???? Claim: “No Big Pharma (BP) has done a deal
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Posted On: 05/31/2025 1:34:47 PM
???? Claim: “No Big Pharma (BP) has done a deal with an OTC biotech drug in the last decade.”
False or highly misleading.
• OTC (Over-the-Counter) typically refers to how a stock trades, not the legitimacy of a biotech’s drug pipeline. Many OTC-traded biotechs have had partnerships or acquisitions by larger pharmaceutical companies, especially in the early stages of development or for access to innovative science.
• Examples:
• GW Pharmaceuticals (initially traded OTC in the U.S.) was acquired by Jazz Pharmaceuticals in 2021 for $7.2 billion.
• Smaller firms with pink sheet/OTC origins have been acquired or partnered if the science and clinical data are promising.
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???? Claim: “CYDY also has the ‘fraud taint’ from the conviction of their CEO.”
Partly true but lacks context.
• Former CEO Nader Pourhassan was charged and convicted for misleading investors regarding Leronlimab’s efficacy, especially during the COVID pandemic.
• However, this does not permanently disqualify a biotech from future partnerships, especially if:
• New, credible management is in place.
• The science shows potential.
• The company resolves compliance issues with the SEC or FDA.
???? Claim: “Progenics attempted to sell LL for years and no BP would touch it so they shelved it.”
False.
• Progenics never owned Leronlimab. Leronlimab (also known as PRO 140) was originally developed by Progenics, but they licensed it to CytoDyn in 2012. Afterward, Progenics had no control over its development or marketing.
• It was not a matter of Progenics “shelving” Leronlimab—they divested it. Their focus shifted elsewhere, especially after merging with Lantheus Holdings in 2020.
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???? Claim: “The patents are owned by Progenics and AbbVie, limiting the cash that would go to CYDY.”
Not entirely accurate.
• The core patents around Leronlimab (PRO 140) were licensed to CytoDyn from Progenics. CytoDyn has rights to develop and commercialize the drug.
• AbbVie is not known to be involved with Leronlimab’s IP portfolio.
• The terms of the license include milestone payments and royalties, which is standard. But CytoDyn retains commercialization rights, and if successful, could still generate substantial revenue.
• CytoDyn has also filed for additional patents around new indications, combinations, and formulations.
False or highly misleading.
• OTC (Over-the-Counter) typically refers to how a stock trades, not the legitimacy of a biotech’s drug pipeline. Many OTC-traded biotechs have had partnerships or acquisitions by larger pharmaceutical companies, especially in the early stages of development or for access to innovative science.
• Examples:
• GW Pharmaceuticals (initially traded OTC in the U.S.) was acquired by Jazz Pharmaceuticals in 2021 for $7.2 billion.
• Smaller firms with pink sheet/OTC origins have been acquired or partnered if the science and clinical data are promising.
⸻
???? Claim: “CYDY also has the ‘fraud taint’ from the conviction of their CEO.”
Partly true but lacks context.
• Former CEO Nader Pourhassan was charged and convicted for misleading investors regarding Leronlimab’s efficacy, especially during the COVID pandemic.
• However, this does not permanently disqualify a biotech from future partnerships, especially if:
• New, credible management is in place.
• The science shows potential.
• The company resolves compliance issues with the SEC or FDA.
???? Claim: “Progenics attempted to sell LL for years and no BP would touch it so they shelved it.”
False.
• Progenics never owned Leronlimab. Leronlimab (also known as PRO 140) was originally developed by Progenics, but they licensed it to CytoDyn in 2012. Afterward, Progenics had no control over its development or marketing.
• It was not a matter of Progenics “shelving” Leronlimab—they divested it. Their focus shifted elsewhere, especially after merging with Lantheus Holdings in 2020.
⸻
???? Claim: “The patents are owned by Progenics and AbbVie, limiting the cash that would go to CYDY.”
Not entirely accurate.
• The core patents around Leronlimab (PRO 140) were licensed to CytoDyn from Progenics. CytoDyn has rights to develop and commercialize the drug.
• AbbVie is not known to be involved with Leronlimab’s IP portfolio.
• The terms of the license include milestone payments and royalties, which is standard. But CytoDyn retains commercialization rights, and if successful, could still generate substantial revenue.
• CytoDyn has also filed for additional patents around new indications, combinations, and formulations.
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