Invivyd, Inc.
IVVD evidence brief
What we can confirm
- BioSniper Score:
- 6.7 / 10
- Market Cap:
- $228.7M
- Lead Asset:
- adintrevimab (Phase 2/Phase 3)
What it means
What to watch
Prepared research question
What matters most for IVVD—catalysts, financial risk and supporting evidence?
Traceable citations · Unknowns marked
BioSniper AI · IVVD
Invivyd, Inc. is a biotech company focused on monoclonal antibody therapies for infectious diseases, with a commercial product (PEMGARDA) for COVID-19 and a next-generation candidate (VYD2311) in late-stage development.
Key risk: PEMGARDA EUA termination
BioSniper Score
Based on 4 of 6 signals
Market Cap
$228.7M
Cash Runway
—
Lead Asset
adintrevimab (Phase 2/Phase 3)
Next Catalyst
—
Financial data as of Jun 30, 2026.
Tracking 4 pipeline candidates · 3 clinical trials for Invivyd, Inc..
Invivyd, Inc. is a biotech company focused on monoclonal antibody therapies for infectious diseases, with a commercial product (PEMGARDA) for COVID-19 and a next-generation candidate (VYD2311) in late-stage development.
- Cash & equivalents of $160.1M as of 2026-06-30 [sec]
- Q2 2026 PEMGARDA net product revenue of $14.3M, up 21% from Q2 2025 [news · 2026-08-13]
- Net income of -$44.4M for the period ending 2026-06-30 [sec]
- Phase III LIBERTY study of VYD2311 met safety goals; company plans to pursue FDA accelerated approval [news · 2026-10-05]
- PEMGARDA EUA termination effective June 29, 2027, following HHS announcement [sec_mda · as of 2026-08-13]
What works
- PEMGARDA revenue grew 21% year-over-year in Q2 2026, indicating increasing commercial traction [news · 2026-08-13]
- VYD2311 Phase III LIBERTY study met safety goals, supporting a potential accelerated-approval pathway [news · 2026-10-05]
- Cash position of $160.1M as of 2026-06-30 provides runway for ongoing development and commercialization [sec]
What to weigh
- PEMGARDA EUA is set to terminate on June 29, 2027, creating a finite commercial window for the current product [sec_mda · as of 2026-08-13]
- Net loss of $44.4M for the period ending 2026-06-30 reflects ongoing operating expenses exceeding revenue [sec]
- Future revenue depends on successful transition to next-generation candidates like VYD2311, which is not yet approved [sec_mda · as of 2026-08-13]
From the filings
Quoted directly from source documents.
PEMGARDA EUA termination date
“the future termination of the PEMGARDA EUA, to be effective on June 29, 2027”
SEC MD&A · August 13, 2026
Q2 2026 PEMGARDA revenue and growth
“Achieved Q2 2026 PEMGARDA® (pemivibart) net product revenue of $14.3 million, representing 21% growth versus Q2 2025”
News · August 13, 2026
Catalyst timeline
- 2023-07-31 · Trial_Readout: Prevention of COVID-19 Following a Single Intramuscular Administration of Adintrevimab: Results From a Phase 2/3 Randomized, Double-Blind, Placebo-Controlled Trial (EVADE) — Historical readout showing adintrevimab efficacy; not directly tied to current pipeline but reflects prior clinical data.
- 2026-01-08 · Phase3_Start: A Phase 3, Randomized, Triple-Blind, Placebo-Controlled Study to Evaluate — Initiation of a Phase 3 study; details truncated but marks a key clinical milestone.
Risks & what to watch (3)›
Key risks
- PEMGARDA EUA termination — PEMGARDA EUA ends June 29, 2027, limiting the commercial lifespan of the current product [sec_mda · as of 2026-08-13]
- Ongoing net losses — Net loss of $44.4M for period ending 2026-06-30 indicates expenses outpace revenue [sec]
- Dependence on VYD2311 approval — Future revenue relies on VYD2311, which is not yet approved and faces regulatory and clinical risks [news · 2026-10-05]
What to watch
- VYD2311 accelerated-approval discussions with FDA and any subsequent regulatory milestones [news · 2026-10-05]
- PEMGARDA revenue trajectory and market share ahead of EUA termination in 2027 [news · 2026-08-13]
- Cash burn rate and any additional financing needs given net losses and development costs [sec]
- Progress of next-generation candidates VBY329 and VMS063 in preclinical/clinical development [sec_mda · as of 2026-08-13]
Sources: Catalysts · News · SEC MD&A · Generated October 10, 2026 · How we verify sources →
Run Invivyd, Inc. through your own thesis
Use the pipeline, catalyst, financial, FDA, and market facts on this page as inputs to a protocol you control.
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Evidence & data
Score breakdownBased on 4 of 6 signals · derived from public data
Cash runway data unavailable
D/E 0.21 · 0% dilution
Lead: Approved
4 candidates
No upcoming catalysts tracked
0 buys · 10 sells (180d)
Pipeline
Regulatory
Financials
Institutional Holdings
Source: SEC Form 13F · as of Mar 2026Institutional holders
140
Total value held
$294.8M
| Holder | Shares | Value |
|---|---|---|
| janus henderson group plc | 33,094,330 | $42.9M |
| perceptive advisors llc | 20,859,303 | $27.1M |
| bvf inc/il | 19,525,000 | $25.4M |
| maverick capital ltd | 18,970,913 | $24.7M |
| saturn v capital management lp | 10,949,084 | $14.2M |
| vanguard capital management llc | 10,074,326 | $13.1M |
| m28 capital management lp | 9,248,250 | $12.0M |
| eventide asset management, llc | 9,071,995 | $11.8M |
| driehaus capital management llc | 8,436,894 | $11.0M |
| soleus capital management, l.p. | 7,708,727 | $10.0M |
Showing top 10 of 140 institutional holders of Invivyd, Inc.. Open the full 13F history after sign-in.
Short Interest
as of May 21, 2026- % of float
- 11.5%
- Days to cover
- 8.7
- Shares short
- 29,263,723
- Daily short volume
- -
Short percent of float and days-to-cover reflect reported short positioning. Daily short volume is the exchange-reported short share of a single day's trading volume and is noisier. See the most-shorted biotech ranking →
IVVD short interestGovernance
Frequently asked questions
What is the AI investment thesis for Invivyd, Inc.?
Invivyd, Inc. is a biotech company focused on monoclonal antibody therapies for infectious diseases, with a commercial product (PEMGARDA) for COVID-19 and a next-generation candidate (VYD2311) in late-stage development.
What is Invivyd, Inc.'s lead drug candidate?
Invivyd, Inc.'s most advanced tracked candidate is adintrevimab (Phase 2/Phase 3) for Prevention and treatment of COVID-19.
Who is the CEO of Invivyd, Inc.?
Pharmaceuticals Incorporated is the chief executive officer of Invivyd, Inc. (IVVD).
Where is Invivyd, Inc. headquartered?
Invivyd, Inc. (IVVD) is headquartered in New Haven, CT, United States.
What therapeutic areas does Invivyd, Inc. focus on?
Invivyd, Inc. develops therapies across Infectious Disease.
The AI overview and BioSniper Score are neutral, data-derived signals built from public SEC filings, ClinicalTrials.gov and FDA records — not investment advice.