I'm betting the m/m results are going to be good,

I'm betting the m/m results are going to be good, as leronlimab prevents the disease from progressing from the viral stage to the immunological stage, but 20% of placebo arm do not improve => good evidence of effectiveness. Smaller trial because because P2. Strong results + newly-augmented safety data from HIV + HIV mono = approval with no P3.

s/c trials not as likely to show strong results because reversing serious cases is more difficult than preventing them in the first case. Also, primary endpoint (death) is binomial and requires a large sample size to show statistical significance.