Curative Biotechnology, Inc. Issues Letter to Shareholders

Curative Biotechnology reported U.S. and Canadian Notices of Allowance for patents covering topical metformin eye-drop treatments for retinal degeneration, including AMD and Stargardt's disease. The development-stage company also began cGMP manufacturing for a planned NEI-led first-in-human AMD study and initiated a PennVet canine retinal-degeneration translational study. In March 2026, Curative completed a 1-for-150 reverse split, reducing outstanding shares from approximately 1.02 billion to approximately 6.8 million, while continuing to seek capital and strategic investors.

Analysis

There is no investable read-through to TDAY; the supplied ticker appears unrelated to the issuer, making the structured mapping unreliable. For CUBT itself, the announcement does not establish clinical efficacy, a filed IND, trial initiation, cash runway, or financing terms—the variables that determine valuation for a micro-cap preclinical/early-clinical platform. Patent notices of allowance improve negotiating posture but do not independently validate freedom-to-operate, commercial duration, or the ability to secure reimbursement in AMD.

The principal near-term market mechanism is financing, not science. cGMP supply creation and a planned investigator-led first-in-human study typically raise cash needs before a value-inflecting human data event; following a large reverse split, any equity issuance, convertibles, or warrant overhang could dominate price action over the next 1-6 months. A veterinary study may generate useful biological signal, but its transferability to human retinal disease is uncertain and should not command a human-therapeutics valuation premium.

Contrarian view: topical delivery of a generic systemic drug into retinal tissue faces a high bar on ocular penetration and durable efficacy, while AMD treatment standards are increasingly defined by anti-VEGF durability and geographic-atrophy endpoints. The relevant catalyst is not additional awareness or IP announcements, but independently disclosed IND/clinical protocol details, cash runway through a safety readout, and evidence that the formulation reaches retinal targets. Absence of these disclosures, or a dilutive financing before enrollment, falsifies any near-term bullish thesis.

Key Decisions for Investors

• No position in TDAY on this item; treat the ticker association as a data-quality exception rather than a healthcare signal.
• Keep CUBT off the core book until management discloses audited cash, quarterly cash burn, fully diluted share count, and financing instruments; these data determine whether clinical progress accrues to existing equity holders.
• For event-driven monitoring over the next 1-3 months, create alerts for an IND/NEI trial-start disclosure and a financing filing. Consider only a small long after both a funded runway through initial human safety data and a clearly defined trial timeline are confirmed.
• If trading CUBT tactically, use a strict liquidity-aware position size and exit on any discounted equity/convertible financing or material increase in fully diluted shares; the downside from dilution can exceed the value of another preclinical milestone.