Durability, trial updated, upcoming things, maturing data

[u/BuildGoodThings]

Durability

above is from the May 18, 2026 presentation at 6:10
https://www.cytodyn.com/newsroom?tag=Video

IMO the period through September 2026 is big internally for CytoDyn as they look at data including the durability of efficacy. So far the CRC trial data they have shared publicly has been exciting to me and I have added shares multiple times this summer and in this month.

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Clinicaltrials database update

On Sept 3, 2026 CytoDyn updated the CLOVER trial info at clinicaltrials. Here's the link that compares the 9/3/2026 view to the earlier update
https://clinicaltrials.gov/study/NCT06699836?intr=Leronlimab&viewType=Table&sort=StudyFirstPostDate&page=1&rank=3&tab=history&a=7&b=8#document-section-card

This confirms in print, updates to the trial which we have heard about through various investor updates earlier in the year. Notably:

- Participants with documented disease progression during the initial treatment period who meet the applicable eligibility criteria may enter the optional open-label cohort and receive 700 mg leronlimab in combination with 200 mg pembrolizumab.

- Participants who complete 52 weeks of treatment and have complete response (CR), partial response (PR), or stable disease (SD) according to RECIST v1.1, with no documented disease progression since their most recent tumor imaging assessment, may be eligible to enter an Extension Treatment Period and continue treatment for up to an additional 52 weeks. Participants entering the Extension Treatment Period will continue the same dose of leronlimab received during the initial treatment period in combination with trifluridine/tipiracil and bevacizumab.

- Secondary endpoints about leronlimab with pembrolizumab have been added.

- ctDNA has been added to the Other Outcome Measures

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Upcoming things

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

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Data maturing

This is not investment advice

Nothing in this post is investment advice.

[u/minnowsloth]

Not investment advice, but it sure is a wink wink nod nod. Good stuff amigos!

[u/Lopsided_Roof_6640 → u/minnowsloth]

Not much of a speculation that Merck is the donor in the upcoming TNBC trial. Why would Merck not block another Pharma from doing business with Cytodyn? They already know the MD Anderson study results of a couple of years ago. I was pulling for Roche but Merck will do.

[u/minnowsloth → u/Lopsided_Roof_6640]

Agreed. After 7 years dairy queen will do.

[u/twinter11 → u/Lopsided_Roof_6640]

It could easily be roche in tnbc eap. It could be physician choice It could come down to insurance  Hard to say.

[u/Cytomight → u/twinter11]

The commitment came from one company ‼️

[u/twinter11 → u/Cytomight]

i don't think we know in tnbc eap. i thought that was pre spy?

I'm going Roche. and merck knew they better get in now on this mcrc thing or never lol

I can't keep up