I don't think it really means anything. They just omitted a sentence that was opinion and not factual information. Their opinion may be valid but it does not necessarily belong in a 10k. I don't think there is an attempt to dis-credit ibalizumab, just to inform of the differences for investor benefit. It would be strange to not mention the competition and its significance to pro 140 development. Sounds like their lawyer re-read it and felt it was a little too much. There have been far more significant news in the past related to CYDY and pro 140 that don't move the SP.
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