Speculation on my part
Could the company be looking to assure it's future ability to be viable by waiting for new data from Direct trials before unblinding L. Even if the believe the L data to be excellent, surprises are always possible. Having solid data from a Direct trial would buoy the stock before data was reveals leading to even higher prices if data's good, but would act as insurance that the price not tank completely should the data not be quite as good as expected.
I believe they're looking for a long tail on unblinding, and that should do the job as long as nearly all in that tail are people who're on the drug. In that cross overs go on the drug, that should be the case, but nothing says that some patients cannot get there without getting the drug, though statistically that number should be very low. The problem is trials don't always go as they statistically should, and you don't know until you unblind them.
Gary