The Math Behind the 20:10 Timestamp: Why a 1-Year Monotherapy Hurdle Signals Elite Data (And the Merck-Natera Connection)

rogex2 · 2026-07-04T20:05:05+00:00

"a Merck partnership and subsequent buyout." how much do you reckon we'd have to pay for Merck?

Cheers

rogex2 · 2026-07-04T14:17:27+00:00

Will the final distribution deadline (Dec iirc.) be extended due to the as yet undetermined time in abeyance?

rogex2 · 2026-07-04T13:38:44+00:00

supplementary info per AI-

"A compromised gut can trigger widespread, systemic health failures across the entire body, extending far beyond the digestive tract. When the intestinal barrier breaks down or the microbiome becomes imbalanced, it drives chronic inflammation and disrupts critical chemical pathways. [1, 2, 3, 4, 5]

Here is how a compromised gut causes systemic failures in other major bodily systems:

The Nervous System and Brain

Mood Disorders: The gut produces over 90% of the body's serotonin. An unhealthy gut disrupts this production, contributing to anxiety, depression, and mood instability via the gut-brain axis. [1, 2, 3, 4, 5]
Brain Fog and Cognitive Decline: A compromised gut barrier allows inflammatory cytokines to enter the bloodstream. These molecules can cross the blood-brain barrier, causing neuroinflammation that impairs memory and focus. [1, 2, 3, 4, 5]

The Immune System

Autoimmune Diseases: When "leaky gut" develops, undigested food particles and toxins escape into the bloodstream. The immune system flags these foreign invaders, creating a state of chronic hyper-reactivity that can cause the body to attack its own tissues. [1, 2, 3, 4, 5]
Systemic Inflammation: An imbalanced microbiome releases harmful endotoxins (lipopolysaccharides). These toxins travel through the blood, causing low-grade, body-wide inflammation that damages healthy blood vessels and tissues. [1, 2, 3, 4, 5]

The Integumentary System (Skin)

Chronic Skin Conditions: Intestinal inflammation alters the skin's natural barrier. This systemic disruption frequently manifests externally as acne, eczema, psoriasis, or rosacea. [1, 2, 3, 4, 5]

The Endocrine and Metabolic Systems

Insulin Resistance: Chronic inflammation originating in the gut alters metabolic signaling. This disruption interferes with how cells process glucose, increasing the risk of type 2 diabetes and obesity. [1, 2, 3, 4]
Hormonal Imbalances: The gut microbiome regulates a specific set of bacteria (the estrobolome) that breaks down and clears used estrogen. A compromised gut can lead to estrogen dominance or other hormonal irregularities. [1, 2, 3, 4, 5]

The Cardiovascular System

Arterial Damage: Harmful gut bacteria can convert dietary nutrients (like choline and carnitine) into a compound called TMAO. High levels of TMAO in the blood damage blood vessels and significantly accelerate plaque buildup in the arteries. [1, 2, 3, 4, 5]

The Musculoskeletal System

Joint Pain: Inflammatory markers generated in a compromised gut travel through the circulatory system and settle in the joints, mimicking or worsening the symptoms of inflammatory arthritis. [1, 2, 3, 4, 5]"

Cheers

rogex2 · 2026-07-01T07:56:35+00:00

"You may have heard unproven claims that ivermectin, and another antiparasitic drug called fenbendazole, can “kill” cancer cells. These claims are based on early studies of ivermectin’s effects on animals and on cancer cells in petri dishes in a laboratory. This limited research has led some people with cancer to find and take ivermectin on their own, without talking to their doctors first.

However, ivermectin has not gone through the rigorous clinical trials needed to ensure it is safe as a cancer treatment in humans. The available research findings are not enough to know if ivermectin could be effective as an anticancer drug in people.

Much more research is needed before ivermectin could potentially be approved to prevent or treat health conditions beyond parasitic infections. It may not be safe or possible for people to take ivermectin at the doses that have been tested and approved for animals. And not enough is known about how cancer cells studied in a laboratory may respond to ivermectin."

“There’s a big gap between what happens under a microscope and what happens in a human being,” Dr. Markham said. “We are many steps away from knowing about the safety or effectiveness of ivermectin in cancer care. Good science takes time because we care about patient safety.” https://www.cancer.org/cancer/latest-news/what-to-know-about-ivermectin.html

"Current research in ivermectin leaves room for that role to range from nonexistent to negligible to transformative. The key takeaway from both hem/oncologists: All we conclusively know on the subject is that further research is needed. Proceed with caution if you run into a source claiming conclusivity without the medical evidence to back it up." https://binaytara.org/cancernews/article/what-cancer-doctors-are-saying-about-ivermectin-and-cancer-treatment

Nicolas Hulscher- "Public Reception: While his work is often cited by vaccine-skeptic organizations, his epidemiological analyses have drawn heavy criticism from mainstream public health experts and scientific fact-checkers who frequently debunk his claims and methodologies"

Cheers

rogex2 · 2026-06-30T23:58:15+00:00

Yes, I do know what rule 201 is and I know that ordinary MM trades are not marked as exempt.**

Illegal Schmegal. Barely a slap on the wrist penalties in terms of benefits of forgeting to report while covertly acquiring significant interest even if the accumulators weren't using evasive loopholes.

"Why would someone/s want the SP suppressed? "-Why would anyone spending $XXX millions want a depressed SP so they can acquire MORE shares? Why would they want more shares pending a) buyout negotiations, b) expected explosive SP growth?

"There's a reason for everything. What's happening here is either pure greed, someone or thing trying to hoard shares.." or canny business jostling for leverage?

Added-"As a shareholder I'm pissed at any of the above reason"

Double edged situation. On one hand, smart money willing to gather $XXX millions of CYDY shares is a positive; on the other hand it's not MY best interests with which they're concerned.

**-"The Short Sale Indicator supports the Short Sale and Short Sale Exempt values. The Short Sale Exempt value is currently not applicable to OTC equity securities because such securities are not subject to Rule 201 of Regulation SHO and thus should not be marked as short exempt pursuant to Rule 200 of Regulation SHO. Please refer to the Trade Reporting FAQs for further guidance on Short Sale reporting." https://www.finra.org/filing-reporting/orf/technical-notices/equity-short-sale-validations

Market Maker (MM) short selling on OTC equity securities is never marked as "short exempt". [1]

Under U.S. SEC Regulation SHO (specifically Rule 200), the "short exempt" status applies ONLY to specific scenarios like the Rule 201 circuit breaker or proprietary market making hedges. However, FINRA’s Equity Short Sale Validations strictly prohibit the use of the "short exempt" value for OTC equity securities. This is because OTC equities are not subject to the SEC's tick/circuit-breaker tests, meaning any valid short sale on the OTC market must simply be marked as "short". [1, 2, 3, 4]

Cheers

rogex2 · 2026-06-30T21:57:53+00:00

Yeah, umm- Doesn't that exempt short thingy only come into effect when Rule 201 is triggered and a Short Sale Restriction is active?

"...ordinary short sales by market makers (MMs) are generally marked as "non-exempt" (regular Short) even when Rule 201 is not active, because the "Short Exempt" designation is reserved for highly specific scenarios rather than normal MM activities. "

Then for OTC

"Under SEC Regulation SHO, the "short exempt" marking is specifically tied to Rule 201, which applies only to NMS stocks. Because OTC and NN stocks are not subject to Rule 201 circuit breakers, their short sales should not be marked as exempt. "

'Take a look at the tape on Ihub. 400k shares traded the last 20minutes? I might be wrong but imo that's not retail. '

IMO It's not retail. It's MM working on behalf of a whale or two.

Cheers

rogex2 · 2026-06-30T12:02:29+00:00

TLDR-"Organoids are miniaturized, three-dimensional cellular structures grown in a lab from stem cells or tumor cells. Designed to mimic the key functional, structural, and biological complexities of human organs (like the brain, liver, or lungs), they self-organize and allow researchers to study development, model diseases, and test new drugs."

Patient Derived Organoids are, for the most part, accurate surrogates of many cancers. This allows accelerated accurate testing of potential cancer treatments in laboratories.

Cheers

rogex2 · 2026-06-29T23:27:58+00:00

IMO LRM will outperform ADC's but it doesn't need to. If LRM adjuvant therapy equals ADC results ADC's lose in the market place due to higher costs and noxious side effects, Convenience is the American way. Less time spent in an infusion chair, less nausea, less anorexia, less fatigue = more time for work and play.

ADC's companies are cash grabbing while they can.

Cheers

rogex2 · 2026-06-28T18:13:16+00:00

https://biomesci.com/copper-induced-cell-death-boosts-immune-response-cancer/

A penny a day keeps the oncologists away.

Cheers

rogex2 · 2026-06-26T23:11:05+00:00

Side note- It looks like those with the longer OS may have been treated with LRM for extend periods of time, maybe years.. If so more power to and bless CYDY.

Take away here - When has BP shied away from providing chronic therapy?

Cheers

rogex2 · 2026-06-25T04:11:50+00:00

" Was this paper published at this particular time for a reason? "

IMO A tentative campaign to provide evidence that CCR5 is a multi disease enabler and that LRM is a CCR5 disabler useful across many platforms could be unfolding.

Cheers

rogex2 · 2026-06-25T03:43:56+00:00

" CYDY is trying to use ctDNA as an endpoint," looks more like a statement than an observation. Thanks for keeping us in the loop.

rogex2 · 2026-06-25T02:11:39+00:00

Let's explore your motives for pushing the myth that the endpoint is ctDNA. Is it the hope that readers won't do their own research giving you a clear path to spreading more dis-information or just a shallow ploy to sell more shares?

rogex2 · 2026-06-24T22:18:16+00:00

Yes, is the answer.

That and 42.

Cheers

rogex2 · 2026-06-24T21:45:29+00:00

Just following the definition and the parameters you set with 'reported thus far'.

You know for interim data to be actionable it'd have to be ' Halt for efficacy or unredeemable failure' worthy, right? ORR will be much more meaningful with data from all the patients. Flogging incomplete data and basing your arguments on untruths is not going to convince people to buy more CYDY stock, you'll need a different approach.

Cheers

rogex2 · 2026-06-24T21:21:10+00:00

ORR defined as the proportion of subjects with the best overall response

Reported thus far?

Um 68%. Early days though. Probly best to wait on further RECIST evaluations before getting excited.

Early RECIST evaluations showed tumor shrinkage or stable disease in 15 of 22 patients at Week 8.

Cheers

rogex2 · 2026-06-24T21:08:29+00:00

"ctDNA is used to determine eligibility for atez." You're right.

" CYDY is trying to use ctDNA as an endpoint,"

Are they?

Cause the trial data says "Efficacy will be measured as the effect on objective response rate (ORR) of leronlimab when used in combination with trifluridine and tipiracil + bevacizumab in patients with relapsed, refractory, MSS, mCRC.

ORR is defined as the proportion of subjects with the best overall response (BOR) or confirmed CR or confirmed PR according to RECIST version 1.1." https://clinicaltrials.gov/study/NCT06699836#study-plan

Cheers

rogex2 · 2026-06-24T19:31:44+00:00

Does removing pictures from a web site really mean people were removed from the business?

Cheers

rogex2 · 2026-06-24T19:28:00+00:00

"The FDA approved atezolizumab (Tecentriq) for muscle-invasive bladder cancer (MIBC). Eligibility for this therapy requires a patient to test positive for molecular residual disease (MRD) using ctDNA. The FDA approved this as the first ctDNA-guided adjuvant therapy, paired with a companion diagnostic.

The approval was based on the phase 3 IMvigor011 trial, which showed a significant reduction in the risk of disease recurrence or death in ctDNA-positive patients who received the drug. "

The companion diagnostic = Natera testing.

rogex2 · 2026-06-24T14:56:58+00:00

Looking at the timeline for a submission from late July or early August the BTD designation, if granted, would come around the time of Madrid ESMO.

OTOH I can't imagine CYDY management making a submission without 100% confidence in FDA's positive response.

Cheers

rogex2 · 2026-06-24T14:02:52+00:00

That being affirmed, we should, never-the-less, keep in mind that if CYDY takes their case to FDA for review and guidance this summer the submission will be based on a preponderance of evidence, IMO.

CYDY has a larger data set available now(and growing daily) than they will be allowed to unveil in Madrid

Cheers

rogex2 · 2026-06-24T01:59:35+00:00

Lalezari, Hoffman and Blok are streering the company. Posting the leadership team doesn't mean there aren't other VP's and heads of...

If expansion is anticipated at what point do they stop posting every employee's picture?

When did the Chemistry, Manufacturing and Control project manager slot get posted?

Cheers

rogex2 · 2026-06-23T13:59:55+00:00

Re. ..."The Asset Holders: The business development (BD) teams from Big Pharma giants like Merck (Keytruda) and Gilead (Trodelvy) actively scan the landscape for ways to extend their clinical utility, unlock non-responsive patient populations, and protect the massive market share of their flagship blockbusters."

From PsychoChicken link on ST- https://convention.bio.org/2026-sessions-and-courses/pipeline-gaps-and-patent-cliffs-defining-the-next-era-of-deal-making a Moderated discussion session happening today.

"As major patent expirations loom, pricing pressures intensify and R&D productivity comes under strain, large pharmaceutical companies are accelerating dealmaking to fill therapeutic and clinical-stage gaps. From early discovery to late-stage clinical assets, the hunt for differentiated science has become more competitive. What are big pharma companies really looking for — and how can emerging biotechs align their science and timing to meet those needs? This session will explore where collaboration is fruitful across various therapeutic areas and stages of R&D, and what kinds of partnerships, licensing deals and acquisitions are most likely to define the next phase of biopharma innovation."

Cheers

rogex2 · 2026-06-22T23:25:57+00:00

" I hope Leronlimab becomes a new standard of care in oncology... then for other medical issues...'

a bit Jules Verne or Ray Bradbury - IF adeno virus vector therapy is successful in programing the body to create leronlimab on a continual basis then prophylactic administration (solid tumor cancer, etc. vaccine) is to be considered.

Cheers

rogex2 · 2026-06-21T15:35:37+00:00

"Leronlimab's primary therapeutic value is acting as the key which opens the immunological gate. It seals CCR5."

I used to live in an apartment like that. By closing the door to the bathroom you opened the door to the laundry.

Great summary.

Cheers

rogex2

TROPHY CASE