This is not speculation. The process is defined. The only reason NWBO would be “fully occupied” with MHRA yet not submitting to NICE is because the SmPC is still being finalized. That is the labeling phase, and NICE’s response confirms it in plain English.
You may disagree with the interpretation, but the regulatory structure makes it clear. This is how approval is implemented. The company isn’t waiting for a decision. They’re working on how it will be published.
So yes, if he is an insider and is saying these things as matters of fact it is absolutely a securities violation and he is illegally sharing material non public information.
The dude is another BS artist! Both you and him/her will be proven wrong come end of August. Will be disappear and be replaced by another minion to spew some other non sense or will be come up with another theory to justify the final labelling discussion BS! ;)