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/IVVD
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Invivyd Inc

Invivyd Inc

IVVD
$0.74USD↓-5.76%-0.05 today

MARKET CAP

218.7M

P/E (TTM)

—

FWD P/E

—

DAY RANGE

$1 – $1

52W RANGE

$0
$3

AI Summary

Stalk
Sell NowHigh

The stock IVVD is in a Stage 4 decline with a confirmed series of lower highs and lower lows below declining EMAs, supported by distribution volume dominance. Medium-term directional bias is bearish, and near-term pullbacks into the 9/21 EMAs create favorable sell-side entry opportunities. While RSI shows extreme oversold readings, the lack of mean-reversion eligibility and failure of rallies at EMAs suggest downward momentum remains intact. We recommend immediate bearish engagement at resistance zones around the 9/21 EMAs.

  • ↑22% YoY Pemgarda revenue growth to $12.5M signals robust demand
  • ↑$80M cash runway supports VYD2311 trials and commercialization
  • ↓FDA EUA for Pemgarda under heightened regulatory scrutiny
Full analysis →

The case for & against

Bull & Bear analysis

Bearish

InVivid, Inc. (NASDAQ: IVVD) is a biopharmaceutical company specializing in the development and commercialization of monoclonal antibodies, particularly targeting infectious diseases like COVID-19. The company is transitioning from an emergency focus on COVID-19 to a broader portfolio that includes treatments for other diseases such as measles and RSV. This strategic pivot reflects an industry trend toward personalized therapies in response to evolving public health needs.

Bull says

  • ↑22% YoY Pemgarda revenue growth to $12.5M signals robust demand
  • ↑$80M cash runway supports VYD2311 trials and commercialization
  • ↑Declaration study upsized cohort recruiting ahead of schedule
  • ↑15,000+ GPO engagements expanding institutional orders pipeline
  • ↑VYD2311 shows strong neutralization vs Omicron BA.3.2 variant
  • ↑Strong liquidity and high institutional ownership underpin confidence

Bear says

  • ↓FDA EUA for Pemgarda under heightened regulatory scrutiny
  • ↓Company withdrew revenue guidance after unfavorable FDA feedback
  • ↓Negative profitability and growth factor trends signal weakening fundamentals
  • ↓Elevated short interest adds to downward price momentum
  • ↓High leverage exposure may strain cash flows under stress
  • ↓Volatile demand for COVID treatments could depress future sales

Investment themes with IVVD

Biotech↓ -3.20%

Genetic and drug innovations driving medical breakthroughs

APLS · RVMD · SMMT

Earnings Call · Q1 2026 · Mgmt. Guidance

Updated 05-14-2026bullish

Transcript signals

Bull points

  • We are seeing continued growth in our monoclonal antibody revenues while COVID vaccine utilization and revenue declines.
  • We believe that at InVivid, we've created the premier industrial platform for the discovery, development, and commercialization of monoclonal antibodies for burdensome viruses with major associated public health benefit and potential shareholder value creation.
  • we're excited to continue to work for a better way forward and we're thrilled with the level of understanding of and appreciation for our work we've encountered.

Bear points

  • the first quarter of 2026 included meaningful clinical spend to support our declaration clinical trial. This is a very substantial investment compared to our ordinary clinical and SG&A spending, but one we feel has extraordinary commercial potential.
  • You will note that we have also made targeted investments to prepare for BYD 2311 commercialization if approved, although it is reasonable to expect that some of these investments in personnel and commercial infrastructure could benefit our current Pemgada business as well.
  • Our view is that symptomatic vaccine reactogenicity is a major driver of people's willingness to get vaccinated and agree with data from CDC and recent statements from Sanofi indicating the same.
Read full transcript analysis ›