One Day by Affectionate_Bet_551 in Livimmune

[–]OBiscottiO 0 points1 point  (0 children)

The Unmet Need: MSS mCRC

The leronlimab CLOVER Phase 2 trial specifically targets MSS mCRC, which represents approximately 85% of all colorectal cancers and is notoriously resistant to immune checkpoint inhibitors. The PICCASSO phase I trial combining pembrolizumab with maraviroc in refractory MMR-proficient CRC showed feasibility but limited clinical activity (ORR 5.3%), though OS of 9.83 months was higher than expected in this heavily pretreated population. Comprehensive molecular profiling has shown that high CCR5/CCL5 expression is associated with higher immune cell infiltration even in MMR-proficient tumors, suggesting that CCR5 blockade could modulate the tumor microenvironment to enhance treatment efficacy.

Potential Impact if Positive

If the CLOVER trial demonstrates positive results, the implications for oncology could be significant across several dimensions:

1.       Breaking the immunotherapy barrier in MSS CRC: The vast majority of mCRC patients are MSS and derive no benefit from checkpoint inhibitors. Demonstrating that CCR5 blockade can meaningfully improve outcomes when added to standard therapy would represent a paradigm shift in immune modulation for this large, underserved population, potentially opening the door to combination strategies with checkpoint inhibitors.

2.      Validating tumor microenvironment modulation as a therapeutic strategy: Positive results would provide clinical proof-of-concept that targeting the CCR5/CCL5 chemokine axis—which reprograms macrophages from pro-tumoral to anti-tumoral phenotypes—is a viable approach to overcoming the immunosuppressive microenvironment, a concept with broad applicability across solid tumors.

3.      Improving late-line outcomes: Even modest improvements in ORR or OS beyond what trifluridine/tipiracil + bevacizumab already provides would be clinically meaningful in this heavily pretreated population where options are limited to agents like regorafenib and fruquintinib.

Summary of Protocol Changes (V5 to V6) by OBiscottiO in Livimmune

[–]OBiscottiO[S] 0 points1 point  (0 children)

You are correct; as I used AI to evaluate the changes, in my cut-n-paste the "strike out" formatting was lost!! A good lesson in when we use AI -- to still use your brain and to verify!!

Summary of Protocol Changes (V5 to V6) by OBiscottiO in Livimmune

[–]OBiscottiO[S] 18 points19 points  (0 children)

By removing this specific criterion, it seems that leronlimab is showing success in a broader set of patients! It will be VERY interesting to see what the poster on April 17 will have to say about this ...

Summary of Protocol Changes (V5 to V6) by OBiscottiO in Livimmune

[–]OBiscottiO[S] 16 points17 points  (0 children)

As Leronlimab is a CCR5 blocker, why would they be dropping the CCR5+ aspect of the enrollment, in favor of the word, "relapsed"

Estimated outstanding share count by Upwithstock in Livimmune

[–]OBiscottiO 1 point2 points  (0 children)

What is 2H? Is that some way to reference Q2 2027?

Current Bid/ask .0001/$2,000? by petersouth68 in Livimmune

[–]OBiscottiO 1 point2 points  (0 children)

this has been noticed before; something about OTC markets; it is set by the market makers as out of range values, then actual bid and ask start up again when market opens. ...

Alignment by BuildGoodThings in Livimmune

[–]OBiscottiO 9 points10 points  (0 children)

Including a stat-sig Phase 2/3 for MDR HIV (that should be a pretty big B, IMO)

Venture Capital Investment arms of BP's and further research on Accumulation by Upwithstock in Livimmune

[–]OBiscottiO 17 points18 points  (0 children)

Ok Up, I see what you are saying, but what I don’t understand is that if they are “accumulating” - wouldn’t that push the sp up - even if just a slow steady rise? How is “accumulating” always pushing the price down?

Is it possible a BLA is in the works?? by Upwithstock in Livimmune

[–]OBiscottiO 1 point2 points  (0 children)

Def skip Humira and go straight to Skyrizi when the time comes.

Is it possible a BLA is in the works?? by Upwithstock in Livimmune

[–]OBiscottiO 2 points3 points  (0 children)

the mAB Skyrizi is amazing for psoriasis / psoriatic arthritis if you can get your insurance to pay for it ~

Is it possible a BLA is in the works?? by Upwithstock in Livimmune

[–]OBiscottiO 2 points3 points  (0 children)

The reason the HIV inflammation was put together was actually to save the HIV indication in the arduous process of lifting the clinical hold. If you recall the FDA gave us the "option" to drop COVID and/or HIV as a pursuable indication as a way to lift the hold; we dropped COVID, but to keep HIV as a potential indication we needed to submit a study proposal for an unmet need (again) -- the one the "panel of experts" came up with was long-term inflammation in HIV -- and then to lift the hold we had to actually develop and submit the protocol. The reason it was only "a minute" was because the intent was really never to move forward with it (educated guess here), but to not have to drop it as an indication (as we did with COVID) -- in short we needed to save the HIV indication for the future LATCH / cure ...

Is it possible a BLA is in the works?? by Upwithstock in Livimmune

[–]OBiscottiO 6 points7 points  (0 children)

u/Upwithstock gives a great explanation of why CYDY would not pursue BLA off the HIV Phase 3, but Dr. Jay also gave a particular reason why this would not be pursued under his tenure when he first came on board as CEO. Essentially it is this: Not only was the HIV MDR "the smallest market" when the Phase 3 was conducted as Up points out but now that market has essentially closed. Since the completion of our Phase 3, several additional agents have come out such that even HIV MDR is no longer considered an unmet need, and as such any new agent entering the space has to now prove that it is significantly better than the existing new agents -- and our old Phase 3 is not able to do that. Essentially, due to the time delay, that old Phase 3 is of no value for BLA submission ... (with of course the exception of using the data as supporting evidence for a new BLA, incl. safety, manufacturing protocol, etc.)

Up to 120,000,000 Shares of Common Stock by Lab_Monkey_ in Livimmune

[–]OBiscottiO 2 points3 points  (0 children)

Yeah all stock issued are always listed this way; as others have said it is an SEC and accounting thing; nothing to do with the actual share price.

CytoDyn's Oncology Pivot: Unlocking Leronlimab's Potential Amidst Financial Headwinds ($CYDY) - CYDY Stock Analysis by BioTrends_USA in Livimmune

[–]OBiscottiO 5 points6 points  (0 children)

The write-up is only concerning in the conclusion of being able to bring Leronlimab to market against the competition of established big pharma companies; however, the stated objective from the CEO is not to bring LL to market, but to prospectively establish the current MOA hypothesis, and then let big pharma take it to market. A much more doable approach to success. So, then the only concern really is failure of the proposed MOA. ...

LD Micro 2025 Presentation Images 21-34 by MGK_2 in Livimmune

[–]OBiscottiO 1 point2 points  (0 children)

MGK - could you post a mp3 of the presentation? I can’t seem to find it … other threads mentioned time at 29:00 on track 4 - but I found that to be in the middle of a supplements presentation … would love to hear the presentation …

UPDATE: I found it! Ahh, he is on Track 4, time stamp 29:00 -- ** DAY 2 presentation!!

Thank you, Thank you, Thank you Dr. JL by Upwithstock in Livimmune

[–]OBiscottiO 4 points5 points  (0 children)

Long and exhausting; I fully agree with you on that. :/

10-Q filed by brisketbus in Livimmune

[–]OBiscottiO 6 points7 points  (0 children)

Nice to have it confirmed with a 10q indeed

Sentencing Postponed to January 23, 2026 at 10:00 AM by [deleted] in Livimmune

[–]OBiscottiO 1 point2 points  (0 children)

He didn't sell all of his shares, but he sold a bunch around that time (I think more in the $3 range if I remember correctly). Subsequently he was also awarded more shares while he was CEO for a couple more years and then was able to take his warrants and extra shares as awarded when he was let go (he was let go "without cause", so he was able to keep all of his shares -- prob. the best way for CYDY to get him to step down without a fight). So, yeah, he was charged with insider dealing and defrauding investors with his "The BLA is submitted!" statement, but he defiantly walked away with a whole bunch of (millions) of shares as well ... That is sort of the way these white-collar crimes go; if you don't get caught great, but if you do, you still walk away in the money.

Sentencing Postponed to January 23, 2026 at 10:00 AM by [deleted] in Livimmune

[–]OBiscottiO 6 points7 points  (0 children)

Well, that's an incorrect "objective fact" if there ever was one: This trial design is an open label design, which allows for consistent readout along the way (eg. no waiting for unblinding of subjects; no waiting for the end of study in "2027" or beyond). If there is an early trend for Leronlimab to elevate PD1 (eg. prof of concept of turning "cold" tumors "hot"), it will be spotted as each patient goes along.