Invivyd, Inc.

NasdaqGM:IVVD 株式レポート

時価総額:US$300.5m

Invivyd マネジメント

マネジメント 基準チェック /34

Invivydの CEO はBill Dukeで、 Sep2023年に任命され、 の在任期間は 2.75年です。 の年間総報酬は$ 2.14Mで、 22.7%給与と77.3%のボーナス(会社の株式とオプションを含む)で構成されています。 は、会社の株式の0.037%を直接所有しており、その価値は$ 109.86K 。経営陣と取締役会の平均在任期間はそれぞれ2.4年と3年です。

主要情報

Bill Duke

最高経営責任者

US$2.1m

報酬総額

CEO給与比率22.65%
CEO在任期間2.8yrs
CEOの所有権0.04%
経営陣の平均在職期間2.4yrs
取締役会の平均在任期間3yrs

経営陣の近況

Recent updates

ナラティブの更新 Jun 05

IVVD: Phase 3 Prophylaxis Progress And BLA Pathway Will Drive Upside

Narrative Update on Invivyd Analysts have reaffirmed a $10 price target for Invivyd, citing the view that the recent post earnings selloff tied to a Q1 revenue miss and higher research and development spend was overdone. Upcoming VYD2311 data and a potential biologics license application are seen as the main drivers for maintaining this valuation level.
ナラティブの更新 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.
ナラティブの更新 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.
ナラティブの更新 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
ナラティブの更新 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.
ナラティブの更新 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.
ナラティブの更新 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).
分析記事 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...
ナラティブの更新 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.
ナラティブの更新 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.
ナラティブの更新 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.
ナラティブの更新 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.
分析記事 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...
ナラティブの更新 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.
ナラティブの更新 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.
ナラティブの更新 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).
分析記事 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...
ナラティブの更新 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).
分析記事 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...
ナラティブの更新 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.
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新しいナラティブ 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
分析記事 Feb 01

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

We can readily understand why investors are attracted to unprofitable companies. For example, although...
分析記事 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...
分析記事 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...
分析記事 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...
分析記事 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...

CEO報酬分析

Invivyd の収益と比較して、Bill Duke の報酬はどのように変化したか?
日付総報酬給与会社業績
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

報酬と市場: Billの 総報酬 ($USD 2.14M ) は、 US市場 ($USD 2.63M ) の同様の規模の企業の平均とほぼ同じです。

報酬と収益: Billの報酬は増加しましたが、会社は利益を上げていません。


CEO

Bill Duke (54 yo)

2.8yrs
在職期間
US$2,141,222
報酬

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...


リーダーシップ・チーム

名称ポジション在職期間報酬所有権
William Duke
CFO, Principal Accounting Officer & Principal Executive Officer2.8yrsUS$2.14m0.037%
$ 109.9k
Jill Andersen
Chief Legal Officer & Corporate Secretary4.6yrsUS$2.49m0.062%
$ 185.9k
Timothy Lee
Chief Commercial Officer2.1yrsUS$2.10m0.040%
$ 120.1k
Robert Allen
Chief Scientific Officer3.2yrsUS$2.16m0.039%
$ 116.8k
Kristie Kuhl
Chief Communications Officerless than a yearデータなしデータなし
Julie Green
Chief Human Resources Officer3.4yrsUS$1.59m0.037%
$ 109.9k
Rachael Gerlach
Senior Vice President of Regulatory Affairsless than a yearデータなしデータなし
Katie Falzone
Senior Vice President of Financeno dataデータなしデータなし
Michael Mina
Chief Medical Officerless than a yearデータなしデータなし
2.4yrs
平均在職期間
52.5yo
平均年齢

経験豊富な経営陣: IVVDの経営陣は 経験豊富 であると考えられます ( 2.4年の平均在職年数)。


取締役

名称ポジション在職期間報酬所有権
Terrance McGuire
Independent Director5.7yrsUS$84.46kデータなし
Kevin McLaughlin
Independent Director2.1yrsUS$101.61k0.017%
$ 51.0k
Marc Elia
Independent Chairperson of the Board4yrsUS$125.96kデータなし
Ajay Royan
Independent Director1.3yrsUS$110.16kデータなし
Paul B. Bolno
Independent Directorless than a yearUS$134.35kデータなし
Tamsin Berry
Independent Director4yrsUS$87.96k0%
$ 0
3.0yrs
平均在職期間
51yo
平均年齢

経験豊富なボード: IVVDの 取締役会経験豊富 であると考えられます ( 3年の平均在任期間)。


企業分析と財務データの現状

データ最終更新日(UTC時間)
企業分析2026/06/09 20:46
終値2026/06/09 00:00
収益2026/03/31
年間収益2025/12/31

データソース

企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。

パッケージデータタイムフレーム米国ソース例
会社財務10年
  • 損益計算書
  • キャッシュ・フロー計算書
  • 貸借対照表
アナリストのコンセンサス予想+プラス3年
  • 予想財務
  • アナリストの目標株価
市場価格30年
  • 株価
  • 配当、分割、措置
所有権10年
  • トップ株主
  • インサイダー取引
マネジメント10年
  • リーダーシップ・チーム
  • 取締役会
主な進展10年
  • 会社からのお知らせ

* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用

特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM(Trailing Twelve Month)またはLTM(Last Twelve Month)データとして知られています。詳細はこちら

分析モデルとスノーフレーク

本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドYoutubeのチュートリアルも掲載しています。

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業界およびセクターの指標

私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。

アナリスト筋

Invivyd, Inc. 3 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。5

アナリスト機関
Thomas ShraderBTIG
Joshua SchimmerCantor Fitzgerald & Co.
Patrick TrucchioH.C. Wainwright & Co.