Investors Hangout Stock Message Boards Logo
  • Mailbox
  • Favorites
  • Boards
    • The Hangout
    • NASDAQ
    • NYSE
    • OTC Markets
    • All Boards
  • Whats Hot!
    • Recent Activity
    • Most Viewed Boards
    • Most Viewed Posts
    • Most Posted
    • Most Followed
    • Top Boards
    • Newest Boards
    • Newest Members
  • Blog
    • Recent Blog Posts
    • Recently Updated
    • News
    • Stocks
    • Crypto
    • Investing
    • Business
    • Markets
    • Economy
    • Real Estate
    • Personal Finance
  • Market Movers
  • Interactive Charts
  • Login - Join Now FREE!
  1. Home ›
  2. Stock Message Boards ›
  3. Stock Boards ›
  4. CytoDyn Inc (CYDY) Message Board

I suppose it never hurts to ask about BTD, but if

Message Board Public Reply | Private Reply | Keep | Replies (4)                   Post New Msg
Edit Msg () | Previous | Next


Post# of 153776
(Total Views: 730)
Posted On: 01/07/2022 11:17:33 AM
Posted By: kabonk
Re: nothingspecial #114130
I suppose it never hurts to ask about BTD, but if the odds are low then the failure could potentially be used by shorts to further fuel their narrative, which it appears we are seeing now.

One of the problems with the mTNBC cancer indication for leronlimab is that we are combining data from usage in 3 different trials/protocols:
(1) mTNBC randomized trial with chemo, at 3 different doses, as first line therapy: https://clinicaltrials.gov/ct2/show/NCT03838367
(2) basket trial: https://clinicaltrials.gov/ct2/show/NCT04504942
(3) compassionate use combo mTNBC as third line therapy: https://clinicaltrials.gov/ct2/show/NCT04313075

There are different inclusion/exclusion requirements for each, such as whether patients are naive (no prior treatment) in metastatic setting or have had recurrence already.

Trodelvy was approved for recurrent mTNBC (after failing two prior therapies), with a 529 patient randomized trial. It showed improvement in mPFS over a third line of chemo from 1.7 to 4.8 months. https://clinicaltrials.gov/ct2/show/NCT02574455

Yes we are comparing leronlimab to Trodelvy in mTNBC, but in doing so, we should compare the same patient population, those who have recurrent mTNBC who have been treated with 2+ prior drugs that failed. Our randomized mTNBC trial studies chemo naive patients in metastatic setting who are getting combination of chemo and LL, and so it's hard to separate the effects of chemo from the effects of leronlimab there.

We only have a hodge-podge group of patients at different stages of mTNBC. Some are earlier in disease (not recurrent) and are being treated with carboplatin or other chemo drug concurrently, so it isn't an apples to apples comparison.

The second problem is relatively small numbers, and incomplete data. The basket trial stopped recruiting. Compassionate use is still open. I believe the mTNBC trial has paused recruiting as well, but I'm not sure about that. We have applied based on results from 28 patients with mTNBC: 12 from randomized trial, 2 from basket trial, and 16 from compassionate use. We don't have final results yet since patients are still alive and disease not yet progressing, which is a great thing!

The third problem is that it's hard to get all the numbers straight, and NP's exaggerations don't help. Improvement by 2300% ?? turns out that was the upper confidence interval from a small number of patients.

So I can see why the FDA passed on our heterogenous group of patients with mTNBC. We simply need more patients with a consistent protocol (comparable to Trodelvy trial if that is the standard to which we will be held and the indication we are seeking).

Trodelvy is third line therapy in the mTNBC setting. Leronlimab is being investigated as first line in combo with carboplatin, so it really is a different group of patients. I think the comparison for our first line patients and that trial should be to carboplatin alone or other chemo alone in first line therapy for mTNBC.

For the compassionate use data, those can be compared to Trodelvy data, with patients in third line setting (3rd chemo drug 1.7m mPFS, Trodelvy 4.8m mPFS).

I see very promising cancer results especially for mTNBC and the CTC biomarkers, but we just need more data and longer follow-up, and unfortunately these trials can be expensive without a partner and adequate funds.

I would love to hear the plans for future cancer trials and funding. Leronlimab is extremely promising for cancer, and the reason I invested.






(17)
(1)




CytoDyn Inc (CYDY) Stock Research Links


  1.  
  2.  


  3.  
  4.  
  5.  






Investors Hangout

Home

Mailbox

Message Boards

Favorites

Whats Hot

Blog

Settings

Privacy Policy

Terms and Conditions

Disclaimer

Contact Us

Whats Hot

Recent Activity

Most Viewed Boards

Most Viewed Posts

Most Posted Boards

Most Followed

Top Boards

Newest Boards

Newest Members

Investors Hangout Message Boards

Welcome To Investors Hangout

Stock Message Boards

American Stock Exchange (AMEX)

NASDAQ Stock Exchange (NASDAQ)

New York Stock Exchange (NYSE)

Penny Stocks - (OTC)

User Boards

The Hangout

Private

Global Markets

Australian Securities Exchange (ASX)

Euronext Amsterdam (AMS)

Euronext Brussels (BRU)

Euronext Lisbon (LIS)

Euronext Paris (PAR)

Foreign Exchange (FOREX)

Hong Kong Stock Exchange (HKEX)

London Stock Exchange (LSE)

Milan Stock Exchange (MLSE)

New Zealand Exchange (NZX)

Singapore Stock Exchange (SGX)

Toronto Stock Exchange (TSX)

Contact Investors Hangout

Email Us

Follow Investors Hangout

Twitter

YouTube

Facebook

Market Data powered by QuoteMedia. Copyright © 2025. Data delayed 15 minutes unless otherwise indicated (view delay times for all exchanges).
Analyst Ratings & Earnings by Zacks. RT=Real-Time, EOD=End of Day, PD=Previous Day. Terms of Use.

© 2025 Copyright Investors Hangout, LLC All Rights Reserved.

Privacy Policy |Do Not Sell My Information | Terms & Conditions | Disclaimer | Help | Contact Us