The rolling submission was for the Rett trials in which the adult Rett was filed first and the pediatric Excellence trial would be submitted later.
When he referenced that TGD wanted to wait until he had "all the data", it was in reference to all of the data for the Alzheimer's trial i.e. genome, etc...
Having the data available and having an NDA written and ready for submission are not the same thing. I assumed that was obvious. Apparently I was wrong.
Besides it is Rett not AD that has the rolling submission authorization.