LOL, if they were really engaged and MHRA wanted to approve, it would have happened by now. It doesn’t take 21 months. Thats a big red flag whether you want to admit or not given your significant long position.
The reality is MHRA is not super impressed with the application and the data. But the political pressure is likely one of the factors keeping application alive to some extent. This coupled with the fact that NWBO hasn't even provided guidance on FDA application (over 5 years since data lock) is a strong indication that there are issues with the data and application. Why else would you not want to go after the biggest and most lucrative market in the world thats almost 15 to 20 times the size of UK market from a revenue perspective.
Either way, I expect a lot of longs to come up with new excuses and theories as we move to November.