My reasoning is this. LCT have the 18mo data for the first two cohorts for almost 4 weeks and not announced the results. IMO they are likely following the trend line and are statistically significant, which is why they haven't been published to avoid contaminating the results for the final cohort.
IMO they will wait until they have all the 18mo results before making an announcement about how they are proceeding. So if we get an update it won't tell us much more than we already know. The quarterly should make some investors feel better as it shows substantial cost savings and they expect further improvements, presumably from staff reductions and reduced research. So I also conclude the other projects that they were considering are not going to start any time soon.
Its now nearly end of July so IMO we have 12 weeks more before to wait before things start to happen.
As usual I could always be wrong but, the CEO has previously said there is no reason to withhold bad news, and they have kept good results under wraps to improve the study integrity. They already have statistically significant results at 12mo.
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