u/QHONTOLIAR · 26d agono track record yet
IVVD: Covid will become sexy again? Analyze on a sleeper biotech stock on the verge of P3 result.
Invivyd is a biotech with an imminent Phase 3 readout on VYD2311, a COVID therapeutic expected to replace revenue from expiring PEMGARDA. Independent lab data shows 27-124x potency advantage over current therapy, and management's dual-path approval strategy (full or accelerated) offers multiple win scenarios. Author estimates 50-60% odds of clean statistical win driving 178-344% upside, with ~80% odds of some viable regulatory path.