I honestly don't see how DCB's announcements could extend timelines even further. We've been running our EMD AML trial for a year and yet to recruit a patient. The last update it appeared as though recruitment in the Sheba trial had also slowed a bit. None of that is on DCB. Nor do I expect DCB is going to be re-inventing the 3 pillars - he's still talking about the same things... cardioprotection, FTO, AML, etc.
If anything, I expect (hope) DCB will provide plans to progress our trials and timelines for possible collaborations/partnerships/buyout where we currently don't have any.
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