From Reddit over the weekend
Lalezari On The Move
Let's consider the movement that is on the rise.
We have Dr. Lalezari at the helm who really is starting at ground level. He isn't starting out taking over something someone else built. No, rather, he has a molecule which he knows beyond a shadow of a doubt, that it works, but he has almost nothing with which he can build upon. So, he begins with Murine Studies and a Colo-Rectal Cancer trial.
I've already listed CytoDyn's goals, and they were presented in Dad, Are We There Yet?, so you can refer to that for the plan, to help you understand Lalezari's mind set and how and why things are getting put into place to occur on the time clock he shall stick to.
So, what is the gist of those timelines? Mid to late fall is when the earliest of the results of the studies could be appreciated while other trials won't begin until early to mid 2025. But who is in control here? Dr. Lalezari. He is aware of every detail of every study and every trial. But a lot of work is ahead of him. He has a lot planned. And his plans are for success in each endeavor. Why for success? Because he already knows the molecule inside and out. He already knows through his own use of this molecule with over 10 years' experience, he knows what it can and cannot do. So, he has strategically chosen the indications within his plan as per his pre-CEO knowledge has pointed towards. We are here now at the very beginning of these new directions.
The time soon approaches when leronlimab is found successful in each and every indication it is tested in. Why? Because he already knows it shall work. Maybe the only exception is MASH, because that was not his specialty, but there is significant evidence of its effectiveness in this indication that it too shall be successful in the murine study it is involved in with resmetirom. As for Alzheimer's Disease, mCRC, long COVID, GlioBlastoma Multiforme, and all forms of HIV, be it PREP, CURE via AAV delivery or via LATCH, he knows the outcome already and that is precisely why these indications have been chosen to be what they are. Know that the timeline he has set forth already shall be adhered to and as things have been moving along as of late, so too shall it continue to accelerate towards that mid to late fall result.
In order to have set up this scenario, some collaborations have been made. Somethings had to have already been discussed with Madrigal. I believe there have been communications with the NIH for long COVID. We know of course CytoDyn's relationship with OHSU and I believe it is becoming clear that VIR is in at least close ties with CytoDyn at least on HIV PREP and CURE. There is of course a 3rd party AI company who CytoDyn has partnered up with. The manufacturing technology for leronlimab has already been transferred to a collaborating partner. In the 3/31/22 Conference Call, Scott Kelly pre-maturely pointed to some agreements regarding the GBM murine study and the 20 patient Alzheimer's Disease Pilot Study. He may have even been hinting towards a failing CAR T treatment for mCRC in the following:
"Scott Kelly 12:45: We've been contacted by academic institutions interested in doing studies with leronlimab. A researcher from a top university in Boston. CAR T research. CAR T not working as well against solid tumors as was hoped. For this study we will need to supply molecule only, (they will do trial).
It is believed that the tumor microenvironment is contributing to the lack of effectiveness of CAR T progress against solid tumors and we can control the tumor microenvironment we may be able to enhance the effectiveness of CAR T Therapy.
We have been contacted by the department of neurological surgery at a major academic center in NYC. and they are planning to evaluate leronlimab in glioblastoma multiforme which is a very aggressive brain tumor. Again, we will supply leronlimab and they've expressed their interest that if successful, in this non-clinical model, that they would pay for a human trial.
In the study in the use of check point inhibitors, which is funded by CytoDyn, it may represent another potential opportunity in immunotherapy and is moving forward.
We have been in contact in London with the university and foundation to further evaluate the potential of leronlimab as a treatment in Alzheimer's. Their interest is in the role of neuro inflammation. It is similar to the role of cancer where initially people did not believe that cancer had an inflammatory component. I think the same is true in a number of central nervous system disorders.
We are also considering the potential of LL acting as a long-acting HIV prep agent in macaques. If successful, we are very excited about this. This has the potential to turn leronlimab into a once every 3-month injection from once per week. This could be future of HIV treatment with Prep as a long acting injectable.
There is the possibility of a grant funded Phase 2 clinical trial in leronlimab with HIV patients with NASH & NAFLD, where we supply LL, but do not pay for the trial.
So, these things which Scott Kelly discussed back in March 2022, are coming to fruition now, thanks to the Clinical Hold which took precedence. There were partnerships established back then, but they could not be acted upon until now. And more shall be revealed, such as who the AI partner is. And, as I've said, Dr. Lalezari already knows the outcome of these studies. We are seeing it come together, though it may not be what we've envisioned, it is still happening regardless of what it looks like from a share price perspective.
They knew all of this would be coming and they tried as much as they could to prevent it from happening, but you cannot suppress the truth. It shall come out regardless of any/every attempt at its life. They do not want a one-drug heals all solution, especially a drug that is akin to drinking a glass of water, as far as side-effects are concerned. No, they were compelled to stop it, to halt it, to kill it by any means possible, but all means have failed. Soon though, the results of these studies and trials come out. The papers Dr. Lalezari has promised are soon to come as well.
What shall all of this lead to eventually? A leronlimab approval. But more proximally, partnerships or even a buyout. The share price needs to rise though. This would only raise a buyout number of course.
The true uniting of all of these indications under one banner, either CytoDyn or Livimmune shall only strengthen the company thereby increasing its inherent value. The indications CytoDyn seeks are worldwide massive indications. Leronlimab can bring a lot of good to this world. If leronlimab doesn't make it into this world, it becomes a free-for-all which is exactly what they want, a world without order.
CytoDyn has lasted on the brink of collapse for a very long time. So far, it continues along, and I don't see it collapsing anytime soon. With everything set to come to fruition in mid fall, I see it shooting up away from that brink and more into solid territory. Then, a buyout becomes much more difficult for the buyer, unless of course the buyer has the deep pockets the shareholders of CYDY demand. Come this fall, when things are much more realistic, when the results are finalized, and the hopes are fulfilled, the share price solidly rises based on those results. Then when more partners come in, the price continues to steadily rise. Let's call it the re-vamping of CytoDyn in the fall of 2024.
That is the time when the partnerships materialize. Once the results are determined. That becomes the result of the studies and trial taking place now. Everything is lining up for that period, say by Thanksgiving, Dr. Lalezari's plan shall start coming to fruition. I am assured, so I sit tight and listen. It is but around the corner as I understand it. Please, don't take my word for it. Decide for yourself. I see it coming and I believe, it won't be long now.
Good, until next Sunday. I appreciate all of you and thank you for time.
Lalezari On The Move
Let's consider the movement that is on the rise.
We have Dr. Lalezari at the helm who really is starting at ground level. He isn't starting out taking over something someone else built. No, rather, he has a molecule which he knows beyond a shadow of a doubt, that it works, but he has almost nothing with which he can build upon. So, he begins with Murine Studies and a Colo-Rectal Cancer trial.
I've already listed CytoDyn's goals, and they were presented in Dad, Are We There Yet?, so you can refer to that for the plan, to help you understand Lalezari's mind set and how and why things are getting put into place to occur on the time clock he shall stick to.
So, what is the gist of those timelines? Mid to late fall is when the earliest of the results of the studies could be appreciated while other trials won't begin until early to mid 2025. But who is in control here? Dr. Lalezari. He is aware of every detail of every study and every trial. But a lot of work is ahead of him. He has a lot planned. And his plans are for success in each endeavor. Why for success? Because he already knows the molecule inside and out. He already knows through his own use of this molecule with over 10 years' experience, he knows what it can and cannot do. So, he has strategically chosen the indications within his plan as per his pre-CEO knowledge has pointed towards. We are here now at the very beginning of these new directions.
The time soon approaches when leronlimab is found successful in each and every indication it is tested in. Why? Because he already knows it shall work. Maybe the only exception is MASH, because that was not his specialty, but there is significant evidence of its effectiveness in this indication that it too shall be successful in the murine study it is involved in with resmetirom. As for Alzheimer's Disease, mCRC, long COVID, GlioBlastoma Multiforme, and all forms of HIV, be it PREP, CURE via AAV delivery or via LATCH, he knows the outcome already and that is precisely why these indications have been chosen to be what they are. Know that the timeline he has set forth already shall be adhered to and as things have been moving along as of late, so too shall it continue to accelerate towards that mid to late fall result.
In order to have set up this scenario, some collaborations have been made. Somethings had to have already been discussed with Madrigal. I believe there have been communications with the NIH for long COVID. We know of course CytoDyn's relationship with OHSU and I believe it is becoming clear that VIR is in at least close ties with CytoDyn at least on HIV PREP and CURE. There is of course a 3rd party AI company who CytoDyn has partnered up with. The manufacturing technology for leronlimab has already been transferred to a collaborating partner. In the 3/31/22 Conference Call, Scott Kelly pre-maturely pointed to some agreements regarding the GBM murine study and the 20 patient Alzheimer's Disease Pilot Study. He may have even been hinting towards a failing CAR T treatment for mCRC in the following:
"Scott Kelly 12:45: We've been contacted by academic institutions interested in doing studies with leronlimab. A researcher from a top university in Boston. CAR T research. CAR T not working as well against solid tumors as was hoped. For this study we will need to supply molecule only, (they will do trial).
It is believed that the tumor microenvironment is contributing to the lack of effectiveness of CAR T progress against solid tumors and we can control the tumor microenvironment we may be able to enhance the effectiveness of CAR T Therapy.
We have been contacted by the department of neurological surgery at a major academic center in NYC. and they are planning to evaluate leronlimab in glioblastoma multiforme which is a very aggressive brain tumor. Again, we will supply leronlimab and they've expressed their interest that if successful, in this non-clinical model, that they would pay for a human trial.
In the study in the use of check point inhibitors, which is funded by CytoDyn, it may represent another potential opportunity in immunotherapy and is moving forward.
We have been in contact in London with the university and foundation to further evaluate the potential of leronlimab as a treatment in Alzheimer's. Their interest is in the role of neuro inflammation. It is similar to the role of cancer where initially people did not believe that cancer had an inflammatory component. I think the same is true in a number of central nervous system disorders.
We are also considering the potential of LL acting as a long-acting HIV prep agent in macaques. If successful, we are very excited about this. This has the potential to turn leronlimab into a once every 3-month injection from once per week. This could be future of HIV treatment with Prep as a long acting injectable.
There is the possibility of a grant funded Phase 2 clinical trial in leronlimab with HIV patients with NASH & NAFLD, where we supply LL, but do not pay for the trial.
So, these things which Scott Kelly discussed back in March 2022, are coming to fruition now, thanks to the Clinical Hold which took precedence. There were partnerships established back then, but they could not be acted upon until now. And more shall be revealed, such as who the AI partner is. And, as I've said, Dr. Lalezari already knows the outcome of these studies. We are seeing it come together, though it may not be what we've envisioned, it is still happening regardless of what it looks like from a share price perspective.
They knew all of this would be coming and they tried as much as they could to prevent it from happening, but you cannot suppress the truth. It shall come out regardless of any/every attempt at its life. They do not want a one-drug heals all solution, especially a drug that is akin to drinking a glass of water, as far as side-effects are concerned. No, they were compelled to stop it, to halt it, to kill it by any means possible, but all means have failed. Soon though, the results of these studies and trials come out. The papers Dr. Lalezari has promised are soon to come as well.
What shall all of this lead to eventually? A leronlimab approval. But more proximally, partnerships or even a buyout. The share price needs to rise though. This would only raise a buyout number of course.
The true uniting of all of these indications under one banner, either CytoDyn or Livimmune shall only strengthen the company thereby increasing its inherent value. The indications CytoDyn seeks are worldwide massive indications. Leronlimab can bring a lot of good to this world. If leronlimab doesn't make it into this world, it becomes a free-for-all which is exactly what they want, a world without order.
CytoDyn has lasted on the brink of collapse for a very long time. So far, it continues along, and I don't see it collapsing anytime soon. With everything set to come to fruition in mid fall, I see it shooting up away from that brink and more into solid territory. Then, a buyout becomes much more difficult for the buyer, unless of course the buyer has the deep pockets the shareholders of CYDY demand. Come this fall, when things are much more realistic, when the results are finalized, and the hopes are fulfilled, the share price solidly rises based on those results. Then when more partners come in, the price continues to steadily rise. Let's call it the re-vamping of CytoDyn in the fall of 2024.
That is the time when the partnerships materialize. Once the results are determined. That becomes the result of the studies and trial taking place now. Everything is lining up for that period, say by Thanksgiving, Dr. Lalezari's plan shall start coming to fruition. I am assured, so I sit tight and listen. It is but around the corner as I understand it. Please, don't take my word for it. Decide for yourself. I see it coming and I believe, it won't be long now.
Good, until next Sunday. I appreciate all of you and thank you for time.
8
