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Today's stage is unlikely to be a GC stage, which leaves tomorrow and the often used finish at Arrate (which was also in the Vuelta last year). It's a decent climb but not horribly steep and has a kilometre of downhill at the end, so it's a big assumption by Jumbo-Visma to assume they can drop McNulty by enough.
McNulty looked good on the final climb but the main group sat up. He's already lost time in previous stages on climbs where Roglic really went for it, so I would guess with more hilly stages to come Roglic is confident he can get it back. For Yates etc, who knows.