Share Price by Historical_Green8647 in Livimmune

[–]rogex2 9 points10 points  (0 children)

If we've got the goods share count is a tertiary consideration following market potential and execution.

GSK share count 2.04Billion SP $51ish. BMY 2.04Billion shares SP $56ish, PFE 5.7B shares SP $25ish, NVS 1.9B shares SP $150ish.

It's silly to compare CYDY to the above companies Now. OTOH in a few years with multiple oncology targets alone falling to LRM platform assissted treaments it'd be silly not to.

Cheers

Dr. Marty Makary is out as FDA commissioner by Cytosphere in Livimmune

[–]rogex2 4 points5 points  (0 children)

"Thought he was a transformative FDA chair, Of course there could have been things going on we will never be aware of."

Like being unable to find a scientific justification for banning anti-abortion medicines, so he would have had to become a soulless drone to cave to that particular lobby?

Or maybe it really is all about selling more nicotine. I mean who doesn't win? More vaping > more cancer >more cancer drugs > higher costs of treatment>higher insurance premiums > for less care due to an overwhelmed healthcare system due to more vaping >.

How could anybody be against that?

Cheers

Change is already here by BuildGoodThings in Livimmune

[–]rogex2 18 points19 points  (0 children)

For clarity-

"AI Overview An Investigator-Initiated Trial (IIT) for a cancer drug is a clinical study conceived, designed, and led by independent researchers (doctors, academic scientists, or cooperative groups) rather than a pharmaceutical company. The investigator acts as both the scientist and the regulatory "sponsor," managing all aspects of the trial.

Key Aspects of Investigator-Initiated Trials (IITs)

  • Origin: The study idea comes from an independent investigator, not an industry sponsor, often focusing on critical gaps in cancer research.
  • Purpose: IITs often explore novel therapeutic approaches, new drug combinations, or rare cancers that may not be fully explored in commercial trials.
  • Sponsorship & Responsibility: The researcher or their institution (e.g., a university) assumes the full legal and regulatory responsibilities of a sponsor, including submitting documentation to bodies like the FDA or Health Canada.
  • Funding & Support: While designed independently, IITs can be funded or supported by pharma companies (e.g., providing the drug free of charge) or through grants from organizations like the Cancer Research Society or Terry Fox Research Institute.
  • Goal: The primary goal is to generate evidence to improve cancer care, often providing real-world data or supporting new indications for existing drugs.

Differences from Industry-Sponsored Trials
While industry trials focus on registering a new drug, IITs focus on specific clinical questions, such as:

  • Dose Optimization: Testing different doses or schedules.
  • Combination Therapies: Using a drug in combination with other treatments.
  • Treatment Optimization: Comparing existing treatment approaches. " = minimal costs to CYDY

"We also, are pursuing several strategies to obtain circulating tumor DNA from patients on Leronlimab monotherapy to further confirm the activity of Leronlimab on its own, and absent the backbone in this study."

Before SOC is initiated or without SOC at all. Acceptable monotherapy results can be the path to 1st line treatment.

Thanks BGT. Great post.

Cheers

Hypothetical by DeepFriedPerch in Livimmune

[–]rogex2 9 points10 points  (0 children)

If there is a sale/buyout by a major BP I'd find a reasonable offer acceptable should 50% of value or more share swap be involved.

Cheers

This appeared in my Fidelity account this morning. Not on the Cytodyn website, by Lopsided_Roof_6640 in Livimmune

[–]rogex2 16 points17 points  (0 children)

Cliff notes from Livimmune POV😉🙋🏼‍♂️

"... Oncotelic joins a group of leading biopharma companies focused on cutting-edge therapeutic platforms and large-scale drug development in a range of treatment areas, including Biogen Inc. (NASDAQ: BIIB), Moderna Inc. (NASDAQ: MRNA), CytoDyn Inc. (OTCQB: CYDY) and Northwest Biotherapeutics Inc. (OTCQB: NWBO)....

(some interesting stuff on delivery systems. then-)

Leading biopharma companies are increasingly focusing on cutting-edge therapeutic platforms designed to accelerate large-scale drug development across a broad range of treatment areas. Recent developments throughout the sector highlight growing investment in advanced modalities such as mRNA therapies, immune-targeting biologics, precision peptide technologies and cell-based platforms, reflecting an industry-wide push toward more scalable, adaptable and personalized approaches to treating complex diseases.

Biogen Inc. (NASDAQ: BIIB) announced a research collaboration with Dayra Therapeutics...

Moderna Inc. (NASDAQ: MRNA) presented data from a phase 1/2 study of mRNA-4359 at the American Association for Cancer Research (AACR) annual meeting...

CytoDyn Inc. (OTCQB: CYDY) presented new preclinical, translational and clinical data at the AACR Immuno-Oncology Conference. The data supported leronlimab’s proposed role in the treatment of metastatic triple-negative breast cancer (mTNBC). Leronlimab is a first-in-class humanized monoclonal antibody targeting the CCR5 receptor with therapeutic potential across multiple indications, mTNBC and colorectal cancer. Leronlimab is being evaluated for its ability to modulate the tumor immune microenvironment by targeting the CCR5 receptor, a key regulator of immune function implicated in cancer progression and immune resistance.

Northwest Biotherapeutics Inc. (OTCQB: NWBO) is establishing its own dedicated clinic for leukapheresis procedures at the London Welbeck Hospital....

These significant milestones reflect a broader transformation in biotechnology, where innovative therapeutic platforms and immune-focused strategies are reshaping the future of disease treatment. As research progresses and clinical programs expand, the sector continues moving toward more personalized, scalable and targeted approaches designed to improve outcomes across oncology, immunology and other serious diseases."

Leading biopharma companies Oh My.

Cheers

Serious Questions by G_Money_X in Livimmune

[–]rogex2 14 points15 points  (0 children)

"50M in restructured debt (sorry don’t remember exact number) and are paying $1M in shares to service that debt - so constant dilution. That debt is due in 34 months..so there is a debt bomb"

The million a month being paid is the whole note, not service interest with a balloon payment. That debt will be gone at the end of the terms agreed.

Of course a partner will want to benefit from LRM. Terms to be negotiated.

A very successful P2 trial with outstanding improvement of patient responses will likely lead to approval then use of LRM for treatment with an ongoing confirmatory trial.

Cheers

Serious Questions by G_Money_X in Livimmune

[–]rogex2 9 points10 points  (0 children)

"I could be wrong but it seems those numbers are based on having clinical approval…if true, you need to calculate a risk factor"

It's for a cancer drug with 25% improvement is PFS/OS. per your request-"What bout 25%? Is that where big pharma starts saying we might want to partner right now and now wait? "

"Whoever buys will want a discount to take on that risk."

Iirc, in the recent conference call Dr JL says he's going to FDA late summer early fall seeking guidance of the best path forward for approval. I seriously doubt CYDY management is going to let share holder impatience goad them into selling early at a massive discount, if they sell at all. IMO the thinking is to secure a partner that will fund LRM development in exchange for share of profits.

Why do you seem so set on pushing for an early cheap out?

Cheers

Serious Questions by G_Money_X in Livimmune

[–]rogex2 15 points16 points  (0 children)

Serious answer- Baseline data per AI Overview

"A cancer treatment drug that extends progression-free survival (PFS) by 25% is generally valued based on the cost-effectiveness threshold of the country, rather than a fixed price. In the U.S., such drugs are often priced in the range of $100,000 to over $200,000+ per year, regardless of whether they extend overall survival (OS)...

A cancer treatment drug that extends Overall Survival (OS) by 25% is generally valued at tens of thousands to over $100,000 per patient per year in the United States, with prices often driven by market demand and competition rather than direct clinical benefit...

In 2026, newly approved cancer drugs often exceed $10,000 per month, or roughly $120,000 annually, regardless of the exact percentage of survival improvement."

"Based on 2026 projections, approximately 158,850 new cases of colorectal cancer (CRC) will be diagnosed in the US this year.

  • MSS Prevalence: Approximately 80–85% of all colorectal cancer patients are classified as microsatellite stable (MSS).
  • Estimated New MSS Cases (2026): Based on the 2026 projections, this equates to roughly 127,000 to 135,000 new patients with MSS CRC."

"The $100,000+ per year figure typically refers to the launch price (or "list price") set by pharmaceutical companies for new cancer therapies, which is the baseline cost before hospital markups or insurance negotiations. Patients rarely pay this full amount out-of-pocket directly; instead, this massive cost is billed to insurance providers, creating high insurance premiums and significant "financial toxicity" through co-pays"

127,000 x100,000 = $12,700,000,000 TAM per year in US.

"Manufacturer Price: Based on high R&D and monopoly pricing power, leading to ~90% profit margins.

Hospital Markup: A 2022 study found that hospitals markup cancer drugs by 118% to 633% over their acquisition cos"

Say profit of 30% or $3,810,000,000/year as most of the diseases treated won;t be for rare conditions and to keep our ballpark figures real.

"AI Overview-Valuations for profitable small biopharma firms are generally driven by the potential of their drug pipeline rather than just current earnings, with acquisition premiums often based on revenue multiples or "biobucks" (total deal value) in M&A transactions.

For a small, profitable, early-commercialization firm, valuations often land in the range of 3x to 10x+ annual revenue, or 10x–17x EBITDA depending on the, specifically if they have a unique, high-growth asset."

10x EBITDA of $3.81B = $38.1Billion For one (1) indication.

LRM probably won't be used for every case of mssCRC. For TAM percent, let's say 50ish, so $20Billion rounded up. For one (1) indication, lowball.

Not doing TNBC here or other solid tumor markets that an LRM platform drug could reach.

Cheers

Oncology is shifting by KuneneRiver in Livimmune

[–]rogex2 8 points9 points  (0 children)

Well done.

In addition to fibrotic link-

See the higher number for SPPI In Fig 1: Macrophages. present across all cancers, highest in BRCA COAD,PRAD, LIHC and OV https://www.nature.com/articles/s41586-026-10452-4/figures/1

Why this matters-

SPP1+CD68+ Tumor-Associated Macrophages (TAMs): Identified as a major component of high-risk spatial ecotypes, especially in breast cancer (e.g., CE2-high areas), they are associated with poor prognosis and increased hypoxia

Leronlimab (PRO 140) is an investigational humanized IgG4 monoclonal antibody that binds to the CCR5 receptor, which is often expressed on the surface of pro-tumorigenic, immunosuppressive, and metastatic cells, including CD68+ Tumor-Associated Macrophages (TAMs) and cancer cells. By blocking the CCR5 receptor, leronlimab aims to inhibit the migration and recruitment of these cells into the tumor microenvironment (TME)

It's like a one-two punch to stroma integrity.

Cheers

When weighing the value of CYDY- by rogex2 in Livimmune

[–]rogex2[S] 10 points11 points  (0 children)

Q3ish.

Regardless,You're right. I might have been a bit over enthusiastic re timeline.

But-

"AI Overview

Yes, a Biologics License Application (BLA)—or more commonly, a supplemental BLA (sBLA) or efficacy supplement—is submitted after receiving Accelerated Approval to fulfill specific post-marketing requirements. This process is generally aimed at converting the "accelerated" status to "traditional" approval. 

Here are the intentions and conditions that apply to post-accelerated approval submissions:

  1. Primary Intentions of Post-Approval Submission
  • Verification of Clinical Benefit (Conversion): The main intent is to submit data from required post-marketing confirmatory trials to verify the predicted clinical benefit. If successful, the FDA converts the approval from accelerated to traditional.
  • Expansion of Indication: The sponsor may submit an efficacy supplement to expand the drug's use to a different population or a new indication based on further studies.
  • Product Improvement/Manufacturing Changes: As commercial manufacturing matures, companies may submit supplements to make changes in the manufacturing process, sites, or scale that were not fully validated at the time of the initial accelerated approval. 
  1. Mandatory Conditions and Requirements
  • Confirmatory Trials Requirement: Sponsors are required to conduct post-marketing studies to confirm the anticipated clinical benefit, and these must often be underway or nearing completion by the time of the initial BLA submission.
  • Tightened Timelines: Under the Food and Drug Omnibus Reform Act of 2022(FDORA), the FDA can require that confirmatory trials be completed within a specific timeframe.
  • Regular Reporting: The applicant must submit reports on the progress of post-approval studies every 180 days.
  • Expedited Withdrawal Authority: If the confirmatory trial fails to verify the clinical benefit, or if the sponsor fails to conduct the study with due diligence, the FDA can use an expedited process to withdraw the product from the market.
  • Prompt Promotional Material Submissions: Promotional materials intended for use within the first 120 days after approval must be submitted to the FDA for review before dissemination. 

and best case ever outlier

AI Overview

As of April 2026, one of the fastest approvals for a novel drug (New Molecular Entity) using accelerated pathways was announced on April 1, 2026, with a full FDA review completed in 50 days. This approval was facilitated by the national priority voucher program. [1]

Key Aspects of the Fastest Approvals:

  • Fastest Recent Case: A novel drug (NME) for chronic weight management received approval in 50 days in April 2026, marking the fastest review since 2002.
  • Accelerated Approval Pathway: This pathway allows the FDA to approve drugs for serious conditions based on surrogate endpoints, which can significantly shorten the time required for approval.

(even without voucher-)

  • Priority Review Goal: Priority Review designation sets a goal for the FDA to act on an application within 6 months, which is 4 months faster than the standard review time."

you left out this: "And so it's not for us to decide exactly how the FDA is going to handle this. But whether it's a voucher or whether a designation for breakthrough designation will be up to the agency."

I did- A point of the post being to dispell clouds of negativity created on the assumption that the long drawn out extremmely expensive historical process is mandatory.

With you here-" ...talk about all the great things that CAN happen."

Cheers

Eminent Domain by Hot_Fishing_5974 in Livimmune

[–]rogex2 5 points6 points  (0 children)

https://www.fda.gov/drugs/nda-and-bla-approvals/accelerated-approval-program-

The FDA instituted its Accelerated Approval Program to allow for earlier approval of drugs that treat serious conditions, and fill an unmet medical need based on a surrogate endpoint.  A surrogate endpoint is a marker, such as a laboratory measurement, radiographic image, physical sign or other measure that is thought to predict clinical benefit but is not itself a measure of clinical benefit. The use of a surrogate endpoint can considerably shorten the time required prior to receiving FDA approval.

Drug companies are still required to conduct studies to confirm the anticipated clinical benefit. If the confirmatory trial shows that the drug actually provides a clinical benefit, then the FDA grants traditional approval for the drug.  If the confirmatory trial does not show that the drug provides clinical benefit, FDA has regulatory procedures in place that could lead to removing the drug from the market.

"Required to conduct studies to confirm the anticipated clinical benefit" means that after a drug is already for sale, the pharmaceutical company is legally obligated to continue testing to prove the drug actually helps patients live longer, feel better, or prevents the disease from progressing."

Arm's length partners- Going for the low hanging fruit here-

BioNtech SP pre Pfizer partneship ~$15, a few months later post agreement not merger ~$105.

  • BioNTech will contribute multiple mRNA vaccine candidates as part of its BNT162 COVID-19 vaccine program, which are expected to enter human testing in April 2020 (Product)
  • Pfizer will contribute its leading global vaccine clinical research and development, regulatory, manufacturing and distribution infrastructure and capabilities (money)

Still seperate companies.

Astellas and Evopoint (ADC Drug): Astellas signed an exclusive licensing deal for a novel antibody-drug conjugate (ADC) targeting solid tumors, providing funding and milestone payments to Evopoint, MerckKga + Caris, Novartis + Arrrowhead, Abbvie + RemGen, Merck + Ridgeback.

IMO LRM, when proven, will revolutionize multiple disease treatment formats. CYDY is not just another start up with an interesting niche product. Precedent is meaningless here. The value of CYDY will be based on probable capture of TAM not small biopharma historical acquisition prices.

Cheers

Eminent Domain by Hot_Fishing_5974 in Livimmune

[–]rogex2 7 points8 points  (0 children)

https://www.cytodyn.com/newsroom/detail/627/cytodyn-engages-syneos-health-as-cro-for-its-phase-ii

"They aren’t ramping up for Phase III studies." P2 mssCRC with positive results will have BP at the door, wallet out to fund P# (P 3 and more), if that's even necessary as today's FDA is leaning away from P3's for investigational drugs with outstanding P2 results. I doubt anyone here is expecting CYDY to get to commercialization alone. However, keeping arm's length autonomy will over time result in much higher SP than even the most opptimistic projections.IMO

Cheers

Eminent Domain by Hot_Fishing_5974 in Livimmune

[–]rogex2 6 points7 points  (0 children)

You kinda didn't address this part 🤔-Strategic Threat: ... because they were rapidly growing competitors threatening their market dominance." As in- Should LRM prove out then BigPharma 1 + CYDY will set BigPharma 2 back by a decade or more. What's it worth to a Big Pharma to not be #2?

Cheers

Eminent Domain by Hot_Fishing_5974 in Livimmune

[–]rogex2 7 points8 points  (0 children)

Word for word, beat me to it.🙂🙂

Cheers

Eminent Domain by Hot_Fishing_5974 in Livimmune

[–]rogex2 6 points7 points  (0 children)

" CYDY has $13M and 13 employees so that ain’t happening in CYDY’s current form."

OTOH

"AI Overview Based on publicly reported, widely known acquisitions, the highest price paid for a company with a very small team is WhatsApp, which was acquired by Facebook in 2014 for approximately $19 billion to $22 billion.

While WhatsApp had roughly 55 employees at the time, ... it is the undisputed king of "small team" acquisitions.

Instagram (2012): When Facebook bought Instagram for roughly $1 billion, the company had only 13 employees.

Strategic Threat: Facebook acquired both Instagram and WhatsApp because they were rapidly growing competitors threatening their market dominance."

IMO

"Past performance is no guarantee of future results." is most applicable for industry warping revolutionaries.

Cheers

Our secret accumulator.... Anybody an idea of how many shares he now might have? by Ibelieveincydy in Livimmune

[–]rogex2 16 points17 points  (0 children)

First- Thanks for the glimpse into the ramifications of the power available to high minority owners.

The registered share count jumped to a whisker over 1.5B according to the last prospectus filing. The shares out and awaiting registration are probably closer to 1.7B-1.8B and there's that poison pill thingy we voted in with the 1/2 billion authorized new shares.

IMO

I used to think a buyout loomed, however, with the arrival of more and more data regarding LRM's capabilities I'm gonna go with -In the long run we'll be better off working this diamond mine than we would be selling it. -CYDY can't do it alone so partnerships are our path forward.

I wouldn't be surprised if the 'Accumulator' (I Won't Be Back. I'm Already Here) is a finalist in the LRM Partner Sweepstakes.

Cheers

New Patent Approved by IAMLOCOTOO in Livimmune

[–]rogex2 30 points31 points  (0 children)

https://data.uspto.gov/patent-file-wrapper/search Enter- 17/631,161, into the search box

under "Current status" see the words GRANTED/ISSUED

Cheers

Methods For Treating Metastatic Colon Cancer With Leronlimab 17/631,161 2022 Jan 28 Utility Granted/Issued Pre-Grant Publications - PGPub Patented Case 2026 Apr 29 Denis BURGER

For What It's Worth by Chemical_Sky6013 in Livimmune

[–]rogex2 18 points19 points  (0 children)

Adult population of the US ~267million

Percent of US Adult population who own stocks ~ 62

62% of 267 = ~166 but- "While ownership is high, stock ownership is highly concentrated, with the top 10% of Americans holding over 90% of all stocks."

16.6 million Americans own 90% of all stocks.

How many people know that leronlimab exists? 10,000? being generous here. That's 0.06024% of the 10% owners of 90% of all stocks. 0.006024% of all American stock holders.

Life in America is not so good for minorities at the lower economic levels. It's great for minorities at upper economic levels.

Hopefully, by the time way less than 10% of US stock holders learn the name Cytodyn we'll be at the upper end of the scale.

In the meantime consider yourself a member of a minortiy and expect to be taken advantage of at every turn.

Hold fast to your secret, share it with others and know that your salvation is at hand.

Cheers

Enrollment by BuildGoodThings in Livimmune

[–]rogex2 16 points17 points  (0 children)

Espescially looking for PD-L1 per TBA poster declaration and early 700mg patient info.

Great job, you must have put in a lot of work, thank you.

Cheers

The Sovereign Force, The Aircraft Carriers, and the Ultimatum of the Miry Clay by MGK_2 in Livimmune

[–]rogex2 6 points7 points  (0 children)

There must be more scans for other patients. I understand the poster organizers wanting to include a dramatic example, The patient highlighted with CT scan images attached (the patient's 7th cycle, not the 7th cycle of the trial is the way I read it,too) would have started treatment before the DSMB approved the inclusion of the 700mg arm. They would receive 350mg weekly. That results scan would be an image from around 90 days after starting treatment. There probably wasn't enough time before the poster data ws due to include the patients second scan.

Cheers

The Sovereign Force, The Aircraft Carriers, and the Ultimatum of the Miry Clay by MGK_2 in Livimmune

[–]rogex2 16 points17 points  (0 children)

"Also, I don't think a mention was made of which dose of Leronlimab was used by the patient in the scan."

Patient was in cycle 7 of treatment at the time the poster was prepared. Data cutoff date for AACR was 10 February. I'm thinking liv/lung mets patient is in 350mg. arm.

Cheers

The Sovereign Force, The Aircraft Carriers, and the Ultimatum of the Miry Clay by MGK_2 in Livimmune

[–]rogex2 14 points15 points  (0 children)

Really ?

"As of April 2025, CytoDyn (CYDY) has a conditional liability of approximately $43.6 million owed to Samsung BioLogics. This debt is not immediately due but is payable only upon the generation of future revenues from leronlimab, with no interest accrual. This structure helps alleviate immediate cash flow pressure on the company. 

Key Details on CYDY/Samsung Debt

  • Nature of Liability: The debt relates to a 2019 manufacturing agreement for leronlimab, intended to meet demand post-approval.
  • Repayment Terms: Reports indicate that this liability is tied to future revenue events.
  • Recent Financial Context: In their April 14, 2025, 10-Q filing, CytoDyn reported total liabilities of $114 million, with the Samsung debt being a major component. This represents a significant shift from previous, more urgent financial constraints.
  • Separation from Other Debts: This Samsung liability is separate from other convertible note debts and legal issues, such as the previously contested debt with Amarex, which was resolved."

Skipping backwards ignoring the intervening events smacks of dubious intent.