GeoVax Labs (NasdaqCM:GOVX) 2026 Conference Transcript

Summary of GeoVax Labs Conference Call Company Overview - Company Name: GeoVax Labs - Ticker Symbol: GOVX - Location: Smyrna, Georgia - Focus Areas: Infectious diseases, oncology, and vaccines [1][3] Key Points and Arguments Investment Thesis - GeoVax has multiple clinical stage programs with potential revenue generation within the next three to four years [4][19] - The company has transitioned from a preclinical stage to phase two and is now moving directly to phase three for certain products, which is considered a de-risked approach [4][10] Upcoming Catalysts - GEO-MVA: A modified vaccinia Ankara vaccine that has been granted an expedited development path, allowing it to skip phase one and two trials and go directly to an immunobridging trial [10][11] - The trial is expected to start in the second half of the year, with a quick readout anticipated [11] - There is a significant global demand for the vaccine, particularly in Africa, which requires 25 million doses annually, while the current supplier can only provide 2 to 5 million doses [11][12] COVID-19 Vaccine Development - GEO-CM04S1: A multi-antigen vaccine against COVID-19 that has completed three phase 2 clinical trials [12][13] - The trials include comparisons against mRNA vaccines, with promising interim results indicating better performance than Pfizer's vaccine in certain patient populations [14][15] Oncology Focus - Gedeptin: A gene therapy for solid tumors, particularly head and neck cancers, showing improved performance when combined with Keytruda [17][18] - Plans for a phase 2 trial are underway, with the potential for accelerated regulatory pathways based on interim results [18][30] Manufacturing and Supply Chain - The company is working on improving the manufacturing process for MVA to increase supply and reduce costs [20][21] - A new continuous cell line method is being developed to streamline production [20] Financial Needs and Strategy - Annual capital needs are estimated at $30-$35 million, with recent fundraising efforts only covering a small portion of this requirement [19][31] - The company is exploring non-dilutive funding and strategic partnerships to reduce reliance on equity financing [31] Additional Important Information - GeoVax holds over 130 patents across 22 families, indicating a strong intellectual property position [22] - The competitive landscape includes a focus on breaking the monopoly held by Bavarian Nordic in the MVA market, which reported over $400 million in sales in 2024 [26] - The company is actively engaging with global health organizations like WHO and the International Vaccine Institute to drive its initiatives forward [12][23] Conclusion GeoVax Labs is positioned to capitalize on significant opportunities in the vaccine and oncology markets, with a focus on innovative multi-antigen approaches and expedited regulatory pathways. The company is addressing critical public health needs while navigating financial challenges through strategic partnerships and improved manufacturing processes.