MonkeyPox and Gedeptin Related News Spark New Investor Interest.
MARKET BRIEF
On a quiet Thursday afternoon, the 30th, while we were nearing completion of an updated GeoVax report focusing on Monkey Pox, trading was light (62,462). We were also reading news that was released on the 29th.
Wednesday (April 29th). Two day before the May 1st Spike.
On the 29th the share price opened at $1.10 and drifted as low as $0.96, understandably unnerving some investors. While news of progress year-to-date has been exceptionally positive, the share price has been less than inspiring – with many investors taking a sell-wait-and-see attitude.
The first significant news released that Wednesday morning was related to Gedeptin, before the market opened at (9AM).
The company referred to “advances toward Phase II clinical initiation and potential partnership opportunities.” As everyone is aware (or should be), like nearly all small-cap Biotech’s, GeoVax doesn’t have the financial resources to complete a Phase III trial, which could bring them to the point of ‘judgement day‘ in front of the FDA.
So we are happy to see that the Company continually seeks to remind shareholders (some don’t know) that the goal and gameplan is to advance the ball just far enough down field – that a major Pharmaceutical steps up saying, “Great job so far. We’ll be happy take over from here and get it across the goal-line.” With proper renumeration of course.
That is ‘the dream.’ Our at least our dream.
Partnership announcements are usually ‘out-of-the-blue’ and can result in partnership upfront payments or royalties, which can reach into the hundreds of millions, or even billions. Out of the blue meaning better to be invested before such news, rather than after. More details in our upcoming report.
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As one example (and there are many) last December AstraZeneca (AZN) paid $2.2 billion to Jacobio Pharma which was only in Phase I/II for it’s Oncology treatment with $100 million upfront. If Jacobio was actively traded in the US, we can just imagine what would have happened to its share price, if it was selling with a market cap under $10 million, like GeoVax is today.
Partnerships in the Biotech sector can and has happened during Phase I, II or III. All of the ‘drug hunters’ at the major Pharma’s, actively follow small company trial progress.
Sometimes they wait until late Phase III results, sometimes they wait until post FDA approval or sometimes they strike way early, to save what can be billions in partnership costs. They are well aware that their competitors are looking at the same ongoing trial data, as they are, and at the same time.
We estimate that Gilead Sciences (GILD) could have saved $20.7 billion had they bought Immunomedics for $288 million, when we added it to the Watch List at $3.00 in 2016. They instead watched from the sidelines for four years, and ended up paying $88 a share in 2020, funded with $15 billion in cash they had and $6 billion in newly issued debt.
Sometimes you have to pounce when ‘all’ the information isn’t yet in hand.
Adding Immunomedics (IMMU) $3.00 to Watch List.
Immunomedics (IMMU) $3.00 to $88, Up 29-fold, Our Second Best Idea Ever.
In any event, later in the day that Wednesday at around 3:00PM and an hour before the close, we saw this hair raising news article headline on MPOX:
Mpox Found in US Military Base Wastewater: What to Know.
The following day on Thursday was no reaction and volume was anemic. With just 62,642 shares trading hands.
But oh boy. The article was in Newsweek (as in mainstream media), late in the day and presumably not widely read. Read the whole article. Here’s the first paragraph:
Health officials in Hawaii are investigating after traces of the mpox virus were detected in a wastewater sample collected at Joint Base Pearl Harbor Hickam in Oahu, raising concerns about possible undetected community spread.
MonkeyPox in Hawaii? What the? We and most others thought was only an African thing*.
We are sure if you google MPOX and Hawaii, you can see the news is now spreading like wildflower. If you are an experienced vaccine stock player from the Covid days, you should know it pays to invest during the ‘concern’ stage, way before an epidemic or pandemic is declared. It is now at the concern stage. Just saying.
Friday (May 1st).
Then Friday arrives and the delayed reaction to the news, as the chart above and volume below can attest, was quite impressive.
GeoVax is no stranger to high volume days, with an untold army of traders locked and loaded ready to pounce on any signs of ‘statistically significant’ news or news related to MonkeyPox.
As we have stated many times before, we are not a trading oriented firm, so we are not positioned to take advantage of these fast and furious trading days.
Note also that the adjacent chart is post-reverse split (1:25) prior to January 26th. The pre-split volume on the previous record in 2023 was actually 72,800,000.
Why is this important if we’re not traders? It indicates to us that there is truly an army of traders who have been and continue to be active followers of GeoVax. Ready and willing to pounce, when the timing is right.
What it indicates to us that if this much volume and price movement can occur on news which is perceptually great (such as clinical trial interim data, or the early advancement of a virus), we can just imagine what will happen if they release actually great news, such as partnership, EMA endorsement, or if a virus like MonkeyPox or Nipah advances to the uh-oh stage, “we better load up on toilet paper and hand sanitizer again!”
In our opinion, the GeoVax MonkeyPox vaccine addressing an unmet demand of $1.3 billion for 15 million doses has all the boxes checked, for actually becoming great news. See PowerPoint below for detailed info.
Note, more conservative (the non-gambling type like Gilead) investors can wait until a partnership is (hopefully) announced, or wait until GeoVax goes in a head to head competition with Bavarian Nordic (also on our Watch List) which had estimated sales of $500 million in 2025 (and much more in the previous five years).
The head to head shootout match with Bavarian is scheduled (never a guarantee) to initiate the 4Q of 2026. It’s technically called a Immune Bridging Trial – Rapid Clinical Validation.
Reading the Bavarian quarterly report listed in our post, will give you clues as to how big the MPOX vaccine market is. While MPOX news comes and goes, Bavarian has made $100’s of millions selling its MPOX to the US government, which stockpiles the vaccine “just in case” for now.
Bavarian Nordic (BVRNY) $12.25, gains 149% After Adding to Watch List
In our upcoming GeoVax report we will go into details about the shootout including anticipated costs, and potential first year revenues, post approval and in rare fashion, why we think they will be successful.
As the GeoVax states, “The GEO-MVA MonkeyPox program represents an Execution Challenge, not a Scientific Unknown, with a clear path to rapid development and commercialization.”
*As of April 2026, over 126 countries have reported mpox cases. Recent outbreaks (2024–2026) involving clade Ib are concentrated in the Democratic Republic of Congo (DRC), Uganda, Burundi, and Kenya. Global spread has been reported in Pakistan, Thailand, India, the UK, USA, Canada, Germany, Spain, and Portugal.
GEOVAX POWERPOINT ON MONKEYPOX
FOR INVESTORS WHO THINK THEY MISSED THE BOAT
While the massive surge in price may leave some investors feeling they “missed the boat” as we mentioned earlier, 2026 has been a rough year for recent shareholders. So the ‘surge’ looks more like a tiny blip, going back to just the beginning of the year. Just saying.
INTERESTING BRIEFING FROM DR JEAN KASEYA, DIRECTOR GENERAL, AFRICA CDC FOR INFO JUNKIES
Forward-Looking Statements
This release contains forward-looking statements regarding GeoVax’s business plans. The words “believe,” “look forward to,” “may,” “estimate,” “continue,” “anticipate,” “intend,” “should,” “plan,” “could,” “target,” “potential,” “is likely,” “will,” “expect” and similar expressions, as they relate to us, are intended to identify forward-looking statements. We have based these forward-looking statements largely on our current expectations and projections about future events and financial trends that we believe may affect our financial condition, results of operations, business strategy and financial needs. Actual results may differ materially from those included in these statements due to a variety of factors, including whether: GeoVax is able to obtain acceptable results from ongoing or future clinical trials of its investigational products, GeoVax’s immuno-oncology products and preventative vaccines can provoke the desired responses, and those products or vaccines can be used effectively, GeoVax’s viral vector technology adequately amplifies immune responses to cancer antigens, GeoVax can develop and manufacture its immuno-oncology products and preventative vaccines with the desired characteristics in a timely manner, GeoVax’s immuno-oncology products and preventative vaccines will be safe for human use, GeoVax’s vaccines will effectively prevent targeted infections in humans, GeoVax’s immuno-oncology products and preventative vaccines will receive regulatory approvals necessary to be licensed and marketed, GeoVax raises required capital to complete development, there is development of competitive products that may be more effective or easier to use than GeoVax’s products, GeoVax will be able to enter into favorable manufacturing and distribution agreements, and other factors, over which GeoVax has no control.
Further information on our risk factors is contained in our periodic reports on Form 10-Q and Form 10-K that we have filed and will file with the SEC. Any forward-looking statement made by us herein speaks only as of the date on which it is made. Factors or events that could cause our actual results to differ may emerge from time to time, and it is not possible for us to predict all of them. We undertake no obligation to publicly update any forward-looking statement, whether as a result of new information, future developments or otherwise, except as may be required by law.GeoVax is a client of Institutional Analyst, the publisher of the Biotech Stock Review and has been retained with a combination of cash and equity for ongoing progress, news coverage and research reporting for five thousand dollars per month.
Company Contact:
info@geovax.com
678-384-7220
Media Contact:
Jessica Starman
media@geovax.com
