From Reddit Final Thoughts on the Acquisit
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Posted On: 08/03/2025 7:25:27 AM
From Reddit
Final Thoughts on the Acquisition SEE YOU ALL IN VEGAS BABY
If you have been reading some of my posts (Hopefully with a nice cocktail in your hand, to make the read a little more enjoyable) you'll already sense that at a minimum something is about to happen.
What is about to happen? Short partnership with a quick transition to acquisition or a straight up acquisition.
Let's go back to a shareholder letter that was issued in Nov. 2023: Shareholder ltr 2023
"We have also successfully transferred our manufacturing technology allowing us to manufacture leronlimab at scale in preparation for clinical trials and potential FDA approval."
I was one of the few that noticed this comment and maybe the only one that made a stink over this comment. That was my first time picking up a clue, that CYDY actually may have signaled that something bigger was at play. I posted and waved my hands up and down, ranting and raving that NOBODY EVER claims "transferring your manufacturing technology" as an accomplishment in a shareholder letter.
CYDY, never fully explained that disclosure. All of us speculated that it was probably to another CMO, many it was Lonza, maybe some other undisclosed CMO. But, it always stuck in my mind as our potential partner/acquirer. So here we sit August 2025 and nothing has officially happened that we know of. I have been sitting here wondering about all of our inventory. CYDY told us way back before we even mentioned the CRC trial that they had plenty of raw material to test/validate and turn into Leronlimab. That raw material is like a resin and it can sustain its viability in that resin like state for a longer period than when it gets transformed into the actual injectable form called Leronlimab. Nonetheless we performed a phase 2 MASH trial with the inventory we had available back then, and we have performed mice (Murine studies) more than we know, but we have not received an update on whether or not the resins have expired or can not be validated anymore? Which brings me back to November 2023:
"We have also successfully transferred our manufacturing technology allowing us to manufacture leronlimab at scale in preparation for clinical trials and potential FDA approval."
You see, this is an important process in the CMC part of the FDA review. In order for CYDY to pass the HOLD we had to clear a lot of hurdles... alot of these hurdles were never discussed with us. But, if you know someone like u/PharmaJunkee who has 40 years in the QA/QMS space. He will tell you that you don't get anywhere if you have major gaps in your QA/QMS paperwork and that also includes your CMC.
My guess here is that CytoDyn transferred their Manufacturing technology over to Merck years ago November 2023. Merck has been validating the process and CYDY and Merck have tested it in murine models for sometime. Just to ensure they have it duplicated. Merck and CYDY have also been working with Sacha's Long Lasting formula and have also been invoved in that testing process. Obviously, with help of Merck's AI co-developer ABSCI. Which we believe is also part of the confidential AI developer that CYDY has referred to as well.
Lets look at what Cytomight has also referred to many times:
E CONFIDENTIAL DEVELOPMENT WITH THE IP
r/Livimmune - Final Thoughts on the Acquisition SEE YOU ALL IN VEGAS BABY
That quote was first uttered I believe in the Shareholder conference call that happened right after the November 2023 Shareholder letter. u/MGK_2 would of had that in one of his transcripts.
So With Merck getting the manufacturing technology and working out validating the process and Sacha's Long Acting work combined with ABSCI/Merck/CYDY I am inclined to believe these things are tied together.
As I have posted in the past, I do not really care who the BIG Pharma company is. I really do not care, as long as the PAY UP for what LL is worth. I just think it is Merck.
I pointed this out in another post but wanted to bring it up here.
Merck does participate in the HIV space: so I asked ChatGPT BTW-whether ChatGPT is right or wrong on these details does not matter. What we KNOW is true: is Merck is a smaller player than Gilead and ViiV and acquiring all of CYDY gives them a competitive advantage and they could gain share in this space. If I was Gilead or GSK, I would not let Merck get CYDY for cheap....I would be in there bidding for CYDY.
ChatGPT:
???? Overall HIV Market Landscape
Gilead Sciences dominates the U.S. and global HIV-1 therapy market—with approximately 68% market share as of 2020, driven by drugs like Biktarvy, Descovy, Truvada, and others .
ViiV Healthcare holds roughly 21–32% of global HIV therapy sales, making it the second-largest player globally .
???? Merck’s Share & Position
Merck currently holds a much smaller share of the HIV drug market, estimated at single-digit percentages—far below Gilead and ViiV .
Its primary HIV products include Isentress (raltegravir) and Delstrigo. Combined, these generated $0.3–0.4 billion in revenues in 2024—a fraction of Gilead’s multibillion-dollar sales .
???? Emerging Products & Growth Strategy
Merck is investing heavily in its pipeline with promising compounds such as:
MK‑8527: a once-monthly oral PrEP candidate currently in Phase 2 trials .
Islatravir and MK‑8591A/B: other late-stage candidates aimed at prevention and treatment .
Merck and Gilead also formalized a co-development agreement in 2021 to jointly advance lenacapavir (Gilead) and islatravir (Merck) in long-acting HIV treatments
Back to my comments:
You can see that Merck has an agreement with Gilead in 2021 to jointly advance long acting HIV treatments. Please understand that Merck has agreements in many many areas and can easily acquire CYDY and have their own long acting compound with LL. Which Sacha believes is the cure.
As you all know I am not an insider and I am not giving investment advice. I am only guessing at these pieces of information.
So I asked my AI to piece the above together,
Based on the provided text, the author is an investor in the biotechnology company CytoDyn. They are speculating about a potential acquisition of CytoDyn by a larger pharmaceutical company, specifically Merck.
Here's a breakdown of the author's argument:
The Author's Main Clues
The author's theory is built around two key points:
A "Manufacturing Technology" Disclosure: In a November 2023 shareholder letter, CytoDyn mentioned successfully "transferred our manufacturing technology" for their drug, leronlimab. The author believes this is an unusual and significant disclosure, suggesting that CytoDyn didn't just move its manufacturing to another contract manufacturer (CMO), but that the technology was transferred to a potential partner or acquirer. The author speculates that this partner is Merck, and that Merck has been working on validating the manufacturing process since then.
Merck's Strategy: The author notes that Merck has a smaller share of the HIV market compared to companies like Gilead and ViiV Healthcare. They argue that acquiring CytoDyn would give Merck a competitive advantage by providing it with its own long-acting HIV compound, leronlimab. They point to a 2021 agreement between Merck and Gilead to jointly develop long-acting HIV treatments as a sign that Merck is serious about expanding in this area.
Supporting Evidence and Speculation
The author connects these points with other details to support their theory:
A "Long Lasting Formula": The author suggests that CytoDyn and Merck have also been working on Sacha's (likely referring to a key figure at CytoDyn) long-acting formula for leronlimab, with help from Merck's AI co-developer, ABSCI. This work is thought to be tied to the "confidential AI developer" that CytoDyn has mentioned.
Regulatory Hurdles: The author believes that CytoDyn's regulatory issues, specifically an FDA "clinical hold," would require significant work on its manufacturing and quality control paperwork (known as CMC, or Chemistry, Manufacturing, and Controls). The author thinks that this work was done as part of the manufacturing technology transfer to Merck, which is a key part of the acquisition process.
Inventory Concerns: The author raises questions about CytoDyn's current inventory of leronlimab raw materials, or "resins," and whether they are still viable. They suggest that the manufacturing technology transfer would address this issue.
In summary, the text is a detailed speculation by an investor who is attempting to piece together various public statements and actions by CytoDyn to form a narrative of an impending acquisition by Merck. The author acknowledges this is not an official report but a personal guess based on their interpretation of the available information.
Final Thoughts on the Acquisition SEE YOU ALL IN VEGAS BABY
If you have been reading some of my posts (Hopefully with a nice cocktail in your hand, to make the read a little more enjoyable) you'll already sense that at a minimum something is about to happen.
What is about to happen? Short partnership with a quick transition to acquisition or a straight up acquisition.
Let's go back to a shareholder letter that was issued in Nov. 2023: Shareholder ltr 2023
"We have also successfully transferred our manufacturing technology allowing us to manufacture leronlimab at scale in preparation for clinical trials and potential FDA approval."
I was one of the few that noticed this comment and maybe the only one that made a stink over this comment. That was my first time picking up a clue, that CYDY actually may have signaled that something bigger was at play. I posted and waved my hands up and down, ranting and raving that NOBODY EVER claims "transferring your manufacturing technology" as an accomplishment in a shareholder letter.
CYDY, never fully explained that disclosure. All of us speculated that it was probably to another CMO, many it was Lonza, maybe some other undisclosed CMO. But, it always stuck in my mind as our potential partner/acquirer. So here we sit August 2025 and nothing has officially happened that we know of. I have been sitting here wondering about all of our inventory. CYDY told us way back before we even mentioned the CRC trial that they had plenty of raw material to test/validate and turn into Leronlimab. That raw material is like a resin and it can sustain its viability in that resin like state for a longer period than when it gets transformed into the actual injectable form called Leronlimab. Nonetheless we performed a phase 2 MASH trial with the inventory we had available back then, and we have performed mice (Murine studies) more than we know, but we have not received an update on whether or not the resins have expired or can not be validated anymore? Which brings me back to November 2023:
"We have also successfully transferred our manufacturing technology allowing us to manufacture leronlimab at scale in preparation for clinical trials and potential FDA approval."
You see, this is an important process in the CMC part of the FDA review. In order for CYDY to pass the HOLD we had to clear a lot of hurdles... alot of these hurdles were never discussed with us. But, if you know someone like u/PharmaJunkee who has 40 years in the QA/QMS space. He will tell you that you don't get anywhere if you have major gaps in your QA/QMS paperwork and that also includes your CMC.
My guess here is that CytoDyn transferred their Manufacturing technology over to Merck years ago November 2023. Merck has been validating the process and CYDY and Merck have tested it in murine models for sometime. Just to ensure they have it duplicated. Merck and CYDY have also been working with Sacha's Long Lasting formula and have also been invoved in that testing process. Obviously, with help of Merck's AI co-developer ABSCI. Which we believe is also part of the confidential AI developer that CYDY has referred to as well.
Lets look at what Cytomight has also referred to many times:
E CONFIDENTIAL DEVELOPMENT WITH THE IP
r/Livimmune - Final Thoughts on the Acquisition SEE YOU ALL IN VEGAS BABY
That quote was first uttered I believe in the Shareholder conference call that happened right after the November 2023 Shareholder letter. u/MGK_2 would of had that in one of his transcripts.
So With Merck getting the manufacturing technology and working out validating the process and Sacha's Long Acting work combined with ABSCI/Merck/CYDY I am inclined to believe these things are tied together.
As I have posted in the past, I do not really care who the BIG Pharma company is. I really do not care, as long as the PAY UP for what LL is worth. I just think it is Merck.
I pointed this out in another post but wanted to bring it up here.
Merck does participate in the HIV space: so I asked ChatGPT BTW-whether ChatGPT is right or wrong on these details does not matter. What we KNOW is true: is Merck is a smaller player than Gilead and ViiV and acquiring all of CYDY gives them a competitive advantage and they could gain share in this space. If I was Gilead or GSK, I would not let Merck get CYDY for cheap....I would be in there bidding for CYDY.
ChatGPT:
???? Overall HIV Market Landscape
Gilead Sciences dominates the U.S. and global HIV-1 therapy market—with approximately 68% market share as of 2020, driven by drugs like Biktarvy, Descovy, Truvada, and others .
ViiV Healthcare holds roughly 21–32% of global HIV therapy sales, making it the second-largest player globally .
???? Merck’s Share & Position
Merck currently holds a much smaller share of the HIV drug market, estimated at single-digit percentages—far below Gilead and ViiV .
Its primary HIV products include Isentress (raltegravir) and Delstrigo. Combined, these generated $0.3–0.4 billion in revenues in 2024—a fraction of Gilead’s multibillion-dollar sales .
???? Emerging Products & Growth Strategy
Merck is investing heavily in its pipeline with promising compounds such as:
MK‑8527: a once-monthly oral PrEP candidate currently in Phase 2 trials .
Islatravir and MK‑8591A/B: other late-stage candidates aimed at prevention and treatment .
Merck and Gilead also formalized a co-development agreement in 2021 to jointly advance lenacapavir (Gilead) and islatravir (Merck) in long-acting HIV treatments
Back to my comments:
You can see that Merck has an agreement with Gilead in 2021 to jointly advance long acting HIV treatments. Please understand that Merck has agreements in many many areas and can easily acquire CYDY and have their own long acting compound with LL. Which Sacha believes is the cure.
As you all know I am not an insider and I am not giving investment advice. I am only guessing at these pieces of information.
So I asked my AI to piece the above together,
Based on the provided text, the author is an investor in the biotechnology company CytoDyn. They are speculating about a potential acquisition of CytoDyn by a larger pharmaceutical company, specifically Merck.
Here's a breakdown of the author's argument:
The Author's Main Clues
The author's theory is built around two key points:
A "Manufacturing Technology" Disclosure: In a November 2023 shareholder letter, CytoDyn mentioned successfully "transferred our manufacturing technology" for their drug, leronlimab. The author believes this is an unusual and significant disclosure, suggesting that CytoDyn didn't just move its manufacturing to another contract manufacturer (CMO), but that the technology was transferred to a potential partner or acquirer. The author speculates that this partner is Merck, and that Merck has been working on validating the manufacturing process since then.
Merck's Strategy: The author notes that Merck has a smaller share of the HIV market compared to companies like Gilead and ViiV Healthcare. They argue that acquiring CytoDyn would give Merck a competitive advantage by providing it with its own long-acting HIV compound, leronlimab. They point to a 2021 agreement between Merck and Gilead to jointly develop long-acting HIV treatments as a sign that Merck is serious about expanding in this area.
Supporting Evidence and Speculation
The author connects these points with other details to support their theory:
A "Long Lasting Formula": The author suggests that CytoDyn and Merck have also been working on Sacha's (likely referring to a key figure at CytoDyn) long-acting formula for leronlimab, with help from Merck's AI co-developer, ABSCI. This work is thought to be tied to the "confidential AI developer" that CytoDyn has mentioned.
Regulatory Hurdles: The author believes that CytoDyn's regulatory issues, specifically an FDA "clinical hold," would require significant work on its manufacturing and quality control paperwork (known as CMC, or Chemistry, Manufacturing, and Controls). The author thinks that this work was done as part of the manufacturing technology transfer to Merck, which is a key part of the acquisition process.
Inventory Concerns: The author raises questions about CytoDyn's current inventory of leronlimab raw materials, or "resins," and whether they are still viable. They suggest that the manufacturing technology transfer would address this issue.
In summary, the text is a detailed speculation by an investor who is attempting to piece together various public statements and actions by CytoDyn to form a narrative of an impending acquisition by Merck. The author acknowledges this is not an official report but a personal guess based on their interpretation of the available information.
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