Iron Mike, I think you're right on the money. I don't believe they'd spend all that they have if they didn't feel reasonably confident that either the Journal will be out before the conference, or that it will be presented there. The Journal would be willing to hold publication until after the presentation once they knew the presentation was happening, but otherwise it should be published prior to ASCO.
Someone figured that with the price of what they'll be putting into the booth, they'll be investing a half million or more in this. If they're not making a formal presentation because the Journal's out, I believe they'll pay another $90K to present in the Experts Theater, and it wouldn't surprise me if several trial patients were part of the presentation, and perhaps even others who received DCVax-L for other cancers under compassionate use.
We really have no idea how much the company may push the idea that any tumor has the potential of generating the vaccine. We know this to be true, but we don't really know how effective that vaccine may be, though anecdotal evidence to date I believe is saying it's true.
I suspect that in prior years when they paid for large booths they had hopes of announcing something big prior to ASCO, but it was OBE. This time it's an even larger booth, I'm not sure if it's the largest, but it's certainly big enough to be noticed, and positioned in an excellent place that essentially all attendees will see it. Lets hope that they'll have information that nearly all attendees will want to have inside of it, whether they have totes to give away, or not.
Gary