They do seem confident. Part of that is based on the blood work. That's fine and good, but it's the clinicals---not the labs---that drive approval. Part of their confidence comes from their impression that it is working...seeing patients improving after treatment. Again, that's fine and good, and it helps remove a good deal of doubt in my mind, but it's the real data---not the anecdotes---that drive approval. And that's why we have the very careful clinical trials.
What fraction of m/m patients improve within 14 days? That's the standard that leronlimab will be measured against it the m/m trials, and most m/m patients do recover in 14 days.
Anecdotes + blood work make me optimistic. By night I'm a CYDY rah-rah guy, but my day job is statistician. The statistics feel razor thin, but I'm sure hoping for NP's "shock the world" with beautiful results.