Someone else might need to jump in on this because the 'data...

Someone else might need to jump in on this because the 'data cut' and its reasoning was new to me so someone here had to explain it to me. From memory a data cut is expensive to do as a random thing, so its reserved for conferences or where new information can be shared / released.
For example, they wont do a 'data cut' in January for a conference in May, they will show what they have up until the last data cut - in this instance i think the last major one was November last year, so thats what we are seeing now - however, they will no doubt release new data if its released from a new 'data cut', which makes it new news.

I dont think at this point YF or LC need to be front and centre.

Thats my rudimentary understanding which may be incorrect.