Important to note some subtleties around the trial dosing. They raised the dose levels to test MTD but were likely doing so slowly to be able to correlate PK/PD and the increase in cognitive metrics.
In other words, in a trial to prove efficacy one would move immediately to the most effective dose. In a trial to prove your understanding of the drug you will sacrifice efficacy to show you can precisely control effect.
This is precisely what is going to make the PK/PD such a riveting briefing.
So if all is as it appears, in the coming 2/3 trial I would expect to see lower scoring from placebo/nocebo effect (since everyone in 2a knew they had the drug) but a large jump in efficacy scores (from immediate max dosing of 300 super responder variants).
Side bet that the AD 2/3 trial takes place in Australia.