BVAXF Biovaxys Technology Corp

$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 this was hyped as results coming today, back in August, what happened? "Aug 19 DoD notification day for BIOV/Sona acral melanoma proposal. Invitation to full application = external validation of DPX platform independent of halt. Announcement timing is their choice. Results come today "

$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 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.

$BVAXF Frustrating that the yellow tab is still filing status, not a deal. The work they are describing is exactly the off-balance-sheet path: MVP-S plus PD-1 talks, and a federal single-shot H5N1 submission. Filings reopen the quote. The platform is what gets paid for.

$BVAXF $BIOV.CSE Second DPX presentation to JPE CBRND happening today. The DoD doesn't invite a company back twice just to hear ideas. They're moving into evaluation and deployment planning phase. Once BIOV gets the trading halt lifted and filings clear, institutional money will reprice this entire thesis. Right now execution proof is building on the tape while the halt keeps retail from seeing it.

$BVAXF $BIOV.CSE BioVaxys presents DPX to JPE CBRND for a second time. September demonstration showed proof of concept across Ebola, anthrax, RSV, flu, and Burkholderia. Tomorrow's presentation focuses on DPX's flexibility to address multiple biological threats with one versatile platform. This is the kind of institutional validation that moves from concept to execution. RAVEN program fit is becoming concrete.

$BVAXF A RAVEN or pharma license pays Horizon through the royalty waterfall. A fire sale only recycles the IMV mess they already ate once. https://www.prnewswire.com/news-releases/biovaxys-and-horizon-technology-finance-corp-execute-amendment-to-asset-purchase-agreement-apa-302569355.html

$BVAXF 30 Sep passes with no filings. That is a real risk. It is not the same as a confirmed wind-up or a Gower-style carve-out. Email the IR form if you want, but the document that matters is the annual audit on SEDAR.