Great summary; I will submit this to Goose’s magic 8 ball. If you parse out the 8 ball responses into categories, there is a 50% chance this is right:

It could be Cytodyn is angling for a hat trick: BTD NASH, BTD TNBC, aware Brazil enrollment has pushed it over the line and waiting for someone with an abacus to get to work and put the imprimatur on EUA level results. Not sure, could be hat trick, or they are deliberating over pizza on whether to announce a trifecta instead. I will go with the latter. The Pizza Team deliberations are also over the value of each horse in the trifecta, the only thing clear at this point is that Leronlimab is going to be owed a nice stud fee for each of these horses.