this is exactly the issue, which I'd like to emphasize. Hospital-restricted mAbs for mild COVID are inherently limited because nobody in their right mind wants to be near the ICU unless the benefit outweights the risk (e.g., they're severely ill). And as we all know, antiviral mAbs aren't effective in the severe setting because viral titers have already declined, whereas the myeloid system will continue to crescendo.
The other important note that has only come up in the more recent investor presentations is the effect on T cell immunity. Will definitely be looking for that when mgmt decides to release trial data.