Here is one bright side.
Neither Memphis (Cognate) nor Germany (Fraunhofer) are making batches for the phase III clinical trial. Not even for the expanded access trial.
Germany may be making some batches for H.E., but that is supposed to be revenue.
Translation.
Remember when that guy from Cognate stated around July that they needed to transition from a clinical preparation company toward post phase III commercialization? We still do not know he was talking about NWBO, but it makes sense.
Well, isn't it simple logic to believe that step is now being pursued?
Otherwise, you have highly trained lab techs idle at this moment. What better time to transition from clinical preparation to commercial preparation then after enrollment is complete (or all but complete) in the phase III trial?
Just food for thought.