biosectinvestor, I do agree that NWBio has been much more upfront and open when talking about Advent and the MHRA. I believe this is due to the quiet period. Because of the quiet period, NWBio is not talking about anything related to the DCVax-L trial, their discussions with the FDA, and the status of their DCVax-L manufacturing agreement with Cognate/CRL.
Because of the quiet period, it is ok for NWBio to openly PR and discuss all thing related to Advent and the MHRA, without violating the quiet period and discussing anything specifically related to the DCVax-L trial. I believe that if NWBio were to tell us that they are currently in talks with Cognate/CRL to update the terms of their DCVax-L CDMO agreement, that would indirectly give us information about the results and status of the DCVax-L clinical trial, and would also indirectly give us information about their discussions with the FDA. That would indirectly violate the quiet period.
I do believe that Advent and the UK are important, but I think they are also a useful and convenient “red herring”. These are all my opinions.
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