Not difficult to figure out they don't have drug for trials since they pr'd needing to manufacture drug for a trial.
The drug may have been sitting in powder form and needed liquid added. Expired drug can't be used in a clinical trial, but, it must be ok to use in lab work.
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Maybe, just wouldn't expect them to take a chance on a dated product. You have been correct in your analysis, for a long time. Just have to wait and see.