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- **$87M Capital Raise**: Funds pivotal VYD2311 trial, positioning for mid-2026 data readout.
- **41% YoY Revenue Growth**: PEMGARDA adoption drives Q3 financial performance.
- **Innovative Regulatory Path**: First-ever combination of mRNA vaccine and monoclonal antibody in single study.
- **Blockbuster Potential**: $3.8B annual COVID vaccine market with high patient demand for safer alternatives.
- **Pipeline Momentum**: RSV and measles programs targeting unmet needs with novel mechanisms.

**【CEO Summary Section】**
- **Turning Point in Q3**: Received FDA feedback on VYD2311, raising $87 million to fund pivotal clinical program. 
- **Clinical Timeline**: LIBERTY study to initiate by end-2025, with top-line data expected mid-2026.
- **Strategic Differentiation**: Antibody-based approach offers safety advantages over mRNA vaccines, with no inflammation-inducing mechanism.
- **Market Opportunity**: $3.8B annual U.S. COVID vaccine sales, but high patient preference for alternative prevention methods.

**【CFO Financial Commentary】**
- **Revenue Growth**: Q3 2025 revenue up 11% QoQ and 41% YoY, driven by PEMGARDA adoption.
- **Cash Position**: $87M raised in Q3, with ATM exhausted at favorable prices, providing liquidity through 2026.
- **Operational Discipline**: Maintaining cost control while scaling commercial infrastructure for VYD2311 launch.

**【Q&A Highlights】**
- **PEMGARDA Strategy**: No plans to sunset PEMGARDA; it remains a differentiated therapy for immunocompromised patients.
- **FDA Coordination**: LIBERTY study requires coordination between CBER (vaccines) and CDER (monoclonal antibodies), a novel regulatory approach.
- **Commercial Expansion**: Scaling field presence and digital engagement to prepare for VYD2311 launch, targeting broader patient population.
- **Pipeline Development**: Early-stage RSV and measles programs focus on resistance profiles and biophysical differentiation, with updates expected by year-end.

Invivyd, Inc. (IVVD) Q3 2025 Earnings Call Transcript

Revenue

Sales and Services Revenue

Financing Services Revenue

Other Revenue

Cost of Revenue

Cost of Goods and Services

Cost of Financing Services

Other Cost

Gross Profit

Other Operating Income

Operating Expenses

Selling, General and Administrative Expenses

Selling and Marketing Expenses

General and Administrative Expenses

Research and Development Expenses

Loss on Bad Debts

Loss on Impairment of Other Assets

Loss on Disposal of Assets

Other Operating Expenses

Operating Income

Non-Operating Income (Loss)

Income (Loss) from Affiliates

Income (Loss) from Associates

Income (Loss) from Joint ventures

Gain (Loss) on Other Investment

Gain (Loss) on Change in Fair Value

Gain (Loss) on Foreign Currency Exchange

Other Non-Operating Income (Loss)

Net Interest Expense

Interest Expense

Interest Income

Pretax Income From Continuing Operations

Income Tax Expense

Current Income Tax

Deferred Income Tax

Income Tax Adjustments

Net Income from Continuing Operations

Income from Discontinued Operations

Other Items Before Net Income

Net Income

Net Income Attributable to Minority Interests

Net Income Attributable to Owners of the Company

Preferred Stock Dividends

Other Adjustments

Net Income Attributable to Common Stockholders

Other Comprehensive Income

Total Comprehensive Income

Total Comprehensive Income Attributable to Minority Interests

Total Comprehensive Income Attributable to Owners of the Company

Basic EPS

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Basic EPS from Discontinued Operations

Diluted EPS

Diluted EPS from Continuing Operations

Diluted EPS from Discontinued Operations

IVVD

IVVD fundamentals

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