Lumida
/IVVD
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Invivyd Inc

Invivyd Inc

IVVD
$0.78USD↓-2.68%-0.02 today

MARKET CAP

228.7M

P/E (TTM)

—

FWD P/E

—

DAY RANGE

$1 – $1

52W RANGE

$1
$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.

  • ↑Pemgarda net revenue rose 21% YoY to $14.3M in Q2 2026.
  • ↑$226.7M cash position supports Phase III VYD2311 trial.
  • ↓FDA flagged mixed third-party data in Pemgarda fact sheet.
Full analysis →

The case for & against

Bull & Bear analysis

Bearish

InVivid, Inc. (NASDAQ: IVVD) is a biopharmaceutical company focused on the development and commercialization of monoclonal antibodies, particularly targeting infectious diseases such as COVID-19. With a strong emphasis on innovative therapies, InVivid is positioned within a crucial segment of the healthcare landscape, addressing unmet medical needs among immunocompromised populations. The company primarily operates within the infectious disease therapeutics space, driven by rising demand for effective treatments that go beyond traditional vaccines.

Bull says

  • ↑Pemgarda net revenue rose 21% YoY to $14.3M in Q2 2026.
  • ↑$226.7M cash position supports Phase III VYD2311 trial.
  • ↑Secured contracts at over 15,000 GPO sites, boosting reach.
  • ↑Potential vaccine alternative amid declining COVID vaccine demand.
  • ↑Book-to-price of 1.62 suggests undervaluation; strong 13F interest.
  • ↑VYD2311 recruitment ahead of schedule; data readout imminent.

Bear says

  • ↓FDA flagged mixed third-party data in Pemgarda fact sheet.
  • ↓Negative earnings yield and weak profitability signal income strain.
  • ↓Moderna and Pfizer competition may curb VYD2311 market share.
  • ↓No recent positive analyst revisions, reflecting growth skepticism.
  • ↓High leverage and elevated volatility heighten financial risk.

Investment themes with IVVD

Biotech↓ -1.57%

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 ›