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Posted On: 08/20/2025 11:51:02 AM
Post# of 156142
???? Core evidence of the unnamed tech transfer
• “We have successfully transferred our manufacturing technology allowing us to manufacture leronlimab at scale.”
(CYDY Shareholder Letter, Nov 3, 2023)
• “We are transitioning… services to one, or several, of its current service providers.”
(CYDY 10-Q, Feb 29, 2024)
• “Transitioning… services to one, or several, of its current service providers.”
(CYDY 8-K, Apr 8, 2024)
⸻
???? Context of who those “current service providers” are
• CYDY’s own investor deck listed AGC Biologics as a manufacturing partner (with Samsung) before the transfer.
(CYDY Investor Presentation, Dec 7, 2022)
• AGC Biologics publicly stated it manufactures the key ingredient for leronlimab.
(AGC Press Release, Apr 29, 2020)
⸻
???? Timing benchmark
• “Tech transfer of biologics typically requires 12–24 months depending on scope.”
(Industry guidance, BioPhorum & similar)
⸻
✅ Together, this shows:
• CYDY announced a successful transfer in Nov 2023.
• Their SEC filings (Feb & Apr 2024) confirm the work is now with “current service providers.”
• AGC Biologics is the only named CMO partner (besides Samsung) in CYDY decks—making it the best candidate, though CYDY never explicitly says so.
• A ~2-year transfer timeline matches standard biologics practice.
——-More…
CYDY confirmed that it has successfully transferred its manufacturing technology for leronlimab:
• “We have successfully transferred our manufacturing technology allowing us to manufacture leronlimab at scale.” (CYDY Shareholder Letter, Nov 3, 2023)
SEC filings clarify the transfer is now with “one, or several, of its current service providers”:
• (CYDY 10-Q, Feb 29, 2024)
• (CYDY 8-K, Apr 8, 2024)
Who are those providers? CYDY’s own investor decks named AGC Biologics (alongside Samsung) as a manufacturing partner , and AGC itself announced it makes the key ingredient for leronlimab (AGC PR, Apr 29, 2020) .
For timing: industry guidance says biologics tech transfer typically requires 12–24 months (BioPhorum, etc.), so a 2023 transfer could position CYDY for scale readiness in 2024–25.
• “We have successfully transferred our manufacturing technology allowing us to manufacture leronlimab at scale.”
(CYDY Shareholder Letter, Nov 3, 2023)
• “We are transitioning… services to one, or several, of its current service providers.”
(CYDY 10-Q, Feb 29, 2024)
• “Transitioning… services to one, or several, of its current service providers.”
(CYDY 8-K, Apr 8, 2024)
⸻
???? Context of who those “current service providers” are
• CYDY’s own investor deck listed AGC Biologics as a manufacturing partner (with Samsung) before the transfer.
(CYDY Investor Presentation, Dec 7, 2022)
• AGC Biologics publicly stated it manufactures the key ingredient for leronlimab.
(AGC Press Release, Apr 29, 2020)
⸻
???? Timing benchmark
• “Tech transfer of biologics typically requires 12–24 months depending on scope.”
(Industry guidance, BioPhorum & similar)
⸻
✅ Together, this shows:
• CYDY announced a successful transfer in Nov 2023.
• Their SEC filings (Feb & Apr 2024) confirm the work is now with “current service providers.”
• AGC Biologics is the only named CMO partner (besides Samsung) in CYDY decks—making it the best candidate, though CYDY never explicitly says so.
• A ~2-year transfer timeline matches standard biologics practice.
——-More…
CYDY confirmed that it has successfully transferred its manufacturing technology for leronlimab:
• “We have successfully transferred our manufacturing technology allowing us to manufacture leronlimab at scale.” (CYDY Shareholder Letter, Nov 3, 2023)
SEC filings clarify the transfer is now with “one, or several, of its current service providers”:
• (CYDY 10-Q, Feb 29, 2024)
• (CYDY 8-K, Apr 8, 2024)
Who are those providers? CYDY’s own investor decks named AGC Biologics (alongside Samsung) as a manufacturing partner , and AGC itself announced it makes the key ingredient for leronlimab (AGC PR, Apr 29, 2020) .
For timing: industry guidance says biologics tech transfer typically requires 12–24 months (BioPhorum, etc.), so a 2023 transfer could position CYDY for scale readiness in 2024–25.
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