IV IVVD Invivyd, Inc. Loading... : Investor Sentiment and Bull/Bear Views

The author bought $4,000 worth of IVVD at 68 cents, treating it as speculative 'funny money' worth a shot. The only stated rationale is that the position is small enough to risk on a lottery-like outcome. No catalyst, timeframe or specific risk beyond the speculative nature is given.

The author argues that FDA minutes from the last meeting should give a clear direction for IVVD, making it the key catalyst. Declaration titers strengthening would reinforce the bullish case. The main risk is that the FDA minutes may not provide the expected clarity.

The author argues IVVD's 2311 already works because it is the third generation of the same platform as Pemgarda, which showed success in Covid prevention. The delay was due to insufficient placebo cases for comparison, and variant risk is minimal since the company reports variant data to the FDA with zero failures under the EUA. Payer adoption is expected because thousands of Pemgarda patients will need switching to 2311, and the side-effect profile versus vaccines favors 2311 on cost. Main risk is the FDA pathway and trial enrollment.