"Ideally they announce it beforehand, but I think we all have more or less accepted that BLA won´t be submitted in December."

Why would "we all" have accepted the BLA won't be submitted in December? They continue to tell us by the end of December, and it's only mid-December. If they tell us it's going to be delayed on the call, then fine, but why would we throw in the towel now? And if they have something substantial to announce, like submitting the BLA, they're not going to announce it BEFORE the cc. Otherwise they'd be stealing their own thunder and there would be no need to have the call.