Update shared on16 Aug 2025
Fair value Decreased 41%Invivyd’s fair value estimate has been sharply reduced, driven by lowered revenue growth projections and a decline in expected net profit margins, resulting in a consensus analyst price target drop from $4.93 to $2.93.
What's in the News
- Invivyd’s monoclonal antibody pemivibart (PEMGARDA) has shown strong protection (84% relative risk reduction) against symptomatic COVID-19 in immunocompromised and at-risk populations in the placebo-controlled CANOPY Phase 3 trial, supporting its Emergency Use Authorization (EUA) for pre-exposure prophylaxis.
- The company reported full Phase 1/2 clinical data for VYD2311, a next-generation monoclonal antibody targeting COVID-19, with data supporting ongoing development discussions with the FDA and global regulators.
- PEMGARDA has been added to the National Comprehensive Cancer Network (NCCN) Clinical Practice Guidelines in Oncology for B-Cell Lymphomas, broadening its recognition and potential use among oncology professionals.
- Invivyd and leading researchers launched the SPEAR Study Group to assess monoclonal antibody therapy’s benefit for Long COVID and post-vaccination syndromes, following multiple reports of clinical benefit from PEMGARDA.
- The FDA has endorsed placebo-controlled trials for COVID-19 therapeutics and vaccines with endpoints aligned to Invivyd’s CANOPY trial design, supporting the relevance and robustness of Invivyd's clinical development strategy.
Valuation Changes
Summary of Valuation Changes for Invivyd
- The Consensus Analyst Price Target has significantly fallen from $4.93 to $2.93.
- The Consensus Revenue Growth forecasts for Invivyd has significantly fallen from 140.8% per annum to 96.3% per annum.
- The Net Profit Margin for Invivyd has significantly fallen from 38.16% to 29.59%.
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