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Invivyd

IVVD Lead: Approved 2 Biotech Distilled articles ↓ 17 filings & releases ↓ Cash $160M (Jun 30, 2026) ↓ 2 verdicts ↓ 2 timing quotes ↓
Infectious Disease Protein

Market cap $166M 294.8M shares (10-Q, Jul 30, 2026) × $0.563 close Nov 6, 2026

Most recent annual filing: 2026-03-05

Catalyst timeline

4 trackedQuarter catalyst calendar →
  1. VMS063 / VBY329 corporate update2H 2026VMS063 / VBY329 corporate update, 2H 2026, routine
  2. VYD2311 / PEMGARDA BLA filing2H 2026/1H 2027VYD2311 / PEMGARDA BLA filing, 2H 2026/1H 2027, notable
  3. IVVD corporate listing updateJan 19, 2027IVVD corporate listing update, Jan 19, 2027, routine
  4. PEMGARDA FDA decisionJun 29, 2027PEMGARDA FDA decision, Jun 29, 2027, major

Bar width shows how precise the guidance is — a pin is a stated date, a wide band a six-month window. Deeper blue means more of the thesis rides on the event; it is not a view on the stock.

Pipeline (5 active programs)

Technology platforms

Adimab Platform · Adimab

Adimab antibody discovery and optimization platform transferred to Invivyd; includes B-cell cloning using Adimab's proprietary yeast cell lines, antibody optimization libraries, trade secrets, protocols and software; used for discovery, engineering and optimization of antiviral mAbs targeting coronaviruses and other infectious diseases

Capital (as filed)

Cash
$160M cash and cash equivalents · Jun 30, 2026 (10-Q)
Operating cash flow
−$43.0M quarter Mar 31, 2026 → Jun 30, 2026, year-to-date difference (10-Q)
As stated in coverage
$123M cash, runway mid-June 2027 per the update of Sep 29, 2026 — the company's own words as read there, not the filed figure

Cash, investments and operating cash flow are the company's own XBRL facts as filed with the SEC, each shown with its period end and tag. As-stated figures come from the company's own words as read in Biotech Distilled coverage, dated, and routinely count securities and planned financing that a balance sheet does not. Offering rows are the SEC cover pages as filed. Not investment advice. Figures as of Nov 7, 2026.

Biotech Distilled coverage (2)

Articles open on Substack. Some are subscriber-only; those marked ★ Distilled Pro are for Distilled Pro members.

Verdict history (2 calls)

Every verdict Biotech Distilled has published on Invivyd, oldest first — the full history, never a selection. How calls are scored: the track record.

  1. 2026-09-22 Avoid Invivyd (IVVD) — Scientific Deep Dive for PEMGARDA, VYD2311, and the Antibody Pipeline Despite validated science and a well-designed Phase 3, the combination of no issued patents on commercial or lead products, a going-concern opinion, a covenant-locked credit facility, and an EUA expiring June 2027 makes the security uninvestable.
  2. 2026-09-30 Avoid UPDATE: Invivyd (IVVD) - The Readout That Wasn't DECLARATION's clinical efficacy readout was deferred indefinitely in favor of an accelerated approval path on antibody titers, worsening the regulatory risk while all prior concerns — going-concern doubt, locked credit facility, no issued patents, EUA cliff — remain unchanged.

Every verdict Biotech Distilled has published on this company, in order, with the post it came from — the full history, never a selection. Position figures are the same ones shown on /track-record, computed by the same method. Editorial opinion, not investment advice.

Timing, in the company's words (2 quotes from 2 filings)

Sentences quoted verbatim from the company's SEC filings, newest filing first. Each sits under the filing it appeared in; the "matched to" tag names the calendar row it was read for.

Timing sentences quoted from the company's own SEC filings, each under the filing it appeared in. The 'matched to' tag is the calendar row the sentence was read for; the filing is the source. Not investment advice.

Filings & releases (17)

SEC filings from EDGAR and press releases captured from the company's investor-relations site, newest first. Releases captured from Sep 29, 2026; filings from March 2026. Summaries come from the BD update that read the document; "BD extracted" counts point at the pipeline table above. All companies →

7 more filings (13G holder notices, S-8, proxy material, SEC correspondence …)