BVAXF: The $10M Biotech With The Solution Big Pharma Needs

BioVaxys Technology Corp (OTCQB: $BVAXF; CSE: $BIOV; Frankfurt: 5LB) is a clinical-stage immunotherapy company developing cancer vaccines and next-generation delivery platforms across oncology, infectious disease, and animal health. The company currently sits at a market cap under $10 million even after executing one of the more monumental acquisitions in recent biotech history: In February 2024, BVAXF paid $750,000 cash plus shares for a patent portfolio and clinical pipeline that cost over $200 million to develop.

The company behind that technology, IMV Inc., had burned through nearly two decades of funding before filing for creditor protection, and when the dust settled BVAXF walked away with everything: 120 patents, multiple Phase 2 ready cancer vaccines with human efficacy data, existing revenue-generating partnerships with Pfizer (NYSE: $PFE) spinoff Zoetis (NYSE: $ZTS) and SpayVac for Wildlife, and a next-generation mRNA delivery platform called DPX that solves a multi-billion dollar problem that’s been plaguing Big Pharma for years.

The DPX technology addresses a fundamental limitation in how vaccines get delivered. Traditional lipid nanoparticles, the delivery system behind the COVID mRNA vaccines, leak their payload systemically and require ultra-cold storage because mRNA degrades quickly in liquid form. DPX operates differently through a lipid-in-oil formulation that stays localized at the injection site and forces immune cells to actively pick up the vaccine components and carry them to lymph nodes.

Early data shows mRNA formulated in DPX maintains stability for over 14 days both on the shelf and inside the body, compared to just hours for standard LNP technology at room temperature. The mRNA vaccine delivery market is projected to hit $48 billion by 2030, and BVAXF holds issued patents covering DPX-mRNA formulations, which means any vaccine maker looking for a better carrier than what Moderna (NASDAQ: $MRNA) and BioNTech (NASDAQ: $BNTX) are using would need to come to them.

The lead asset riding on DPX is MVP-S, a therapeutic cancer vaccine designed to train the immune system to attack tumors. Unlike preventive vaccines that stop you from getting sick, therapeutic cancer vaccines teach your body to recognize and kill cancer cells you already have. MVP-S targets survivin, a protein that cancer cells overproduce to avoid dying. Normal adult cells barely express survivin, but tumors are loaded with it, which makes survivin a clean target for immune activation.

Fresh clinical data from this past December validated both the delivery platform and the vaccine mechanism when BVAXF announced Phase 1 results from a breast cancer study where three women received MVP-S alongside standard hormone therapy before surgery. The results showed median Ki-67 levels dropped from 24% down to 6%, and since Ki-67 measures how aggressively cancer cells are multiplying, a 75% reduction across the board with every patient hitting at least 50% decrease represents meaningful tumor suppression.

The data went beyond just shrinking tumors: one patient demonstrated an 8-fold increase in survivin-specific circulating T cells, direct evidence that the immune system learned the target and mobilized against it. The specific subtype they're going after, HR+/HER2- breast cancer, represents the most common form of the disease in a therapeutic market worth $14 billion today and projected to hit over $21 billion by 2030. For a platform that some wrote off as stranded assets from a bankrupt company, the data is telling an entirely different story.

But none of this clinical validation is new territory for DPX either. When IMV was still running trials before the bankruptcy, their ovarian cancer study achieved a 79% disease control rate and median overall survival of 19.9 months in patients who had already failed multiple prior treatments. The lymphoma trial produced complete responses in half of the evaluable patients, including some who had exhausted every other available option. Ovarian cancer therapeutics represent a $3.5 billion market heading toward $7 billion by 2034, and lymphoma treatments run around $4 billion annually. Add those up alongside the breast cancer opportunity and you're looking at a company that paid under a million dollars for clinical-stage assets targeting combined markets worth north of $30 billion, with human data already showing promising results.

Further separating BVAXF from typical development-stage biotechs sitting years away from commercial activity is that royalty income is already on the horizon. The company expects to start booking revenue in 2026 from two partnerships inherited through the IMV acquisition, and both are further along than most may realize. SpayVac for Wildlife completed its production facility in Wisconsin last year and initiated EPA regulatory submissions last October for a single-dose immunocontraceptive vaccine targeting feral horse population management.

The Bureau of Land Management currently spends well over $100 million annually trying to control wild horse populations with limited success, and efficacy data published around the same time last year showed fertility dropped to 11% in vaccinated animals versus 86% in controls. Zoetis, meanwhile, is preparing regulatory submissions in Australia and Brazil for cattle immunocontraception using the same platform.

Of course, executing on all of this requires the right people. CEO James Passin cofounded Mindset Pharma, a psychedelic biotech that Otsuka Pharmaceutical acquired for roughly $80 million Canadian in 2023, and he put $252,000 of his own money into BVAXF's November financing. The board added Dr. James Tartaglia last fall, the former Global Head of Vaccine Development at Sanofi who had 20 vaccines licensed during his 27-year tenure, bringing with him the kind of credibility that tends to open doors. Interestingly enough, the company disclosed late last year that discussions with a global pharma company interested in licensing their lead cancer vaccine for ovarian cancer are already underway.

When you look at the whole picture, BVAXF has spent the last two years assembling something that does not come together very often in microcap biotech: a platform with mechanistic validation, oncology assets with human responses across multiple tumor types, near-term royalty income from partnerships already in regulatory review, and a management team with the proven skills to turn all of it into something bigger. The December breast cancer data was the latest proof point, but it was not the first, and the catalysts stacking up for 2026 suggest it will not be the last.

Want to find out more about BVAXF? Tune-in TONIGHT to see @SuperRobotGX's LIVE interview with @biovaxys to learn more about the company straight from the team! You can access the interview here: https://x.com/SuperRobotGX/status/2012167686931775759

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