Invivyd: Why I'm Selling The CDTX Read-Through Rally [Seeking Alpha]
Invivyd, Inc. (IVVD)
Company Research
Source: Seeking Alpha
VYD2311 targets COVID-19 with a long-acting mAb but faces rapid viral evolution, a shrinking market, and political headwinds, unlike CD388's flu opportunity. IVVD's financials are stable post-raise, but Pemgarda's sales remain niche, and VYD2311's addressable market is uncertain and narrow. Despite improved product prospects, I rate IVVD a 'Sell,' as recent gains overstate its optionality compared to CD388's fundamentally stronger outlook. Richard Drury/DigitalVision via Getty Images Introduction Merck's ( MRK ) recent $9.2 billion acquisition of Cidara ( CDTX ) sparked a rally in Invivyd ( IVVD ) as investors attempt to connect the dots. Merck's main interest is Cidara's CD388, a late-stage, long-acting flu asset aimed at prevention This article was written by Analyst's Disclosure: I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. I wrote this article myse
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IVVD
News
- A Look at Invivyd (IVVD) Valuation After Advancing VBY329 RSV Antibody Candidate into Preclinical Development [Yahoo! Finance]Yahoo! Finance
- Invivyd (NASDAQ:IVVD) had its "sell (e+)" rating reaffirmed by analysts at <a style="font-weight:bold" href="https://weissratings.com/">Weiss Ratings</a>.MarketBeat
- Invivyd (NASDAQ:IVVD) was downgraded by analysts at D Boral Capital from a "strong-buy" rating to a "hold" rating.MarketBeat
- Invivyd (NASDAQ:IVVD) had its "hold" rating reaffirmed by analysts at D. Boral Capital.MarketBeat
- Invivyd to Participate at the 8th Annual Evercore Healthcare Conference [Yahoo! Finance]Yahoo! Finance
IVVD
Earnings
- 11/6/25 - Miss
IVVD
Sec Filings
- 11/25/25 - Form SCHEDULE
- 11/24/25 - Form 8-K
- 11/20/25 - Form 4
- IVVD's page on the SEC website