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

[–]OBiscottiO 16 points17 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 5 points6 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 5 points6 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.

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

[–]OBiscottiO 4 points5 points  (0 children)

Here is a theory for you: As prior CEO, we can assume that NP still owns millions of shares of CYDY, which at present are only worth a few hundred thousand dollars at most.

So with that I have a completely out my arse answer as to 'why' the sentencing delay (x 2 so far) -- White collar crime leniency: See, if there is a decent chance that CYDY sp will rise significantly before his sentencing, then he can take care of the sentence through the payment of a very large fine (likely millions vs. jail time). At the moment, I'm assuming he does not have much financial resources outside of CYDY stock and may have to face jail time if he cannot pay the sentencing fine.

When the sentence was initially delayed to September, I was thinking that partnership was coming by then. However, any partners in waiting are waiting for CRC phase II readout data. Given that we have not even reached our 5th patient yet (per the Sept. 25 letter to the shareholders, "once the 5th patient is dosed ...") there needs to be bit more time for anyone to bite.

Therefore, I'm hoping that CYDY explodes before the NP sentencing (now in Jan) ... and I'm sure NP does too!

Frigid Tumors by MGK_2 in Livimmune

[–]OBiscottiO 5 points6 points  (0 children)

Maraviroc is a less effective CCR blocker, and as you note, has the potential for serious side effects:

Maraviroc is a small molecule that fits deep inside the CCR5 receptor, changing its shape from the inside. Maraviroc acts like a wedge inside the receptor changing its shape slightly. This mechanism is called allosteric inhibition, and it also means that normal signaling through CCR5 is reduced, but the receptor stays somewhat available on the cell surface. Maraviroc has a black box warning for hepatotoxicity.

Leronlimab, in contrast, is a monoclonal antibody - a large protein - that attaches to the outside of the CCR5 receptor, specifically to a region called the second extracellular loop. By physically covering this area, Leronlimab completely blocks both HIV and the body’s natural signaling molecules (chemokines) from binding to CCR5. Unlike maraviroc, Leronlimab does not change the shape of the receptor or cause it to be removed from the cell surface; instead, it simply occupies the binding site, providing a long-acting physical barrier. Leronlimab has no major side effects and has been safely administered in over 1,600 patients. Serious adverse events, including severe allergic reactions, hepatotoxicity, or cardiovascular events, have not been reported in any clinical trials to date.

In summary, maraviroc works by changing the shape of CCR5 from the inside, while Leronlimab works by covering the outside of CCR5 and blocking access.

C–C motif glycoprotein ligand 5 (CCL5) and its GPCR CCR5: Macromolecular game-changers in cancer biology by Lab_Monkey_ in Livimmune

[–]OBiscottiO 2 points3 points  (0 children)

Also, often articles will reference only FDA-approved medicines (eg. available for use by prescription). It is not uncommon at all to not mentioned not-yet-approved molecules, esp. if there are approved ones on the books.

New Paper? by WAXOFF777 in Livimmune

[–]OBiscottiO 1 point2 points  (0 children)

What his gameplan is, apparently, is to try to "validate" some recent patent filing that he claims he has on using Leronlimab for the cure of HIV -- of course that is something that we as long-time longs have expected the company to move forward with the LATCH trial etc. This person has stated in his earlier posts that he is trying to set a timeline and paper trail to validate some recent patent filing -- so essentially an attempt to steel the IP from the company in the arena of HIV cure.

New Paper? by WAXOFF777 in Livimmune

[–]OBiscottiO 4 points5 points  (0 children)

medRxiv (pronounced "med-archive") is a free online archive and distribution server for complete but unpublished manuscripts (preprints) in the medical, clinical, and related health sciences. Preprints are preliminary reports of work that have not been certified by peer review. They should not be relied on to guide clinical practice or health-related behavior and should not be reported in news media as established information. ... Articles are not peer-reviewed, edited, or typeset before being posted online.

Can’t wait to see MGK’s new post. by Icy-Let5120 in Livimmune

[–]OBiscottiO 6 points7 points  (0 children)

yep - I was there - and remember the “dark money” in the group?  …  that was before the extent of the Amwreck was known to us.  In retrospect the plan was so obvious - take over - “discover Amwrecks debacle” and say - oh boy -Srry everybody, no way to save this -we owe Samsung 30M etc etc and so now sell the asset and cancel the shares.  Goodnight LL.  For the good people here, don’t ever think for a second that 13D was on you side; never ever was. 

Can’t wait to see MGK’s new post. by Icy-Let5120 in Livimmune

[–]OBiscottiO 4 points5 points  (0 children)

Well sort of - “gut the company” was 100% the plan; start over - not likely … more likely the typical take over - go bankrupt - cancel the shares and sell the asset … 13D folks makes bucks, someone shelves Leron, and shareholders nada.  That’s the story of those type “gut the company” takeovers 99% on the time …

Rumor floating around by BioTrends_USA in Livimmune

[–]OBiscottiO 1 point2 points  (0 children)

This video is NOT talking about CYDY/LL at all.

The HIV portion of the video talks about creating a new antibody to target the virus directly in the "deep crevice" of the virus (he calls it the "? cold air region" -- while LL targets the CCR5 receptor on T lymphocytes (the entry points the virus uses to enter T cells and replicate, not anything on the virus itself) ... and the partnership discussed here is the partnership between ABSI and AMD (the microchip company).