GeoVax Labs (GOVX) H.C. Wainwright 26th Annual Global Investment Conference 2024 summary

Strategic focus and innovation

• Emphasizes innovation, differentiation, acceleration, and collaboration, supported by a strong IP portfolio and targeting underserved populations.

• Pursues expedited registration pathways and global distribution through business development and collaborations.

• Sees itself as a compelling investment opportunity in biotechnology, balancing growth potential with risk.

Key programs and pipeline updates

• GEO-CM04S1, a next-generation COVID-19 vaccine, received nearly $400 million in BARDA funding for a phase IIb trial.

• Mpox (monkeypox) vaccine efforts accelerated after WHO declared a global health emergency, with production capacity and regulatory discussions underway.

• Gadeptin, a tumor-agnostic therapy, is advancing to a phase II trial following promising safety and efficacy data.

COVID-19 vaccine differentiation and trial progress

• Targets immunocompromised populations not adequately protected by first-generation vaccines.

• Dual-antigen approach (spike and nucleocapsid proteins) aims for robust, durable immunity and broad variant protection.

• MVA platform offers safety, ease of distribution, and is used for all infectious disease vaccines.

• Phase IIb head-to-head trial with mRNA vaccine to enroll 10,000 patients, with activation expected in the first half of next year.

• Three ongoing trials, with key data milestones expected by year-end.