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U.S. Stocks Open Second Half 2025 With A Mixed Session Tuesday – ( $ADT $BGLC $BMNR $EPRX $IWC $JPM $MCD $UNH Rise!)

By John F. Heerdink, Jr.
 
U.S. equities opened the second half of 2025 with a mixed session, reflecting shifting sector leadership and renewed focus on macroeconomic data. The Dow Jones Industrial Average outperformed, climbing .91% and nearing its all-time high, buoyed by robust manufacturing data and a rotation into cyclical and defensive sectors. The S&P 500 was little changed, trading near recent record levels as investors weighed profit-taking against optimism for further gains, but edging down .11% on the day. The Nasdaq Composite, after reaching new highs in the previous session, slipped as investors rotated out of high-flying tech stocks falling .82% at the close. The Russell 2000, representing small-cap shares, posted a solid gain of 1.03%, signaling some renewed risk appetite among investors. The iShares Micro-Cap ETF (IWC) closed at .85%, but remains down 1.26% YTD.

The Macro

A stronger-than-expected U.S. Manufacturing PMI for June, coming in at 52.9 versus a forecast of 52, signaled an expansion in factory activity and helped bolster sentiment. The report highlighted a rebound in production after several months of contraction, with rising orders from both domestic and export markets. The JOLTS report further underscored labor market resilience, showing continued strength in job openings.  President Trump’s “One Big Beautiful Bill’ was advanced by the Senate leaders and includes controversial healthcare provisions targeting Medicaid that will leave many without coverage and also includes a $5T debt ceiling increase in the package. 

Key Stocks

  • NVIDIA’s (NVDA, $153.30, -.97%) shares began trading as tokenized assets on the Solana blockchain, marking a milestone in digital asset innovation. The move is expected to expand global access to NVIDIA shares.
  • Tesla (TSLA) shares plunged more than 5.34% after CEO Elon Musk reignited a public feud with former President Trump, who threatened to withdraw federal subsidies for Musk’s companies. The political uncertainty, coupled with legislative threats to electric vehicle tax credits, weighed heavily on Tesla’s valuation.

  • Meta Platforms (META, $719.22, -2.56%) announced it will report second-quarter earnings after the market close on July 30. 

  • McDonald’s (MCD, $297.49, +1.82%) is set to open a new franchise in Reston, Virginia, in mid-July, expanding its footprint in the region.

  • Palantir Technologies (PLTR) fell 4.14% to close at $130.68, but remind up 72.79% YTD. The stock continues to attract attention following a strong first quarter and heightened demand for its AI-driven analytics platforms. Palantir’s government and commercial contracts have positioned it as a key player in both defense and enterprise technology, with shares holding firm despite market volatility.

  • Rio Tinto (RIO)  closed at $58.30, -.05% after its recent confirmation that they and Hancock Prospecting will be investing $1.6B to develop the Hope Downs 2 iron ore project in the Pilbara area of Western Austrailia. 

Mergers & Acquisitions

The first half of 2025 saw a resurgence in global M&A activity, with deal volume up 26% year-over-year, driven by renewed optimism in U.S. and Asian markets. However, no major S&P 500 mergers or acquisitions were announced today. Bankers remain optimistic that the second half of the year will see more megadeals as market confidence improves.

The IPO’s

Figma, the design software company, filed its IPO prospectus on the NYSE, marking one of the most anticipated tech offerings of the year. The company’s public debut is expected to attract significant attention from both institutional and retail investors, as Silicon Valley seeks liquidity after a quiet period for tech IPOs. It reported $228.2M in revs for the three months ended March 31 and its net income jumped 3X to $44.9M. Morgan Stanley, Goldman Sachs, Allen & Co & J.P. Morgan (JPM, $290.41, +.17%) are the lead underwriters for the IPO. Figma expects to trade under the symbol “FIG”.

Tariffs & Trades

The U.S. remains on the brink of reinstating aggressive reciprocal tariffs, with a July 9 deadline looming unless new trade agreements are reached. The average effective U.S. tariff rate has surged to around 15%, with sector-specific levies on automobiles and steel. Despite ongoing legal and legislative debates, the administration is expected to maintain a minimum 10% baseline tariff, keeping global trade tensions elevated.

Yields

The yield curve remains inverted, signaling persistent market caution about long-term growth prospects. The Federal Reserve has maintained its benchmark rate at 4.25%–4.50%, with policymakers reiterating a data-dependent approach as inflation remains above target and labor markets stay resilient. The 10-yr yield moved up 2bps to 4.25% and the 2-yr yield closed at 3.77, +5bps.

Commodities and Crypto

Gold prices advanced 1.28% to open at $3,349.90 per ounce, as investors sought safe havens ahead of the tariff deadline and ongoing legislative uncertainty. Silver prices remained firm, tracking the broader move in precious metals closing at $36.245, +.20%. Oil prices saw a modest rollback after recent gains, as global supply concerns eased and price adjustments took effect in several markets. Bitcoin traded above $106,000, reflecting ongoing volatility and investor interest in digital assets as an inflation hedge.

Strong Equity Moves

BioNexus Gene Lab Corp. (Nasdaq: BGLC), a biotechnology company specializing in precision diagnostics and specialty chemical solutions, pumped a whopping 255.91% to close at $11.14.

Bimine Immersion Technologies, Inc. (BMNR) closed at $46, +35.69% and is up +940.72% over the last 5-days after securing at raise of $250M for an Ether treasury. 

UnitedHealth Group (UNH) rose +4.54% to close at $326.14. 

 

Vista Partners Watchlist Highlights & Updates

Eupraxia Pharmaceuticals (EPRX, $5.84, +1.39% and is up +6.85% in the aftermarket at $6.24) is clinical-stage biotechnology firm headquartered in Victoria, Canada, has quietly become one of the more intriguing stories on both sides of the border in 2025. The company’s shares now trade under the ticker EPRX on both the Nasdaq and the Toronto Stock Exchange, following its U.S. market debut in April 2024. This dual listing has broadened its investor base at a time when the company’s clinical and financial narrative is gaining momentum. In addition, in a year when the biotech sector has been defined by volatility, retrenchment, and a cautious return of capital, Eupraxia Pharmaceuticals has managed to distinguish itself as a rare point of consensus among Wall Street’s notoriously fractious analyst community. While many small- and mid-cap biotechs continue to trade below their cash reserves and struggle for relevance in a market increasingly skeptical of long-duration risk, Eupraxia has become something of an analyst’s darling, drawing a chorus of “Buy” and “Strong Buy” ratings from the investment banks still willing to wager on innovation. The bullish sentiment is not without foundation. In recent quarters, Eupraxia has reported clinical progress that stands out even in a sector where optimism is often the default setting. The company’s Phase 2b SPRINGBOARD trial for EP-104IAR, targeting knee osteoarthritis, met its primary endpoint and delivered three out of four secondary endpoints—a statistical trifecta that has not gone unnoticed by the sell side. U.S. market for osteoarthritis valued at almost US$2 billion. Meanwhile, the RESOLVE trial in eosinophilic esophagitis (EoE) produced nine-month data showing sustained or improved outcomes after a single injection, with no serious adverse events reported. Such results have lent credence to the company’s proprietary DiffuSphere™ technology and provided tangible milestones for analysts to anchor their models.

The result: price targets that cluster in the $10–$12 range, implying potential upside of more than 150% from recent trading levels. Notably, all covering analysts currently rate the stock as a “Buy” or better, with not a single “Hold” or “Sell” recommendation in sight. In a sector defined by binary outcomes and frequent disappointment, such unanimity is striking. Overall, analysts cite Eupraxia’s strong clinical pipeline and revenue growth potential as key drivers behind their bullish outlook. 

  • HC Wainwright: Initiated Covrage on EPRX with a “Strong Buy” on June 26, 2025.

  • Canaccord Genuity: Initiated coverage with a “Speculative Buy” rating in June 2025.

  • Raymond James Ltd.: Maintains a “Strong Buy” rating as of June 2025, with a history of upgrades from “Outperform” to “Strong Buy” over the past year.

  • Research Capital Corporation: Maintains a “Buy” rating, consistently reaffirming its positive stance throughout 2024 and 2025.

Tribe Public hosted a CEO Presentation and Q&A Webinar Event on Wednesday, May 14th with James A. Helliwell, Director and CEO of Eupraxia Pharmaceuticals (NASDAQ: EPRX). The event is titled “Hard To Swallow: An Underdiagnosed Condition Rising To Surface (EOE).”  You may view it now at https://youtu.be/tCtY_27EJG4?si=0PJIp-oyGDEpzxzR

On May 5, Eupraxia Pharmaceuticals Inc. announced positive treatment outcomes from its ongoing RESOLVE Phase 1b/2a trial evaluating EP-104GI for the treatment of eosinophilic esophagitis (“EoE”). Most notably, nine-month data was disclosed for the first time demonstrating that all three patients dosed at 48mg of EP-104GI experienced sustained or improved treatment outcomes after nine months of therapy. Eupraxia highlighted the following:

  • Eupraxia continues to observe positive treatment outcomes in its ongoing Phase 1b/2a trial, including for the first time clinical responses measured 9 months after dosing with EP-104GI

  • At 9 months active drug continued to be released into the esophagus in patients at a rate similar to what was seen at the 3- and 6-month time points. This is an unprecedented result with an injectable delivery system in patients with EoE

  • Also, at 9 months patients demonstrated sustained or improved treatment outcomes compared to 3- and 6-month results

  • Additional long-term data to be released with higher doses in Q3 2025

Eupraxia recently announced its financial results for the fourth quarter of 2024 on March 20 where all dollar values are in U.S. dollars unless stated otherwise Learn more here)



On October 15, Eupraxia announced that Lancet Rheumatology, a leading independent, peer-reviewed journal committed to sharing progressive content relevant to rheumatology specialists worldwide, recently published Eupraxia’s Phase 2 data from its SPRINGBOARD trial evaluating EP-104IAR for the treatment of knee osteoarthritis. Publication of Eupraxia’s Phase 2b data in Lancet Rheumatology, a distinguished and respected journal, raises the profile of EP-104IAR. As outlined in Lancet Rheumatology, Eupraxia’s EP-104IAR imparts clinically significant and durable pain relief, while also having minimal changes in glucose and cortisol, along with stable fluticasone proportionate concentrations in plasma. The U.S. Centers for Disease Control and Prevention estimates that knee osteoarthritis affects more than 30 million people in the U.S. alone. You may read the Lancet Publication regarding Eupraxia at this link. 


 

Summit Therapeutics Inc. (NASDAQ: SMMT, $21.20, -.38%) is a biopharmaceutical oncology company focused on the discovery, development, and commercialization of patient-, physician-, caregiver- and societal-friendly medicinal therapies intended to improve quality of life, increase potential duration of life, and resolve serious unmet medical needs.

Summit announced (May 30) topline results from the Phase III clinical trial, HARMONi, the first global Phase III study evaluating ivonescimab, successfully met the progression-free survival (PFS) primary endpoint and showed a positive trend in the other primary endpoint, overall survival (OS). HARMONi is a multiregional, double-blinded, placebo-controlled, Phase III study sponsored by Summit evaluating ivonescimab plus platinum-doublet chemotherapy compared to placebo plus platinum-doublet chemotherapy in patients with epidermal growth factor receptor (EGFR)-mutated, locally advanced or metastatic non-squamous non-small cell lung cancer (NSCLC) who have progressed after treatment with a 3rd generation EGFR tyrosine kinase inhibitor (TKI). This is a clinical setting with a patient population where PD-1 monoclonal antibodies have previously been unsuccessful in Phase III global clinical trials in showing either a PFS or OS benefit.


 

Modular Medical, Inc. (NASDAQ: MODD, $.7083, -4.93% and is up +5.11% at $.7445 in the aftermarket), an insulin delivery system technology company preparing to launch a market expansion product with a more accessible, easier to prescribe, and easier to pay for and live with technology. Using its patented technologies, the company seeks to eliminate the tradeoff between complexity and efficacy, thereby making top quality insulin delivery both affordable and simple to learn. Their mission is to improve access to the highest standard of glycemic control for people with diabetes taking it beyond “superusers” and providing “diabetes care for the rest of us.” Modular Medical was founded by Paul DiPerna, a seasoned medical device professional and microfluidics engineer. Prior to founding Modular Medical, Mr. DiPerna was the founder (in 2005) of Tandem Diabetes and invented and designed its t:slim insulin pump. More information is available at https://modular-medical.com

On June 16, Modular Medical announced its participation in the American Diabetes Association (“ADA”) 85th Scientific Sessions, taking place June 20-23, 2025, at the McCormick Place Convention Center in Chicago, Illinois. The Company will feature a poster, number 783-P, titled “Elucidating the potential benefit of pump-delivered subcutaneous GLP-1R agonist: an exploratory study in the diet-induced obese mouse,” to be presented by David Maggs, MD, FRCP during the General Poster Session on Sunday, June 22, 2025, from 12:30pm to 1:30pm in the Poster Hall. The presentation will highlight data from an exploratory study evaluating the effects of pump-delivery of a short-acting GLP-1RA on weight, food intake, and glucose tolerance in a diet-induced obese (“DIO”) mouse.”We are excited to share our findings from this novel study in the DIO mouse comparing the pump delivery of exenatide to intermittent dosing of semaglutide,” said Jeb Besser, CEO of Modular Medical. “Given the high rate of gastrointestinal tolerability challenges and resultant discontinuation that is characteristic of GLP-1 therapy, we believe that a personalized approach to GLP-1 titration and dosing, including a mealtime bolus option, would give patients an opportunity to reach their treatment goals, while experiencing easier therapy initiation and a more tolerable maintenance regimen.”

After the close May 28, Modular Medical announced the appointment of Jeff Goldberg to its Board of Directors. Mr. Goldberg brings decades of experience in health care, life sciences, and medical device leadership, including development of generic insulin. Mr. Goldberg began his work in medical technology alongside pioneering medical entrepreneur, and founder of MiniMed, Alfred E. Mann. Mr. Goldberg currently serves as Chairman of Lannett Company, Inc., a generic pharmaceutical manufacturer where he has helped execute a post-restructuring turnaround. During his tenure, Lannett has made significant strides in launching a generic insulin product – progress that aligns closely with Modular Medical’s commitment to innovation and affordability in diabetes care. In addition to his work at Lannett, Mr. Goldberg previously served as President and CEO within Alfred E. Mann’s incubator, IncuMed, where he oversaw multiple portfolio companies focused on drug-device combination products, including an insulin patch-pump program. His tenure with Mr. Mann’s enterprises included pivotal roles in regulatory strategy, operations turnaround, and successful exits, underscoring his ability to guide early-stage technologies to commercial viability. Mr. Goldberg also serves on the boards of several health-care and consumer-focused companies, including ATI Physical Therapy, Cano Health, and Eating Recovery Centers. He holds a JD from UCLA School of Law and an AB from Harvard College. Mr. Goldberg stated,  “Modular Medical is advancing a truly disruptive approach to insulin delivery. I’m excited to join the board and contribute to the Company’s journey toward simplifying treatment for people living with diabetes, particularly as the industry shifts toward more accessible and patient-friendly solutions.”

Jeb Besser, CEO of Modular Medical, presented on May 29 at Tribe Public’s Webinar Presentation and Q&A Event titledMaking Diabetes Management Simpler: The New Era of Insulin Therapy.”You may view the event video now at the Tribe Public YouTube Channel.










Shares of ADT Inc. (ADT, $8.52, +.59%) is a leading provider of monitored security and automation solutions for residential and small business customers in the United States and Canada.

ADT released Q1, 2025 results on Thursday, April 24 and highlighted the following: Continued strong financial results with record recurring monthly revenue and customer retention, GAAP operating cash flows up 28%, Adjusted Free Cash Flow including interest rate swaps up 105%, Returned $445 million to shareholders through share repurchases and dividends, and that they are on track to achieve full year 2025 guidance metrics.

On April 30, ADT in collaboration with Yale and the Z-Wave Alliance, announced the launch of the ​Yale Assure Lock 2 Touch with Z-Wave ​​​​for ADT+​. The Z-Wave 800 Series smart lock is the only one on the market with fingerprint control​ ​and ​the first smart lock to leverage the newly introduced Z-Wave User Credential Command Class. This industry-first innovation allows users to unlock and disarm their ADT+ security system using just their fingerprint.

On Jan. 22, ADT announced the appointment of Thomas Gartland to the Company’s Board of Directors as an additional independent director. In conjunction with his appointment, Gartland will join the Board’s Audit Committee. Gartland is chairman and chief executive officer of Montway Auto Transport, a privately held auto transport company, and has held this position since 2023. Prior to Montway, Gartland served as executive chairman of Scan Global Logistics and as president, North America, for Avis Budget Group. Gartland serves on the boards of Xenia Hotels & Resorts, Inc. and ABM.


Shares of GeoVax Labs, Inc. (Nasdaq: GOVX, .4850) is a clinical-stage biotechnology company developing immunotherapies and vaccines against cancers and infectious diseases.

On July 1, GeoVax Labs announced that it has entered into definitive securities purchase agreements with several institutional and individual investors for the purchase and sale of approximately 9.2 million units, each comprised of one share of the Company’s common stock and warrants, as described below, to purchase shares of the Company’s common stock, at a price of $0.65 per unit in a public offering. The Company will issue warrants to purchase up to approximately 18.5 million shares of common stock. The warrants will have an exercise price of $0.65 per share, will be exercisable immediately following the date of issuance and will have a term of five years following the date of issuance. Roth Capital Partners is acting as the exclusive placement agent for the offering. The gross proceeds to the Company from this offering are expected to be approximately $6 million, before deducting the placement agent’s fees and other offering expenses payable by the Company. The Company intends to use the net proceeds from this offering for working capital and general corporate purposes. The closing of the offering is expected to occur on or about July 2, 2025, subject to the satisfaction of customary closing conditions.

On June 25, GeoVax announced that the U.S. Patent and Trademark Office has issued U.S. Patent No. 12,329,808, from patent application No.18,394,580, titled “Compositions and Methods for Generating an Immune Response to Treat or Prevent Malaria.” The patent covers compositions comprising GeoVax’s recombinant Modified Vaccinia Ankara (MVA) viral vector expressing immunogenic proteins from Plasmodium falciparum (the causative agent of malaria). The novel construct supports expression of virus-like particles (VLPs) assembled from P. falciparum circumsporozoite protein (CSP) or gametocyte surface protein Pfs230 fused to a Marburg virus glycoprotein transmembrane domain, together with the Marburg VP40 matrix protein. The expressed proteins are assembled in vivo as VLPs, which is an antigen presentation design used to enhance vaccine potency and induce both humoral and T-cell responses. GeoVax’s intellectual property estate now encompasses over 135 granted or pending patent applications across 23 distinct patent families, reinforcing the company’s strategic position across oncology, infectious diseases, and biodefense platforms. This broad portfolio includes strong protection for its Gedeptin(R) oncolytic cancer therapy, recently expanded to cover synergistic combinations with radiation, and multiple MVAbased vaccine constructs targeting SARSCoV2, Mpox/smallpox, Zika, Ebola, Sudan, and Marburg viruses. Malaria remains a persistent global health threat, causing over 600,000 deaths yearly, primarily in sub-Saharan Africa. The use of GeoVax’s versatile MVA-based platform offers the potential for inducing durable immunity against both such latent and emerging pathogens.

On June 24, GeoVax Labs commented on the U.S. Food and Drug Administration’s recent approval of Keytruda(R) (pembrolizumab) for use in resectable, locally advanced head and neck squamous cell carcinoma (HNSCC) tumors expressing PD-L1 as determined by an FDA approved test. This regulatory milestone marks a significant advancement in the curative-intent treatment landscape for head and neck cancer and affirms the therapeutic strategy underlying GeoVax’s Gedeptin(R) development program. An editorial by Rosenberg and Vokes in New England Journal of Medicine (NEJM) noted that the study forming the basis of FDA’s approval represents the first demonstration of benefit for PD-1 inhibition in the curative setting for HNSCC, with implications for evolving neoadjuvant immunotherapy paradigms. GeoVax is planning to initiate a Phase 2 clinical trial of Gedeptin(R) in combination with a checkpoint inhibitor, such as pembrolizumab, in patients with locally advanced HNSCC scheduled for curative-intent surgery. The trial aims to improve tumor clearance and reduce relapse by combining the immune-priming effect of Gedeptin’s targeted cytotoxicity with the systemic immune activation of checkpoint inhibition. The Phase 2 study, expected to launch in 2026, will evaluate pathologic response, recurrence rates, and biomarker-defined immunologic changes when Gedeptin is used as neoadjuvant therapy with checkpoint inhibitors. Importantly, the NEJM editorial emphasized the need to optimize patient selection and treatment duration in the immunotherapy era, aligning with GeoVax’s biomarker-driven approach.”The NEJM publication and FDA approval of Keytruda in resectable HNSCC signals a new era in curative-intent cancer therapy,” said David Dodd, Chairman and CEO of GeoVax. “By combining Gedeptin therapy with pembrolizumab, we aim to enhance local tumor eradication while unlocking systemic anti-tumor immunity, potentially reducing both local and distant recurrence. We believe Gedeptin’s tumor-targeted cytotoxicity can enhance immunotherapy efficacy, particularly in the perioperative window where anti-tumor immunity can be primed,” added Dr. Kelly McKee, GeoVax’s Chief Medical Officer. “We are excited to embark on the next phase of Gedeptin development as we attempt to build on the important advances being made in this disease.”

On June 17, GeoVax Labs highlighted new clinical data presented at the 2025 European Hematology Association (EHA) Hybrid Congress, which took place June 12-15 in Milan, Italy. The data were featured in a poster presentation by Alexey V. Danilov, M.D., Ph.D., Associate Director of the Toni Stephenson Lymphoma Center and Professor in the Department of Hematology and Hematopoietic Cell Transplantation at City of Hope Comprehensive Cancer Center in Duarte, California. The poster titled “MVA-Based GEO-CM04S1 Vaccine Results in Improved Cellular Immune Response in Patients with Chronic Lymphocytic Leukemia (CLL) Compared with mRNA-Based Vaccine: Initial Results of a Phase II Randomized Study”, detailed findings from an ongoing randomized Phase 2 clinical trial (NCT05672355), and highlighted interim results showing superior cellular immune responses induced by GEO-CM04S1 compared to those induced by an authorized mRNA-based COVID-19 vaccine in CLL patients, a population known to exhibit suboptimal protective responses to COVID-19 and other vaccines due to immune dysfunction. Key Findings from the Study: GEO-CM04S1 demonstrated significantly enhanced T cell responses, specifically IFN- secretion and activation-induced markers (AIM+), compared to a matched cohort receiving an authorized mRNA vaccine, While both vaccines stimulated humoral immune responses, only GEO-CM04S1 elicited statistically significant SARS-CoV-2 Nucleocapsid (N)-specific IgG and T cell responses., The mRNA vaccine failed to meet the pre-defined primary immunogenicity endpoint; as a result, further enrollment is now restricted to the GEO-CM04S1 arm only, & Both vaccines were well-tolerated, with no grade 3 adverse events reported.

On June 16, GeoVax announced that it has received positive Scientific Advice (SA) from the European Medicines Agency (EMA) for GEO-MVA, a Modified Vaccinia Ankara (MVA)-based vaccine for the prevention of Mpox and smallpox. The SA supports the suitability of GeoVax’s clinical and nonclinical development strategy. This feedback from EMA provides clear regulatory alignment and enables an efficient pathway toward potential approval, eliminating multiple development steps commonly required for vaccines.

On June 12, GeoVax announced that company representatives will attend the 2025 BIO International Convention being held June 16-19, 2025 at the Boston Convention and Exhibition Center in Boston, Massachusetts. The BIO International Convention is the world’s largest gathering of the biotechnology industry, attracting thousands of biotechnology and pharmaceutical executives from around the globe. The event provides an ideal venue for companies to engage with potential partners, investors, and policymakers.

On June 9, GeoVax recapped two scientific poster presentations delivered at the Keystone Symposia on Vaccinology: Horizons Across Disease, Demography and Technology, held in Washington, D.C.

On June 4, GeoVax announced that members of its scientific team and academic collaborators will present two pivotal poster presentations at the upcoming Keystone Symposia on Vaccinology: Horizons Across Disease, Demography and Technology, June 4-7, 2025, in Washington DC.

On May 29, GeoVax voiced strong support for the newly announced bipartisan initiative by U.S. Senators Joni Ernst (R-IA) and Lisa Blunt Rochester (D-DE) to onshore the manufacturing of critical pharmaceutical supplies. The Critical Infrastructure Manufacturing Feasibility Act seeks to reduce reliance on foreign sources for key medical products – directly aligning with GeoVax’s mission to rebuild U.S.-based vaccine manufacturing and strengthen national preparedness.

On May 27, GeoVax announced its strong support for the U.S. Food and Drug Administration (FDA) advisory panel’s updated COVID-19 vaccine recommendations. The new guidance prioritizes protection for older adults and individuals with chronic health conditions, moving away from a universal vaccination strategy and signaling a more focused public health approach – one that GeoVax believes that it is well equipped to support through its multi-antigen COVID-19 vaccine, GEO-CM04S1. The advisory panel’s recommendations follow details on how the FDA is changing the type of evidence it will accept from vaccine manufacturers to approve updated COVID-19 vaccines as outlined in an editorial published last week in the New England Journal of Medicine. GeoVax’s COVID-19 candidate, GEO-CM04S1, is designed to address the precise needs of high-risk populations, including those identified in the new FDA guidance. Developed on the Modified Vaccinia Ankara (MVA) platform, GEO-CM04S1 delivers multiple antigens – specifically, both the spike (S) and nucleocapsid (N) proteins of SARS-CoV-2 – to induce broad, durable immune responses, including both antibody and T-cell immunity. This approach is believed to enhance protection, especially in individuals with compromised immune systems, such as those undergoing cancer treatment, organ transplant recipients, and others whose response to current mRNA vaccines may be suboptimal.

On May 21, GeoVax Labs, Inc. (Nasdaq: GOVX), a clinical-stage biotechnology company focused on developing vaccines and immunotherapies for infectious diseases and cancer, welcomed the launch of the EQUIP-A-Pharma initiative – a new joint program between the U.S Department of Health and Human Services (HHS), Administration for Strategic Preparedness and Response (ASPR), the Defense Advanced Research Projects Agency (DARPA), and the private sector. This bold collaboration with private industry seeks to transform pharmaceutical manufacturing by leveraging artificial intelligence and next-generation platforms to expand U.S. production capacity and improve supply chain resilience.


Shares of Indaptus Therapeutics, Inc. (Nasdaq: INDP, $10.53). Indaptus is a company with the ability to harness both the body’s innate and adaptive immune responses, believes that they are uniquely positioned to revolutionize the treatment of cancer and certain infectious diseases.

On July 1, Indaptus announced the additional sale of approximately $3.4 million in aggregate principal amount of convertible promissory notes and accompanying warrants. Together with a prior sale of $2.3 million of convertible promissory notes and accompanying warrants, the Company raised an aggregate of $5.7 million in gross proceeds in this offering.

On June 2, Indaptus announced that the first patient has been dosed in the expansion arm of its Phase 1b/2 clinical trial evaluating Decoy20 in combination with BeOne’s (formerly known as Beigene) PD-1 checkpoint inhibitor, tislelizumab. This newly activated arm of the trial will assess safety, dose optimization, and early signs of anti-tumor activity in patients with advanced solid tumors, previously treated with a checkpoint inhibitor or with tumors typically unresponsive to a checkpoint inhibitor. Jeffrey Meckler, Indaptus’ CEO commented, “This is an important milestone in our clinical development. We have long believed the Decoy platform has the potential to be a game-changing approach to treating solid tumors. Preclinical data consistently demonstrated that Decoy20 works synergistically with a checkpoint inhibitor. Now, for the first time, we are testing this combination in patients. Checkpoint inhibitors, like tislelizumab, have been one of the biggest breakthroughs in cancer therapy and have significantly improved outcomes in a variety of cancers. However, most patients still do not benefit. We believe the combination of Decoy20 plus a PD-1 inhibitor, such as tislelizumab, could enhance immune responses, potentially helping patients who have not responded or have tumors that classically do not respond to checkpoint inhibitor therapy.”

On May 14, Indaptus announced financial results for the first quarter ended March 31, 2025, and provided a corporate update. Jeffrey Meckler, Indaptus Therapeutics’ Chief Executive Officer, commented, “We made meaningful progress in the first quarter across multiple fronts of our clinical and research programs. In March, we announced the initiation of the expansion arm of our Phase 1b/2 clinical trial of Decoy20. This arm will evaluate Decoy20 in combination with BeOne’s (formerly known as Beigene) PD-1 checkpoint inhibitor, Tislelizumab, with a focus on safety, dose optimization, and early signals of anti-tumor activity. In addition, we strengthened our intellectual property portfolio with new patents granted in China, Japan, and Israel for our Decoy platform—expanding our intellectual property portfolio. Finally, to date, we have enrolled 32 patients in the weekly dosing among the two Decoy20 dose levels and decided to conclude enrollment for this arm and shift our focus to the combination treatment of Decoy20 with Tislelizumab. Early data from the weekly dosing suggests that Decoy20 is generally well-tolerated, with a favorable safety profile and encouraging signs of clinical benefit, including instances of stable disease. Additionally, we have implemented a cost-reduction plan to focus on the combination study.”


 
Teladoc Health (TDOC, $8.58, -1.49%) is the world leader in virtual care. Teladoc Health uses proprietary health signals and personalized interactions to drive better health outcomes across the full continuum of care, at every stage in a person’s health journey. Teladoc Health leverages more than two decades of expertise and data-driven insights to meet the growing virtual care needs of consumers and healthcare professionals. For more information, please visit www.teladochealth.com.
 
 
 
 

 
 
Serina Therapeutics, Inc. (NYSE American: SER, $6.02), a clinical-stage biotechnology company, today announced that its Board of Directors has established November 7, 2025, as the date of its 2025 annual meeting of stockholders (the “Annual Meeting”). The time and location of the Annual Meeting will be set forth in the Serina’s definitive proxy statement for the Annual Meeting to be filed with the Securities and Exchange Commission (the “SEC”). Because the date of the Annual Meeting represents a change of more than 30 days from the anniversary of Serina’s 2024 annual meeting of stockholders, the deadline for stockholder proposals to be submitted pursuant to Rule 14a-8 of the Securities Exchange Act of 1934, as amended (“Exchange Act”), for inclusion in Serina’ proxy materials for the Annual Meeting will be 5:00 p.m. (Central Time) on Friday, August 15, 2025, which Serina’s Board of Directors has determined to be a reasonable period of time before Serina expects to begin to print and send its proxy materials for the Annual Meeting. Stockholder proposals submitted in accordance with Rule 14a-8 of the Exchange Act must also comply with the remaining requirements of Rule 14a-8 in order to be included in the proxy materials for the Annual Meeting. Serina is a clinical-stage biotechnology company developing a pipeline of wholly owned drug product candidates to treat neurological diseases and other indications. Serina’s POZ PlatformTM provides the potential to improve the integrated efficacy and safety profile of multiple modalities including small molecules, RNA-based therapeutics and antibody-based drug conjugates (ADCs). Serina is headquartered in Huntsville, Alabama on the campus of the HudsonAlpha Institute of Biotechnology. For more information, please visit https://serinatherapeutics.com.

Quote of the Day

“The best way to cheer yourself up is to try to cheer somebody else up.” – Mark Twain


 

Sources: 

Briefing.com, CNBC, MarketPulse, Nasdaq, Seattle PI, TheStreet, Fortune, Saxo Bank, Federal Reserve, YCharts, Yahoo Finance, Reuters, and additional financial news sources.

  1. https://www.marketpulse.com/markets/dow-leads-us-indices-on-strong-manufacturing-pmi-beat/
  2. https://www.nasdaq.com/articles/stock-market-news-jul-1-2025
  3. https://www.seattlepi.com/business/article/how-major-us-stock-indexes-fared-tuesday-7-1-2025-20403362.php
  4. https://www.thestreet.com/investing/stock-market-today-a-downward-start-to-the-second-half-of-2025
  5. https://fortune.com/article/current-mortgage-rates-07-01-2025/
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Investing & Inspiration

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