a drop of over 90% in the monthly rate versus baseline, page-20

Assuming that the 20 reported participants are 3:1 , on the face of it a 90% reduction does suggest a reduction in the placebo group (25% of the cohort), since 100% reduction in the infected would (simplistically) result in 75% reduction for the cohort overall. However, until the study is unblinded and it is clear what 90% reduction means, taking into account variance of baseline between individuals in each group, this is all guesswork. The important thing will be to demonstrate that the reduction in the treatment groups exceeds any reduction (if there is one) in the placebo group. That will not be known until the study is unblinded (Q3 ?).

Having said that, if there is little reduction in the placebo group, these results look very promising. As a long-term holder, I'm daring to be optimistic, but won't get carried away till Q3.