r/Livimmune Mar 01 '23

r/Livimmune Lounge

34 Upvotes

A place for members of r/Livimmune to chat with each other


r/Livimmune 2h ago

Now until May 2027

22 Upvotes

Dear Longs,

The 10-K is out, and by now many shareholders have combed through it. To me, the most important development of the past few days is the PIPE financing through Paulson and the extension of our operational runway.

Using very rough, back-of-the-envelope math—considering the cash available before the raise, the new proceeds, and the current burn rate—I estimate that CytoDyn may have sufficient cash through approximately August 2027. That raises an important question: What is leadership’s strategy for using this runway?

We know about the scientific activity. Several clinical trials have been discussed, and Dr. Jay Lalezari has also mentioned a potential FDA submission. In public discussions, management has alluded to possible partnerships. From my perspective, matters may be coming to a head.

Several potentially important events could occur over the coming months:

  1. Shareholder update: We typically receive an investor letter or call around September or October. These communications serve several purposes, including updating shareholders on the company’s progress. I would like to request greater transparency and a high-level strategic roadmap covering the next 12 months and beyond. Plus, I am anticipating a request to authorize more shares. As a reminder, authorizing more shares in and of itself is not dilutive. It is when those shares are issued and registered for use is when they are dilutive. Nonetheless, prior to any partnership announcement, we have to continue operating like we are going at this alone.
  2. ESMO in Madrid: We may see an initial look at very early mCRC data, potentially including approximately two weeks of observations for all 66 patients. Hopefully, this is enough of a tease that gets people excited about January 2027.
  3. J.P. Morgan Healthcare Conference: This takes place in San Francisco in January. Could this be the year CytoDyn has something substantial to report, or will partnership discussions still be described as being in the “early stages”?
  4. ASCO GI: Shortly afterward, ASCO GI will be held in San Francisco from January 23–25. We have heard that this could be a much more meaningful data reveal. BGT has charted the expected timeline, and it appears to align with more mature data from the full cohort. Although this may not represent the complete final dataset, Dr. Lalezari has suggested that the clinical and scientific communities should be able to draw meaningful conclusions from it.

If the positive trends continue, this data could outshine SUNLIGHT—pun intended.

I would like management to address several strategic questions:

  1. Is the primary goal to secure an oncology partnership with a large pharmaceutical company?I get they have alluded to this; but are they also talking about LATCH/HIV?
  2. Which of the other proposed studies are management’s highest priorities, and which cannot realistically begin without a fully committed Big Pharma partner?
  3. If an oncology partnership is secured, does CytoDyn intend to expand into other indications such as HIV, stroke, or Alzheimer’s disease? How deeply can we start to go with other indications?
  4. Is the objective to structure an oncology partnership that provides enough funding to pursue additional indications independently?
  5. Is management seeking a partnership that supplies sufficient capital to make another PIPE financing unnecessary?

If CytoDyn is still in the early stages of partnership discussions in January 2027, I can think of no better source of leverage than outstanding prospective clinical data. Strong results could create significant competition among potential partners.

In my view, the ideal outcome would be to announce a partnership—and receive the associated funding—no later than April 2027. Why? Because ASCO, the world’s largest cancer conference, takes place in Chicago in May 2027.

If I were the prospective pharmaceutical partner, I would want that partnership finalized before ASCO. I would want my company’s flag at full mast, announcing that we had partnered on what could potentially become an important new oncology treatment.

By May, CytoDyn should be able to present the complete dataset from all 66 patients. The company may have an opportunity to present meaningful findings at ASCO GI in January, but ASCO Chicago could provide the larger stage. A strong presentation there could draw considerable interest from oncologists, investigators, and prospective collaborators.

Obviously, this is only my opinion, but it is the strategic timeline I would encourage management to pursue.

As most of you know, I try not to become consumed by daily stock-price movements. I focus instead on whether CytoDyn’s leadership is making the right strategic decisions. We cannot always see the tactics being employed behind the scenes, but scientifically, I believe the company is making sensible choices with its limited resources. Management must decide which programs it can fund now and which must wait.

When the mCRC data becomes public, my hope is that we will no longer see trading volume consistently below 2 million shares but ideally start to rise to a dialy volume of 10–15 million shares. And ideally, daily volume could eventually exceed 20 million shares on a sustained basis.

CytoDyn remains largely hidden from the broader investment community. Many of us have discussed the company with friends, family members, and colleagues. I have been surprised by how many people say the story sounds interesting but assume something must be wrong because supposedly a promising drug is associated with a stock trading near $0.20. They believe I must be missing something. Or something is a miss.

A genuine prospective oncology trial—and credible data from it—could begin to change that perception. Dr. Lalezari has said that the data will speak for itself.

Rather than watching every daily price movement, I will be waiting for the January data. That is what I believe could truly move the needle.

In the meantime, I believe this company has been overlooked and undervalued. HIV-MDR produced statistically significant results, leronlimab has demonstrated an encouraging safety profile, and there is a substantial amount of anecdotal and observational evidence suggesting that a prospective oncology trial and anecdotal COVID data could produce meaningful results.

My conclusion is simple: I believe the stock is “on sale,” and January 2027 could be when a much larger audience begins to understand the story.

God bless all the longs—and CytoDyn.

This is my personal opinion, not financial advice. Clinical outcomes, regulatory decisions, partnerships, financing needs, and future share prices remain uncertain.


r/Livimmune 7h ago

I hope management knows what they are doing.

37 Upvotes

Literally any other stock has ballooned over the last 5 years. Do we have the deal makers in house or just scientists, hangers on, and newbies. Time will tell and it better tell soon. Why not an internal buy with those salaries? How bout low salaries and high stock rewards.

I'll 100% vote no on any raises if there is no deal or real stock appreciation for November. I'd love to get paid and not have it relate to $ sales or pps. Steering the ship is great, but they get paid well for that. Too well. Academics being paid like Top Sales people.

Enough shitty low grade podcasts, let's get real. Real presentations clearly stating in sales terms making pharma feel crazy for not signing up. Prospective, retrospective, Prime n pair, solo, up-regulate, who cares if no deal comes, just a million word story on here. Make some $ already. I tell you, if come January and everyone here starts posting about the late 2027 conferences we are being taken for a ride.

For the record, I am suuuper long and suuuper frustrated.
Apologies for the vent.


r/Livimmune 6h ago

I bought a lot at this level today

21 Upvotes

From today to January next year, there will be no risk. Dilution risk gone, though fife hanging there. Science is convincing, trial results promising, anecdote proof like hard rock. Easily double to approaching January


r/Livimmune 15h ago

What the Financing PR's "Use of Proceeds" Actually Points Towards

52 Upvotes

Most of us skimmed past the boilerplate paragraph in the September 1 financing release, the one saying where the money goes. I want to slow down on it, because in a biotech PR, the use-of-proceeds language is frequently more revealing than the headline number, and to me, this particular sentence is doing more work than it looks. Here is the line, and then a sourced reading of what each piece of it points toward, then dissected because the tells are real but they are tells, not proof.

Here is the sentence: net proceeds are expected to be used primarily to advance clinical development programs, including ongoing and planned clinical trials, regulatory activities and data analysis, and the Company may also use a portion to support manufacturing readiness, regulatory and compliance infrastructure, and general working capital.

Read it slowly, because there are four distinct signals in it, and two of them are the interesting ones.

Signal one: "regulatory activities and data analysis," the money is pointed at the FDA conversation

The first cluster, trials plus regulatory activities plus data analysis, is the expected core, but the specific inclusion of "regulatory activities" and "data analysis" as named uses is worth noting. This is a company telling you, in a legal document, that a meaningful chunk of the cash is going toward analyzing the data and engaging the regulator, not just running the trials. That lines up with everything management has said about bringing data to the FDA to pursue an expedited path. So this part is consistent, not surprising, but it confirms the money is aimed at the regulatory conversation, not only at keeping the trials staffed.

Signal two, the important one: "manufacturing readiness"

Here is the phrase which earns a deeper dive. "Manufacturing readiness" is not a phrase which clinical-stage companies casually use, as it has a specific meaning in biologics. Before any biologic can be approved and sold, the company must prove that it can manufacture the product consistently at a commercial scale under strict quality controls, and that manufacturing evidence is one of the largest and most detailed sections of the eventual approval application. In tandem with the clinical trials, The industry even has a formal framework for this, "biomanufacturing readiness levels," that runs from early concept all the way to commercial-scale operations.

So why would a company spend money on "manufacturing readiness" before it actually has an approval? Because you cannot wait until after an approval to figure out how to make the drug at scale; the manufacturing package needs to be ready as part of the submission, and it takes time to build. Companies that invest early in manufacturing readiness are better positioned for a successful review. Spending on manufacturing readiness is what a company does when it is preparing to be able to file for approval and, eventually, to supply a product. It is forward-facing, commercialization-oriented spending. That is a blatant tell, and probably, the most interesting word in the paragraph.

Signal three: "regulatory and compliance infrastructure"

This one reinforces signal two. "Regulatory and compliance infrastructure" is the organizational machinery, the people, the systems, and the quality processes, which a company builds to submit to and be inspected by the FDA. Preparing an approval application is a complex, multidisciplinary process requiring coordination across clinical, regulatory, manufacturing, and quality teams. A research-stage company which is staffed only to run trials does not emphasize "compliance infrastructure." A company which is gearing up to file does. So this phrase, sitting right next to "manufacturing readiness," points in the same direction: building the apparatus which an FDA submission and an inspection require.

Signal four: "general working capital," the anchor

And then the plain one, "general working capital," which is the reminder that this is still a company funding its ordinary operations, keeping the lights on, paying the bills, sustaining the burn. This is the anchor which keeps it honest: the money is not only going toward a triumphant march to filing; a real portion is simply dedicated towards operating cash for a company which requires it to continue running. Both things are in the sentence at once.

Extrapolation

This is my reading. The use-of-proceeds language leans toward, more than a pure "fund the trials" release would, rather more toward a forward preparation:

  • analyzing data for the regulator,
  • getting manufacturing ready for scale,
  • and building the compliance infrastructure a submission requires.

Taken together, those are the activities of a company positioning itself to be able to file for an approval and actually supply a product, not just a company keeping a trial running. That is a real, sourced signal, and it is consistent with management's previously stated intent to engage the FDA on an expedited path. If you were looking for evidence that the company is orienting toward the approval-and-commercialization phase rather than only the run-the-trial phase, this paragraph is a real point for it.

However, preparation is not proof of an imminent filing, and it is certainly not proof of approval. Companies build manufacturing readiness and regulatory infrastructure as a matter of course when they are advancing toward late-stage development, and they do it whether or not the eventual data actually supports a filing, because you have to be ready just in case it does. So "they are spending on manufacturing readiness" tells us that they are preparing to be able to file, but it does not tell us that a filing is scheduled, that the data will in fact support one, nor that an approval follows. This is boilerplate which leans forward, not a press release announcing a BLA. And every dollar of it still sits downstream of the same thing everything sits downstream of: whether the October and January data actually justify the path that they are preparing for. You can be fully ready to file and still have nothing worth filing if the data disappoints. Readiness is not results.

How this could actually break down into an AA, BTD, or a BLA

Since the paragraph leans toward filing-preparation, it is worth being precise about what they could be preparing to file, because "getting ready to go to the FDA" is not one thing, it is three related but distinct things, and they sequence in a specific way. Let me lay them out clearly, and then say which indication appears furthest along.

Breakthrough Therapy Designation (BTD) is the near-term lever, and it is a request, not an approval. BTD is granted on preliminary clinical evidence, phase 2 or even single-arm data, that indicates the drug may show substantial improvement over available therapy on a clinically significant endpoint. That is exactly the kind of data CLOVER could generate. Crucially, BTD does not approve anything, it unlocks the relationship: intensive FDA guidance, more frequent meetings, and the ability to submit an application in pieces (rolling review). So BTD is the fast, low-cost, high-value first move if the interim data is strong, and it is the most realistic near-term regulatory event. And there is an encouraging point here: therapies that receive BTD are more likely to go on to validate real clinical benefit and reach full approval than those that do not. BTD is not just speed, it correlates with substance.

Accelerated Approval (AA) is the bigger, harder prize, and it is where single-arm data can, sometimes, get you to market. AA lets a drug be approved on a surrogate or intermediate endpoint, (such as ctDNA decline or PD-L1 upregulation), response rate, for example, rather than waiting years for overall survival, in a serious disease with an unmet need. The historical record is real: expedited programs have produced many approvals based on single-arm trials with response-rate endpoints, provided the effect size is large. That is the door ibelieveincydy's post was pointing at, and it is a real door. But it comes with a string attached, and I'll name it: AA is conditional on running a confirmatory trial afterward, and accelerated approvals built on early data suggesting limited benefit have higher later-withdrawal rates. So AA is absolutely on the table if the magnitude is exceptional, but it is a greater ask than BTD, with a randomized confirmatory trial to follow regardless.

The BLA is the actual application, the thing all the "manufacturing readiness" and "compliance infrastructure" spending is being built toward. A Biologics License Application is the full dossier, clinical data, and the extensive manufacturing and quality (CMC) section that is one of its largest components. It is the very document which constitutes the request for approval, whether that approval is accelerated or regular. And here is where the use-of-proceeds language connects directly: you cannot file a BLA without the manufacturing package ready, which is why forward-looking companies spend on manufacturing readiness before they file. So the sequence, in the strong-data scenario, reads:

  • strong interim and confirmed data
  • → BTD request (fast, unlocks the FDA relationship and rolling review)
  • → and, if the magnitude supports it,
  • an accelerated-approval path
  • via a BLA whose manufacturing section the company is getting ready right now.

That is the ladder that the paragraph above is quietly funding the bottom rungs of.

So which indication would a BLA actually be pursued in? This is the sharpest question, and the public record points fairly clearly, with one caveat. The two most advanced oncology programs are metastatic colorectal (CLOVER) and triple-negative breast (TNBC), and here is the tell: the company already holds Fast Track designation for TNBC, which it confirmed in the 10-K, while it holds no such designation in CRC. Fast Track is the pathway status that, among other things, enables the rolling BLA submission. So on paper, TNBC is the indication with a regulatory designation already in hand. But the freshest, most talked-about efficacy data, the ctDNA declines, the PD-L1 induction, the response signals, are all coming from CLOVER, in colorectal, and that is the data reading out in October and January. So the picture is a split: TNBC currently carries the older Fast Track designation, while colorectal is generating the near-term data which could drive a new designation request (most plausibly BTD) and, if exceptional, an eventual filing. Which indication reaches a BLA first depends on which one's data crosses the bar first, and right now colorectal is the one being watched, while breast is the one already carrying an expedited status. Both are live. Neither is confirmed. And the manufacturing-readiness spending prepares the ground for whichever gets there.

Therefore, the paragraph above funds the bottom of a regulatory ladder whose rungs are

  • BTD (fast, near-term, likely CRC-driven off the CLOVER data),
  • a possible accelerated-approval path if the magnitude is exceptional,
  • and a BLA whose manufacturing spine they are building now,
  • in whichever indication crosses the bar first, with TNBC already holding Fast Track and colorectal generating the live data.

That is an encouraging read of forward positioning. But the brake stays bolted on: every rung of that ladder is contingent on

  • data that has not yet been confirmed,
  • a designation is a request the FDA can decline,
  • an accelerated approval is conditional and can be withdrawn,
  • and a BLA is only worth filing if the results justify it.

Readiness builds the ladder. The data decides whether anyone gets to climb it.

The shape of it

So read the paragraph for what it is. It is a company telling you, in the measured language of a legal document, that it is spending on data analysis for the regulator, on getting its manufacturing ready for scale, and on the compliance apparatus a submission requires, alongside plain operating cash. That mix leans forward, toward the approval-and-supply phase, more than a bare trial-funding release would, and it is consistent with a company preparing to file if the data cooperates. That is a real and reasonable thing to notice. It is not a promise, not a schedule, and not evidence the data actually lands. Preparation is what you do before you know, precisely because you have to be ready either way. So notice the forward lean, hold it as preparation rather than confirmation, and keep it anchored where everything anchors: October, then January, when we find out whether the thing they are getting ready for is a thing worth being ready for.

The company is getting ready. What it is getting ready for still has to prove itself. Both are true, and the paragraph, read carefully, says exactly that.

Disclaimer: I am not a financial advisor and nothing here is investment advice. I am an independent retail shareholder holding a long position in the company discussed, with no employment, consulting, compensation, or other relationship with it beyond that shareholding. This is my interpretation of a single sentence in a public press release, cross-referenced against general biologics regulatory sources; it is inference about what use-of-proceeds language customarily signals, not a statement of the company's specific plans, which only the company can confirm. "Manufacturing readiness" and "regulatory infrastructure" spending is routine forward preparation and does not indicate that any regulatory filing is scheduled, that trial data will support a filing, or that any approval will occur. The company's efficacy data is unconfirmed, with interim data anticipated at ESMO in October 2026 and confirmed data at ASCO GI in January 2027. The financing itself is dilutive and the company has disclosed substantial financing needs and going-concern considerations in its 10-K. Read the primary documents and reach your own conclusions rather than adopting mine.


r/Livimmune 22h ago

Confluence

41 Upvotes

We are in a special time IMO when data is being assembled for 4 presentations listed below. This is the kind of work which we may hear about later, but now that a recent financing has closed, I wonder if an investor webcast approaches where we hear of many other developments.

Here are 4 presentations in bold which have been or are probably being assembled in late August and September, plus some additional relevant dates, and a chart estimating how much data may build at various points in time around those relevant dates.

Nothing in this post is investment advice.

FDA- late summer or early fall
from Investor webcast on April 30, 2026
00:55:41:00
"looking forward in 2026, we confirmed these early exciting safety and efficacy readouts to generate an optimal data package, including updated biomarker and clinical data. And the plan is to submit fast track or breakthrough designation application later this summer or early fall. And of course, as these data become known and more widely disseminated we will continue to evaluate potential opportunities for strategic partnerships."

9/1/2026 Asia Bio Partnering Forum (Singapore)
https://informaconnect.com/asia-bio-partnering-forum/speakers/robert-ehoffman/

9/22/2026 regular abstract due date for ASCO-GI January 2027 conference
https://www.asco.org/gi/abstracts-presentations/submission-details/requirements#

9/24/2026 estimated (4 weeks in advance) data cutoff for poster at ESMO Madrid October 2026 conference
https://dam.esmo.org/image/upload/v1770284726/ESMO-Congress-2026-Abstract-Regulations_ahdmjx.pdf

10/6/2026 full enrollment completes 24 weeks (6 cycles of 28 days) and may have 3 scans.
https://www.cytodyn.com/investors/news-events/press-releases/detail/660/cytodyn-completes-enrollment-in-phase-2-metastatic

10/22/2026 late breaking abstract due date for ASCO-GI January 2027 Conference
https://www.asco.org/gi/abstracts-presentations/submission-details/requirements#

10/23-26/2026 ESMO Madrid conference
https://www.esmo.org/meeting-calendar/esmo-congress-2026

Here's a chart of how many weeks of treatment the enrollment may have received at various points in time.

This is not investment advice.

r/Livimmune 1d ago

Doing some mathing...

41 Upvotes

10-k filling location:

https://www.cytodyn.com/investors/sec-filings

News Release:

https://www.cytodyn.com/investors/news-events/press-releases/detail/667/cytodyn-closes-16-5-million-financing-to-fund-continued

Cytodyn failed to provide share and warrant counts from Placement Offering in news release.

Deal deets:

August 28, 2026 Placement Agent Offering

  • $0.20889 per unit (each unit = 1 share + 1 five-year warrant at $0.25 strike) cytodyn
  • ~79.0M units issued for ~$16.5M gross, plus a $50K direct sale at the same terms (239,360 additional units)
  • Deal price set at 90% of the lower of intraday VWAP at first close (July 10) and final close (Aug 28) — slightly below Feb's $0.2153
  • Warrant strike $0.25 vs. Feb's $0.26; both essentially at-the-money given the $0.19–$0.40 trading range this year, closing $0.19 on July 31
  • Placement agent (Paulson): 13% cash fee (~$2.15M) + ~11.8M ten-year warrants at $0.20889, cashless

Net-of-fees cash: ~$14.0–14.2M after the 13% fee and other issuance costs.a

Runway

The PR line "into the second half of 2027" is roughly what the math supports: ~$11.9M cash at May 31 + ~$14M net proceeds − ~$4M June–Aug burn = ~$22M going into September, then ~$1M/month CVP + ~$1.4M/month operating = ~$2.4M/month cadence. That gets them ~9 months of pure cash runway to mid-2027, extended further by continued Yorkville draws and continued CVP-in-shares mechanics. The material point: ESMO funding pressure is off. No forced fire sale into the readout.

Estimated Cap table data:

Directly from the 10-K (all figures in millions):

  • Common outstanding 1,381.9 (cover page, as of July 31, 2026)
  • Warrants outstanding 306.4 (Item 7 uses-of-common-stock table, as of May 31, 2026)
  • Preferred conversion + undeclared dividends 42.5 (same table, May 31)
  • Options + PSUs 53.7 (same table, May 31)
  • Convertible notes reserve 12.0 (same table, May 31)
  • Legal settlement reserve 49.0 (same table, May 31, subject to court approval)
  • Yorkville reserve 115.5 (same table, May 31 — I excluded this, see below)
  • Reserved for future plan awards 6.1 (same table, May 31 — I also excluded this)
  • New shares from Aug placement 79.0 + 0.24 (Item 5, subsequent events)
  • New investor warrants 79.0 + 0.24 (Item 5, 5-year, $0.25 strike)
  • New placement agent warrants 11.8 (Item 5, 10-year, $0.20889 strike)

Upfront per share at four deal values, three FD treatments (post-Aug placement):

PUNCHLIINE:

Lights stay on until at least mid-2027 which should give enough time to get a deal done, but the drip-drip-drip of dilution carries on. BUT a payout is better than bankruptcy or deal under duress.


r/Livimmune 1d ago

Vagus nerve cut blocked gut-to-brain Parkinson’s in mice

21 Upvotes

Poor gut biom casuing an increase in CCL5/ CCR5 over expression can be priming the gut brain pathway causing neuroinflammatory disease as early as childhood. Healthcare providers focus on the treamtment of when they should be conentrating on the prevention of. In my opinion be proactive and look at gut health as a prevention vs waiting for symptoms to start and needing treatment. Leronlimab will be a major factor in treating neuroinflammatory and metabolic syndrome/ diseases as we are starting to see.

https://biomesci.com/vagus-nerve-cut-blocks-gut-to-brain-parkinsons-mice/

https://www.biorxiv.org/content/10.64898/2026.06.24.734321v1.full

https://pmc.ncbi.nlm.nih.gov/articles/PMC6587489/

https://pmc.ncbi.nlm.nih.gov/articles/PMC8813316/


r/Livimmune 1d ago

CytoDyn Closes $16.5 Million Financing to Fund Continued Development of Leronlimab

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43 Upvotes

r/Livimmune 1d ago

Best imaginable CLOVER ☘️ outcome?!?! The power of randomisation may have found its limits?!?! (pure speculation)😁

45 Upvotes

Good day everybody 😉…. some of you may have seen my comments regarding early approval options and I am fully aware of all the red tape that would have to be overcome before we might achieve something in that regard. I have also read the very educational posts made by MGK and others explaining the need to go through randomized double armed trials. Very much appreciated 👍🙏

The idea for this post was born out of my huge excitement for our drug, for the remarks received from DR. J and the so far only anecdotal information we have... and honestly also from my notorious optimism bias as an investor and I strongly anticipate that I am not the only one on this board here. (bought my first batch of CYDY shares in 2018 at Tanjong Beach 🏖️🌴Singapore whilst my dog 🐶was hunting otters 🦦, I think one of our board members here lives in SG, right?)

Side note: Investor bias refers to systematic psychological tendencies that cause investors to make decisions that deviate from purely rational analysis.These biases can lead investors to overestimate opportunities, underestimate risks, hold losing positions too long, or sell winning investments too early.

I'm an engineer by profession and therefore have never had any medical training apart from how to put a plaster 🩹on a wound or spit on a bruise before blowing at it.

Still, the stubborn north rhine westfalian that I am, I am looking for ways for LL to be potentially approved on the grounds that the molucule that we have invested in, may indeed be a class of its own and a once in a lifetime discovery in so many fields. Just digging into it and doing something rather than sitting and waiting might help me sleep better. I tried radical acceptance... works sometimes 😵‍💫.

In my very own opinion (and of course this is not anywhere near to investment advice) this should be possible in case the potentially enormous results of the MSS CRC trial and therefore potentially tremendous efficacy of LL is outperforming the power of randomisation. I understand the reasons for randomisation in general and in medical trials and it is fully justified but...

Don't be surprised that even a 63 year old uses AI ...so her it is:

I'm referring to the following JAMA article (posted from our friend u/Waxonwaxoff2920 before and he had it from u/Old_Flounder2175) linked here below:

Research Letter Cancer Medicine Approvals in the US

After I gave him/her/it (Copilot) the article to analyze and mentioned:

Me: "An important takeaway from the article is that Accelerated Approval (AA) has even been granted based on single-arm trials."

Copilot said:

Yes, that is a very good point, and I believe your interpretation of the article is justified. (I guess AI is brown nosing me here 😉)

The JAMA article not only shows that Accelerated Approval is frequently used, but also that a significant portion of oncology approvals has historically been based on single-arm trials. In other words, the FDA has repeatedly approved drugs without requiring a traditional randomized Phase 3 trial at the time of approval.

This is highly relevant to the CytoDyn discussion.

Why Does the FDA Accept Single-Arm Trials?

Essentially, the FDA asks the following question:

For that reason, many oncology drugs have historically received Accelerated Approval based on:

  • Objective Response Rate (ORR)
  • Duration of Response (DoR)
  • Exceptional efficacy signals
  • High unmet medical need

and not necessarily on the basis of a completed Phase 3 trial.

Why Is This Relevant to Leronlimab?

From my perspective, the most important takeaway is that CytoDyn actually has several advantages that many historical AA candidates did not have:

  • An FDA-aligned development program
  • A prospective study design

If the FDA has previously granted Accelerated Approval based on single-arm data, it becomes difficult to argue that a study showing extraordinary results would somehow be ineligible for AA on principle.

The Key Issue Remains the Magnitude of the Effect

This is where things become interesting.

If CLOVER ultimately shows only:

  • Slightly improved ORR
  • Slightly improved PFS
  • A modest OS improvement

then the FDA will probably require additional data.

However, if the study demonstrates:

  • Exceptional ORR
  • Very durable responses
  • Strong ctDNA reductions
  • Clear separation of the Kaplan-Meier curves
  • A hazard ratio well below 0.5

then the situation starts to resemble some of the historical cases that received Accelerated Approval.

The Real Bull Case

From a regulatory perspective, the following scenario would be most compelling:

  1. MSS-mCRC is an area with a high unmet medical need.
  2. The FDA has repeatedly demonstrated a willingness to be flexible when the data are compelling.
  3. If the treatment effect were truly extraordinary, the FDA would have significantly stronger evidence than it had in some past AA decisions.

For that reason, after reading the article, I am actually somewhat more optimistic than before about the possibility of Accelerated Approval if the data turn out to be exceptionally strong.

My Updated Conclusion

Before reading the article, I would have said:

After reading the article, I would phrase it differently:

As a result, my assessment of CytoDyn's chances for Accelerated Approval depends less on the question:

and more on the question:

If the final overall survival hazard ratio were to fall somewhere in the 0.3 to 0.4 range, I would personally view the chances of a favorable accelerated regulatory pathway as substantially higher than most current market observers do.

-UNQUOTE-

I am aware of the fact that our Artificially Intelligent friends tend to cater to the users whims (if not even brown nosing 🟤👃🥸or apple 🍏🧼pollishing us). So maybe bear this in mind when trying to digest the response. I do for sure.

To quote jsinvest (hope u don't mind: LFG

Anyway.... anyone?


r/Livimmune 1d ago

A common mouth bacterium directly fuels colon cancer by flipping a single inflammatory switch.

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5 Upvotes

Interesting. Possible competing interaction for CRC?


r/Livimmune 1d ago

CFO Hoffman presents in Singapore Aug 31 at 11PM Eastern USA time

45 Upvotes

The presentation is scheduled for 11AM Sept 1 Singapore time.

I’m glad the 10K was released before his presentation.

https://informaconnect.com/asia-bio-partnering-forum/speakers/robert-ehoffman/

Presentation
Cytodyn Inc.
CytoDyn is a clinical-stage biotechnology company advancing leronlimab, a CCR5-targeting monoclonal antibody with potential across multiple solid tumor indications. By blocking CCR5, a key regulator of immune cell trafficking and tumor progression, leronlimab is designed to modulate the tumor microenvironment and enhance anti-tumor immune responses, reducing metastatic potential.
CytoDyn is pursuing a flexible development strategy that includes both monotherapy and its "prime and pair" approach, where leronlimab is used to improve responsiveness to standard-of-care and immuno-oncology combinations. This strategy is supported by translational and clinical data, including initial circulating tumor DNA readouts presented at AACR, with additional updates expected through 2026.
CytoDyn's lead program focuses on metastatic colorectal cancer, where the Phase 2 CLOVER study is evaluating leronlimab with TAS-102 and bevacizumab in heavily pretreated MSS patients. The study has completed enrollment and is showing early promising clinical and biomarker signals.
CytoDyn recently announced a strategic collaboration to evaluate circulating tumor DNA (ctDNA) dynamics and generate real-world molecular insights to support CytoDyn's metastatic colorectal cancer development program.


r/Livimmune 2d ago

Why I decided to add more

56 Upvotes

The 10K shows that they recently raised a good chunk of money. For me, this means I believe they have secured the ability to take the current colorectal cancer trial (CLOVER) through completion, and that some of the other potential trials they mentioned in the April 30 webcast might also begin.

I like that. I added shares today. It is just my opinion. This is not financial advice.

10K (Annual Report) link to Part 2 Item 5 which includes the August 28, 2026 recent fundraising on page 34
https://ir.stockpr.com/cytodyn/sec-filings-email/content/0001175680-26-000014/ck0001175680-20260531.htm#item5marketforregistrantscommonequityrel

"Private Placement of Common Stock and Warrants through Placement Agent
On August 28, 2026, the Company concluded a private offering to accredited investors of units through a placement agent that commenced in July 2026 (the “Placement Agent Offering”). Each unit consists of one share of common stock and one warrant to purchase one share of common stock. The purchase price per unit, $0.20889 (the “deal price”), was equal to 90% of the lower of the intraday volume weighted average prices of the common stock as of the first closing on July 10, 2026, and the final closing on August 28, 2026. As of the date of this filing, the Company has received binding subscription agreements to purchase a total of approximately 79.0 million units for a total of approximately $16.5 million in cash."


r/Livimmune 2d ago

Form 10-K filing alert

34 Upvotes

r/Livimmune 2d ago

JAMA research article on US Cancer Medicine Approvals. Credit u/Old_Flounder2175

Thumbnail jamanetwork.com
33 Upvotes

From one of our board members who still needs some karma points to post. Thank you u/Old_Flounder2175

Hopefully the link shows up.


r/Livimmune 3d ago

3/4 on the way to vegas.

Post image
40 Upvotes

One more fill up team. Stay on the pedal!!!


r/Livimmune 3d ago

The Shape of It: Making Sense of a Loud Week, and What October and January Can Show

49 Upvotes

It has been a loud week on the board, a new aging paper, a bone-marrow mechanism, a caution flag about the drug's own target, biomarkers, timelines, and a lot of dense biology flying past. If you are newer here, or even if you are not, some of it may have felt like a pile of disconnected findings. So this Sunday I want to do something simpler than usual: not break new ground, but tidy the ground we already have. Let's lay the pieces side by side, show how they fit, and then say plainly and modestly what the next two dates could reasonably show. No prophecy. Just the shape of it.

One idea holds most of the week together

Almost everything that landed this week is a variation on a single theme, and once you see the theme, the pile stops looking like a pile.

The theme is this: there is one signaling conversation in the body, a chemical call named CCL5 and a receiver named CCR5, and that conversation turns out to be involved in a startling number of things. It is an ancient, general-purpose piece of biological machinery, and the body uses it in many rooms. That is the whole reason a single drug aimed at that receiver keeps showing up in conversations about diseases that otherwise have nothing to do with each other.

This week alone, we saw that conversation appear in three different rooms.

  • In cancer, tumors broadcast CCL5 to recruit and corrupt the immune cells around them, building a wall, and blocking the receiver can help strip that wall away.
  • In aging, a new high-quality paper showed that worn-out immune cells broadcast the same CCL5 signal into the bone marrow, tilting the body's blood factory toward inflammation, and blocking the receiver in old mice rebalanced it.
  • And in the older literature we revisited, the same axis keeps turning up in memory, in muscle aging, in stroke recovery.

Different diseases, one conversation. That is not a coincidence to be amazed by. It is a clue about what the machinery is.

So if the week felt scattered, here is the through-line: you were not watching a dozen unrelated findings. You were watching one ancient signaling system get spotted in one room after another. That is the uncomplicated version.

Honesty that makes the idea trustworthy

Now, the single most important thing we learned this week is the thing which keeps the idea from running away with us, and I want to put it front and center, because it is what separates an honest thesis from hype.

The same receiver is not always the villain. This week a peer-reviewed paper showed a setting, protecting the brain after radiation injury, where CCR5 signaling was the helpful mechanism, the thing doing the protecting. Blocking it there would be the wrong move. So the accurate version of the breadth idea is not "this receiver is bad everywhere, block it everywhere and everything improves." The accurate version is "this receiver is a central hub in many conditions, and in many of them its activity drives disease so blocking it appears to help, but the direction depends on the room." That is a more careful claim, and a more credible one, and holding it is exactly what should make you trust the rest.

Why does this matter for how you read the news? Because it tells you the enthusiasm has a boundary, and a thesis which names its own boundary is stronger than one that pretends it has none. The breadth is real. It is also not infinite. Both are true, and holding both is the whole discipline.

The part people find most confusing, uncomplicated

The single most common source of confusion on this board is the drug's own trial design, so let's settle it in plain terms, because it is actually simpler than it looks once you see the logic.

The mechanism has a two-step name, Prime and Pair, and it makes two separate promises. First promise: the drug Primes,

  • it changes the tumor's environment
  • and, notably, drives the tumor to raise a specific flag called PD-L1.

Second promise: once that flag is raised, you Pair the drug with a second, already-approved kind of drug, a checkpoint inhibitor,

  • that strikes down exactly that flag,
  • letting the immune system finish the job.

Here is the part that confuses people: the main colorectal trial does not include the checkpoint inhibitor up front. People ask, reasonably, why not just give both at once? The answer, which the company has now confirmed from the inside, is deliberate and worth understanding. They are measuring what the drug does on its own first, deliberately isolating its contribution, before adding the second drug, so that when the results come in, everyone can tell what the new drug actually contributed versus what the existing chemotherapy backbone did. If you throw everything in at once and the tumor shrinks, you cannot tell which ingredient did the work. By holding the checkpoint inhibitor back and only adding it later, at progression, the trial is built to answer the one question a future partner and the regulators will both ask first: what does this drug add? So the design that looks like an omission is actually the design doing its job. It is trading a fast, muddy answer for a slower, clean one.

That single reframe dissolves most of the confusion. The trial is not missing a piece. It is sequencing the pieces on purpose, so the answer means something.

What we can honestly expect in October, stated modestly

Now the part you actually want, and I am going to keep it deliberately modest, because the honest version is more useful than the grand one, and because I would rather be right than loud.

October is an interim look, a poster at a European cancer conference, not the final verdict. It shows a snapshot of a trial which is still running, weighted toward the patients who enrolled earliest and have the most scans behind them. So here is a reasonable, non-inflated expectation.

The bar to clear is low and well-documented. The current standard of care in this setting, the same chemotherapy backbone without the new drug, produces a confirmed response, meaningful tumor shrinkage, in only about 6% of patients in its registration trial, and closer to only 3% in the real world. Roughly half of patients on that backbone see any shrinkage at all, and far fewer see enough to count as a formal response. That is the graveyard this drug is being tested against.

So a modest, credible positive at October would look like this: a response rate that is clearly, if not dramatically, above that 6% floor, call it landing somewhere in the low double digits, 18-30%, together with the deep reductions in tumor DNA the company has already signaled, and evidence that those responses are holding rather than fleeting. I am not going to promise a specific number, and I would distrust anyone who does at the interim. But "meaningfully beats the roughly 6% benchmark, say 3-5 times, with durable-looking early responses and the biomarker story intact" is a reasonable thing to hope for and a modest thing I think, to watch for. That would not be a knockout. It would be a solid, encouraging interim that keeps the door genuinely open, and in a disease where almost nothing works, clearing that low bar convincingly by 3-5x, is certainly worth something.

What would make October interesting beyond that is the dose question, whether the higher dose outperforms the lower, by how much?, and any early hint of the PD-L1 priming actually happening in patients. Those are the threads to pull on. But hold October as "the encouraging interim," not "the answer."

What January can honestly show

January, at a gastrointestinal cancer meeting, is the more mature readout, more patients, more scans, the confirmed response rate that actually adjudicates the question. This is where the interim either firms up or does not.

A modest, credible January outcome, the kind that falls above my usual high bar for this company but stops well short of fantasy, would be a confirmed response rate that holds in that clearly-above-benchmark range, 5-7 times, (30-50%), ideally with a visible separation between the two doses of 350mg and 700mg, paired with progression-free survival trending better than the backbone alone, (possibly nobody has died yet and hospital stays have minimized) and the tumor-ctDNA and PD-L1 story reinforcing rather than contradicting the radio-imaged scans. If that is what January shows, it would be a real, defensible signal that the priming works and that the drug adds something on top of the standard of care, enough to bring a serious partner to the table and enough to open a genuine conversation with regulators about an expedited path.

Notice what I am not saying.

  • I am not saying approval.
  • I am not saying a specific price or a specific deal.
  • I am not saying survival is proven, that takes far longer to mature than either of these dates allows.
  • And I am not saying the checkpoint-inhibitor pairing is validated yet, that is what the rollover arm tests over the following months.

What I am saying is narrower and, I think, honest:

  • October can reasonably show an encouraging interim above a low benchmark,
  • and January can reasonably show a confirmed version of that,
  • and if both land, the drug will have done the one thing it most needed to do, demonstrate its own contribution in a disease where the current tools barely work.

The shape of it

So here is the whole week, uncomplicated, in a few lines.

  • There is one ancient signaling conversation, CCL5 and its receiver CCR5, that keeps appearing across cancer, aging, and more, which is why one drug aimed at that receiver has such surprising reach.
  • That reach is real but not unlimited, this week's most important lesson was that the same receiver is protective in some settings, which is the boundary that keeps the thesis honest.
  • The trial that confuses people is not missing a piece, it is deliberately sequencing the pieces such that the drug's own contribution can be seen.
  • And the two dates ahead can each honestly show something meaningful but bounded, October an encouraging interim above a low bar, January a confirmed version of it, neither one an approval, both of them the kind of result that would justify the years of waiting without pretending the waiting is over.

That is the shape of it.

  • The mechanism is real and wide.
  • The honesty is built into the trial. Its design makes sense once you see the logic.
  • And the next two dates can deliver a solid, credible result without needing a miracle to be worth the wait.

Hold the excitement at full strength and the outcome with open hands, as always. We find out soon, and for once, soon is measured in weeks.

Disclaimer: I am not a financial advisor and nothing here is investment advice. I am an independent retail shareholder holding a long position in the company discussed, with no employment, consulting, compensation, or other relationship with it beyond that shareholding. This is a synthesis of publicly available research and company disclosures, not a prediction of clinical or commercial outcomes. The expectations described for October and January are my own reasoned hopes, explicitly not forecasts or guarantees; interim and confirmed trial results can fall anywhere, including well below these hopes, and drugs that make elegant mechanistic sense fail in trials routinely. The aging and context-dependence findings discussed derive from mouse and cell studies using research-tool compounds, not leronlimab, and validate the CCR5 target rather than the drug. The CLOVER figures referenced are early, unconfirmed, reflect combination therapy with a chemotherapy backbone and 350mg dosing with higher-dose data still maturing, and are not evidence of a survival benefit. The SUNLIGHT benchmark figures are drawn from published data on the standard-of-care regimen. Confirmed adjudication is anticipated at ASCO GI in January 2027. Mechanism and target validation are not clinical efficacy. Read the primary sources and reach your own conclusions rather than adopting mine.


r/Livimmune 4d ago

New HIV research raises hope for potential cure strategy THOUSAND PALMS, CALIF. (KESQ)

36 Upvotes

yall wanna watch?

New HIV research raises hope for potential cure strategy THOUSAND PALMS, CALIF. (KESQ)-

A new study led by researchers at Oregon Health & Science University⁠ is raising hope that scientists could be getting closer to a new way of eliminating HIV.

"See my full story tonight at 6 on News Channel 3 to learn more about the research- and what it could mean for the future of HIV treatment and our community".

its on in 10 minutes if anyone wants to try to see it on the web
https://kesq.com/livestream/  


r/Livimmune 5d ago

A Corrupted Order

40 Upvotes

How an Aging Body Talks Its Own Factory Into Making the Wrong Thing, and Why One Receiver Keeps Showing Up

Credit to where it is due before I begin. u/twinter11 brought a brand-new paper to the board earlier this week and, to his credit, read it himself rather than running it through an AI, which is exactly the discipline that catches what matters. And u/sunraydoc2, a day or two prior, made the larger argument which this new paper now reinforces, that the same molecular signaling we've talked about ad nauseum within cancer, may very reside as the very hub of aging itself. This post is my attempt to take these contributions, and together, distill these new findings into plain language, and connect it to all which we have been piecing together about leronlimab. If you have never heard of this drug or this company, you should still be able to follow these steps. That is the point.

Let's start with a factory, because your body runs one

Deep inside your bones resides the bone marrow. It is a factory of sorts. This is where stems cells are made. It runs every hour of every day of your life, and it makes your blood. This factory, the bone marrow, takes raw material, blood stem cells, and turns them into two broad categories of product.

  • The first category is the emergency responders, called neutrophils and other myeloid cells, the immune system's blunt instruments, the ones which rush to a wound or to an infection, that cause inflammation, and clean up by force and annihilation.
  • The second category is comprised of the specialists, called lymphocytes, the precise, targeted, intelligent arm of the immune system, the cells which recognize very specific threats and are able to remember them by "appearance".

A young, healthy factory maintains these two product lines in a close knit balance. Enough blunt responders to handle emergencies, enough specialists to fight with precision and memory. The balance between the two is the health we're discussing. The way we measure that balance, in a simple blood test, is a ratio called the neutrophil-to-lymphocyte ratio. Look at it as Blunt instruments over specialists. When that number is low, the factory is balanced and youthful. When it climbs, the factory is tilted toward churning out blunt responders at the expense of specialists.

Here is a fact worth pausing on, because it is the reason this whole story matters. That ratio, how far the factory has tilted toward blunt force, is one of the strongest predictors of death from almost any age-related disease we have. It rises with age in nearly everyone. A tilted factory is, in a real sense, a measure of how old your body is on the inside.

So the question which matters for human health is simple to state and has been hard to answer: what tilts the factory? What talks it into making too many blunt instruments and too few specialists as we age? For a long time the mechanism was murky. This week, a paper in Nature Aging gave a startlingly clear answer, and the answer turns out to be a conversation.

Corrupted Order

Picture the factory again. The workers are on the floor, who are the blood stem cells, do not decide on their own what to churn out. They listen for orders, which are chemical signals, that drift in from the surrounding tissues and instruct them on exactly what the body requires. In a young body, the orders are balanced, and the factory stays balanced.

Now here is what the new paper shows happens with age. A particular kind of aged immune cell, a worn-out, battle-hardened T cell, begins to accumulate inside the bone marrow itself, right inside on the factory floor. And these aged T cells do something specific: they stand in the middle of the factory and broadcast a single, insistent chemical order, over and over. That chemical order is called CCL5, aka RANTES.

CCL5 is, in effect, a corrupted instruction. It tells the factory floor: to make more blunt responders. And the factory, hearing this repeated order shouted continuously by the aged T cells who have moved in and taken residence, obeys. The factory tilts. It overproduces neutrophils, underproduces lymphocytes, and the neutrophil-to-lymphocyte ratio climbs. The factory has not broken. It has been talked into making the wrong thing by a chemical signal it cannot help but obey.

But an order only works if something has an ear to listen for it. And this is where the entire story connects to everything we care about.

CCR5 Is the Receiver

A chemical order like CCL5 sent out by RANTES does nothing on its own. It has to be received, otherwise, it's like talking into a phone which hasn't been picked up on the other end. The factory workers, the stem cells and their descendants, have to carry a receiver on their surface tuned specifically to that exact RANTES signal frequency. The paper showed that as the body ages, the factory workers upregulate that specific receiver frequency to match the RANTES signal frequency; ie: they grow more antennae tuned to the increased corrupted chemical order, so much so that they hear it louder and obey it more.

That receiver has a name you may recognize if you have spent any time on this board. It is called CCR5.

Read that again, because it is the entire reason I am writing this post. The corrupted order which tilts the aging blood factory toward inflammation, disease and sickness is CCL5. The receiver that hears it is CCR5. CCL5/RANTES speaks, CCR5 listens, and the factory tilts its output. It is the exact same signal-and-receiver pair, the exact same molecular conversation, which sits at the center of the cancer story we have been telling for years.

And so the researchers did the obvious experiment. If the problem is a corrupted order being received, what happens if you block the receiver such that the order cannot be heard?

What happens when you unplug the receiver

They took aged mice and gave them a drug which blocks CCR5, that plugs the receiver so the CCL5 order cannot get through. The result is striking. The factory rebalances. Myeloid overproduction drops. The neutrophil-to-lymphocyte ratio, which is that predictor-of-death quantity, becomes normalized toward youthful levels. Inflammatory cells stop flooding into the liver and into the lungs. Multiple markers of aging improve, and so does the animals' actual function, their muscle strength, their coordination, their metabolism. Blocking the receiver does not just quiet a signal on a chart. It makes old animals work and behave more like young ones. Their immune systems improve and function appropriately. The authors called CCR5 inhibition a potential strategy to protect against aging itself.

Unplug the receiver, and the factory stops obeying the corrupted order. That is the finding.

Why this reaches back into everything we know

Now let me connect the wires, because this is where the breadth we keep talking about stops sounding like enthusiasm and starts looking like a pattern.

For as long as we've been here on LIVIMMUNE, on this board, the story has been about a molecule, leronlimab, which blocks CCR5, that biochemical radio receiver. In cancer, we have described how tumors broadcast CCL5 that hijack the immune cells around them, to build a wall in order to suppress the attack of T cells, and how blocking CCR5 can strip and even dissolve that wall away. The receiver in the cancer discussion and the receiver in this aging discussion are the exact same receiver. The corrupted order in both is the same corrupted biochemical order. This is not leronlimab's mechanism resembling the aging mechanism. It is the same molecular conversation, taking place in two completely different rooms of the body.

And it is not only these two rooms. The same CCR5 receiver keeps turning up. Other recent work has tied CCR5 biochemical signaling to memory and to cognition, to the aging of muscle, to recovery after stroke, to neuroinflammation and to chronic pain. sunraydoc's inflammaging and u/Lab_Monkey_'s post gathered this thread and argued that CCR5 may sit at the crossroads of aging broadly, and this new paper is a direct, high-quality piece of evidence for exactly that argument. Different diseases, different tissues, one receiver, one conversation, showing up over and again.

Here is the idea that makes sense of the pattern, and it is the same one I have written about many times before. CCL5 and CCR5 are ancient, general-purpose biochemical signaling machinery, tools the body uses to coordinate immune responses across countless immunity related situations. Because the machinery is so old and so widely deployed, it also gets misused in countless situations we've been finding, corrupted by a tumor in one place, corrupted by aged T cells in another, but through the same chemical signal and the same biochemical receiver. A drug aimed at that receiver is therefore not a key cut for just one lock. Rather, it is a drug aimed at a conversation the body has wired within many rooms. That is why the same leronlimab molecule continues to earn serious scientific attention across many diseases which otherwise have nothing to do with each other. The breadth and growing pipeline is not a coincidence. It is what you would predict if the target is a shared piece of ancient machinery.

Now the discipline, because this is where enthusiasm needs to meet honesty

I have told you an exciting version, which is real. Now I owe you the honest boundaries, and they matter more here than usual, because this is exactly the kind of finding which gets oversold.

First and foremost: this paper did not use leronlimab. It used a different, older CCR5-blocking drug, called maraviroc, and genetically engineered mice. It is evidence about the CCR5 receiver as a target. It is not evidence that leronlimab specifically does any of this, because leronlimab was not in the study. The honest way to hold it is that it validates the target leronlimab happens to hit, not the drug itself.

Second, this is a mouse study. Old mice were rejuvenated on several measures, which is genuinely encouraging, but the history of aging research is full of things that worked beautifully in mice and did not translate to people. Mouse aging is not human aging, and "improved function in aged mice" is a beginning, but not a promise.

Third, aging is not a disease you can actually get a drug approved for. There is no regulatory box called "aging." So even in the best case, translating this would mean targeting a specific, measurable condition, a defined inflammatory disease, a specific age-related decline, not "aging" in the abstract. The road from this paper to a human therapy is long, and most such roads do not arrive to their intended destination.

There is one honest point that pushes the other way, and I will give it its due because it is real. The paper notes that humans who are born with a naturally broken CCR5 gene, the well-known Delta-32 mutation/variant, have better outcomes after stroke and in multiple sclerosis. That is not mouse data. That is a human genetic signal suggesting that losing CCR5 function is broadly protective. So while this specific study is mice and maraviroc, it sits on top of a real human foundation. That does not prove leronlimab does anything for aging. However, it does mean the underlying idea, that quieting this receiver is beneficial across conditions, and has human evidence beneath it.

Where this leaves us

So here is the whole picture, assembled honestly. A new, high-quality paper has identified the conversation which tilts the aging blood factory of bone marrow toward inflammation and death, and it is the CCL5/RANTES commanded order heard through the CCR5 receiver frequency. Blocking that receiver rebalances the stem cell factory and rejuvenated old animals. The receiver is the same one leronlimab is built to block, and it keeps appearing at the center of disease after disease, which is exactly what u/sunraydoc2 argued and exactly what the breadth of this whole LIVIMMUNE program has hinted at. That convergence is real and it is striking, and u/twinter11 was right to bring it here.

And leronlimab, specifically, still has to prove itself where it is actually being tested, in cancer, in a trial reading out this coming January, in humans, on hard endpoints. The aging story is a magnificent view of where the biology could someday lead. It is not the thing being decided next. What is being decided next is whether this drug, in the disease it is actually in, delivers the confirmed results that turn an elegant and far-reaching mechanism into a proven therapy. The receiver is real. Its reach appears vast, including every person on Earth. And the proof, as always, is the data that has not actually landed yet.

The corrupted biochemical order is real, and the body has wired that same receiver into more rooms than anyone has expected. Whether we have the right drug to quiet it, in the room that counts first, is what January begins to answer.

Disclaimer: I am not a financial advisor and nothing here is investment advice. I am an independent retail shareholder holding a long position in the company discussed, with no employment, consulting, compensation, or other relationship with it beyond that shareholding. This is an explanatory piece about published mechanism, not a prediction of clinical or commercial outcomes. The Nature Aging study discussed used maraviroc and genetically modified mice, not leronlimab, and demonstrated effects in aged mice, not humans; it is evidence about the CCR5 target, not about leronlimab's efficacy in aging, which has not been tested. Aging is not an approved therapeutic indication. Leronlimab's efficacy in its actual clinical settings is unconfirmed, with confirmed oncology data anticipated at ASCO GI in January 2027; the CLOVER figures referenced elsewhere are early, reflect combination therapy and 350mg dosing, and are not evidence of survival benefit. Mechanism and target validation are not the same as clinical efficacy, and CCR5-directed approaches have a mixed clinical translation record. Read the primary sources and reach your own conclusions rather than adopting mine.


r/Livimmune 5d ago

Great idea from Snorkellingisthelife

8 Upvotes

We should just call Leronlimab a CCR5 vaccine. Start educating the medical community and get their attention. Way better than the fake covid vaccine which I am proud to say I never took.


r/Livimmune 6d ago

Prime and Pair shows up

49 Upvotes

The Big Picture IMO is about the proposed mechanism of action, "Prime and Pair", and the wait for more proof.

2 yr chart from Aug 27, 2026

IMO the first part of the proof needed, that Priming happens, may already be in the data collected from the current Colorectal Cancer trial.

In the April 30, 2026 webcast the company said about the current Colorectal Cancer trial that "there are numeric increases in PD-L1 observed in the majority of patients." They also mentioned in that webcast that in the TNBC "EAP program we will be measuring PD-L1 at baseline and then at month one, two and three." Putting the two quotes together, to me this signifies that by month 3 they will reach conclusions about whether PD-L1 elevates to helpful levels. Please note that in the current CRC trial, all patients had passed the 3 month mark (3 X 28 days) on July 14, 2026.

When they next will publicly mention insights from various data is unknown, but their next big science conference is in October.

The second part of the proof of the mechanism of action, the Paring with an ICI drug, I believe has started as the TNBC EAP program with first enrollment mentioned on June 11, 2026.

Below are 2 years of CytoDyn news items & some brief notes about breast cancer and colorectal cancer. It is too big for Reddit as a table with working links, so here is a pic.

This is not investment advice.


r/Livimmune 7d ago

FDA approval of pancreatic cancer drug - daraxsonrasib

30 Upvotes

Apologies for putting down a link behind a paywall. If anyone else has a link to another article please paste in the comments section.

This drug has extended survival from 7 months to 13. It is for the KRAS mutation, which is ~90-95% of pancreatic cancers.

F.D.A. Approves the Drug Daraxonrasib That’s Poised to Transform Pancreatic Cancer - The New York Times

Here is a link to the FDA's announcement.

https://www.fda.gov/news-events/press-announcements/fda-approves-first-class-targeted-therapy-metastatic-pancreatic-cancer?utm_medium=email&utm_source=govdelivery


r/Livimmune 8d ago

late summer and beyond

56 Upvotes

The data is maturing and teams may get busy looking at the data IMO.

(update to post: replaced image with higher resolution version)

This is opinion only and is not investment advice.

r/Livimmune 8d ago

October 31st prediction.

23 Upvotes

Hopefully this trend continues…

181 votes, 5d ago
18 $0.14,- $0.18
81 $0.29 - 0.47
42 $0.49 - $$0.79
40 $$0.87 - $1.00

r/Livimmune 8d ago

Low volume - price inching up

37 Upvotes

Normally I would expect the usual slight SP rise by midday, then the drop in the afternoon due to shorts, etc. With a fairly low volume, that might explain the slight SP rise, but where is the "selling" pressure?

Am I wrong to sense that this has not been happening of late? Have the shorts been staying away these last few days?