I really don't know. And to be honest, I was a lot more engaged in trying to parse everything before CD12 data came out. It rocked me. Not so much my faith in LL, but how wrong we were about how the data was expected to look.

There are so many moving parts right now that the list could be endless. Of course we all want to hear about EUA, but I tend to think if EUA has been decided that announcing it on the conf call would mean it was rejected. (if approved, I imagine we would get a PR or an announcement from the FDA directly).

So, I think more likely reasons are:

1) Scheduling conflict
2) Something new that they want to add in (ie more cancer data, another patient in Philippines, etc)
3) Something related to a new investor, partnership or manufacturing
4) Approval of the CD16/CD17 trials

Its also possible, but less likely (IMO) that things are progressing in the Philippines due to the early results (from one patient).

At the end of the day, I have no idea. Could just be run of the mill updates, and the call was rescheduled due to another meeting that they deemed important.

The one thing that I have learned from this experience, is that quite often we are all wrong about what's occurring (longs and shorts alike).

So, we wait.