CytoDyn (CYDY) Life Sciences Virtual Investor Forum Conference summary

Leronlimab and clinical focus

• Leronlimab is a first-in-class humanized monoclonal antibody targeting CCR5; lead development is in metastatic colorectal cancer, with programs in triple-negative breast cancer and other solid tumors.

• Safety database covers approximately 1,700 patients across 20+ clinical sites; the drug candidate was characterized as well tolerated.

• Trial design prioritizes patient outcomes and data useful to the FDA and potential partners.

CLOVER colorectal cancer study

• CLOVER enrollment began in June 2025 and was completed in April 2026, in less than one year; the primary endpoint assesses efficacy and safety with LONSURF and Avastin in third-line patients.

• The Data Safety Monitoring Board met three times without safety concerns and authorized opening the 700 mg arm; another meeting was expected in November 2026.

• Secondary measures include ctDNA changes, overall response rate, partial response, stable disease and progression-free survival.

• In the latest dataset, 28 patients had a median ctDNA decrease of 86% after as little as two weeks; decreases were 90% at 700 mg and 80% at 350 mg, with clinical-outcome correlation still to come.

• A case study showed a 97% ctDNA decline after as little as eight weeks and tumor volume down 21%; CLOVER enrolled a more heavily pretreated population, with 52% having >3 prior therapy lines vs 13% in SUNLIGHT.

ctDNA collaboration and colorectal cancer benchmarks

• Collaboration with Natera was signed in late May 2026; its database includes 144,000 colorectal cancer patients, with a subset receiving bevacizumab and LONSURF and having ctDNA data.

• The Natera real-world data is intended to help assess leronlimab’s contribution when added to bevacizumab and LONSURF; further analysis was planned for the coming months.

• SUNLIGHT reported a 6.1% overall response rate; a subsequent real-world meta-analysis showed 2.7%. CLOVER’s stated response-rate benchmark was above 16.1%.