Ski-T, it is my recollection that on the Big Biz Show, LG clearly stated TLD will be released in close proximity to a congress presentation followed by publication. He later left the congress step out, but I agree that they have never said that they would not present the data first while at the same time insisting that they are working on a publication.
While I am not confident that we will see a presentation at SNO, I am absolutely confident that it would be a very big missed opportunity if we do not and that LL would want to present the data before publishing. The 2020 placeholder abstract that you mention is evidence to this belief about LL in addition to my many years working closely with physicians in similar situations. They always want to present the data to their peers. It is a big part of the process.
I will be patient and I will not sell before TLD, but missing out on SNO will be a signal to me that management does not know what they are doing when it comes to successfully launching a product and that LL has little influence within NWBO. I will be worried for the first time in years. Not about the data and not about the KOL support, but I will be worried that management is incompetent. Not presenting the data will have a negative impact on belief in the product, even if published in a top tier journal. Consensus is built at congress. I witnessed this again firsthand last week.
Missing out on the big congress reveal is strong measure of pharmaceutical incompetence.
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