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IVIVVD

Invivyd, Inc.

$IVVD·$294M·Biotechnology·Healthcare
$0.93+1.3%YTD-63.0%1Y-25.1%
Price updated 4m ago
IVIVVD
$IVVDInvivyd, Inc.
$0.93+1.29%0 posts
AI analysisFundamentalsVoices on X
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On X

The complete picture of $IVVD on X — how loud the conversation is right now, how it has trended over the last two weeks, and which way the crowd is leaning.

0X posts · last 7 days
No mention history yet

AI verdictAI analysisGenerated by AI from underlying data

TickerTalks' own read on what's driving $IVVD — fundamentals, momentum, or an event — and whether it agrees with the X crowd.

Hinges on a big eventWinding up for a moveAI verdict · as of 2026-09-24

Trading in a tight range and building pressure — a move looks likely soon, but the direction isn't clear yet.

COVID monoclonal-antibody biotech at $0.92 (-63% YTD) with Sep-4 BlackRock $14M stake and 2028 revenue consensus $230M scaling.

Invivyd (formerly Adagio Therapeutics) is a $290M infectious-disease-antibody biotech whose lead product is Pemgarda (COVID prophylaxis) — the tape has punished it hard but the analyst consensus models a real inflection.

  • 2026 revenue consensus $60M scaling to $800M by 2030; EPS -$0.53 → +$0.75 (crossing breakeven in 2029); gross margin 91%, FCF yield -37% (heavy burn against depressed market cap).
  • Q2 EPS -$0.14 vs -$0.11 (-31%); Q1 -$0.13 vs -$0.08 (-63%); Q4 +$0.02 vs -$0.06 (+133% — a beat but from a small base). The forward path depends on Pemgarda uptake more than beat-cadence.
  • Sep-4 BlackRock $14.08M new position; Sep-13 SA "3 Small-Cap Biotechs With Binary Catalysts" name-check; director Sheffield 100K-share award Sep-2; position in 52w range 0.16 (deep).

Nov-5 earnings will show Pemgarda script trends into fall/winter respiratory season; the setup is a beaten-down commercial-stage biotech where BlackRock's Sep-4 buy is the notable inbound signal.

What to watch: Nov-5 print, Pemgarda script trajectory into fall/winter, and any label-expansion or partnership disclosures.

On the calendar: 2026-11-05 — Q3 earnings

no x sentimentbeta missingno position in 52w range

Read the AI verdict on $IVVD

  • One-line verdict on what's driving the move — fundamentals, momentum, both, or an event
  • Next dated catalyst when there is one (earnings, deal closing, activist clock)
  • Whether TickerTalks' read agrees with or diverges from the X crowd
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What it does

Plain-English summary of the business — what they sell and how they make money.

Clinical-stage biopharmaceutical developing monoclonal antibody therapies; pivoting after COVID-19 antibody program wind-down.

Industry overviewAI analysisGenerated by AI from underlying data

Where Biotechnology sits in its cycle right now — and what that implies for $IVVD.

Biotechnology · Healthcare

No material change from last week — mRNA oncology platform remains the structural driver; MRNA's personalized cancer vaccine (melanoma Phase 3 Oct readout) has extended a 137% monthly run. IBB +42% T12M reflects broad RNA-medicine and gene-editing multiple re-rating; GLP-1 pipeline names (ALT, VKTX, KLRA) are the secondary near-term catalyst cohort.

Top industry ETF

$IBBiShares Biotechnology ETF
+23.3%YTD
+47.7%1Y

Fundamentals & catalyst

Profitability, valuation, and the next earnings event — at a glance, with rule-of-thumb signals.

Key ratios

P/E
-2.5How much investors are paying per dollar of profit the company actually earned in the last 12 months. Lower means the stock looks cheaper relative to earnings.~15–25 is typical for the S&P 500; high-growth names trade 30+; hyper-growth or speculative can be 100+ or negative.
ROIC
-59.4%What percentage return the business earns on every dollar of capital (equity + debt) deployed in operations. The cleanest measure of business quality.Above ~15% is high-quality; consistently above 25% suggests a real moat. Below the company's cost of capital is value-destroying.
Op margin
-193%Operating profit (after sales, marketing, R&D, and overhead but before interest and taxes) as a percentage of revenue. The clearest view of how well the underlying business is run.Mature business above 20% is healthy; software businesses can run 30%+; commodity / retail businesses operate in single digits.
FCF yield
-37.2%Free cash flow (operating cash flow minus capex) divided by the company's market cap. The cash-on-cash return you'd get owning the whole business at today's price.Above ~5% is attractive; below ~2% means you're paying up for growth. Capital-light businesses (software) run higher than capital-heavy ones (utilities).
P/S
5.0Same idea as P/E but per dollar of revenue. Useful for companies that aren't profitable yet, where P/E is meaningless.Under ~2 is cheap; software / SaaS often runs 8–15; well above 20 implies the market is pricing in very high future growth.
ROE
-59.7%Net income as a percentage of shareholders' equity. Similar to ROIC but counts only the equity side.Above 20% is strong, but can be inflated by leverage — a heavily indebted company can show high ROE with weak underlying ROIC.
Gross margin
91.4%Revenue minus the direct cost of producing what was sold, as a percentage of revenue. The first read on whether the product is structurally profitable.Software / SaaS is typically 70%+; consumer goods 30–50%; commodity / hardware businesses can be under 20%.
D/E
0.0Total debt divided by shareholders' equity. Measures how much the business runs on borrowed money versus owner capital.Under 1 is conservative; 1–2 is typical for mature businesses; over 2 is leveraged and more sensitive to interest rates.

Past earnings

QuarterReportedActualEstimateSurprise
Q2 2026Aug 13, 2026$-0.14$-0.11-31.2%
Q1 2026May 14, 2026$-0.13$-0.08-62.5%
Q4 2025Mar 5, 2026$0.02$-0.06+133.3%
Q3 2025Nov 6, 2025$-0.06$-0.05-20.0%
Next earningsThu, Nov 5·consensus EPS $-0.11

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q2 FY26$14.3M+21.2%91.1%-321%$-0.14$-43.5M
Q1 FY26$13.7M+21.6%88.8%-314%$-0.13$-42.4M
Q4 FY25$17.2M+24.5%93.4%-73.0%$-0.06$-15.5M
Q3 FY25$13.1M+41.2%91.7%-84.0%$-0.06$-8.3M

Forward consensus

5-year forecast · up to 2 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$60.1M$52.2M – $68.2M-$0.53-$0.58 – -$0.472
FY27$87.0M$75.6M – $98.7M-$0.33-$0.42 – -$0.242
FY28$230.1M$177.0M – $283.2M-$0.16-$0.42 – $0.102
FY29$482.4M$419.1M – $547.5M$0.44$0.37 – $0.521
FY30$799.9M$695.0M – $907.9M$0.74$0.62 – $0.881

Setup & momentum

Volume, range, and moving-average position — the technical setup driving short-term moves.

Right now

Vol vs 30dToday's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.1.3×Today's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.
52w rangeWhere the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.15%Where the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.
vs 50d MALatest close vs the 50-day simple moving average. Positive = short-term trend is up.+17.9%Latest close vs the 50-day simple moving average. Positive = short-term trend is up.
vs 200d MALatest close vs the 200-day simple moving average. Positive = long-term trend is up.-34.5%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatHigh float · 249.9M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today2.4% of floatToday's volume as a percent of the free float. Above 5% on a single day is unusually high turnover for the available share count.β0.715-year weekly beta vs the S&P 500. Above 1.5 means the stock typically moves more than the index; below 0.8 moves less.

Insider activity

Recent open-market buys and sells by officers and directors — flagged when multiple insiders cluster.

Recent transactions

SellAug 18Jill AndersenChief Legal Officer, Secretary30.7K sh$26KSellAug 18Robert D. AllenChief Scientific Officer17.0K sh$14KSellAug 18Julie GreenChief Human Resources Officer18.4K sh$16KSellAug 18William E. DukeCFO18.4K sh$16KSellAug 18Lee Timothy EdwardChief Commercial Officer18.4K sh$16KSellAug 17Robert D. AllenChief Scientific Officer20.7K sh$15KSellAug 17William E. DukeCFO22.4K sh$16KSellAug 17Jill AndersenChief Legal Officer, Secretary37.3K sh$27KSellAug 17Julie GreenChief Human Resources Officer22.4K sh$16KSellAug 17Lee Timothy EdwardChief Commercial Officer22.4K sh$16K
+ 14 other (9 awards · 5 exempts) in window

See when $IVVD insiders are putting their own money in

  • Real-time open-market buys and sells from Form 4 filings
  • Cluster-buy detection when multiple insiders pile in at once
  • 30 / 60 / 180-day windows so you can spot building conviction
Free, forever. No credit card.

SEC filings

Material 8-K, 13D, S-3, and 424B5 events from the last 180 days — the filings that actually move the price.

Recent material filings

3New insider — initial holdingsSep 23
8-KOfficer or director changeSep 18-K — Item 5.02: Officer or director change · Item 8.01: Other event
3New insider — initial holdingsAug 43
8-KListing / delisting noticeJul 248-K — Item 3.01: Listing / delisting notice
8-KShareholder voteMay 198-K — Item 5.07: Shareholder vote
+ 15 other (5 13Gs · 2 10-Qs · 2 routine 8-Ks · 2 proxys) in window

Recent news

Latest headlines from major outlets, sourced and timestamped — context for whatever just moved.

These beaten-down stocks could bounce back in January, if history is any guidemarketwatch.com·4d ago3 Small-Cap Biotechs With Binary Catalysts on the Calendarmarketbeat.com·12d agoInvivyd to Participate in Upcoming September Investor Conferencesglobenewswire.com·17d agoBlackRock Inc. Takes $14.08 Million Position in Invivyd, Inc. $IVVDdefenseworld.net·22d agoInvivyd Reports Inducement Grants Under Nasdaq Listing Rule 5635(c)(4)globenewswire.com·22d ago

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Voices on X · last 7 days

No standout posts about $IVVD on X in the last 7 days.

TickerTalks is a research tool, not financial advice. We surface social-attention data; we do not make stock recommendations. Past attention is not predictive of future price movements.

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