My guess is that, unlike HG/TN, ultra high G does NOT show meaningfully increased efficacy over high G (which was almost entirely driven by TN/HG subgroup anyway).
Perhaps there could be a diminishing rate of effect as they move towards higher levels of GPNMB expression. I'd be more concerned obviously if ultra high G 011 arm doesn't show efficacy compared to IC group. Even if it shows similar efficacy to the high G group, as long as 011 still meaningfully beats the IC arm, I think that would bode well for CLDX.