This report on HIV-cide seems to be a step back from the "functional cure" previously reported. The good news, however, is that the process lends itself to the same optimization as seen in the Flu-cide studies which will possibly lead to the functional cure being sought. This further solidifies Flu-cide as the lead candidate for the initial NDA.
This looks like Excellent News! to me and seems packed with information that will take some time for investors to chew on. I see no retreat from previous reports on HIV-cide. This seems to be written to support the ongoing "optimization" program for each Cide and the current strategy for preparing for an IND.