CytoDyn Inc.
CYDY evidence brief
What we can confirm
- Market Cap:
- $273.9M
What it means
What to watch
Prepared research question
What matters most for CYDY—catalysts, financial risk and supporting evidence?
Traceable citations · Unknowns marked
BioSniper AI · CYDY
CytoDyn Inc. is a clinical-stage biotechnology company developing leronlimab, a CCR5-targeting monoclonal antibody, for solid-tumor oncology indications including metastatic colorectal cancer and triple-negative breast cancer.
Key risk: Negative equity
Market Cap
$273.9M
Cash Runway
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Lead Asset
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Next Catalyst
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Financial data as of May 31, 2026.
Tracking 11 clinical trials for CytoDyn Inc..
CytoDyn Inc. is a clinical-stage biotechnology company developing leronlimab, a CCR5-targeting monoclonal antibody, for solid-tumor oncology indications including metastatic colorectal cancer and triple-negative breast cancer.
- CytoDyn is a clinical-stage biotechnology company focused on the clinical development and potential commercialization of leronlimab for solid-tumor oncology [sec · filed 2026-09-25].
- As of 2026-05-31, the company reported cash & equivalents of $11.9M, shareholders' equity of -$109.7M, and total debt of $39.2M [sec].
- In September 2026, CytoDyn closed a $16.5 million financing to fund continued development of leronlimab [news · published 2026-09-01].
- The company completed enrollment of just over 60 patients in its Phase 2 metastatic colorectal cancer study as of April 2026 [news · published 2026-04-21].
- CytoDyn has a history of clinical trials across multiple indications including HIV, COVID-19, and oncology, with several Phase 2 and Phase 3 studies initiated between 2017 and 2020 [catalyst].
What works
- CytoDyn has advanced leronlimab into Phase 2 oncology trials, with FDA clearance received in November 2024 for its colorectal cancer study [sec_mda · as of 2026-08-31].
- The company secured a $16.5 million financing in September 2026, providing additional capital for continued development [news · published 2026-09-01].
- Early clinical data from the CLOVER program showed ctDNA declines in colorectal cancer, suggesting potential treatment effect [news · published 2026-09-19].
What to weigh
- CytoDyn has negative shareholders' equity of -$109.7M as of 2026-05-31, indicating accumulated losses exceed equity [sec].
- The company may need significant additional funding to execute its business strategy, including conducting additional preclinical studies and clinical trials [sec_mda · as of 2026-08-31].
- CytoDyn has not yet generated revenues or attained profitability, and expects to incur significant future R&D expenses [sec_mda · as of 2026-04-08].
- The company's pipeline faces a competitive landscape with 61 competitors in similar oncology indications [pipeline].
From the filings
Quoted directly from source documents.
Company focus on leronlimab for solid-tumor oncology
“The Company is a clinical-stage biotechnology company focused on the clinical development and potential commercialization of its product candidate, leronlimab, which is being studied for its potential in solid-tumor oncology.”
SEC filings · September 25, 2026
Enrollment completion in Phase 2 mCRC study
“Enrollment concludes with just over 60 patients participating across seven clinical sites located throughout the United States”
News · April 21, 2026
Need for additional funding
“We may need significant additional funding to execute the above business strategy in full, which may include conducting a variety of additional preclinical studies and clinical trials”
SEC MD&A · August 31, 2026
Risks & what to watch (4)›
Key risks
- Negative equity — Shareholders' equity of -$109.7M as of 2026-05-31 indicates severe financial imbalance [sec].
- Funding dependency — Company may need significant additional funding to execute strategy and complete clinical trials [sec_mda · as of 2026-08-31].
- No revenue or profitability — CytoDyn has not yet generated revenues or attained profitability, with significant future R&D expenses expected [sec_mda · as of 2026-04-08].
- Competitive landscape — Pipeline faces 61 competitors in similar oncology indications, including major pharma [pipeline].
What to watch
- Progress and results from the Phase 2 colorectal cancer study, with enrollment completed in April 2026 [news · published 2026-04-21].
- Further clinical data from the CLOVER program, including ctDNA declines in colorectal cancer [news · published 2026-09-19].
- Ability to secure additional non-dilutive financing or partnerships to fund ongoing development [sec_mda · as of 2026-08-31].
- Regulatory interactions with the FDA, following clearance for the Phase 2 CRC study in November 2024 [sec_mda · as of 2026-08-31].
Sources: Catalysts · News · Pipeline · SEC filings · SEC MD&A · Generated October 4, 2026 · How we verify sources →
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Evidence & data
Regulatory
Financials
Institutional Holdings
Source: SEC Form 13F · as of Mar 2026Institutional holders
9
Total value held
$87K
| Holder | Shares | Value |
|---|---|---|
| nbc securities, inc. | 160,000 | $44K |
| diversified trust co | 45,790 | $13K |
| williams jones wealth management, llc. | 45,001 | $12K |
| next capital management llc | 25,000 | $7K |
| horizon financial services, llc | 18,200 | $5K |
| northstar asset management co | 10,000 | $3K |
| ancora advisors llc | 9,488 | $3K |
| caz investments lp | 4,000 | $1K |
| vsm wealth advisory, llc | 500 | $137 |
Governance
Frequently asked questions
What is the AI investment thesis for CytoDyn Inc.?
CytoDyn Inc. is a clinical-stage biotechnology company developing leronlimab, a CCR5-targeting monoclonal antibody, for solid-tumor oncology indications including metastatic colorectal cancer and triple-negative breast cancer.
Who is the CEO of CytoDyn Inc.?
Dr. Jacob P. Lalezari M.D. is the chief executive officer of CytoDyn Inc. (CYDY).
Where is CytoDyn Inc. headquartered?
CytoDyn Inc. (CYDY) is headquartered in Vancouver, WA, United States.
What therapeutic areas does CytoDyn Inc. focus on?
CytoDyn Inc. develops therapies across Oncology, Immunology, Infectious Disease.
The AI overview and BioSniper Score are neutral, data-derived signals built from public SEC filings, ClinicalTrials.gov and FDA records — not investment advice.