Company Deep Dive
Business segments breakdown, earnings transcript analysis, management credibility scoring, competitive landscape, and scenario modelling.
IVVD
STRONG SELLREMOVEInvivyd, Inc. · Healthcare · United States · $333M · Avg Vol: $4M/d
Invivyd is a clinical-stage biopharma company focused on antibody therapeutics. It does not possess the high-ROIC, asset-light CDMO model required to benefit from our pharmaceutical manufacturing theme.
COMPANY DESCRIPTION
Invivyd, Inc. is a biopharmaceutical company focused on developing novel antibody therapeutics for infectious diseases, particularly those caused by rapidly evolving viruses. The company utilizes a proprietary platform to engineer antibodies with enhanced breadth and potency. Invivyd aims to address unmet medical needs in viral prevention and treatment, targeting a significant global health challenge.
FINANCIAL SUMMARY
| Year | 2021 | 2022 | 2023 | 2024 | 2025 | CAGR |
|---|---|---|---|---|---|---|
| Revenue | — | 0 | 0 | 25M | 53M | 110.5% |
| EPS | -5.32 | -2.23 | -1.81 | -1.43 | — | — |
| Shares | — | 109M | 110M | 120M | 282M | +158.6% |
| Debt | — | 4M | 2M | 1M | 2M | -12.5% |
| Equity | — | 356M | 177M | 68M | 242M | -12.1% |
| Op CF | — | -220M | -173M | -170M | -58M | — |
| Inv CF | — | -231M | 281M | -140,000 | -155,000 | — |
| Fin CF | — | 506,000 | 1M | 39M | 216M | — |
SCORE BREAKDOWN
FUNDAMENTALS
SECTOR PEERS
Closest peers in Healthcare, ranked by industry match, size, and score similarity. Cross-listings of IVVD are excluded.
| Ticker | Company | Mkt Cap | StockRank | Signal |
|---|---|---|---|---|
| IVVD | Invivyd, Inc.(you) | $333M | 9 | STRONG SELL |
| DMAC | DiaMedica Therapeutics Inc. | $332M | 10 | STRONG SELL |
| CMPX | Compass Therapeutics, Inc. | $348M | 8 | STRONG SELL |
| NMRA | Neumora Therapeutics, Inc. | $348M | 10 | STRONG SELL |
| LYEL | Lyell Immunopharma, Inc. | $393M | 8 | STRONG SELL |
| LXEO | Lexeo Therapeutics, Inc. | $399M | 7 | STRONG SELL |
| FBRX | Forte Biosciences, Inc. | $425M | 10 | STRONG SELL |
| LENZ | LENZ Therapeutics, Inc. | $251M | 7 | STRONG SELL |
| ALEC | Alector, Inc. | $239M | 8 | STRONG SELL |
| OCGN | Ocugen, Inc. | $477M | 9 | STRONG SELL |
Peer medians: ROE -21.9% · P/E 25.1x · Gross margin 44.2%