I agree with your point, AF has distracted from some subtle hints that most should be paying close attention to.
ASCO has accepted MD Anderson/NWBO abstract on Direct from very immature data.....this is not the norm IMO and says something pretty significant. Yes I am happy that Linda smiled and said very encouraged but I am happier that the Doctors at MD Anderson and ASCO thought the Abstract was worth looking at - at ASCO!!
The market gave NO value (rightfully so) to the fact that Direct had cleared 80-100% of all tumors, not only at the injection site but on the other side of the animal suggesting a systemic immune response. I also know that Phase I trials are not given much weight either, but let me tell you that if NWBO reveals that they have seen initial tumor eradication in inoperable cancer patients this will be a significant announcement with a very positive effect on the SP.
I hate talking in what ifs, but perhaps Linda et al said "hey we are in a great financial position with the last capital raise, we are going to start seeing significant revenue from Germany in the very near future, our enrollment in L is going to skyrocket with the Centers for Excellence coming on board, and we are about to drop a change in Cancer Treatment bomb at ASCO; why don't we air on the side of caution with the DcVax L trial and think about taking advantage of the fact that we can increase enrollment to power the trial for a less PFS rate?? We still have the ability to halted for efficacy in the near future with our original PFS goal but if in the case we don't, we will already have expanded and enrolled therefore cutting back greatly on time until completion".....