SCHEDULE: Rodney Hodges Group Reduces BiomX Stake Below 5%

An amendment to a Schedule 13G filing reveals that a group including Rodney Hodges, Geneva Holding Company, and Telmina Limited has reduced its beneficial ownership of BiomX Inc. common stock to 0.7%.

Summary

• This filing is an amendment to a Schedule 13G, indicating a change in beneficial ownership of BiomX Inc. common stock.
• The reporting persons include Rodney Hodges, Geneva Holding Company (GHC) SA, Geneva Trust Company (GTC) SA, Centaurus Investments Limited, and Telmina Limited.
• Collectively, these reporting persons now beneficially own 82,618 shares of BiomX Inc. common stock, representing 0.7% of the class.
• This ownership percentage is based on 11,797,449 shares outstanding as of June 22, 2026.
• The beneficial ownership includes 33,934 warrants held by Telmina Limited, exercisable within 60 days of August 13, 2026.

Sentiment

Score: 3

Explanation: StockSavvy.ai views this filing as neutral to slightly negative, as it primarily reports a change in beneficial ownership percentage to below 5%, indicating a reduction in stake or a reclassification, without providing significant new operational or financial information.

Positives

• The reporting persons have clarified their beneficial ownership stake, which is now below the 5% threshold that typically triggers more detailed reporting.
• The filing confirms the existence of warrants held by Telmina Limited, providing transparency on potential future share acquisition.

Negatives

• The reduction in beneficial ownership to 0.7% suggests a decreased investment or strategic interest from the reporting group in BiomX Inc.
• No new operational or financial performance data for BiomX Inc. is provided in this filing.

Risks

• The decrease in beneficial ownership by a significant group could be interpreted as a lack of confidence in the company's future prospects by those involved.
• The exercisability of warrants held by Telmina Limited within 60 days of August 13, 2026, introduces a potential for future dilution if exercised.

Future Outlook

The filing does not contain forward-looking statements or guidance regarding BiomX Inc.'s future performance. The only forward-looking element pertains to the exercisability of warrants held by Telmina Limited within 60 days of August 13, 2026.

Management Comments

• Rodney Hodges disclaims beneficial ownership of the shares except to the extent of his pecuniary interest therein, stating he does not make day-to-day voting or investment decisions with respect to the shares held by the Reporting Entities.

Industry Context

StockSavvy.ai notes that Schedule 13G filings are common for institutional investors and significant shareholders to report changes in ownership. A reduction to below 5% often signifies a shift in investment strategy or a move to a less active shareholder role, which can sometimes precede further divestment or a change in market perception.

Stakeholder Impact

• Shareholders may view the reduction in stake by the reporting group as a potentially negative signal, possibly impacting share price.
• The disclosure provides clarity on ownership structure, which is beneficial for all stakeholders seeking to understand the company's shareholder base.

Next Steps

• The reporting persons will continue to monitor their beneficial ownership levels in BiomX Inc.
• Telmina Limited may exercise its warrants within 60 days of August 13, 2026, which could alter its beneficial ownership percentage.

Key Dates

Recommendation

The filing indicates a reduction in beneficial ownership to a minor stake (0.7%), suggesting the reporting group is no longer a significant active holder. While not overtly negative, it removes a potential source of buying pressure and could signal reduced conviction. Without new operational or financial data from BiomX Inc. itself, a 'hold' recommendation is prudent, awaiting further developments or clarity on the group's future intentions.

Keywords

Beneficial Ownership, Schedule 13G, BiomX Inc., Rodney Hodges, Telmina Limited, Warrants, Investment Holding