Skip to content Skip to sidebar Skip to footer

GeoVax Labs (NASDAQ: GOVX) is heading into the 44th Annual J.P. Morgan Healthcare Conference week (“JPM2026”) in San Francisco, CA Jan. 12-15 with the kind of narrative biotech investors typically like to hear: a differentiated platform, large funded trials lining up, and multiple shots on goal in both infectious disease and oncology. The company is leaning into its MVA platform as a potential franchise engine rather than a one‑product science experiment. Specifically, investors can meet David Dodd, Chairman & CEO of GeoVax, during his presentation at the Hilton Union Square, 333 O’Farrell Street, Yosemite A (Ballroom Level), San Francisco, CA on January 13, 2026, 2:30 pm PST.

JPM 2026 Highlights

During the week, GeoVax leadership will highlight the Company’s 2025 operational achievements, clinical pipeline progress, and strategic priorities for 2026, including key clinical catalysts, regulatory milestones, and business development related to the following programs and initiatives:

  • CM04S1 (COVID-19): Clinical status, translational data, and regulatory pathways for high-risk and immunocompromised populations.
  • Gedeptin(R) (Solid Tumors): Translational and clinical data supporting development in head & neck cancer and other high-value solid tumor indications.
  • GEO-MVA (Mpox & Smallpox): Regulatory progress, clinical strategy, and potential registration pathways supporting civilian and biodefense use.
  • Manufacturing Platform: Advancements in continuous cell-line manufacturing enabling scalable, resilient, and domestic vaccine production.
  • Business Development: Partnership and collaboration opportunities to support pipeline advancement and long-term value creation.

A Platform With Ambition

GeoVax’s Modified Vaccinia Ankara (MVA) platform aims to deliver live‑attenuated–style immune breadth with the safety profile of a non‑replicating vector, a combination the company believes can travel well across indications from COVID-19 to cancer.

Management has spent the past year positioning MVA less as a niche curiosity and more as a plug‑and‑play engine that can host multiple antigens and disease targets. For investors keeping score at home, the story is shifting from “promising science project” to “platform with optionality point towards relatively near term commercialization opportunities,” which is generally where valuation models start to sharpen their pencils.

Next‑Gen COVID-19: Aiming Where mRNA Struggles

The lead program, GEO‑CM04S1, is a next‑generation, multi‑antigen COVID‑19 vaccine currently being evaluated across several Phase 2 settings, including immunocompromised patients and as a booster for individuals previously dosed with mRNA vaccines.

Interim and external data have highlighted robust neutralizing antibody responses across variants and the potential for more durable protection in populations not well served by existing options. That focus on the immunocompromised—historically an afterthought market—could turn into a durable franchise niche if the data continue to cooperate and regulators stay receptive to a targeted label.

Mpox, Smallpox and the Biodefense Angle

Beyond COVID-19, GeoVax is working to bring GEO‑MVA, its Mpox/smallpox candidate, into late‑stage development, leaning into growing concerns about reliance on a single foreign MVA supplier. The company has completed an initial GMP clinical batch and the fill‑finish process, with the product now in final release evaluation as it gears up for a Phase 3 immunobridging trial aligned with EMA guidance.

European regulators have indicated that a single immunobridging study demonstrating immune comparability to an approved MVA vaccine reportedly could be enough to support efficacy, creating a streamlined path to licensure. In biodefense, fewer regulatory speedbumps and a pressing geopolitical narrative tend to make friends—in Washington, Brussels, and occasionally on Wall Street.

Oncology: Gedeptin Joins the Lineup

In oncology, the company is advancing Gedeptin, an oncolytic, gene‑directed immunotherapy, into Phase 2 for recurrent head and neck cancer following encouraging data from earlier single‑ and multi‑cycle trials. The strategy pairs Gedeptin as a neoadjuvant therapy with an approved checkpoint inhibitor, i.e. like Merck’s (MRK) amazing multi-billion dollar drug, Keytruda, aiming to turn cold tumors hot in a setting where patients are not exactly spoiled for choice.

GeoVax continues to pursue collaborations adding a longer‑dated pipeline of oncology opportunities behind Gedeptin. In biotech, a healthy partnership slide in the corporate deck is often the first cousin of future non‑dilutive capital.

GOVX 2025 Milestones

Management has telegraphed a “catalyst‑rich” 2025 and early 2026, with expected progress on the GEO‑CM04S1 NextGen trial, GEO‑MVA Phase 3 start‑up, and continued readouts from the oncology portfolio. For investors willing to tolerate clinical‑stage volatility, GeoVax is attempting something Wall Street often favors: turning one vector into a portfolio—and, if things break its way, into a sustainable and profitable business model.

The Sources

  1. https://finance.yahoo.com/news/geovax-review-2024-progress-biotech-140000655.html
  2. https://www.drugdiscoverynews.com/mva-vlp-platform-is-mvp-in-new-collaboration-12161
  3. https://finance.yahoo.com/news/geovax-reports-second-quarter-2024-200000197.html
  4. https://www.globenewswire.com/news-release/2021/03/04/2187315/0/en/GeoVax-Expands-and-Strengthens-Intellectual-Property-Portfolio.html
  5. https://finance.yahoo.com/news/geovax-reports-first-quarter-2024-200000366.html
  6. https://finance.yahoo.com/news/geovax-reports-third-quarter-2024-210000588.html
  7. https://finance.yahoo.com/news/geovax-reports-2024-end-financial-200000158.html
  8. https://finance.yahoo.com/news/geovax-announces-positive-interim-data-140000167.html
  9. https://finance.yahoo.com/news/geovax-announces-completion-geo-mva-140000817.html
  10. https://finance.yahoo.com/news/geovax-labs-inc-govx-q4-070313586.html
  11. https://geovax-govx.reportablenews.com/pr/govx-milestones
  12. https://finance.yahoo.com/news/geovax-reports-third-quarter-2025-210000454.html
  13. https://finance.yahoo.com/news/geovax-achieves-significant-progress-next-140000313.html
  14. https://finance.yahoo.com/news/geovax-review-2024-progress-emerging-140000512.html
  15. https://finance.yahoo.com/news/geovax-announces-publication-study-demonstrating-180000768.html
  16. https://www.geovax.com/investors/press-releases/geovax-announces-completion-of-geo-mva-fill-finish-supporting-phase-3-immunobridging-clinical-trial-start-up-in-early-2026
  17. https://finance.yahoo.com/news/geovax-reaffirms-commitment-evidence-based-130000366.html
  18. https://www.geovax.com/component/rsblog/geovax-receives-u-s-patent-office-notice-of-allowance-for-broad-spectrum-covid-19-vaccine-design
  19. https://finance.yahoo.com/news/geovax-receives-u-patent-office-140000489.html
  20. https://finance.yahoo.com/quote/GOVX/
Your Guide To Staying Informed In The Markets

Subscribe For Free Email Updates Access To Exclusive Research

Vista Partners — © 2025 — Vista Partners LLC (“Vista”) is a Registered Investment Advisor in the State of California. Vista is not licensed as a broker, broker-dealer, market maker, investment banker, or underwriter in any jurisdiction. By viewing this website and all of its pages, you agree to our terms. Read the full disclaimer here