GeoVax Labs, Inc. (GOVX)

GeoVax Labs, Inc. stock has experienced significant downward pressure, declining by 84.28% over the last six months and approximately 81.1% since October 31, 2025. The company implemented a 1-for-25 reverse stock split to regain compliance with Nasdaq's minimum bid price requirement. The company announced a public offering aiming to raise approximately $3.2 million, resulting in the dilution of existing shareholders' equity. GeoVax received notification that BARDA terminated the Project NextGen contract for convenience, cutting off a major revenue source.

GeoVax Labs, Inc. does not currently have commercialized products with direct consumer demand, so traditional demand seasonality is not a primary factor in its current business model. The company's revenue is primarily generated from government contracts and grants to fund its research and development pipeline. The demand for its vaccine and immunotherapy candidates is driven by public health needs and the progression of clinical trials, rather than seasonal consumer purchasing patterns.

GeoVax Labs, Inc. is a clinical-stage biotechnology company focused on developing human vaccines and immunotherapies, operating in the Healthcare sector, specifically the Biotechnology industry. GeoVax utilizes its Modified Vaccinia Ankara (MVA) viral vector platform to create product candidates focused on addressing infectious diseases and solid tumor cancers. Key areas of focus include preventive vaccines for infectious diseases like COVID-19, HIV, Zika virus, Malaria, Hemorrhagic fever viruses, Monkeypox/Smallpox, and immunotherapies for solid tumor cancers like Gedeptin and MVA-VLP-MUC1. Many candidates are in various stages of clinical trials, with GEO-CM04S1 in Phase 2 for COVID-19 and Gedeptin in Phase 1/2 for head and neck cancers. The GEO-MVA program for Mpox/Smallpox has received EMA guidance that could allow it to proceed directly to a Phase 3 immuno-bridging study.

GeoVax Labs, Inc. is headquartered in Smyrna, Georgia, United States. While its headquarters are in the U.S., the company's mission is to address global health needs, and its regulatory advancements, such as the EMA guidance for its Mpox/Smallpox vaccine, indicate an international focus for its product development and potential market.

Analyst sentiment towards GeoVax Labs, Inc. has remained relatively positive, with brokerage firms maintaining "Buy" ratings and positive outlooks. However, the company's brand reputation may have been affected by the substantial decrease in stock price, the reverse stock split, and the dilutive public offering. The termination of the BARDA Project NextGen contract also represented a significant financial setback that could impact the company's perceived stability and ability to secure future government funding.

The ownership structure of GeoVax Labs, Inc. is primarily distributed among retail investors, institutional investors, and company insiders. Retail/public investors hold the largest block of ownership at 81.20% of the shares outstanding. Institutional investors collectively hold 12.73% of the shares, while insiders (management and directors) own 6.07%. Major institutional owners and shareholders include Sabby Management, Llc, Armistice Capital, Llc, and Vanguard Group Inc.