I actually think was the fact that 2-73 resulted in a reduction in brain mass loss. No drug has yet to accomplish that feat!!
That alone could be reason for approval or a likely partnership if proven accurate. My guess is the white paper will be all over that, and result in a great deal of excitement for the drug.
Pretty sure it referred to an earlier time frame to announce data than November. That was the context I remember from. the response to analyst question by Missling.