Invivyd (NasdaqGM:IVVD) FY Conference December 02, 2025 02:35 PM ET Company ParticipantsTimothy Lee - Chief Commercial OfficerRobert Allen - Chief Scientific OfficerConference Call ParticipantsNone - AnalystNoneWell, thank you, guys. Super excited to have management team from Invivyd join us. And I'm sorry, Mark, couldn't make it, but I'll let you kick things off, and I feel like there's a lot to talk about since it's weekend.Timothy LeeThere is. You know, it's a very exciting time at Invivyd. And for those ...

NEW HAVEN, Conn., Nov. 25, 2025 (GLOBE NEWSWIRE) -- Invivyd, Inc. (Nasdaq: IVVD) today announced that management will participate in a fireside chat at the 8th Annual Evercore Healthcare Conference on Tuesday, December 2, 2025, at 2:35 p.m. ET in Miami, FL. A live webcast of the fireside chat will be available in the investor section of the company's website at investors.invivyd.com and will be archived for approximately 90 days following the presentation. About InvivydInvivyd, Inc. (Nasdaq: IVVD) is a biop ...

Core Viewpoint - Invivyd, Inc. has identified a potentially best-in-class monoclonal antibody candidate, VBY329, for the prevention of Respiratory Syncytial Virus (RSV) in neonates, infants, and children, leveraging its proprietary antibody discovery technology [1][5][6] Group 1: Product Development - VBY329 demonstrates in vitro properties that indicate higher potency and improved resistance compared to existing treatments like nirsevimab and clesrovimab, with an antiviral potency 1.5-fold greater than nirsevimab and 1.2-fold greater than clesrovimab [2][6] - The antibody candidate shows up to approximately 500-fold enhanced neutralization activity against RSV F protein variants resistant to nirsevimab, indicating a strong resistance profile [6] - Invivyd aims to achieve IND readiness for VBY329 in the second half of 2026, with plans to present in vitro data at a future medical congress [3][6] Group 2: Market Potential - The market for RSV prophylaxis among children under 24 months is projected to grow significantly, with expectations of reaching $3-$4 billion in annual revenues globally by 2030 [3][6] - Monoclonal antibodies have been a critical treatment option for vulnerable populations for nearly 30 years, suggesting a robust market opportunity for VBY329 [3] Group 3: Company Overview - Invivyd, Inc. is focused on developing innovative monoclonal antibodies for serious viral infectious diseases, with a unique integrated technology platform for antibody assessment and development [7] - The company has previously received emergency use authorization from the U.S. FDA for another monoclonal antibody, highlighting its capability in the biopharmaceutical sector [7]

Core Insights - The article discusses the investment analysis service provided by Biotech Analysis Central, focusing on pharmaceutical companies and their potential for long-term value generation [1][2]. Company Overview - Invivyd, Inc. (IVVD) is highlighted as a company of interest, particularly in the context of its development of monoclonal antibodies (mAb) for COVID-19 and respiratory syncytial virus (RSV) [2]. Service Features - Biotech Analysis Central offers a comprehensive library of over 600 biotech investing articles, a model portfolio featuring more than 10 small and mid-cap stocks, and various analysis and news reports aimed at assisting healthcare investors [2]. - The subscription service is priced at $49 per month, with a discounted annual plan available at $399, representing a 33.50% savings [1].

Core Points - U.S. stock futures are lower, with Dow futures down approximately 200 points [1] - Helmerich and Payne Inc reported a fourth-quarter loss of 1 cent per share, with quarterly sales of $1.012 billion, exceeding analyst expectations of $973.678 million [1] - Helmerich and Payne shares fell 7% to $25.69 in pre-market trading [1] Company Movements - Alpha Technology Group Ltd shares decreased by 19% to $17.50 after a significant surge of 132% on Monday [4] - Invivyd Inc shares fell 13.4% to $2.46 following the announcement of a $125 million public offering [4] - Nice Ltd shares dropped 7.3% to $112.00 after a 9% decline on the previous day [4] - H World Group Ltd shares fell 6.7% to $41.95 despite reporting better-than-expected third-quarter results [4] - Fulcrum Therapeutics Inc shares decreased by 6.6% to $9.01 after a 12% gain on Monday [4] - Rocket Pharmaceuticals Inc shares declined 6% to $2.86 [4] - OBOOK Holdings Inc shares fell 5.6% to $7.53 [4] - Iperionx Ltd shares decreased by 5% to $33.00 [4] - Home Depot Inc shares slipped 2% to $351.01 after reporting worse-than-expected third-quarter adjusted EPS and lowering FY25 adjusted EPS outlook [4]

Core Insights - Premarket trading is showing notable activity with significant price movements indicating potential trading opportunities before the market opens [1] Premarket Gainers - Olema Pharmaceuticals, Inc. (OLMA) has seen a substantial increase of 213%, trading at $26.68 - Diginex Limited (DGNX) is up 12%, currently priced at $15.25 - Gorilla Technology Group Inc. (GRRR) has risen by 11%, trading at $14.05 - Amer Sports, Inc. (AS) is up 9%, priced at $33.47 - Click Holdings Limited (CLIK) has increased by 9%, trading at $7.38 - Beamr Imaging Ltd. (BMR) is up 9%, currently at $2.14 - James Hardie Industries plc (JHX) has risen by 8%, trading at $18.22 - Arvinas, Inc. (ARVN) is up 8%, priced at $12.00 - Axalta Coating Systems Ltd. (AXTA) has increased by 7%, trading at $30.28 - Genprex, Inc. (GNPX) is up 6%, currently at $4.31 [3] Premarket Losers - LifeMD, Inc. (LFMD) has decreased by 22%, trading at $3.65 - Alpha Technology Group Limited (ATGL) is down 21%, currently priced at $17.00 - Intellinetics, Inc. (INLX) has fallen by 19%, trading at $7.25 - Energizer Holdings, Inc. (ENR) is down 16%, priced at $20.00 - Invivyd, Inc. (IVVD) has decreased by 14%, currently at $2.42 - BellRing Brands, Inc. (BRBR) is down 12%, trading at $22.30 - Sadot Group Inc. (SDOT) has fallen by 9%, currently priced at $3.99 - CEVA, Inc. (CEVA) is down 8%, trading at $21.60 - Helmerich & Payne, Inc. (HP) has decreased by 7%, currently at $25.44 - Opendoor Technologies Inc. (OPEN) is down 5%, trading at $7.39 [4]

Core Viewpoint - Invivyd, Inc. has announced a public offering of 44 million shares of common stock at $2.50 per share, aiming to raise approximately $125 million before expenses [1][3]. Group 1: Offering Details - The offering includes 44,000,000 shares of common stock priced at $2.50 each and pre-funded warrants for 6,000,000 shares at $2.4999 each [1]. - Underwriters have a 30-day option to purchase an additional 7,500,000 shares at the public offering price [1]. - The offering is expected to close on or about November 19, 2025, pending customary closing conditions [1]. Group 2: Use of Proceeds - Invivyd plans to use the net proceeds for commercial preparedness for the potential launch of VYD2311, ongoing research and development for pipeline programs including RSV and measles, and efforts related to monoclonal antibody therapy for Long COVID and COVID-19 Post-Vaccination Syndrome [3]. Group 3: Company Background - Invivyd, Inc. is a biopharmaceutical company focused on providing protection against serious viral infectious diseases, starting with SARS-CoV-2, utilizing a proprietary technology platform for developing antibodies [7].

Core Insights - Premarket trading is showing notable activity with significant price movements indicating potential opportunities for traders before the market opens [1] Premarket Gainers - Cidara Therapeutics, Inc. (CDTX) is up 91% at $203.18 - Binah Capital Group, Inc. (BCG) is up 45% at $2.07 - Invivyd, Inc. (IVVD) is up 42% at $2.52 - Omeros Corporation (OMER) is up 15% at $7.25 - The Oncology Institute, Inc. (TOI) is up 12% at $3.47 - AlphaVest Acquisition Corp (ATMV) is up 11% at $7.99 - ARB IOT Group Limited (ARBB) is up 7% at $7.31 - Hyperion DeFi, Inc. (HYPD) is up 6% at $5.27 - TruGolf Holdings, Inc. (TRUG) is up 6% at $2.02 - Boqii Holding Limited (BQ) is up 5% at $2.24 [3] Premarket Losers - TSS, Inc. (TSSI) is down 40% at $9.12 - StubHub Holdings, Inc. (STUB) is down 20% at $15.02 - ESS Tech, Inc. (GWH) is down 20% at $3.38 - Red Cat Holdings, Inc. (RCAT) is down 17% at $6.38 - WhiteFiber, Inc. (WYFI) is down 15% at $16.81 - New Era Energy & Digital, Inc. (NUAI) is down 13% at $3.66 - NET Power Inc. (NPWR) is down 11% at $2.62 - Korro Bio, Inc. (KRRO) is down 9% at $5.90 - Anavex Life Sciences Corp. (AVXL) is down 8% at $5.20 - Interactive Strength Inc. (TRNR) is down 5% at $2.47 [4]

Group 1: RLX Technology Inc - RLX Technology Inc reported quarterly earnings of 3 cents per share on sales of $158.600 million [1] - Shares of RLX Technology rose 6% to $2.47 in pre-market trading following the earnings report [1] Group 2: Other Stocks in Pre-Market Trading - Cidara Therapeutics, Inc. surged 92% to $203.50 after a Schedule 13D Amendment revealed beneficial ownership of 3.37 million shares [4] - Binah Capital Group, Inc. gained 52.2% to $2.17 after posting stronger-than-expected third-quarter results [4] - Expion360 Inc. rose 42.4% to $1.81 following its third-quarter results [4] - Aspire Biopharma Holdings, Inc. surged 31.2% to $0.1380 in pre-market trading [4] - Invivyd, Inc. gained 28.8% to $2.28 after reporting better-than-expected third-quarter financial results [4] - Milestone Scientific Inc. surged 26.3% to $0.4801 after reporting better-than-expected third-quarter sales [4] - Lazydays Holdings, Inc. gained 23.3% to $1.85 after a previous surge [4] - Omeros Corp gained 12.5% to $7.08 following a narrower-than-expected quarterly loss [4] - Nouveau Monde Graphite Inc rose 10% to $3.25 after a decline the previous day [4] Group 3: Declining Stocks in Pre-Market Trading - TSS Inc tumbled 40.2% to $9.10 after reporting a year-over-year decrease in third-quarter results [4] - enVVeno Medical Corp declined 35.8% to $0.42 after an unfavorable FDA appeal decision [4] - Nuvve Holding Corp fell 29.3% to $0.34 after announcing third-quarter results [4] - ESS Tech Inc shares dipped 24.2% to $3.22 after reporting weak quarterly sales [4] - Direct Digital Holdings Inc fell 18.8% to $0.23 after a significant gain the previous day [4] - StubHub Holdings Inc fell 18.8% to $15.28 after worse-than-expected third-quarter EPS results [4] - Mangoceuticals Inc dipped 17.7% to $0.98 after a decline the previous day [4] - Red Cat Holdings Inc dipped 15.1% to $6.57 after worse-than-expected financial results and a lowered FY25 sales guidance [4] - WhiteFiber Inc fell 13.4% to $17.21 after reporting worse-than-expected financial results [4] - Sobr Safe Inc fell 12.4% to $2.21 after a decline the previous day [4]

Core Insights - Invivyd, Inc. reported a quarterly loss of $0.06 per share, which was worse than the Zacks Consensus Estimate of a loss of $0.05, marking a 20% earnings surprise [1] - The company's revenues for the quarter ended September 2025 were $13.13 million, missing the Zacks Consensus Estimate by 18.96%, compared to $9.3 million in the same quarter last year [2] - Invivyd's stock has increased approximately 243% since the beginning of the year, significantly outperforming the S&P 500's gain of 15.6% [3] Financial Performance - Over the last four quarters, Invivyd has surpassed consensus EPS estimates only once [2] - The current consensus EPS estimate for the upcoming quarter is -$0.05 on revenues of $19.3 million, and for the current fiscal year, it is -$0.43 on revenues of $58.6 million [7] Industry Context - Invivyd operates within the Zacks Medical - Biomedical and Genetics industry, which is currently ranked in the top 41% of over 250 Zacks industries [8] - The performance of stocks in this industry is influenced by the overall industry outlook, with top-ranked industries historically outperforming lower-ranked ones by a factor of more than 2 to 1 [8] Future Outlook - The sustainability of Invivyd's stock price movement will largely depend on management's commentary during the earnings call and the trends in earnings estimate revisions [3][4] - The estimate revisions trend for Invivyd was mixed prior to the earnings release, resulting in a Zacks Rank 3 (Hold) for the stock, indicating expected performance in line with the market [6]