Your first point is correct...they would be digging a deeper hole if they are not being forthright. Your other points are most reasonable and I agree. My gut says you are correct. but who would have thought that they wouldn't be done with the SAP or data-scrubbing? Our reasoning didn't see that though some of us weren't really surprised.
But...for whatever reason we/you/longs are always reasoning away these concerns. We've have been kicking the can further and further down the road. The truth of the matter is, despite or reasoning, we have little idea wtf is going on with NWBO. Although my gut says, all will be well... at some point one has to start looking at the "other" possibility.
Keep Hope alive.
They are digging a deeper hole if they are not being forthright.
NWBO has many regulatory eyes watching them -- including, NWBO tells us themselves -- the SEC. So I'd hope they are not deliberately pulling a fast one. Can you imagine how messy that would be? Nah, I think Dr. Bosch does not believe they are going to get stymied by regulators (FDA, PEI, etc), nor do I think they would set themselves up to be stymied, particularly not with all the independent experts working on this.