Nothing matters right now but the PII results, but they better be absolutely overwhelming in our smallish patient population, because if they aren't, the better connected and capitalized competitors have the inside track. If we have to take that MM to a P3, then we'll be dependent on the S/C P3 to get involved in this COVID race, and we'll be playing from behind.
Does Leronlimab work? almost certainly to some degree and likely very well.
Can we prove it? With time and money, which are in short supply.
Can we make a dent in this ultra competitive field? Remains to be seen, but others are still cutting huge financial deals while I have the Rosetta stone out trying to interpret confusing data we just released.