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- **GEO-MVA Milestone**: EMA guidance enables Phase III trial, with clinical manufacturing underway for early 2026 evaluation.
- **CM04S1 Promise**: Phase II data shows potential for immunocompromised patients, aligning with IDSA guidelines.
- **Financial Focus**: $5M cash balance supporting key programs, with exploration of nondilutive funding to extend runway.
- **Strategic Growth**: Increased collaboration interest for MVA supply chain and oncology partnerships.
- **Risk Management**: Net loss up 2% YoY due to clinical costs, but cost control efforts maintained R&D efficiency.

**【CEO Summary Section】**
- **GEO-MVA Progress**: Received EMA guidance to bypass Phase I/II trials, initiating Phase III immuno-bridging trial early 2026. Manufacturing underway for clinical evaluation and potential stakeholder use.
- **CM04S1 Development**: Multi-antigen COVID-19 vaccine shows promise for immunocompromised patients, with Phase II trials ongoing in chronic lymphocytic leukemia (CLL) and hematologic malignancies.
- **Gedeptin Expansion**: Phase II trial evaluating neoadjuvant Gedeptin + pembro in head and neck cancer; exploring combination with other immune checkpoint inhibitors (ICIs).
- **Strategic Partnerships**: Increased interest from industry players and nondilutive funding organizations; focus on U.S. supply chain onshoring for MVA vaccines.
- **Global Engagement**: Active discussions with WHO, Africa CDC, and U.S. government on Mpox/Smallpox vaccine needs and cGMP manufacturing capabilities.

**【CFO Financial Commentary】**
- **Revenue**: $2.5M for 9 months (down 19% YoY) due to termination of BARDA Project NextGen contract.
- **Expenses**: R&D ($15.1M) down 6% YoY; G&A ($4.6M) up 21% YoY due to personnel and investor relations costs.
- **Net Loss**: $17M for 9 months (up 2% YoY) driven by clinical trial and manufacturing costs.
- **Cash Position**: $5M as of Q3, with focus on funding GEO-MVA, CM04S1, and Gedeptin programs.
- **Funding Strategy**: Exploring partnerships, nondilutive funding, and potential equity offerings to extend cash runway.

**【Q&A Highlights】**
- **Emergency Use of MVA**: CEO emphasized need for clinical evaluation before emergency authorization, though WHO discussions suggest potential pathways for rapid deployment.
- **Collaboration Strategy**: Open to regional partnerships (e.g., Southern Hemisphere for Mpox) and CDMO collaborations (e.g., Oxford Biomedica for GEO-MVA manufacturing).
- **Gedeptin Combination Potential**: Interest in testing with other ICIs, though current focus is on pembro combination trial.
- **Stakeholder Interest**: Heightened government and industry focus on U.S.-based MVA supply chains and immunocompromised patient vaccines.


GeoVax Labs, Inc. (GOVX) Q3 2025 Earnings Call Transcript

Revenue

Sales and Services Revenue

Financing Services Revenue

Other Revenue

Cost of Revenue

Cost of Goods and Services

Cost of Financing Services

Other Cost

Gross Profit

Other Operating Income

Operating Expenses

Selling, General and Administrative Expenses

Selling and Marketing Expenses

General and Administrative Expenses

Research and Development Expenses

Loss on Bad Debts

Loss on Impairment of Other Assets

Loss on Disposal of Assets

Other Operating Expenses

Operating Income

Non-Operating Income (Loss)

Income (Loss) from Affiliates

Income (Loss) from Associates

Income (Loss) from Joint ventures

Gain (Loss) on Other Investment

Gain (Loss) on Change in Fair Value

Gain (Loss) on Foreign Currency Exchange

Other Non-Operating Income (Loss)

Net Interest Expense

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Interest Income

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Income Tax Expense

Current Income Tax

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Net Income from Continuing Operations

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Other Items Before Net Income

Net Income

Net Income Attributable to Minority Interests

Net Income Attributable to Owners of the Company

Preferred Stock Dividends

Other Adjustments

Net Income Attributable to Common Stockholders

Other Comprehensive Income

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Total Comprehensive Income Attributable to Minority Interests

Total Comprehensive Income Attributable to Owners of the Company

Basic EPS

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Basic EPS from Discontinued Operations

Diluted EPS

Diluted EPS from Continuing Operations

Diluted EPS from Discontinued Operations

GOVX

GOVX fundamentals

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