I think the delay of results is due to the delay of the publication which is in turn due to covid. I have heard (reliable outside this board) its very very close (publication).
What makes you think that your source outside this board is reliable in forecasting that we are very close to release of the publication?
I would agree with you that the delay of the publication due to COVID makes a lot of sense and this opinion is most likely shared by many on this MB.
I think they may have had pre-BLA meeting(s) late last year and would be close to submitting their final BLA this quarter closely on the heels on TLD+publication. Best case scenario we get a TLD PR that also confirms submission of BLA (few days prior).