Could Invivyd's (IVVD) New Study Design Hint at a Pivotal Strategy for Tackling Long COVID?

• Invivyd, Inc. recently announced that the SPEAR Study Group has issued its consensus recommendation on the clinical study design to evaluate the effects of monoclonal antibody therapy, VYD2311, on Long COVID, building on its prior emergency use authorization for related monoclonal antibodies in the U.S.
• This recommendation highlights growing scientific and medical interest in therapeutic solutions for Long COVID, reflecting Invivyd’s position in addressing emerging and persistent unmet healthcare needs.
• We'll examine how the SPEAR Study Group’s Long COVID study design recommendation could alter Invivyd's investment narrative and growth outlook.

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Invivyd Investment Narrative Recap

To be an Invivyd shareholder today, you need to believe in the company’s ability to rapidly scale a broader infectious disease antibody platform beyond COVID-19, despite ongoing concentration risk around PEMGARDA. The SPEAR Study Group's recommendation for a Long COVID monoclonal antibody study puts Invivyd at the forefront of a new therapeutic area, but it does not materially reduce current product dependency or near-term regulatory risks, which remain the most important drivers for both upside and downside in the months ahead.

Of the recent company announcements, the FDA's August 2025 feedback outlining a possible rapid path to Biologics License Application approval for VYD2311 stands out for its relevance. This regulatory dialogue intersects directly with the longer-term catalyst of expanding Invivyd’s portfolio and could impact investor sentiment around Invivyd’s progression from targeted COVID-19 prevention to therapies for broader indications like Long COVID. Contrast this with the ongoing uncertainty around regulatory approvals, investors should be aware that...

Read the full narrative on Invivyd (it's free!)

Invivyd's narrative projects $349.7 million in revenue and $100.0 million in earnings by 2028. This requires a 96.3% yearly revenue growth and a $210.1 million earnings increase from current earnings of -$110.1 million.

Uncover how Invivyd's forecasts yield a $3.00 fair value, a 163% upside to its current price.

Exploring Other Perspectives

Fifteen Simply Wall St Community members have assigned fair values to Invivyd ranging from US$1 to US$17.05 per share. While key short-term drivers such as regulatory approval pace remain unsettled, your view on Invivyd’s future may shift after considering these varied perspectives.

Explore 15 other fair value estimates on Invivyd - why the stock might be worth 12% less than the current price!

Build Your Own Invivyd Narrative

Disagree with existing narratives? Create your own in under 3 minutes - extraordinary investment returns rarely come from following the herd.

• A great starting point for your Invivyd research is our analysis highlighting 4 key rewards and 2 important warning signs that could impact your investment decision.
• Our free Invivyd research report provides a comprehensive fundamental analysis summarized in a single visual - the Snowflake - making it easy to evaluate Invivyd's overall financial health at a glance.

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This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.

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