Summary of CytoDyn Conference Call - October 21, 2025 Company Overview - **Company**: CytoDyn Inc. (OTCPK:CYDY) - **Focus**: Clinical stage oncology company developing lorazumab, a first-in-class humanized monoclonal antibody targeting the CCR5 receptor with potential applications in multiple cancer indications, particularly solid tumors like colorectal cancer and triple-negative breast cancer [2][4][5] Core Points and Arguments Product Development - **Lorazumab**: Currently in phase two clinical trials for colorectal cancer and undergoing retrospective data analysis for triple-negative breast cancer [2][5][9] - **Safety Profile**: Lorazumab has been tested in over 1,600 patients with an excellent safety profile, which is crucial for future studies [5][10] - **Mechanism of Action**: Lorazumab blocks CCR5, disrupting tumor migration and enhancing the effectiveness of immune checkpoint inhibitors (ICIs) by upregulating PD-L1 expression [6][8][13] Market Opportunities - **Colorectal Cancer Market**: Currently valued at $21 billion, projected to grow to $28 billion by 2030 [21] - **Triple-Negative Breast Cancer (TNBC) Market**: Expected to grow from 105,000 patients in 2024 to 108,000 in 2030, with potential annual revenue increasing from $4.3 billion to $7.5 billion [12][21] - **Additional Indications**: Potential future studies may include glioblastoma and prostate cancer, expanding the pipeline significantly [9][10] Clinical Data and Outcomes - **Retrospective Data for TNBC**: Survival rates exceeding 48 months after treatment with lorazumab combined with ICIs, with 100% of patients who upregulated PD-L1 alive after four years [11][19] - **Preclinical Data**: Demonstrated a 98% reduction in metastases in animal models, supporting the efficacy of lorazumab [14][15] Regulatory and Financial Aspects - **FDA Designations**: Lorazumab has received Fast Track designation for TNBC, with potential for orphan drug designation being explored [28] - **Financial Position**: As of August, CytoDyn had over $9 million in cash, with plans to seek additional financing to support ongoing and future clinical trials [27] Other Important Information - **Leadership Team**: The company is led by experienced professionals, including Robert E. Hoffman, who has a strong background in raising capital and public offerings [3][4] - **Upcoming Milestones**: Anticipated readouts from the colorectal cancer trial in early 2026, with ongoing efforts to expand access programs for TNBC patients [25][24] - **Engagement in Conferences**: CytoDyn is actively participating in major oncology conferences to present data and seek collaborations [23][28] This summary encapsulates the key points discussed during the conference call, highlighting CytoDyn's strategic focus on developing lorazumab for oncology applications, the promising clinical data, and the significant market opportunities ahead.