Is Invivyd (IVVD) Using RSV Prophylaxis To Redefine Its Post‑COVID Strategy?

• Invivyd, Inc. recently announced it has identified and nominated VBY329, a potentially best-in-class monoclonal antibody candidate aimed at preventing RSV in neonates, infants, and children, with plans to advance it toward IND readiness by the second half of 2026.
• This move positions Invivyd to potentially expand beyond its COVID-19 focus into the growing pediatric RSV prophylaxis market, which management cites as a multi-billion dollar global opportunity by 2030.
• We’ll now examine how Invivyd’s VBY329 RSV candidate nomination could reshape its investment narrative and diversification beyond COVID-19.

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Invivyd Investment Narrative Recap

To own Invivyd today, you need to believe its antibody platform can move beyond a single-product, COVID-19-centric story and turn pipeline breadth into durable revenue, while managing ongoing losses and regulatory uncertainty. The VBY329 RSV nomination adds early-stage diversification, but the key near term catalyst still centers on regulatory and commercial progress for PEMGARDA and VYD2311, and the biggest risk remains product and indication concentration, with RSV efforts too early to change that in the short run.

Among recent updates, Invivyd’s November 6, 2025 earnings release is especially relevant, as it shows a business still generating modest revenue (US$13.13 million in Q3 2025) and a net loss (US$10.47 million), underlining why the market is focused on upcoming regulatory decisions and trial milestones for PEMGARDA and VYD2311, and now, on how long it may take VBY329 to contribute meaningfully.

Yet investors should also weigh the risk that regulatory pathways for new monoclonal antibodies, including VBY329, may prove more complex and time consuming than many expect...

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

Invivyd's narrative projects $349.7 million revenue and $100.0 million earnings by 2028.

Uncover how Invivyd's forecasts yield a $10.00 fair value, a 350% upside to its current price.

Exploring Other Perspectives

Sixteen fair value estimates from the Simply Wall St Community span roughly US$1.40 to US$27.33 per share, showing how far apart individual views can be. Against this wide spread, Invivyd’s early stage RSV pipeline and reliance on regulatory progress for PEMGARDA and VYD2311 underline why you may want to compare several of these perspectives before forming your own view.

Explore 16 other fair value estimates on Invivyd - why the stock might be a potential multi-bagger!

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 3 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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