I love the logic.
If its on time thats fine but if its late thats great. They really can do no wrong.
If its late and the Mos is same same then normal logic would say its just late.
The patent is finite so delays cost millions a month in terms of future cashflow. Not to mention the competition.
Late is only a good thing if it means longer survival.
BCBM is a like year late seems unlikely to be the case.
That would be fantastic and game changing but I think its just late and they should update.
Given there are only 4 data due getting 5 by the end of the year is really optimisitc.
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