Invivyd (IVVD): Assessing Valuation After Strong Q3 Results and FDA Progress on VYD2311

Invivyd (IVVD) has grabbed investor attention following its third-quarter 2025 earnings report, which revealed solid revenue growth and a much smaller net loss than last year. The FDA also cleared a new drug application.

See our latest analysis for Invivyd.

Invivyd’s share price has surged in recent weeks, up 233% over the last three months and boasting a 390% year-to-date gain. Upbeat financials and the FDA’s recent approval of its drug pipeline have revived confidence in the company’s growth story. The momentum has more than reversed its prior three-year slump, signaling that investors are re-evaluating the risk and reward as major milestones are reached.

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With such substantial gains already in the books and analysts upgrading their targets, investors now face a key question: Is Invivyd’s recent rally leaving room for further upside, or does the current price already reflect future growth?

Most Popular Narrative: 68% Undervalued

Invivyd’s most-followed narrative calculates a fair value that is dramatically higher than the current share price, stirring debate about whether the market is overlooking this rally’s potential. Let's look at what is fueling such bullish expectations, and why this could be a turning point.

Enhanced regulatory engagement and the shift in FDA and public health leadership toward accelerated and transparent approval pathways for critical infectious disease therapies may expedite time-to-market for Invivyd’s next-generation products. This could raise the probability of earlier revenue realization and improved earnings visibility.

Read the complete narrative.

Curious what numbers back this powerful valuation call? The narrative hinges on a series of aggressive growth forecasts and a future profit profile that could rival industry leaders. Want to know which financial levers analysts are pulling to arrive at this impressive target? Unlock the full story to discover which bold projections are shaping this fair value.

Result: Fair Value of $7.33 (UNDERVALUED)

Have a read of the narrative in full and understand what's behind the forecasts.

However, uncertainties around regulatory timelines and the company’s reliance on COVID-19 products could quickly shift investor sentiment if conditions change.

Find out about the key risks to this Invivyd narrative.

Build Your Own Invivyd Narrative

If the consensus outlook doesn’t match your own, you can easily dig into the numbers and assemble your own perspective in just a few minutes. Do it your way

A great starting point for your Invivyd research is our analysis highlighting 3 key rewards and 4 important warning signs that could impact your investment decision.

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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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