100% agree, it’s the only bullish argument left that makes logical sense.
This delay is NOT related ORBIS, Flaskworks, tumor agnostic, or any other of the illogical theories that pop up every single time NWBO takes way longer than any of us thought humanly possible to accomplish something.
IMO it’s either:
RFIs and/or waiting on alignment with regulatory framework = HIGH chance of MAA approval = 70% probability
OR
Major issues and referral to CHM = almost NO chance of MAA approval 30% probability
I respect anyone who disagrees with these percentages, but let’s stop with the other nonsense (both bullish and bearish).