GeoVax Labs (GOVX) investor relations material

Addressing unmet medical needs and market opportunities

• Focus on vaccines for mpox, smallpox, hemorrhagic fever viruses, and solid tumor therapies, targeting large global markets exceeding $15B.

• GEO-MVA vaccine aims to break the current monopoly in MVA supply, providing a U.S.-based alternative for national security and pandemic preparedness.

• Gedeptin® targets multiple solid tumors, with orphan drug designation for head & neck cancer and potential for combination with checkpoint inhibitors.

• Strong intellectual property portfolio with 130 patents across 22 families.

• Strategic partnerships and non-dilutive funding are key to advancing programs and reducing equity capital needs.

Clinical and regulatory milestones

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

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

• Gedeptin® Phase 2 trial in head & neck cancer (with ICI) targeted for H2 2027.

• GEO-MVA considered "essentially identical" to MVA-BN by regulators, supporting a de-risked development path.

Market dynamics and commercial strategy

• Global MVA vaccine market is supply-constrained, with $1.3B in unmet demand and only one current supplier (Bavarian Nordic).

• GEO-MVA positioned to address procurement-driven opportunities, with projected year-one revenue of $50M–$100M from large government contracts.

• Commercialization model resembles defense procurement, focusing on episodic, multi-year supply agreements.

• Manufacturing breakthrough enables scalable, surge-capable production using continuous avian cell-line technology.