SCHEDULE: BiomX Inc. Beneficial Ownership Disclosure

A group of investment entities led by Rodney Hodges has disclosed a 5.2% beneficial ownership stake in BiomX Inc.

Summary

• Rodney Hodges and associated entities (POD Sarl, Geneva Holding Company SA, Geneva Trust Company SA, Centaurus Investments Limited, and Telmina Limited) have filed an amendment to their Schedule 13G.
• The reporting group collectively holds 82,618 shares of BiomX Inc. common stock.
• The reported stake represents 5.2% of the company's outstanding common stock, based on 1,593,703 shares outstanding as of February 16, 2026.
• The holdings include 33,934 warrants held by Telmina Limited that are exercisable within 60 days of May 14, 2026.

Sentiment

Score: 5

Explanation: StockSavvy.ai views this as a neutral regulatory filing that confirms existing institutional interest without signaling any immediate change in corporate strategy or financial health.

Positives

• The filing confirms a significant institutional-level interest in the company, with a 5.2% stake indicating long-term investment confidence.

Negatives

• The reporting persons explicitly state they do not intend to influence or change the control of the issuer, which may limit their role as active catalysts for corporate change.

Risks

• The investment includes warrants, which could lead to future dilution of existing shareholders upon exercise.
• The reporting persons disclaim day-to-day control, meaning they are passive investors.

Future Outlook

The reporting persons have certified that the securities were not acquired for the purpose of changing or influencing the control of the issuer.

Management Comments

• The reporting persons certify that the securities were not acquired for the purpose of changing or influencing the control of the issuer.

Industry Context

StockSavvy.ai notes that this filing is a standard regulatory disclosure for passive institutional investors in the biotechnology sector, reflecting typical capital structure management rather than a strategic shift in company direction.

Comparison to Industry Standards

• The 5.2% threshold is the standard regulatory trigger for public disclosure of beneficial ownership in the U.S. market.
• The use of a joint filing agreement is standard practice for affiliated investment entities to streamline regulatory compliance.

Stakeholder Impact

• Shareholders should note the potential for minor dilution if the warrants are exercised.

Next Steps

• Potential exercise of 33,934 warrants by Telmina Limited.

Key Dates

Keywords

BiomX, Schedule 13G, Beneficial Ownership, Biotech, Equity Investment, Warrants