From here to the US election
The markets are in their worst seasonal period with August through to October often being down months, especially in US election years.
This additional aspect fits well into a previous post of mine.
Taking their time with the assays is a good sign
Not rushing the premier NR of the year is the work of real professionals as opposed to trigger happy amateurs.
Waiting until November to release the first assays wouldn't be a bad plan if putting up with another 3 months of pain indeed becomes a rocket launch.