I think you're spot on. During the presentation she said "We are almost 2/3 way from the end of Phase 1b.".
It takes 2 months for recruitment, so I take it as we have completed the recruitment of the 2nd cohort and now is in the stage of monitoring their progress & analysing the result.
If we take her words mathematically, say it's 60% complete, so far it's nearly been 8 months, so the end of Ph1b is ideally around August - September. But as usual, things aren't perfect so I'd say October - November.
IMU
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