not a concern to me (this time) in the least. As I understand it, this group is lead by jbem. His original write up was done several months ago, and was even more favorable than the later STE "maiden" report about cydy.
Interestingly, when JBEM did his report on the other company of his i was intrigued with, ana__x, he himself sold within a couple months and missed out on 90% of the run. cydy is right now far more advanced with the fda, fwiw.
gilead wants to pretend cydy is invisible. The FDA does not agree. Based on what the FDA is seeing in the way of results, knocking down the size of the trial from 300 to 150 is a big deal. They shorten things when they see that something is really effective.