This article does a really good job of handicapping the rate of enrollment. https://insiderfinancial.com/cytodyn-otcmkts-...al/180653/

It explains that no activity started until this Brian guy hit the road and starting convincing doctors. I also talks about the reason why no recruiting was going on how they fixed it.

So you can be negative in your assumptions and really conservative but the fact is enrollment has really picked up and there is a reason for it.