It was interesting that Helen said that efficacy on 3006 was sufficient to obviate the need to go to higher dose levels. That is quite a statement particularly since 3007 starts at the highest 3006 dose and goes to 30 to 40 times that level.
I would guess delays in CART data are related to slower ramp of new sites for budget reasons. There are also other explanations which could be both positive and negative. For example, they are now re-dosing which if successful would delay reaching endpoints.
If everyone died in three months, the results are reached much quicker.
The catalysts are likely to be the announcement of partnerships which could come at any time. I find it interesting that there were no insider purchases right after the Q3 release.