GeoVax Labs (GOVX) Corporate presentation summary

Addressing unmet medical needs and market opportunities

• Focus on vaccines for mpox, smallpox, hemorrhagic fevers, and solid tumor therapies, targeting large global markets with significant unmet demand.

• GEO-MVA vaccine and Gedeptin® therapy are key assets, with global commercialization strategies and strong intellectual property protection.

• Market opportunities exceed $15B for hemorrhagic fevers, $3B+ for mpox/smallpox, and $2B+ for solid tumors.

Clinical and regulatory milestones

• GEO-MVA pivotal Phase 3 trial to start Q4 2026, with rapid enrollment and mid-2027 data readout.

• Expedited EMA pathway waives Phases 1 and 2, requiring only a 500-patient immune-bridging study versus MVA-BN.

• Gedeptin® Phase 2 trial in head & neck cancer targeted for H2 2027, focusing on combination with immune checkpoint inhibitors.

Competitive landscape and supply constraints

• Current MVA vaccine market is a monopoly, with Bavarian Nordic as the sole supplier and $1.3B in unmet demand projected for 2025.

• GEO-MVA is considered essentially identical to MVA-BN, expanding supply and addressing preparedness gaps.

• Procurement-driven commercial model targets large government contracts, with projected year-one revenue of $50M–$100M.