Like I said yesterday, it's risky to hold back unless you have REALLY good news.....I'm assuming it is REALLY good news. IMO there is more than just meeting the stated milestones and that is the reason for the delay.
Extremely well stated. We will all learn soon enough which of the three scenarios you outlined will come to fruition.
The only "red flag" that I see is one of Punit's obtuse comments: "We are on track to hit all milestones by the end of 2014. The only thing which could stop us is bad data."
What could be meant by "bad data?" Is it a mysterious 30th patient? (Or has that already been debunked?) Is it bad MCC data? What could it possibly be?