Invivyd is a commercial-stage company on a mission to rapidly and perpetually deliver antibody-based therapies that protect vulnerable people from devastating consequences of circulating viral threats. The company is advancing VYD2311 with a Phase 3 trial (DECLARATION) targeting mid-2026 topline data and FDA Fast Track designation, while also developing an RSV candidate (VBY329) and pursuing measles monoclonal antibodies.
Cyborg Score Rationale
Invivyd reported Q4 2025 PEMGARDA net product revenue of $17.2M (up 25% YoY) with ending cash of $226.7M following >$200M raised in H2 2025. The company has achieved commercial-stage status with FDA-authorized product sales and a robust pipeline spanning viral infectious diseases, but faces execution risk on Phase 3 trials and competitive pressures in the monoclonal antibody space.
Top Insights
Q4 2025 PEMGARDA revenues of $17.2M demonstrate early commercial traction with 25% YoY growth
VYD2311 Phase 3 DECLARATION trial initiated with topline data expected mid-2026; granted FDA Fast Track designation
RSV candidate VBY329 nominated for preclinical development with superior potency versus nirsevimab and clesrovimab comparators
Strong liquidity position of $226.7M cash following successful $200M+ fundraising in H2 2025 to fund pivotal trials and commercial preparedness
Named Competitors
Vir Biotechnology — Monoclonal antibodies for viral infectious diseases
GSK (formerly Glaxo SmithKline) — Monoclonal antibodies and vaccines for viral diseases
Genmab — Antibody-based therapies platform
Recent Developments
(December 2025) Initiated DECLARATION Phase 3 trial for VYD2311 with 1,770 planned participants and mid-2026 topline data expected
(December 2025) VYD2311 received FDA Fast Track designation for COVID-19 prevention
(November 2025) Completed $125M public offering to fund commercial preparedness and pipeline expansion including RSV and measles programs
(January-February 2026) Published data on variant-agnostic correlate of protection for COVID-19 monoclonal antibody
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