Invivyd, Inc. (IVVD) Earnings History

Invivyd, Inc. - Q4 2025 Earnings

Filed at: Jan 8, 2026, 7:10 AM EST|Read from source

EXECUTIVE SUMMARY

Invivyd reported preliminary Q4 2025 results with strong sequential and year-over-year revenue growth for PEMGARDA, driven by commercial execution. The company is advancing its pipeline with key clinical trial initiations and candidate selections, supported by recent capital raises.

POSITIVE HIGHLIGHTS

  • •

    Preliminary Q4 2025 PEMGARDA net product revenue of $17.2 million, representing 25% growth year-over-year and 31% growth quarter-over-quarter.

    positive
  • •

    Initiated DECLARATION Phase 3 pivotal clinical trial for VYD2311 to prevent COVID, with top-line data expected mid-2026.

    positive
  • •

    VYD2311 granted Fast Track designation by the FDA in December 2025 for prevention of COVID in individuals with risk factors.

    positive
  • •

    Nominated potential best-in-class RSV antibody candidate VBY329 for preclinical development.

    positive
  • •

    Ended 2025 with preliminary cash and cash equivalents of $226.7 million after raising over $200 million in 2H 2025.

    positive

CONCERNS & RISKS

  • •

    PEMGARDA is an investigational mAb authorized under EUA, with limitations on data supporting its benefits and potential for reduced susceptibility to emerging variants.

    attention
  • •

    The company's cash and cash equivalents are anticipated to be sufficient to support its operating plan, but future funding needs and market acceptance remain key considerations.

    attention
  • •

    The company is still in the clinical development phase for key pipeline candidates, with significant regulatory and commercialization hurdles ahead.

    attention

FINANCIAL METRICS

Revenue
Quarterly
$17.20M
+25.0%
Prior year: $13.80M
Net Income
Quarterly
N/A
N/A
EPS (Diluted)
Quarterly
N/A
N/A
Operating Income
Quarterly
N/A
N/A
EPS (Basic)
Quarterly
N/A
N/A

MARGIN ANALYSIS

Margin metrics will be available once backend extracts data from insights_json

MANAGEMENT COMMENTARY

PEMGARDA revenue growth is attributed to commercial execution and the appeal of monoclonal antibody prophylaxis despite declining COVID vaccination trends.

— Invivyd, Inc., Q4 2025 2025 Earnings Call

Actively preparing for the potential commercial launch of VYD2311, an accessible vaccine-alternative for COVID prevention, which could be a step-change from PEMGARDA.

— Invivyd, Inc., Q4 2025 2025 Earnings Call

Well-positioned to support the DECLARATION pivotal trial and VYD2311 commercial launch with a strong balance sheet.

— Invivyd, Inc., Q4 2025 2025 Earnings Call

Commentary excerpts from earnings call transcripts provide management's perspective on performance, strategy, and outlook. Always review full transcripts for complete context.

OPERATIONAL METRICS

Ending Cash And Cash Equivalents
226.7M
dollars

Operational metrics provide insight into business drivers and customer engagement beyond traditional financial measures.