Thera just blew it !
Just by reading its presentation, I have the impression that:
1/ They drafted in a hurry for some reasons without spending a lot of time on it. This is in contrast with Madrigal's presentation. Kind of having a feeling of amateurish !
2/ Definitely, Thera doesn't seem to have Dr Grinspoon's data. This explains the non-technical, shallow and superficial aspects of its presentation.
So, why the rush to announce something that obvious, since Thera just had a press release on 06/14 announcing positive results from Dr Grinspoon's trial ? There is no need to confirm the pursuit of Phase 3 trial on HIV patients with a CC, since it's a given, unless you have something else such as label expansion in the interim. A detail PR with market analysis would suffice. It seems to me Thera was trying to please someone, or some "tutes", for perhaps they have been in talk about something. Just my guess.