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'll take a quick shot at this. The endpoint in

Message Board Public Reply | Private Reply | Keep | Replies (2)                   Post New Msg
Edit Msg () | Previous | Next


Post# of 158162
(Total Views: 568)
Posted On: 10/24/2025 3:19:45 PM
Posted By: sherlock57
Re: USS JOHNSTON #158143
I'll take a quick shot at this.

The endpoint in our mCRC trial is Overall Response Rate (ORR). So that is a useful comparator. The Standard of Care is 6.1%. The ORR for IBI363 in mCRC is 13.6%, according to the Fierce Biotech article. So they can say--with a straight face--that they more than double the ORR of the SOC.

But check out the numbers. There were 22 patients in the trial. 13.6% of 22 is roughly 3 patients with at least a partial response. Another way to look at that is it took 22 patients to achieve 3 responses. In Cytodyn's basket trial it took 5 mCRC patients to get 3 responses. That's a 60% ORR. So, with a very very small sample size, leronlimab looks much better than IBI363. But we won't really know until we get results from our trial, and see if the 60% number holds.

Something else I noticed from the article. Apparently IBI363 works better on the primary tumor. The Overall Survival numbers for the drug in patients with liver metastases was 14 months, while those without metastases lived 17 months. One of leronlimab's strength is controlling metastasis. So I would say we will look pretty good in comparison on that metric.

Those are all monotherapy numbers. The IBI363 numbers are better when paired with bevacizumab--the ORR goes to 15%, and increases to 31% in patients without metastases. Respectable... but our trial is in metastatic patients.

I don't have the OS numbers for leronlimab in mCRC... maybe my69 has them memorized. But once again, its a really small sample size. I don't have the ORR number for the TNBC trial, either; that would be another interesting comparison to make.

None of these mCRC numbers involve an ICI paired with IBI363 or leronlimab. Paired with an ICI the numbers for leronlimab should be quite substantial... based on the MOA and the numbers in the TNBC trial.

In the meantime... we wait on the trial. But I like our chances of becoming
"the backbone immuno-oncology treatment" that IBI363 aspires to be. At least in CCR5-positive cancers.


(24)
(0)




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