"The delay has already happened,therefore my theory should not be affected.

CLARIFICATION and simplified

The delay of assays IMHO could very possibly be directly related to the VERY LARGE INTEREST FROM VERY LARGE OUTSIDE SOURCES (cookie jar theory) that we did NOT have back in september."

Yes, but delay for what reason remains the issue/speculation. In other words, they said that they are waiting for slow assays but expect them this week. So, if they come in this week does your theory still hold up?