Evaxion Biotech A/S (NasdaqCM:EVAX) Earnings Call Presentation
EvaxionEvaxion(US:EVAX)2025-10-15 11:00

Company Overview - Evaxion is pioneering AI-powered drug development, focusing on vaccines for cancer and infectious diseases[5] - The company leverages a clinically validated AI-Immunology platform for target discovery, design, and development[5, 26] - Evaxion aims to generate positive cash flow and become the AI partner of choice in the TechBio industry[13, 14] Financial Highlights - An exercise fee of $7.5 million from MSD extends Evaxion's cash runway to H1 2027[8, 17] - Evaxion has potential cash generation of up to $592 million over the coming two decades through the MSD partnership[8] - As of June 30, 2025, Evaxion has $14.7 million in cash and $9.2 million in debt[60] - The market capitalization of Evaxion is $29.3 million as of September 30, 2025[60] Pipeline and Partnerships - MSD acquired EVX-B3, validating Evaxion's AI-Immunology platform and pipeline[8] - The global cancer immunotherapy market is estimated to grow to $277 billion by 2030[11] - The infectious disease vaccines market is expected to reach $67.5 billion by 2031[11] - The melanoma market is estimated to grow to $7.4 billion by 2029[11]