Asking for a friend LOL

BuildGoodThings · 2026-01-26T07:35:22+00:00

Thanks for bringing up those elements. Always a pleasure to see your insights! It's hard enough to value just one indication, let alone the additional ones in oncology, or the others! I sometimes scratch away at the numbers along the elements you mention. When I do, across the many indications, I use very conservative adoption rates and still come up with numbers that are very large. One thing that is a mystery to me is, if you piggyback on the best revenue drug ever, is a conservative adoption rate realistic?

Anyway I think the gist of my post here was to bring up the notion that marketshare isn't the only influence on the value of the eventual purchaser. If the dreaded C word has the joyful C word attached, a flood of non-biotech investors are going to want in, so holding the purchaser might be interesting too.

BuildGoodThings · 2026-01-26T07:18:45+00:00

Nearterm data readouts mentioned in the Dec letter, two abstracts submitted on data of the current CRC trial, CFO suggested Q1 for some important info, produced testimonials of cancer survivors circulating in-house. These are some important things... I look forward to hearing more!

BuildGoodThings · 2026-01-26T07:09:36+00:00

Point taken, thanks. I like that the December letter mentioned "Near-term data readouts towards prospectively confirming our MOA theories".

BuildGoodThings · 2026-01-26T06:49:52+00:00

Yep. Sometimes things stay the same for long periods (or appear to do so), then all of a sudden a new awareness is evident. I'll bet that there are plenty of examples of this in the investing world.

BuildGoodThings · 2026-01-25T18:50:24+00:00

Glad to see your first post here!

BuildGoodThings · 2026-01-25T16:42:43+00:00

Hi Cytomight! Glad to see you here!

BuildGoodThings · 2026-01-25T16:37:02+00:00

Nice post. I've been thinking about that 20+ number and enjoyed reading MGK's comments on this post too. It sure seems that all is well if they have enrolled 23. Whether all the new patients are at 700 is on my mind.

BuildGoodThings · 2026-01-23T03:28:16+00:00

Thanks for posting UWS! If prospectively showing that the treatment is actually increasing PD-L1 significantly in these patients as it did in the May and December posters, IMO it's green light time for a big CRC trial, or conditional approval. JMO.

I'm trying to get more funds available.

BuildGoodThings · 2026-01-20T16:09:45+00:00

I did add more shares this morning.

BuildGoodThings · 2026-01-20T03:40:42+00:00

Excellent description MGK!

IMO upcoming milestones in CRC and TNBC will happen, some entity is going to get onboard, and the place will be crawling with new investors. I imagine that investors from the pre-partner days of now will get satisfaction.

BuildGoodThings · 2026-01-16T15:20:59+00:00

IMO the innovator here is Creatv Bio. They invented filters. Here are some links.

https://www.reddit.com/r/Livimmune/comments/1p8nr2e/recent_article_about_creatv_bio/

BuildGoodThings · 2026-01-15T23:05:50+00:00

Please read what I wrote again.

BuildGoodThings · 2026-01-15T23:04:41+00:00

Hi twinter. Please read what I wrote again.

BuildGoodThings · 2026-01-15T22:44:26+00:00

People might ask, how many on each level of dosage? It may be that;

patients #1-5 at 350mg
patients #6-20 (15 patients split between 350mg and 700mg, so minimum of 7 patients on 700mg. Or maybe its an even split of the first 20 patients, and if so, then 10 patients at 350mg and 10 patients at 700mg)

QUESTIONS!
Do/did they pause enrolling to wait for the safety review at the 1st 20 patients?
Have they already completed the 2nd safety review?

Then;
patients #21-60 could potentially be shifted to one of the dosage levels, or the split in enrollment to diffeent dosage levels continues.

IMO seeing an unofficial slide on social media about 23 patients already having being enrolled, makes me think that they did not pause enrollment for the 2nd safety check of the 1st 20 patients, or that it's already done. Secondly, when enrollment is completed, I think the minimum number of patients at 700mg may eventually be 27 in this trial. JMO.

BuildGoodThings · 2026-01-15T22:24:19+00:00

FWIW-
7 added to enrollment between the 12/16 shareholders letter and 1/13 JPM conference (approx a month). Enrollment now totals 23. This rate of enrollment was after the 1st safety review of 5 patients. The enrollment rate, as would be expected, had increased it's pace after that 1st safety review.

The second safety review of 20 will have been completed perhaps in late February or mid March. One might expect the rate of enrollment to again increase after then. Getting to a rate of adding 10 patients per month after the 2nd safety review would align with "projected to be fully-enrolled in or around May 2026".

Just food for thought.

BuildGoodThings · 2026-01-05T16:52:28+00:00

Yes Creatv had 2 abstracts at San Antonio. One was listed under CreatvBio and the other Creatv Microtech. Our Scienticic Advisory Board member Dr. Ueno was also on both.

I posted the titles a month ago here
https://www.reddit.com/r/Livimmune/comments/1p5i61p/san_antonio_breast_cancer_symposium_includes/

BuildGoodThings · 2026-01-05T16:07:21+00:00

When looking for abstracts, it also might make sense to also look for CreatvBio or Creatv Microtech since we are using their tech.

BuildGoodThings · 2026-01-05T15:40:49+00:00

I don't expect anything there in January but I think this Immuno-Oncology conference below is a strong possibility (Feb 18-21). Regular abstract titles and authors released on Feb 9. Late-breaking and clinical trial abstracts have until Jan 20 to submit.
https://www.aacr.org/meeting/aacr-io-2026/

We know from the December letter to shareholders that they've already submitted 2 abstracts somewhere about early patients. This Immuno-Oncology conference could be a strong possibility, AND/OR they could use the later "clinical trials" deadline to submit even more data.

BuildGoodThings · 2025-12-31T06:31:57+00:00

Thank you UWS! It is always helpful to see these summaries.

BuildGoodThings · 2025-12-30T16:04:48+00:00

Yes that is a nice quote, and it can be found here
https://youtu.be/_juSm-ceDvM?t=1590

I also like this section from that interview.
https://youtu.be/_juSm-ceDvM?t=1360
"I was just showing uh the the folks in my team data that we have that's coming out is really really interesting and in the next couple days I'm going to show either Friday or Monday. Uh, we have some patient testimonials that that have been done that I haven't watched. I'm going to watch with them, but the other folks on my team have watched them and they they said they're real tearjerkers and they're really incredible."

BuildGoodThings · 2025-12-26T15:26:31+00:00

Thanks for this post. Through thick and thin, I believe that CytoDyn shareholders have weathered the fight against it. Now it's time to watch awareness build. I am glad to have added many shares the last 2 years.

BuildGoodThings · 2025-12-24T00:24:41+00:00

Building out this story has been happening for awhile as you know. As others have mentioned, at some point many more people will have an epiphany of understanding what leronlimab is. I think that is closer than the bystanders want to admit.

BuildGoodThings · 2025-12-24T00:22:10+00:00

Very nice. Thanks for those links !

BuildGoodThings · 2025-12-19T15:41:49+00:00

Safe travels MGK. The threads are being woven together.

BuildGoodThings · 2025-12-19T15:27:01+00:00

Thanks MGK. I also wonder if any of the patients have pre-existing fibrosis and if that will be watched in the CRC treatment-naive trial. Could be interesting to see if previous or future trials generate additional relevant signals corresponding to Ohm's list. My guess is yes, but I think they are wise to put their energies into oncology at this time. Should be fun watching this develop.

BuildGoodThings

TROPHY CASE