My stance is that NW knows much, much more than he suggests. First, NW had access to NWBO and other info as an insider. Second, he had all the necessary data/notes/documents gathered by Ondra (which was forced on NWBO by NW). I find it unfathomable that NW would put in $180 million and not know know about the halt OR not find out the underlying reason (after the fact). With the resources this guy has, I don't believe LP pulled the wool over his eyes. Either NW is the dumbest b@sterd under the sun or the smartest. I suggest it's the latter. We will find out soon.
By the way, I also find it interesting that soon after the Ondra meeting, the Phase 5 report was published. Soon after the phase 5 report was published, NW published his letter. Coincidence? I don't believe in coincidences when hundreds of billions are at stake.