They may be wrong if at all but logical conclusion says they are not interested in A2-73 till now. That is topic of discussions.
Also they had 3000+ patients to analyze data - AVXL is doing same with 25 patients and you announce it as KEM or AI - and people jump to see small change in graph that not explained.
So strategy is to discount anything that a very successful co has done and jump for a small milestone by a co that has not started a pure phase 3.