Please correct me if I'm wrong. As I remember it, NWBO announced that it was making certain material changes in the EDEN to make cleaning and maintenance of it better. I suspect that this was the result of an inspection of the EDEN by regulators who recommended the changes. I don't know this to be the case, but if it were wouldn't it be equally possible to believe the regulators were actually observing the operation of the units and perhaps studying the vaccine being manufactured in them.
I'm not saying this is the case, just looking at possibility. I don't believe the material changes would effect the output of the unit, especially if they're not in the disposable cassette, the only part that ever touches the vaccine. I believe they've ordered production models with the material changes required and hopefully will shortly have some operational at Sawston.
It's clear that LP is playing her cards close to the vest, she was more open about many things anticipated in the next 18 months, but short on specific goals or scheduling, something that is typical of biotech CEO's across the board. This was certainly the best presentation I've seen from her in the few years I've been an investor. I believe that she was being cautious about saying they still expect RFI's rather than saying we're currently at a period that's more than double where this is normally received, so it's very possible there will be no RFI's at all. In the back of my mind I believe that she'd be thrilled with an approval that totally shocked the shorts still working hard to manipulate the stock.
Gary
Bullish
