ALL IMO
On balance the volume and content of news from RAC this year has been significant and the runway is even longer than it was. Dr T has hinted several times the train has yet to leave the station... He also stated that when it comes to Chemo drugs they are so well studied, they know what happens in the Lab and how it will perform in the clinic... Make of that what you will.
Companies constantly give guidance as to when to expect news
No doubt based upon best available data at the time
These things change especially when managed by others
e.g we don't know if omicrom has had an impact in Israel, UoN or US patent office etc.
Assuming that guidance is a fact and then demanding a result or explanation of further delays is IMO over the top. The data will come when it is available and when the company is in a position to release.
May I suggest its the Holiday season and everyone needs to chillax and take some time off
...including Dr T who I hope takes a break from all things RAC, Nucleics and HC.
Does it really matter if some data is held over to the next quarter
What am I doing here?
