WEBULL

Is Invivyd’s (IVVD) Index Debut Quietly Reframing Its Long-Term Biotech Positioning?

Simply Wall St · 2d ago
  • In December 2025, Invivyd, Inc. was added to both the NASDAQ Biotechnology Index and the S&P Biotechnology Select Industry Index, marking a step-up in its visibility within the biotech sector.
  • These index inclusions can broaden Invivyd’s shareholder base by drawing interest from index-tracking funds and institutional investors that benchmark against these biotech indices.
  • We’ll now explore how Invivyd’s addition to major biotechnology indices could influence its investment narrative and longer-term positioning.

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Invivyd Investment Narrative Recap

To own Invivyd, you need to believe its antibody platform can turn PEMGARDA and follow-on infectious disease candidates into a sustainable business, despite current losses and a concentrated COVID-19 revenue base. The new index inclusions mainly improve visibility and liquidity; they do not materially change the central near term catalyst of deepening PEMGARDA uptake or the key risk that demand for COVID-19 monoclonals could weaken.

The November 24, 2025 update on RSV candidate VBY329 is especially relevant here, because it highlights Invivyd’s effort to diversify beyond COVID-19 just as index inclusion draws fresh attention from biotech-focused investors. Progress toward an IND filing and eventual clinical data for VBY329 will likely be watched closely as a potential counterweight to Invivyd’s current product concentration in PEMGARDA.

Yet behind the index headlines, investors should be aware of the very real risk that...

Read the full narrative on Invivyd (it's free!)

Invivyd's narrative projects $349.7 million revenue and $100.0 million earnings by 2028.

Uncover how Invivyd's forecasts yield a $10.00 fair value, a 247% upside to its current price.

Exploring Other Perspectives

IVVD 1-Year Stock Price Chart
IVVD 1-Year Stock Price Chart

Sixteen fair value estimates from the Simply Wall St Community span a wide range, from US$1.40 up to about US$27.27 per share, showing how far apart views on Invivyd can be. When you set those opinions against Invivyd’s reliance on PEMGARDA and early stage diversification into RSV and measles antibodies, it underlines why many readers may want to compare several viewpoints before forming expectations about the company’s future performance.

Explore 16 other fair value estimates on Invivyd - why the stock might be worth less than half the current price!

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This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.