Very logical and detailed explanation. Well inconvenient truths are ignored normally.
Some of the investors on this board know IPIX case. The P2B for their product beat current SOC so a P3 was natural - but as the 2 P3 trials would have costed $30 million - the company has shelved it indefinitely. This trial was much shorter period - literally single dose for efficacy and 2 follow ups.
My concern is - AVXL will do the same - delay ALZ trial as it is long term anf high cost - they will start Rett and P and delay Alz trial till they get a partner.