I do not disagree with your version. Could be some mix of those elements, or it could be as simple as a journal feeling they have adequate reassurance or subtly qualified language that is clear, but it definitely seems to all be coming to a head to me as well. Just not sure of the date that these things will pull together in a fashion that we’d all look forward to and that will be public.
All of my opinions are speculative and are based on my own viewpoint regarding facts and circumstances surrounding this trial and company. All IMHO.