I don't feel it is so bad. NWBO pointed us to summer with their "TLD coming months" statement and Linda Powers followed up on ASM May 18th. by confirming the process correlated with the PR at data lock day. My inner date watch tells me, we're now "living that period". Nothing points at conference dates, just the correlation with publication and TLD.
I wonder though, if NWBO might be so far in the proces of "something related to RA's, approval, manufactoring", that they seize the moment for "adding yet another catalyst to the equation".
With the "information entropy at large" (thanks Bigger for pointing out that concept), I have a really hard time on "buying in" to the pessimistic outlook of an autumn/winter TLD event. We've yet to encounter a delay that should justify feeling something going awry. It just do not add up with what we know been going on the first half of 2021.