities in the past, and there are many in the future. I have been in this for five years in February and this is the first time that I'm not CERTAIN, that something will happen in a couple of weeks. Defense mechanism, or the Reverse Psychology of the degenerate gambler? I've no idea. Everyone's tired.
I'm hopeful that at least some of the last fourteen months were spent building a Public Relations head of steam; as was the case in May 2018 when another, hugely delayed paper containing the encouraging BLENDED data was released, and got very good science coverage in the UK press. It was the lead item (save a terrorist incident) on the BBC 6 o'clock news.
To my mind, the most reliable - not to say personally, intellectually and emotionally invested individuals posting here are: Flipper, Basin Street Blues, Sentiment Stocks, Gus McRea, Lykri.
I won't list those whom I think it is safe for you to ignore. These individuals can be discerned by the Clown-Car noises you hear in your head when reading their posts.
