Sokol, now that Dr, Missling clarified in the call this morning that what was meant by "confirmatory trial" was in fact a P4, there is no mystery.
I think declaring you are going to seeking approval for AD with regulatory agencies (plural) is kind of a big deal. People here on this board want you to think that was a ho-hum PR and call - but it was kind of huge. Obviously more time will pass before 2-73 is on the market and generating better patient outcomes and high revenues, but those things are coming.
This is now by far the best risk/reward that I know of.