Exactly Seventh, I do not understand either.
As you say even if $NTRP meets the endpoint improvement in SIB it is hard to see it as truly clinically meaningful especially at the severe end of AD.
Given there is no longitudinal trial data, even if not placebo controlled, those 2.6 points may soon whither - unfortunately.
Some good trades to be had though, but for an investment I prefer the $AVXL developing homeostasis story and concurrent 3 trials in 3 indications with expansions/extensions requested by investigators, caregivers and patients.