Invivyd, Inc. (IVVD)
Invivyd, Inc. is a clinical-stage biopharmaceutical company focused on developing antibody-based solutions for infectious diseases. Their lead product, adintrevimab (ADG20), is currently in Phase 3 clinical trials for the treatment and prevention of coronavirus disease.
Company Overview
Invivyd, Inc. pioneers antibody-based solutions for infectious diseases, highlighted by adintrevimab (ADG20) in Phase 3 trials targeting coronavirus, offering a compelling investment opportunity within the rapidly evolving biotechnology sector and a potential first-mover advantage in novel treatments.
Investment Thesis
Invivyd presents a compelling investment opportunity due to its focus on antibody-based solutions for infectious diseases, particularly its lead product candidate, adintrevimab (ADG20), which is in Phase 3 clinical trials. Successful completion of these trials and subsequent regulatory approval could drive significant revenue growth. The company's collaborations with Adimab and the Scripps Research Institute enhance its research and development capabilities, providing a competitive edge in identifying and developing novel therapies. With a market capitalization of $0.21 billion and a gross margin of 93.3%, Invivyd offers a potentially undervalued entry point into a high-growth sector. Key value drivers include the successful commercialization of adintrevimab and the expansion of its pipeline through ongoing research and development efforts. Investors should consider the potential for rapid appreciation based on clinical trial outcomes and market adoption of its products.
Key Highlights
- Market Cap of $0.21B indicates the current valuation of the company in the stock market.
- Gross Margin of 93.3% reflects the company's efficiency in managing production costs relative to revenue.
- P/E Ratio of -4.52 suggests the company is currently unprofitable, common for clinical-stage biopharmaceutical companies.
- Beta of 0.60 indicates lower volatility compared to the overall market, suggesting a relatively stable investment.
- Lead product candidate ADG20 (adintrevimab) is in Phase 3 clinical trials, representing a significant milestone towards potential commercialization.
Competitors
Strengths
- Lead product candidate (adintrevimab) in Phase 3 clinical trials.
- Strong gross margin of 93.3%.
- Collaborations with Adimab and Scripps Research Institute.
- Experienced management team with expertise in infectious diseases.
Weaknesses
- Currently unprofitable with a negative P/E ratio.
- Reliance on the success of adintrevimab.
- Limited commercial infrastructure.
- Relatively small market capitalization.
Catalysts
- Upcoming: Completion of Phase 3 clinical trials for adintrevimab.
- Upcoming: Regulatory submission for adintrevimab approval.
- Ongoing: Expansion of research and development pipeline.
- Ongoing: Announcement of new strategic partnerships.
Risks
- Potential: Clinical trial failures or delays.
- Potential: Competition from other biotechnology companies.
- Potential: Regulatory hurdles and changing healthcare policies.
- Ongoing: Dependence on key personnel.
- Ongoing: Intellectual property protection challenges.
Growth Opportunities
- Expansion of Adintrevimab (ADG20) Indications: Invivyd has the opportunity to expand the use of adintrevimab beyond COVID-19 treatment and prevention. This includes exploring its potential against new variants and other related coronaviruses. The market for broad-spectrum antiviral therapies is substantial, offering a significant growth avenue. Successful expansion could lead to increased revenue and market share, with potential revenues exceeding $1 billion annually within 3-5 years.
- Development of Next-Generation Antibody Therapies: Leveraging its collaboration with Adimab, Invivyd can develop next-generation antibody therapies targeting a wider range of infectious diseases. This includes influenza, RSV, and other respiratory viruses. The global market for influenza therapeutics alone is estimated at several billion dollars, providing a substantial growth opportunity. The timeline for developing and commercializing new therapies is typically 5-7 years.
- Strategic Partnerships and Acquisitions: Invivyd can pursue strategic partnerships and acquisitions to expand its pipeline and market reach. This includes collaborating with other biotechnology companies or acquiring promising early-stage assets. Strategic alliances can accelerate the development and commercialization of new therapies, creating significant value for shareholders. The timeline for realizing the benefits of partnerships and acquisitions varies depending on the specific deals.
- Geographic Expansion: Invivyd has the opportunity to expand its geographic presence beyond the United States. This includes entering key markets in Europe and Asia, where there is a significant demand for infectious disease therapeutics. Geographic expansion can drive revenue growth and increase the company's global market share. The timeline for successful geographic expansion is typically 2-4 years.
- Advancement of Vaccine Candidates: Through its collaboration with the Scripps Research Institute, Invivyd can advance the development of vaccine candidates for influenza and beta coronaviruses. The vaccine market is substantial, offering a significant growth opportunity. Successful development and commercialization of new vaccines could generate significant revenue and contribute to global health security. Vaccine development typically takes 5-10 years.
Opportunities
- Expansion of adintrevimab indications.
- Development of next-generation antibody therapies.
- Strategic partnerships and acquisitions.
- Geographic expansion into new markets.
Threats
- Clinical trial failures or delays.
- Competition from other biotechnology companies.
- Regulatory hurdles and changing healthcare policies.
- Emergence of new coronavirus variants.
Competitive Advantages
- Proprietary antibody technology and intellectual property.
- Strategic collaborations with leading research institutions.
- Advanced clinical development pipeline with a Phase 3 asset.
- Expertise in infectious disease therapeutics.
About
Invivyd, Inc., formerly Adagio Therapeutics, was founded in 2020 and is headquartered in Waltham, Massachusetts. The company is dedicated to the discovery, development, and commercialization of innovative antibody-based therapies for infectious diseases. Their primary focus is on addressing unmet needs in the treatment and prevention of viral infections, with a strong emphasis on coronaviruses. Invivyd's lead product candidate, adintrevimab (ADG20), is a potent neutralizing antibody currently undergoing Phase 3 clinical trials for both the treatment and prevention of COVID-19. This antibody is designed to provide broad protection against various SARS-CoV-2 variants. Beyond adintrevimab, Invivyd is actively engaged in research and development efforts to expand its pipeline of antibody-based solutions for other infectious diseases, leveraging collaborations with Adimab, LLC for antibody discovery and optimization, and the Scripps Research Institute for vaccine candidate identification against influenza and beta coronaviruses. The company aims to establish itself as a leader in the field of infectious disease therapeutics through scientific innovation and strategic partnerships.
What They Do
- Discovers antibody-based solutions for infectious diseases.
- Develops antibody therapies for the treatment of viral infections.
- Commercializes antibody products to address unmet medical needs.
- Focuses on coronaviruses, including SARS-CoV-2 and its variants.
- Conducts Phase 3 clinical trials for adintrevimab (ADG20).
- Collaborates with Adimab, LLC for antibody discovery and optimization.
- Partners with the Scripps Research Institute for vaccine candidate identification.
Business Model
- Develops and patents novel antibody therapies.
- Conducts clinical trials to demonstrate safety and efficacy.
- Seeks regulatory approval from health authorities like the FDA.
- Commercializes approved products through sales and marketing efforts.
Industry Context
Invivyd operates within the biotechnology industry, which is characterized by rapid innovation and high growth potential, particularly in the area of infectious disease therapeutics. The market for COVID-19 treatments and preventatives remains substantial, even as the pandemic evolves. The competitive landscape includes companies like CCCC, CDXS, GNFT, IMDX, and NTHI, which are also developing therapies for infectious diseases. Invivyd's focus on antibody-based solutions positions it to capitalize on the increasing demand for effective and targeted treatments. The biotechnology industry is expected to continue its growth trajectory, driven by advancements in research and development and the ongoing need for novel therapies to address emerging infectious diseases.
Key Customers
- Patients infected with coronaviruses, including COVID-19.
- Healthcare providers who prescribe and administer antibody therapies.
- Hospitals and clinics that treat infectious diseases.
- Government agencies and public health organizations.
Financials
Recent Quarterly Results
| Quarter | Revenue | Net Income | EPS |
|---|---|---|---|
| Q3 2025 | $13M | -$10M | $-0.06 |
| Q2 2025 | $12M | -$15M | $-0.12 |
| Q1 2025 | $11M | -$16M | $-0.14 |
| Q4 2024 | $14M | -$18M | $-0.16 |
Source: Company filings
Chart & Info
Price Chart
Invivyd, Inc. (IVVD) stock price: $2.55 (+0.05, +2.00%)
Why Bull
- •Recent insider buying suggests confidence in Invivyd's future performance, indicating that those with the most knowledge believe in the company's potential.
- •Community sentiment has shifted positively, with discussions highlighting the innovative approach to addressing unmet medical needs, driving excitement.
- •Analysts have noted the growing demand for effective therapeutic solutions, positioning Invivyd favorably within a competitive landscape.
- •Recent partnerships and collaborations have enhanced Invivyd's credibility, attracting interest from both institutional and retail investors.
Why Bear
- •Some investors express concerns over the company's ability to scale its operations efficiently, which could hinder growth prospects.
- •Negative sentiment has emerged around regulatory challenges that may delay product launches, creating uncertainty in the market.
- •Recent earnings calls revealed potential cash flow issues, raising alarms about the sustainability of current operations without additional funding.
- •Overall market volatility has made investors wary, with some viewing biotech stocks, including Invivyd, as high-risk in the current economic climate.
Latest News
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Technical Analysis
Rationale
AI-generated technical analysis for IVVD including trend direction, momentum, and pattern recognition.
What to Watch
Key support and resistance levels, volume signals, and upcoming events.
Risk Management
Position sizing, stop-loss levels, and risk-reward assessment.
Community
Discussion
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Sentiment
Community sentiment and discussion activity for IVVD.
Make a Prediction
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Current price: $2.55
Analyst Consensus
Consensus Rating
Aggregated Buy/Hold/Sell recommendations from Benzinga, Yahoo Finance, and Finnhub for IVVD.
Price Targets
Median: $9.50 (+272.5% from current price)
Insider Flow (30d)
MoonshotScore
Score Factors
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Revenue Growth 5/100
Revenue growth data is currently unavailable for this company.
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Gross Margin 10/100
Gross margin of 93.3% shows excellent pricing power and a strong competitive moat.
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Operating Leverage 4/100
Limited operating leverage due to slower revenue growth, keeping profit scaling constrained.
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Cash Runway 6/100
Adequate cash of $69M covers near-term needs but may require additional funding for aggressive expansion.
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R&D Intensity 10/100
Investing 540.7% of revenue in R&D signals heavy commitment to innovation and future product pipeline.
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Insider Activity 3/100
Net insider selling of -$0.25M may indicate reduced confidence or routine diversification by executives.
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Short Interest 7/100
Active trading at 3.30% daily turnover suggests elevated interest, which can increase volatility.
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Price Momentum 3/100
Weak momentum with few bullish signals. The stock may be in a downtrend or consolidation phase.
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News Sentiment 5/100
No sentiment data available
What does this score mean?
The MoonshotScore rates IVVD's growth potential on a scale of 0-100 across multiple factors including innovation, market disruption, financial health, and momentum.
Competitors & Peers
Latest News
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Frequently Asked Questions
What does Invivyd, Inc. do?
Invivyd, Inc. is a clinical-stage biopharmaceutical company dedicated to discovering, developing, and commercializing antibody-based solutions for infectious diseases. Their lead product candidate, adintrevimab (ADG20), is a neutralizing antibody currently in Phase 3 clinical trials for the treatment and prevention of coronavirus disease. The company leverages collaborations with Adimab, LLC and the Scripps Research Institute to enhance its research and development capabilities. Invivyd aims to address unmet needs in the treatment and prevention of viral infections, with a strong emphasis on coronaviruses and other emerging infectious diseases, positioning itself as a key player in the biotechnology sector.
Is IVVD stock a good buy?
IVVD stock presents a speculative investment opportunity with high potential upside. The company's focus on antibody-based solutions for infectious diseases, particularly its lead product candidate adintrevimab (ADG20) in Phase 3 trials, offers significant growth potential. However, the company is currently unprofitable, reflected in its negative P/E ratio. Investors should carefully consider the risks associated with clinical-stage biopharmaceutical companies, including the possibility of clinical trial failures and regulatory hurdles. A successful outcome for adintrevimab and expansion of the pipeline could drive substantial value, but the investment requires a high-risk tolerance.
What are the main risks for IVVD?
The main risks for Invivyd include the potential for clinical trial failures or delays, which could significantly impact the company's valuation and future prospects. Competition from other biotechnology companies developing similar therapies poses a threat to market share. Regulatory hurdles and changing healthcare policies could also impede the approval and commercialization of adintrevimab. Additionally, the company's dependence on key personnel and the challenges associated with protecting its intellectual property represent ongoing risks. Investors should carefully assess these factors before considering an investment in IVVD.
Is IVVD a good stock to buy?
Whether IVVD is a good investment depends on your financial goals, risk tolerance, and investment horizon. Review the Investment Thesis, SWOT analysis, and Risk sections on this page. Always do your own research and consult a financial advisor before investing.
What is the IVVD MoonshotScore?
MoonshotScore is our proprietary AI-powered rating system that evaluates stocks based on growth potential, financial health, market momentum, and risk factors. It helps investors quickly identify high-potential opportunities. Check the MoonshotScore badge on this page for the current rating.
How often is IVVD data updated?
Stock prices are updated in real-time during market hours (9:30 AM - 4:00 PM ET). Company fundamentals, analyst ratings, and AI insights are refreshed daily. News is updated continuously throughout the day.
What are the growth catalysts for IVVD?
Growth catalysts vary by company and may include new product launches, market expansion, earnings surprises, partnerships, or industry tailwinds. Check the Catalysts section on this page for specific drivers relevant to Invivyd, Inc..
Who are IVVD's main competitors?
Invivyd, Inc.'s competitors depend on its industry and market segments. Check the Competitors section on this page for a list of direct competitors and how IVVD compares.
What do analysts say about IVVD?
Analyst ratings and price targets for IVVD are aggregated from multiple sources. Check the Analyst Consensus tab for buy/hold/sell ratings and the current consensus price target.
What is IVVD's market cap?
Market capitalization reflects the total market value of IVVD's outstanding shares. Check the Key Statistics section at the top of this page for the current market cap and other key financial metrics.
How has IVVD stock performed recently?
Check the Chart & Info tab for IVVD's recent price action, including daily, weekly, and monthly performance charts with technical indicators.
What are the risks of investing in IVVD?
Every stock carries risk. Check the Risks and Weaknesses sections on this page for IVVD-specific risk factors. Consider macroeconomic conditions, industry trends, and company-specific challenges.
Are insiders buying or selling IVVD?
Insider activity can signal management confidence. Check the Insider Flow tab for recent insider buys, sells, and exercise transactions for IVVD.
Is IVVD a good stock for beginners?
Invivyd, Inc. (IVVD) can be suitable for beginner investors depending on several factors. Look at the MoonshotScore on this page for an overall AI-powered assessment of growth potential and risk. Beginners should also check the company's market cap (larger companies tend to be less volatile), gross margin (higher margins mean stronger business fundamentals), and cash position (healthy cash reduces bankruptcy risk). Always start with a small position size and never invest money you cannot afford to lose.
How risky is IVVD for first-time investors?
Every stock carries risk, including Invivyd, Inc. (IVVD). First-time investors should review the Risk Factors section on this page for company-specific risks. Key risk indicators include price volatility (check the chart for daily swings), insider selling activity (see Insider Flow tab), and cash runway (see MoonshotScore breakdown). A diversified portfolio with an index fund like the S&P 500 as a core holding is generally recommended before adding individual stocks like IVVD.
Disclaimer: This content is for informational purposes only and does not constitute investment advice. Always do your own research and consult a financial advisor.
Data provided for informational purposes only.
- Information is based on available data and may be subject to change.
- Investment decisions should be based on individual risk tolerance and due diligence.