i think these data are totally in line with expectations, but what may not be earth shattering for you might be a big deal to less savvy investors who saw only a .7ish log decline (at the highest dose no less) and thought 184 lacked enough punch - i.e. they did not appreciate the fact steady state was not achieved in the 3 day POC trial, and in fact a disclosure that the lowest dose now shows > 1 log delta over SOC might be news
the other notable item here is they are disclosing data early as the individual cohorts are done, so those waiting until later to buy in in advance of the data got caught (in an earlier cc they mentioned they probably wouldn't have the data for EASL so i can see how investors may have thought there was still time to buy in later)
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