BVAXF Biovaxys Technology Corp

$BVAXF Some interesting dots worth connecting, not conclusions: Thanks 1. DTRA's RAVEN program selected 2 vaccine proposals, including a $20.7M award to Mount Sinai. 2. Mount Sinai coauthored a 2026 rabies-based vaccine study demonstrating protection against H5N1 in mice. 3. Mount Sinai also researches mRNA vaccine technologies and delivery optimization. 4. BioVaxys's DPX platform supports multiple antigen types, including mRNA and proteins. 5. BioVaxys partnered with Adiverna in March 2026 on mRNA vaccine (utilzing rabies) development. 6. Adiverna's Kirill Kalnin and BioVaxys director James Tartaglia share a Sanofi/GSK vaccine patent. 7. STRONG: The rabies vaccine connection between Mount Sinai's paper and Adiverna/Biovaxys mRNA rabies test feels beyond random. Hard to explain why use rabies with Adiverna, and who paid for this $300-500K testing? Could DPX/Adiverna technology have a role as a subcontractor or platform partner in RAVEN? Still Bearish until CTO lifted. DYODD.

$BVAXF my biggest issue......why zero news on filings? Not even a "how you do" update. Thats a massive red flag in the investment world. With that, the US is still trading with zero movement even with all this "positive" information. Why?

$BVAXF If the tweet is accurate, that is encouraging. But NOTHING moves me from being bearish on this company until they meet regulatory compliance and restore trading on the CSE. My stocks in Canada or worthless if they can't trade.

$BVAXF The non-update from the Adiverna DPX-mRNA lab test, combined with the CTO and failure to comply with the audit, leaves one's mind to wonder if there was a negative result/finding? I am bearish because of management's behavior and lack of transparency with the investors (which I am one of). But this type of scenario would be devastating. So I am hoping it is just weak management and not DPX that has put the company in this position. Management needs to step up and be transparent, so if DPX does have the goods, this company can spark. Because as of right now, it feels like the company is on the way out, not up.

$BVAXF $BIOV.CSE Singleshield Prize structure: BARDA funds it, Luminary administers it, partners provide antigen + grant expertise, BIOV provides the platform that enables single-dose delivery. That’s institutional capital flowing to solve the one-visit H5N1 problem. When you have the only platform that delivers single-dose durability in humans, federal money finds you.

$BVAXF $BIOV.CSE Primrose Bio carries forward Pfenex Expression Technology. Pfenex-produced antigen was already used with DPX in the old BARDA-supported anthrax program. Fast forward to now: both BioVaxys and Primrose are listed in the Singleshield Prize teaming database. Primrose brings the antigen production capability, BIOV brings DPX as the delivery platform. There's a real historical chain here. They've worked together on this exact problem before.

$BVAXF They are not pitching a science project. Partners bring the antigen and the grant team. BioVaxys brings the one thing the prize is scored on: one dose.

$BVAXF BARDA is paying for one-visit H5N1. Approved shots need two or more doses. DPX already showed single-dose durability in humans (DPX-RSV: 93% responded, immunity held a year). That is the actual fit.

$BVAXF $BIOV.CSE PESCO, the phase 1b/2 trial of MVP-S with Keytruda and low-dose cyclophosphamide in recurrent ovarian cancer, was published in Nature Communications on May 14. Peer review is a different bar than a press release. The trial is small and open-label, so treat it as a signal, not a verdict. The company reported a 16% response rate in platinum-resistant patients, against about 11.8% for single-agent chemo in its own comparison.

$BVAXF Lots of small biotechs grind through audit/MCTO stuff then catch a bid on real partnering or data.

$BVAXF Sector’s full of examples where platforms with solid combo data and Big Pharma interest eventually get attention after the compliance noise fades

$BVAXF Merck term sheet for expanded survivin + checkpoint combos is actual follow-through on the PESCO “push/pull” data. Platform’s the interesting part long-term even with the filing mess.

$BVAXF Adiverna mRNA collab running, second DoD JPEO-CBRN invite on the table, Singleshield H5N1 proposal in motion, and MVP-S already delivering responses with Keytruda in ovarian and bladder.

$BVAXF High-risk small-cap until the annuals clear, but the science and partnerships are what give it the longer-term shot.

$BVAXF Halt is the audit, not the science. Prize cash is BARDA. Luminary just runs it. Still a submission, and the fit is the obvious part.