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Invivyd (IVVD) investor relations material
Invivyd H.C. Wainwright 28th Annual Global Investment Conference summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Platform and pipeline overview
Focuses on monoclonal antibody technology for infectious disease prevention, especially COVID-19, with a platform leveraging viral surveillance and predictive modeling.
Current marketed product PEMGARDA (pemivibart) targets immunocompromised individuals but is considered a stepping stone to more scalable solutions.
Next-generation candidate VYD2311 is designed for broader use, aiming for functional interchangeability with vaccines and easier administration (IM instead of infusion).
Pipeline includes additional candidates for measles and RSV, expanding beyond COVID-19.
Clinical development and regulatory strategy
Phase III DECLARATION trial for VYD2311 is complete, with top-line data expected soon; study evaluates reduction in symptomatic COVID-19 versus placebo.
Statistical power for the lower end of target vaccine efficacy (VE) may be limited, prompting consideration of full or partial unblinding and potential accelerated approval.
Ongoing dialogue with regulators and potential for confirmatory studies if accelerated approval is pursued.
LIBERTY trial explores combination of vaccine and antibody, with a focus on safety and tolerability comparisons.
Efficacy targets and dosing flexibility
Target efficacy for VYD2311 is a 70%-90% reduction in symptomatic disease versus placebo.
Both single and monthly dosing arms are evaluated, with flexibility intended to accommodate different risk profiles and preferences.
Duration of protection is expected to extend beyond three months, with ongoing studies to determine annual or semi-annual dosing potential.
- Q2 2026 revenue grew 21% but net loss widened, with future revenue at risk from PEMGARDA EUA expiry.IVVD
Q2 2026 - VYD2311 advances toward late-stage COVID-19 prevention, with broad pipeline and market ambitions.IVVD
H.C. Wainwright “HCW @ Home” Series - Antibody-based prevention aims to surpass vaccines in protection, safety, and patient preference.IVVD
Jefferies Global Healthcare Conference 2026 - Directors were elected and the auditor ratified, with no additional proposals or questions.IVVD
AGM 2026 - PEMGARDA revenue up 22% YoY to $13.7M; net loss $41.4M; VYD2311 trial on track for Q3 data.IVVD
Q1 2026 - VYD2311 and VMS063 advance in pivotal COVID-19 and measles studies, targeting urgent unmet needs.IVVD
Study update - Q3 revenue up 41% YoY to $13.1M, net loss narrowed, and pivotal VYD2311 trials set for year-end.IVVD
Q3 2025 - VYD2311 aims for durable, safe COVID protection with strong efficacy in pivotal prevention trials.IVVD
Study Update - Q2 PEMGARDA launch drove $2.3M revenue, but cash runway is under one year.IVVD
Q2 2024
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