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Joseph Palumbo

Chief Medical Officer at BIOVIE
Executive

About Joseph Palumbo

Dr. Joseph M. Palumbo, age 65, has served as BioVie’s Chief Medical Officer since 2021 (appointed November 2021) with board-certified expertise in Psychiatry and Addiction Psychiatry; he holds a BA from the University of Pennsylvania and an MD from George Washington University, and completed NIH fellowship training and chief residency at Yale’s Ribicoff Clinical Neuroscience Research Unit . His prior track record includes leading successful global registrations at Johnson & Johnson (Risperdal, Concerta, Invega) and guiding Mitsubishi Tanabe’s registrational program for Radicava (edaravone) in ALS; he previously served as CMO at Zynerba Pharmaceuticals . BioVie’s financial profile during his tenure reflects a clinical-stage, loss-making company with improving losses in FY2025:

Metric ($USD)FY 2022FY 2023FY 2024FY 2025
EBITDA-27,023,600*-44,851,071*-31,950,208*-17,836,823*
Net Income (Loss)-26,084,468*-50,255,815*-32,120,533*-17,542,120*

*Values retrieved from S&P Global

Past Roles

OrganizationRoleYearsStrategic impact
Zynerba PharmaceuticalsChief Medical OfficerJul 2019 – Oct 2021Led clinical operations, development, regulatory, medical affairs .
Mitsubishi Tanabe Pharma (US & Japan)Senior worldwide governance roles; led medical science & translational researchApr 2012 – Jun 2019Guided successful registrational programs for Radicava (edaravone) in ALS .
Johnson & JohnsonGlobal Head & Franchise Medical Leader, Psychiatry; Interim Head, Global NeuroscienceApr 2003 – Mar 2012Led teams achieving global registrations for Risperdal, Concerta, Invega .
PharmanetHead of Psychiatry & NeurologyApr 2002 – Apr 2003Therapeutic leadership roles .
Sanofi-Synthélabo (Europe)Industry rolesApr 1999 – Apr 2002European pharma leadership roles .
CephalonBiotech roleApr 1997 – Apr 1998Biotech experience .
Yale, Cornell, University of PennsylvaniaSenior leadership & hospital administration (academic research institutions)Jul 1989 – Apr 2002Academic leadership and clinical neuroscience research .

External Roles

OrganizationRoleYearsNotes
American Academy of NeurologyFellowN/AProfessional fellowship; numerous patents/publications .

Fixed Compensation

ComponentFY 2024FY 2025
Base Salary$560,000 $560,000
Cash Bonus (Actual)$0 $84,000
NotesEmployment arrangements are at will .Employment arrangements are at will .

Performance Compensation

  • Design overview

    • Equity awarded under the 2019 Omnibus Equity Incentive Plan (options and occasional RSUs); no separate LTIP with performance payout metrics disclosed; the company states it does not have other long-term incentive plans intended as performance incentives beyond options/RSUs .
    • The 2019 Plan vests options/RSUs primarily on time-based schedules (details below); no automatic acceleration on change-in-control (treatment per award agreement or committee discretion) .
  • RSU awards outstanding (as of 6/30/2025):

    • 100 RSUs outstanding for Dr. Palumbo; awarded 11/23/2022; initial 25% vested at grant, remainder vests in three equal annual installments beginning first anniversary .
  • Stock option awards outstanding (as of 6/30/2025):

Grant dateExercisable optionsUnexercisable optionsStrikeExpirationNotes/Vesting terms
02/01/2022845 397 $320.00 02/01/2032 Options granted prior to Aug 20, 2021 vested at grant; Aug 20, 2021 grants: 20% at grant, remainder in 5 equal annual installments; Jun 7, 2023 grants: 25% at grant, remainder in 4 equal annual installments; CEO RSUs/Options in 2022-23 vest in 3 annual installments; RSUs 11/23/2022 vest 25% at grant then annually x3 .
06/07/2023180 120 $578.00 06/07/2033 See vesting schedules above .
06/24/20241,040 520 $47.40 06/24/2034 See vesting schedules above .
12/20/2024514 1,028 $19.00 12/20/2034 See vesting schedules above .
  • Pay-for-performance metrics table (company-disclosed) | Metric | Weighting | Target | Actual | Payout | Vesting | |---|---|---|---|---|---| | Not disclosed | — | — | — | — | Time-based equity; no explicit performance goals disclosed for NEO awards . |

Equity Ownership & Alignment

  • Beneficial ownership and guideline/policy context
    • Beneficial ownership (as of 9/22/2025): 3,772 shares; includes options to purchase 2,579 shares and 100 RSUs exercisable/vestable within 60 days; <1% ownership . Shares outstanding: 7,535,080 (record date for 2025 meeting) .
    • Beneficial ownership (as of 9/30/2024): 21,703 shares; includes options to purchase 11,517 shares within 60 days; <1% ownership .
    • Anti-hedging policy prohibits trading in derivatives (e.g., puts, calls, short sales) on Company securities . Pledging and ownership guideline multiples not disclosed.
Measure20242025
Total beneficial ownership (shares)21,703 3,772
Ownership % of outstanding<1% <1%
Within 60-day convertible/vestable11,517 options 2,579 options; 100 RSUs
Hedging policyAnti-hedging restriction in place Anti-hedging restriction in place
PledgingNot disclosedNot disclosed
  • Potential selling pressure and vesting calendar
    • Dr. Palumbo holds multiple option grants with remaining unvested tranches extending to 2027; unvested awards generally forfeit on termination; vested options generally exercisable 90 days post-termination (1 year on death/disability) . The 2019 Plan amendment in 2025 increased the pool to 3,100,000 shares and extended plan duration, supporting continued equity issuance (potential dilution) .

Employment Terms

TermDetail
Employment agreementAt-will (no fixed term) .
SeveranceCompany discloses no severance/change-in-control cash arrangements for NEOs; no special payments upon termination/CIC .
Equity on terminationVested options typically exercisable 90 days (1 year death/disability); unvested RSUs/options forfeited unless committee decides otherwise .
Change-in-control treatment2019 Plan has no automatic acceleration on CIC; treatment per award agreement or committee discretion .
Clawback / hedging / pledgingAnti-hedging policy in place; clawback/pledging not specifically disclosed in proxy .

Say-on-Pay and Shareholder Votes

MeetingProposalForAgainstAbstainBroker non-voteOutcome
Nov 7, 2024Say-on-Pay3,004,131108,12687,4301,657,025Approved .
Nov 10, 20252019 Plan amendment/restatement (increase to 3,100,000 shares)1,340,062207,7945,4921,864,509Approved .

Company Performance Context (during tenure)

Metric ($USD)FY 2022FY 2023FY 2024FY 2025
EBITDA-27,023,600*-44,851,071*-31,950,208*-17,836,823*
Net Income (Loss)-26,084,468*-50,255,815*-32,120,533*-17,542,120*

*Values retrieved from S&P Global

Additional Notes

  • Section 16 filings: The Company noted late Form 4 filings for Dr. Palumbo on July 12, 2024 and January 7, 2025 (also noted for other insiders) ; similar mention for July 12, 2024 in the 2024 proxy .
  • Board/committee governance: Independent Compensation Committee administers equity plans; all committees comprised solely of independent directors .

Investment Implications

  • Pay design and alignment: Dr. Palumbo’s compensation is primarily fixed salary plus time-based equity with occasional cash bonus; there are no disclosed performance-conditioned payout metrics for his equity awards, reducing explicit pay-for-performance linkage at the individual award level .
  • Vesting/selling pressure: Multiple unvested option tranches through 2027 create a calendar of potential supply; termination provisions (forfeiture of unvested, 90-day post-termination exercise for vested) influence timing risk, but no CIC auto-acceleration lowers event-driven overhang .
  • Ownership/skin-in-the-game: Palumbo owns <1% of shares; while he holds options/RSUs, absolute share ownership is modest relative to outstanding shares; anti-hedging helps preserve alignment; pledging and ownership guideline multiples are not disclosed, limiting full alignment assessment .
  • Dilution backdrop: The 2019 Plan share reserve increase to 3.1 million in 2025 signals continued reliance on equity for retention/incentives, adding potential dilution but supporting talent retention in a clinical-stage setting .
  • Company fundamentals: Net losses narrowed in FY2025 from FY2024, consistent with clinical-stage variability; absence of revenue in reported SPGI feed underscores reliance on financing and successful clinical milestones to drive future value*.

*Values retrieved from S&P Global