Invivyd, Inc.

Report azionario NasdaqGM:IVVD

Capitalizzazione di mercato: US$294.1m

Invivyd Gestione

Criteri Gestione verificati 2/4

Invivyd Il CEO è Bill Duke, nominato in Sep2023, e ha un mandato di 2.67 anni. la retribuzione annua totale è $ 2.14M, composta da 22.7% di stipendio e 77.3% di bonus, comprese azioni e opzioni aziendali. possiede direttamente 0.038% delle azioni della società, per un valore di $ 112.03K. La durata media del mandato del team dirigenziale e del consiglio di amministrazione è rispettivamente 2.3 anni e 3 anni.

Informazioni chiave

Bill Duke

Amministratore delegato

US$2.1m

Compenso totale

Percentuale dello stipendio del CEO22.65%
Mandato del CEO2.7yrs
Proprietà del CEO0.04%
Durata media del management2.3yrs
Durata media del Consiglio di amministrazione3yrs

Aggiornamenti recenti sulla gestione

Recent updates

Aggiornamento della narrazione Apr 26

IVVD: Phase 3 COVID Prophylaxis Progress Will Drive Future Upside

Analysts have adjusted their price target on Invivyd to reflect updated assumptions for discount rate, revenue growth, profit margin and future P/E. They are keeping fair value around $10.00 per share while fine tuning the risk and profitability profile that underpins the estimate.
Aggiornamento della narrazione Apr 11

IVVD: Phase 3 COVID Prophylaxis Progress Will Drive Future Upside

Analysts have adjusted their price target on Invivyd to $10.00 from $10.00, reflecting updated views on discount rate, revenue growth expectations, profit margin and future P/E assumptions. What's in the News Invivyd reported progress in the REVOLUTION clinical program for VYD2311, including the pivotal DECLARATION Phase 3 study assessing VYD2311 for pre-exposure COVID-19 prophylaxis versus placebo over 90 days, with a blinded sample size re-estimation that triggered an upsizing of approximately 500 subjects to support statistical power.
Aggiornamento della narrazione Mar 26

IVVD: Phase 3 COVID Prevention And Long COVID Trial Will Drive Upside

Narrative Update on Invivyd Analysts have modestly adjusted their price view on Invivyd, with the updated fair value holding at $10.00. Small tweaks to discount rate, revenue growth, profit margin assumptions, and a higher future P/E estimate of about 282x refine the underlying model rather than signal a major shift in conviction.
Seeking Alpha Mar 20

Invivyd: A Logical Bull Thesis With A Major Catalyst Approaching

Summary Invivyd, Inc. is advancing VYD2311, a next-gen monoclonal antibody for COVID-19 prevention, with pivotal Phase 3 DECLARATION data expected mid-2026. IVVD's Pemgarda generated $53.4M in 2025 revenue, but fell short of management expectations; net loss narrowed to $(52.5M) from $(170M) prior year. IVVD secured FDA Fast Track for VYD2311 and raised ~$200M in 2H 2025, providing at least two years of funding at current burn rates. I view IVVD stock as a high-risk, high-reward opportunity; DECLARATION study success could drive shares up 75%, but failure could see stock revisit sub-$0.5 levels. Read the full article on Seeking Alpha
Aggiornamento della narrazione Mar 10

IVVD: Fast Track Phase 3 COVID Prevention Program Will Drive Future Upside

Analysts have adjusted their price target on Invivyd to reflect updated assumptions around revenue growth of 71.06%, a profit margin of 5.97% and a future P/E of 266.11x. These assumptions result in a revised fair value estimate of $10.00 per share.
Aggiornamento della narrazione Feb 23

IVVD: Phase 3 Fast Track COVID Prevention Trials Will Support Future Upside

Analysts have kept their fair value estimate for Invivyd steady at $10.00. A slightly lower discount rate and modestly softer profit margin outlook, paired with a marginally higher future P/E assumption, reflect a more finely balanced view of the company’s risk and earnings potential.
Aggiornamento della narrazione Feb 09

IVVD: Phase 3 Fast Track COVID Prevention Program Will Drive Future Upside

Analysts have trimmed their price target on Invivyd to US$10, citing updated assumptions that include a slightly higher discount rate, modestly reduced profit margin expectations, and a higher future P/E multiple. What's in the News FDA granted Fast Track designation for VYD2311, Invivyd's vaccine alternative monoclonal antibody candidate for prevention of COVID in individuals with underlying risk factors for severe disease, aligning the program with an expedited U.S. regulatory process (Key Developments).
Articolo di analisi Jan 29

Invivyd, Inc.'s (NASDAQ:IVVD) 26% Share Price Plunge Could Signal Some Risk

The Invivyd, Inc. ( NASDAQ:IVVD ) share price has softened a substantial 26% over the previous 30 days, handing back...
Aggiornamento della narrazione Jan 24

IVVD: REVOLUTION Program Will Define Future Upside As COVID Prevention Alternative

Analysts have lifted their price target on Invivyd to US$10 from US$5, citing the launch of the REVOLUTION clinical program for VYD2311 as a key driver behind their updated view. Analyst Commentary Analysts are reacting to the REVOLUTION program for VYD2311 as a key event for Invivyd, and the updated US$10 price target reflects how they are recalibrating risk and potential upside around this new clinical path.
Aggiornamento della narrazione Jan 08

IVVD: REVOLUTION Program And Fast Track Status Will Support Future Upside Potential

Narrative Update on Invivyd Analysts have lifted their price target on Invivyd to US$10 from US$5, pointing to the launch of the REVOLUTION clinical program for VYD2311 as a key factor that they believe strengthens the company’s regulatory and commercial position. Analyst Commentary Recent Street research around Invivyd has focused squarely on the launch of the REVOLUTION clinical program for VYD2311, with bullish analysts recalibrating their expectations for the company’s potential market position and execution risk.
Aggiornamento della narrazione Dec 18

IVVD: REVOLUTION Program Launch Will Drive Future Regulatory And Commercial Upside

Analysts have raised their price target on Invivyd to $10 from $5, citing the launch of the REVOLUTION clinical program for VYD2311 as a meaningful inflection point that enhances the company’s regulatory and commercial outlook. Analyst Commentary Following the launch of the REVOLUTION clinical program for VYD2311, equity research has focused on how the new data and development path could reshape Invivyd's long term growth and valuation profile.
Aggiornamento della narrazione Dec 04

IVVD: REVOLUTION Program Launch Will Drive Future Regulatory And Commercial Upside

Analysts have raised their price target on Invivyd to $10 from $5, citing the launch of the REVOLUTION program for VYD2311 as a key inflection point that improves the company's regulatory and commercial outlook. Analyst Commentary Analysts interpreting the updated price target see the REVOLUTION program as a pivotal moment for Invivyd, shifting expectations for both execution and long term growth potential.
Articolo di analisi Nov 29

Optimistic Investors Push Invivyd, Inc. (NASDAQ:IVVD) Shares Up 27% But Growth Is Lacking

Despite an already strong run, Invivyd, Inc. ( NASDAQ:IVVD ) shares have been powering on, with a gain of 27% in the...
Aggiornamento della narrazione Nov 20

IVVD: REVOLUTION Program Initiation Will Drive Regulatory Momentum and Commercial Outlook

Analysts have raised their price target for Invivyd from $5 to $10, citing the launch of the REVOLUTION clinical program as a pivotal development. This new program is expected to enhance the company's regulatory and commercial outlook.
Aggiornamento della narrazione Nov 05

IVVD: FDA Clearance and REVOLUTION Program Launch Signal Strong Upside Ahead

Narrative Update: Invivyd Analyst Price Target Increased Invivyd's analyst price target has been raised from $5.67 to $7.33 per share. Analysts cite strengthened commercial and regulatory prospects following the launch of the REVOLUTION clinical program.
Aggiornamento della narrazione Oct 22

Analysts Hold Invivyd Price Target Steady as FDA Progress and Valuation Metrics Update

Narrative Update on Invivyd: Analyst Price Target Revision Analysts have maintained Invivyd's price target at $5.67, citing consistent profit margin expectations along with only minor adjustments to the discount rate and future earnings estimates. What's in the News The FDA has cleared Invivyd's Investigational New Drug application, advancing the REVOLUTION clinical program for VYD2311, a monoclonal antibody candidate for COVID-19 prevention (Product-Related Announcements).
Articolo di analisi Oct 14

Invivyd, Inc.'s (NASDAQ:IVVD) Price Is Right But Growth Is Lacking After Shares Rocket 31%

Invivyd, Inc. ( NASDAQ:IVVD ) shares have continued their recent momentum with a 31% gain in the last month alone. The...
Aggiornamento della narrazione Oct 08

Internal Sales And Antibody Pipeline Will Broaden Patient Reach

Narrative Update on Invivyd Price Target Analysts have raised Invivyd’s price target from $3.00 to $5.67, citing updated forecasts and changes in market expectations. What's in the News The U.S. FDA cleared Invivyd’s Investigational New Drug application, enabling advancement of the REVOLUTION clinical program for VYD2311, a monoclonal antibody candidate for COVID-19 prevention (Key Developments).
Articolo di analisi Aug 22

Why Investors Shouldn't Be Surprised By Invivyd, Inc.'s (NASDAQ:IVVD) 31% Share Price Plunge

Invivyd, Inc. ( NASDAQ:IVVD ) shareholders that were waiting for something to happen have been dealt a blow with a 31...
Aggiornamento della narrazione Aug 16

Internal Sales And Antibody Pipeline Will Broaden Patient Reach

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.
User avatar
Nuova narrazione Apr 23

Pemivibart And Next-Generation VYD2311 Will Empower Market Expansion By 2025

The development of next-generation antibodies could expand market reach and improve margins by lowering production and administration costs.
Seeking Alpha Feb 04

I See The Bull Case For Invivyd, But I'm Not Married To It

Summary Invivyd, Inc. focuses on developing antibody-based treatments for infectious diseases, primarily COVID-19, with promising projects like PEMGARDA and VYD2311. Strong Q4 performance with a 48% revenue increase for PEMGARDA and a 55% drop in operating expenses highlights Invivyd's potential for profitability. VYD2311 shows significant promise with high neutralization potency and durability, but faces regulatory and competitive challenges before market approval. Invivyd is a speculative bet with potential for high rewards; suitable for risk-tolerant investors, but stability seekers should avoid. Read the full article on Seeking Alpha
Articolo di analisi Feb 01

Will Invivyd (NASDAQ:IVVD) Spend Its Cash Wisely?

We can readily understand why investors are attracted to unprofitable companies. For example, although...
Articolo di analisi Jul 16

Here's Why We're Watching Invivyd's (NASDAQ:IVVD) Cash Burn Situation

There's no doubt that money can be made by owning shares of unprofitable businesses. For example, although Amazon.com...
Articolo di analisi Mar 29

Is Invivyd (NASDAQ:IVVD) In A Good Position To Invest In Growth?

We can readily understand why investors are attracted to unprofitable companies. For example, Invivyd ( NASDAQ:IVVD...
Articolo di analisi Oct 24

We're Keeping An Eye On Invivyd's (NASDAQ:IVVD) Cash Burn Rate

Just because a business does not make any money, does not mean that the stock will go down. For example, although...
Articolo di analisi Jul 04

We're Keeping An Eye On Invivyd's (NASDAQ:IVVD) Cash Burn Rate

Even when a business is losing money, it's possible for shareholders to make money if they buy a good business at the...
Articolo di analisi Mar 19

Will Invivyd (NASDAQ:IVVD) Spend Its Cash Wisely?

We can readily understand why investors are attracted to unprofitable companies. For example, although Amazon.com made...

Analisi delle retribuzioni degli amministratori delegati

Come è cambiata la remunerazione di Bill Duke rispetto agli utili di Invivyd?
DataCompenso totaleStipendioUtili della società
Mar 31 2026n/an/a

-US$78m

Dec 31 2025US$2mUS$485k

-US$52m

Sep 30 2025n/an/a

-US$60m

Jun 30 2025n/an/a

-US$110m

Mar 31 2025n/an/a

-US$143m

Dec 31 2024US$636kUS$480k

-US$170m

Compensazione vs Mercato: La retribuzione totale di Bill ($USD 2.14M ) è circa la media per le aziende di dimensioni simili nel mercato US ($USD 1.74M ).

Compensazione vs guadagni: La retribuzione di Bill è aumentata nonostante l'azienda non sia redditizia.


AMMINISTRATORE DELEGATO

Bill Duke (53 yo)

2.7yrs
Mandato
US$2,141,222
Compensazione

Mr. William E. Duke, Jr., also known as Bill, M.B.A., serves as Chief Financial Officer and Principal Accounting Officer of Invivyd, Inc. since September 2023 and serves as its Principal Executive Officer...


Gruppo dirigente

NomePosizioneMandatoCompensazioneProprietà
William Duke
CFO, Principal Accounting Officer & Principal Executive Officer2.7yrsUS$2.14m0.038%
$ 112.0k
Jill Andersen
Chief Legal Officer & Corporate Secretary4.5yrsUS$2.49m0.064%
$ 189.5k
Timothy Lee
Chief Commercial Officer2yrsUS$2.10m0.042%
$ 122.4k
Robert Allen
Chief Scientific Officer3.1yrsUS$2.16m0.040%
$ 119.1k
Kristie Kuhl
Chief Communications Officerless than a yearNessun datoNessun dato
Julie Green
Chief Human Resources Officer3.3yrsUS$1.59m0.038%
$ 112.0k
Rachael Gerlach
Senior Vice President of Regulatory Affairsless than a yearNessun datoNessun dato
Katie Falzone
Senior Vice President of Financeno dataNessun datoNessun dato
Michael Mina
Chief Medical Officerless than a yearNessun datoNessun dato
2.3yrs
Durata media
51.5yo
Età media

Gestione esperta: Il team dirigenziale di IVVD è considerato esperto (durata media dell'incarico 2.3 anni).


Membri del Consiglio di amministrazione

NomePosizioneMandatoCompensazioneProprietà
Terrance McGuire
Independent Director5.6yrsUS$84.46kNessun dato
Kevin McLaughlin
Independent Director2yrsUS$101.61k0.018%
$ 52.0k
Marc Elia
Independent Chairperson of the Board3.9yrsUS$125.96kNessun dato
Ajay Royan
Independent Director1.2yrsUS$110.16kNessun dato
Paul B. Bolno
Independent Directorless than a yearUS$134.35kNessun dato
Tamsin Berry
Independent Director3.9yrsUS$87.96k0%
$ 0
3.0yrs
Durata media
50yo
Età media

Consiglio di amministrazione esperto: Il consiglio di amministrazione di IVVD non è considerato esperto (durata media del mandato 3 anni), il che suggerisce un nuovo consiglio.


Analisi aziendale e situazione dei dati finanziari

DatiUltimo aggiornamento (ora UTC)
Analisi dell'azienda2026/05/20 19:09
Prezzo dell'azione a fine giornata2026/05/20 00:00
Utili2026/03/31
Utili annuali2025/12/31

Fonti dei dati

I dati utilizzati nella nostra analisi aziendale provengono da S&P Global Market Intelligence LLC. I seguenti dati sono utilizzati nel nostro modello di analisi per generare questo report. I dati sono normalizzati, il che può comportare un ritardo nella disponibilità della fonte.

PacchettoDatiTempisticaEsempio Fonte USA *
Dati finanziari della società10 anni
  • Conto economico
  • Rendiconto finanziario
  • Bilancio
Stime di consenso degli analisti+3 anni
  • Previsioni finanziarie
  • Obiettivi di prezzo degli analisti
Prezzi di mercato30 anni
  • Prezzi delle azioni
  • Dividendi, scissioni e azioni
Proprietà10 anni
  • Top azionisti
  • Insider trading
Gestione10 anni
  • Team di leadership
  • Consiglio di amministrazione
Sviluppi principali10 anni
  • Annunci aziendali

* Esempio per i titoli statunitensi, per i titoli non statunitensi si utilizzano forme e fonti normative equivalenti.

Se non specificato, tutti i dati finanziari si basano su un periodo annuale ma vengono aggiornati trimestralmente. Si tratta dei cosiddetti dati TTM (Trailing Twelve Month) o LTM (Last Twelve Month). Per saperne di più.

Modello di analisi e Snowflake

I dettagli del modello di analisi utilizzato per generare questo report sono disponibili sulla nostra pagina Github; abbiamo anche guide su come utilizzare i nostri report e tutorial su Youtube.

Scoprite il team di livello mondiale che ha progettato e realizzato il modello di analisi Simply Wall St.

Metriche di settore e industriali

Le nostre metriche di settore e di sezione sono calcolate ogni 6 ore da Simply Wall St; i dettagli del nostro processo sono disponibili su Github.

Fonti analitiche

Invivyd, Inc. è coperta da 5 analisti. 3 di questi analisti ha fornito le stime di fatturato o di utile utilizzate come input per il nostro report. Le stime degli analisti vengono aggiornate nel corso della giornata.

AnalistaIstituzione
Thomas ShraderBTIG
Joshua SchimmerCantor Fitzgerald & Co.
Patrick TrucchioH.C. Wainwright & Co.