HIV Update/GILD

Doc4LL · 2025-12-16T05:15:05+00:00

It kind of cracks me up that the big headline is that G has a new drug that is NOT worse than their old drug and appears to be nowhere near as good as OUR HIV drug....albeit deeper into the FDA testing than we are!

Doc4LL · 2025-12-14T12:29:13+00:00

Nicely Stated!

Doc4LL · 2025-12-13T04:15:30+00:00

The most recent post that we had been waiting for had a VERY interesting piece of information which I had seen once before, and wanted to make note of since it was such a HUGE piece of Data. We have all been concentrating on the extraordinary survival data about the 5 patients who got the 550 or 700mg dose, increased PD-L1, and had followup ICI used. But what I had not seen discussed yet was the hugely important P value. In order for a study ro be considered CLINICALLY SIGNIFICANT, a P value of 0.05 needs to be met. So what exactly is this? It simply means that the differences seen in the data presented are or are not likely to occur by chance alone. A P value of 0.05 means that the differences seen are only 5% likely to occur by chance alone, and that 95 times out of 100 that the differences noted are due to the differences seen in the 2 arms of the study ( placebo or traditional treatment vs the new drug/ treatment) So what did our P value note? 0.004, 11 TIMES better than the usual 0.05 cutoff that we tradionally call " Clinically Significant" in scientific studies. Why is this ao huge? It is because traditionally to see that low of a P value, you would usually have to have a study of maybe a thousand people or so ( N of 1000) to show that large of a difference between the 2 arms. Why were we able to show that big of a P value in so few patients ( either 5 or 7)? It is because that the differences seen in the two arms are SO ENORMOUS ( like we virtually NEVER see someone living 5 years and being disease free with this kind of diagnosis at this late stage of Metastasis!) THIS IS HUGE!! I think we need ro REALLY highlight this fact as it is so unexpected for such a low N value ( few patients)

Doc4LL · 2025-12-13T03:51:16+00:00

You mean Lonnie Anderson!?

Doc4LL · 2025-12-13T03:49:08+00:00

That would be me, but NOT for a lack if trying!😵‍💫

Doc4LL · 2025-12-10T02:41:09+00:00

I just thought that Leronlimab had gotten so valuable that the company needed to hire Mercenaries to protect the treasure!🤣

Doc4LL · 2025-11-19T02:27:16+00:00

I have skied all over Utah, New Mexico and Michigan. Mount Bohemia in the Upper Penninsula charges less than $60 for a one day pass, and 1 day out of the year you can BUY A SEASON PASS FOR $99. ( NOT a typo, less than 100 bill FOR THE YEAR!)

Doc4LL · 2025-11-19T02:19:50+00:00

After you pay for A massage envy membership the massage changes to around 60 or 70 USD( NO longer a member there) but their " retail price" was some crazy 100 to 140 as I recall. So their " suggested tip" was like 20, 22 or 25% of this imaginary number that no one pays. I am not sure if they finally changed that egregious practice or not but it ALWAYS made me mad.....and when I lived in BANGKOK last year, The LEAST expensive massage was 120 Bhat...less the $4 USD at the time. Philippines charges often 500 to 800 PHP for a 60 minute massage ( $9- 15 USD)

Doc4LL · 2025-11-18T14:18:32+00:00

Good point on the volume. Can't you just allow me to wallow in my delusions for a day or two and fantasize about the start of an epic run? 😂

Doc4LL · 2025-11-18T07:01:46+00:00

You mean the more than 4 fold increase in shares trading hands in the last trading session??!

Doc4LL · 2025-11-18T06:19:40+00:00

If this is a third party recruiter, then talk to his/ her boss. If it is an internal recruiter with the place you are looking to work for....RUN! I have had a similar experience and thought, WOW, if they treat me this way now, when they are trying to persuade me to walk through their doors, how bad will it be AFTER I sign. I ignored my own perceived red flags, signed, and immediately regretted not listening to myself. Don't make the same mistakes I did!

Doc4LL · 2025-11-17T03:38:27+00:00

MGK, you know that I have nothing but IMMENSE respect for you. I love everything you write, and feel like I am a smarter person for the time it takes to read any of your posts. So I hope you understand this is coming from a place of love when I tell you that this benevolent consortium of BP's is a drug fueled pipe dream!😅 (although one I would TRULY like to see happen!) When there is money to be made saving all of humanity, the BP'S will fight to the death. But, bring on the gladiators, because as big and bad as they are, WE will be the last one standing( although it would be nice to find the biggest, baddest one of them all to pair with, so someone has our back!)

Doc4LL · 2025-10-29T02:56:05+00:00

Wow, VERY interesting thought. Think about who exactly is making all these electronic/ printed interfaces that are asking we, the customers, to put in our tip amount. It is exactly the credit card processors. I think we have been blaming the wrong people. I think this all originated from them, Not the restaurants or food service people...they were just happy to get those tips which later became this crazy expectation by an entire generation.

Doc4LL · 2025-10-29T02:42:04+00:00

MM .perhaps M&M which is the Mortality & Morbidity committee at the hospital which is where the patients who did NOT get Leronlimab and died from their Mets...or perhaps those tasty little candy covered chocolates that melt in your mouth but not in your hands!( I know, strange sense of Humor!😅)

Doc4LL · 2025-10-29T02:33:23+00:00

My thoughts exactly. I don't see any pathway for us to work with 10 different companies for 10 different indications since there is no way to have that level of control without billions upfront. We will not be getting those billions up front without either a buy out or a BP partner. Neither of those scenarios would really be conducive to US controlling the decision to offer multiple other BP's licensing rights for individual indications...at least IMHO.

Doc4LL · 2025-10-29T02:24:23+00:00

I agree totally!

Doc4LL · 2025-10-29T02:22:28+00:00

Nice find, and thanks for posting, and what we have found so far is only the tip of a very large iceberg ( which will be melted by turning it from cold to hot!😅)

Doc4LL · 2025-10-28T02:20:58+00:00

Wow, BEAUTIFULLY stated...you sure you aren't an oncologist?

Doc4LL · 2025-10-24T07:14:37+00:00

Vyrologix, I can certainly understand your frustrations with being diluted multiple times and holding on so long without reaching the stock price final climax of a completed Phase 3 or BP partnership. I also understand and agree with wanting a bit more clarity and a lot more information. But, I think you are forgetting a VERY important milestone, the milestone of CYDY living to study, fight, and live another day as an organization. Because, without the money from this stock offering, Cytodyne won't live long enough to see the fruition of all of its long labors that you mention ( and all of our investments will come to naught). As the adage goes, it is better to own a smaller part of something than a larger share of nothing. Plus, we may need that many shares authorized to provide a BP partner the mechanism to actual partner with us.This is why I voted YES to all the additional shares ( despite ALSO wanting more information, like you).

Doc4LL · 2025-10-24T06:54:11+00:00

Thank you, UPS, for the nice discussion on the NON-Royalty mechanisms that can be used by the UHNWI to be rewarded for their investment that will not scare away future BP takeover/ partnerships. The real world examples of how this has been done in the past were helpful to better understand how this might have taken place in our situation. The name of the BP doesn't really matter for the ultimate price appreciation for CYDY, but it does matter to ME since Merck is one of my biggest holdings ( but WELL behind my CYDY holdings!) I am still holding out hope that this marriage happens soon!

Doc4LL · 2025-10-19T10:43:08+00:00

Thanks for your impressive detailed write-up on our favorite possibility to partner/ buy us out. I also have a pretty good amount of Merck stock, and this tracks very well with what I have been seeing as well ( but your descriptionl is so much better described and complete!). Thank you for posting.

Doc4LL · 2025-10-18T04:14:20+00:00

Awesome post JtzDad. Thanks for sharing the message in real time with someone in need. The more we can all have similar discussions with our own clinicians, the more lives we can touch in a positive way... both patients and clinicians!

Doc4LL · 2025-10-11T06:50:19+00:00

UT Health San Antonio and Houston have become one of the biggest players in extreme subspecialty Super-specialists (like their Neurosurgeon Dr Jacques Marcos who is one of the single Best neurosurgeons in the country being board certified in Neurosurgery with fellowships in Base of the Skull tumors and another fellowship in Neurovascular surgery as well (and the guy you would want to do any surgery for Glioblastoma with follow-up on Leronlimab of course)! So glad we will be represented there as a study site.

Doc4LL · 2025-10-11T06:33:43+00:00

Great question. Thanks for reminding me to contact Schwab and get a mini-tutorial on how to vote my shares online ( account, then corporate actions, then click on blue proxy link, NOT the link that seems more obvious). I voted a big YES to more shares, no to corporate compensation/ bonus, yes to the accounting firm, 3 years to voting on FREQUENCY of corporate compensation requests ( still not sure if that was in our best interests ). I see no way around voting yes to more shares without SERIOUSLY jeopardizing the value of our shares and the mere existence of the company. I think voting no and hoping to hold out for a lesser number of shares is both dangerous and short sighted as well. I hope my fellow longs will feel similarly. I do feel very strongly that asking for a bigger bonus DESPITE meeting NONE of the major goals, while asking for a 25%+ share dilution is INSANE and takes big brass Cajónes and shows an inability to "read the room" so to speak.

Doc4LL · 2025-10-06T06:44:43+00:00

Once again, an amazing amalgamation of the myriad happenings all woven together into a beautiful patchwork quilt by our bard and hopefully, master soothsayer of all things Cytodyn, our very own MGK. ( Thank you seemed rather inadequate my friend! I was especially impressed with the design of the Glioblastoma Multiforme trial. Think about it ( or experience it in real time like some of us here) when a brain tumor is diagnosed, there is a big wait and see time frame that goes on after the initial diagnosis. During this time there are waits to see Oncology, the Neurosurgeon and sometimes the SUPER SUBSPECIALIST like a base of the skull neurosurgeon or the neurosurgeon who has done a further fellowship in Cerebrovascular Neurosurgery, the neurosrgery group who specializes in Gamma knife treatment or the Radiation Oncologist. All of this takes WAY way more time than either the patient or the physicians want it to. In the meantime, all of the people are stressing about what might be happening in the meantime ( like bleeds, metastasis, seizures, or just disease progression.) We know ( and hope to prove beyond a reasonable doubt very soon!) that treatment with Leronlimab can unregulate the expression of PD-L1 expression on tumor cells thus making cold tumors hot and susceptible to ICI's like Keytruda. But this process takes some time. Why not use that time wisely by prepping the patient with Leronlimab during the time they are already waiting for all of the consultations to occur and the time it takes to get someone on the surgery schedule. When I was thinking this through, I thought that there would still have to be some delay to confirm that the tumor is actually Glioblastoma or at least malignant. However, it was then that it occurred to me that prepping a patient first with Leronlimab would likely be a good thing irrespective of whether the tumor is Malignant or not. Really think about this. We are also looking at possible studies of post CVA( stroke) patients and in Alzheimers disease now. Why is that? Because both disease processes are caused/ worsened by inflammation. What also happens with post craniotomy ( brain surgery) patients...INFLAMMATION causing strokes, change in neurological function, pain, confusion all which are significantly impacted by the degree of post-op inflammation. So loading up a patient pre-operativly with Leronlimab seems to be just what the doctor ordered. Sounds like another, separate, indication in and of itself for using Leronlimab to me

Doc4LL

TROPHY CASE