Institutional Analyst Newsletter. Citius (CTXR), GeoVax (GOVX).





Happy Kentucky Derby Weekend

1. Adding Citius Pharma (CTXR) to Watch List.
2. Update Report on GeoVax Labs (GOVX).
3. Three Ideas That Gained $26 Billion.
4. Disclaimer.
1. Adding Citius Pharma (CTXR) to Watch List.

We’re adding Citius Pharma to the Watch List, on the heels of a small $15 million raise. Details to follow later in the week. The short story is when most biotech companies do an interim raise (or shortly after) while releasing interim data, the shares often hit a temporary air pocket.

It’s been two years since we last had Citius on the Watch List, and this is the year to expect outstanding news (truly outstanding), while it’s near a five-year low.


2. Update Report on GeoVax Labs (GOVX).

Literally, as each month goes by, even as the shares have drifted lower, we feel more and more enthusiastic about prospects for GeoVax. In our opinion, any solid news related to Gedeptin (cancer), EmVeeAye ‘MVA’ (vaccine) Project NextGen (vaccine), or a tie-in with a Checkpoint Inhibitor manufacturer (cancer) could send the stock up 20-fold.

If that sounds like a wild, or reckless statement, know that the market cap is under $5 million. A twenty-fold increase in valuation to $100 million is well within comparative reach. We follow dozens of biotech’s valued at $100 million – with far lesser potential from a total addressable market perspective. 

In any event, we are finishing an update report, which barring some calamity at the Tampa Bay Downs during Derby day (50/50 chance) we should publish next Monday. 

In the meantime, our most recent report is below. Trust us, it will be worth the effort to read.

Armistice Capital Master Fund is still* the largest shareholder with a 9.99% stake. They (Steven Boyd) are one of the top-performing hedge funds on Wall Street. Just google them.

This is the year to expect outstanding news (truly outstanding) from GeoVax, while it’s near an all-time low.

* as of March 25, 2024 proxy statement.

3. Three Ideas That Gained $26 Billion.

It’s not a bad idea, to stay clear of most companies at or near new lows. Both Citius and GeoVax are at or near new lows.

But when you get lucky, the returns (for long-term investors) can be staggering. We got lucky three times in the past decade with gains exceeding $26 billion. 

FDA approval can never be predicted, forecasted, or expected. Less than 13% make it to the glorious end. But when companies that have market caps under $100 million – do make it past the Golden Gates, the performance can be nothing short of amazing.

While as they say, past performance is no indication of future performance – read this article and all the links related to the three companies when we discovered them while they were seemingly down for the count – and see if you can find any patterns. 

One pattern we see is they all got ‘save-the-day’ funding at the very last moment. Some investors screamed and cried about ‘dilution,’ when in reality it was their lifebuoy. They would have all drowned without it. Instead, they made $26 billion for their shareholders. 

And We Have a $26.4 Billion Winning Trifecta! 

“Safe Harbor” Statement under the Private Securities Litigation Reform Act of 1995. Statements in this press release relating to plans, strategies, economic performance and trends, projections of results of specific activities or investments, and other statements that are not descriptions of historical facts may be forward-looking statements within the meaning of the Private Securities Litigation Reform Act of 1995, Section 27A of the Securities Act of 1933 and Section 21E of the Securities Exchange Act of 1934. See individual reports on CTXR and GOVX for detailed disclosure and disclaimer information. 

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