IVVD
Invivyd, Inc.2.3800
+0.1600+7.21%
Dec 16, 4:00:02 PM EST
Earnings Call Transcripts
This Quarter (Q1 '26)
No earnings call transcript available yet
Last Quarter (Q4 '25)
FY Q4 '25
Trial resizing, measles/RSv details
Q&A detailed Declaration trial's prespecified ~30% upsizing option around April if event rates demand more power, but rapid enrollment should curb delays. Management outlined measles antibody use cases—treatment, post-exposure prophylaxis, outbreaks, pediatric vaccine enhancement—spurred by HCP requests. RSV program counters drift since nirsevimab's screening and known liabilities. LIBERTY myocarditis watch is basic yes/no, unpowered for rarity. Analysts' powering probes drew confident replies. Declaration events on track. Investors watch mid-2026 data.
Key Stats
Market Cap
659.41MP/E (TTM)
-Basic EPS (TTM)
-0.45Dividend Yield
0%Recent Filings
8-K
Q4 revenue jumps, trial enrolled
Invivyd posted Q4 2025 PEMGARDA net product revenue of $17.2 million, up 25% year-over-year and 31% quarter-over-quarter, while slashing R&D expenses to $38.3 million from $137.3 million in 2024. Cash hit $226.7 million after raising over $200 million in 2H 2025. DECLARATION Phase 3 trial for VYD2311 fully enrolled, with top-line data mid-2026. Momentum builds.
10-K
FY2025 results
Invivyd's FY2025 10-K highlights PEMGARDA's EUA since March 2024 for COVID-19 pre-exposure prophylaxis in immunocompromised patients, with no financial statements disclosed. VYD2311 advanced significantly: Phase 1/2 data in June 2025, FDA alignment on BLA pathway in August, IND clearance in October, and DECLARATION Phase 3 initiation in December with mid-2026 readout. Pipeline expanded to RSV (VBY329 IND H2 2026) and measles (preclinical H1 2026). Cash position supported by April 2025 Term Facility, yet going concern doubt persists. Q4 momentum strong in clinical milestones. Variant escape risks threaten mAbs.
8-K
Invivyd Q4 revenue jumps 31%
Invivyd reported preliminary Q4 2025 PEMGARDA net product revenue of $17.2 million, up 25% year-over-year and 31% quarter-over-quarter. Cash hit $226.7 million after raising over $200 million in 2H 2025. Pipeline advances: DECLARATION Phase 3 trial for VYD2311 underway, top-line mid-2026; RSV candidate VBY329 nominated. Cash funds trials, but figures are preliminary.
8-K
FDA Fast Track for VYD2311
Invivyd earned FDA Fast Track designation for VYD2311, its investigational monoclonal antibody for preventing COVID in at-risk individuals. The status speeds development and review for this vaccine alternative, ahead of the ongoing Phase 3 DECLARATION trial. Top-line data due mid-2026. Trial risks viral evolution.
8-K
VBY329 RSV candidate selected
Invivyd nominated VBY329, a monoclonal antibody candidate for preventing RSV in neonates, infants, and children, boasting 1.5-fold greater potency than nirsevimab and up to 500-fold better neutralization against resistant variants in vitro. The company targets IND readiness in 2H 2026 for this pediatric prophylaxis contender in a market projected at $3-4B by 2030. Preclinical hurdles loom large.
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