CytoDyn (CYDY) Life Sciences Virtual Investor Forum Conference summary

Company overview and leadership

• Focus on advancing leronlimab, a first-in-class humanized monoclonal antibody targeting CCR5, with lead programs in metastatic colorectal cancer and breast cancer.

• Emphasis on patient-centered clinical trial design to maximize outcomes and shareholder value.

• Leadership includes experienced executives with backgrounds in clinical development and pharmaceutical acquisitions.

Clinical trial progress and data highlights

• CLOVER study in metastatic colorectal cancer enrolled rapidly, with first patient dosed in June 2025 and enrollment completed by April 2026.

• Early data show a median 86% decrease in ctDNA after two weeks, with higher doses achieving up to 90% reduction.

• Safety profile remains strong, with no concerns raised in three Data Safety Monitoring Board meetings.

• Case studies demonstrate significant tumor shrinkage and ctDNA declines, correlating with improved patient outcomes.

Strategic collaborations and technology

• Collaboration with Natera, a leader in ctDNA, provides access to a large real-world database for benchmarking and analysis.

• ctDNA is used as a liquid biopsy for less invasive, faster, and more precise monitoring of cancer progression and treatment response.

• Partnership enables comparison of leronlimab’s impact on top of standard care using real-world data.