•
Sep 30, 2024

Invivyd Q3 2024 Earnings Report

Invivyd reported an increase in PEMGARDA net product revenue and progress in clinical trials.

Key Takeaways

Invivyd reported $9.3 million in PEMGARDA net product revenue for Q3 2024, an increase from $2.3 million in Q2 2024. The company ended the quarter with $106.9 million in cash and cash equivalents and is targeting near-term profitability. They highlight the updated PEMGARDA Fact Sheet and the initiation of dosing in the Phase 1 clinical trial of VYD2311.

PEMGARDA net product revenue reached $9.3 million in Q3 2024.

Invivyd ended Q3 2024 with $106.9 million in cash and cash equivalents.

The company aims for near-term profitability, targeting the first half of 2025.

Dosing began in the Phase 1 clinical trial of VYD2311 in August 2024.

Total Revenue
$9.3M
0
EPS
-$0.51
Previous year: -$0.36
+41.7%
Gross Profit
$7.94M
Previous year: -$508K
-1662.0%
Cash and Equivalents
$107M
Previous year: $265M
-59.6%
Free Cash Flow
-$41.1M
Previous year: -$35.4M
+16.2%
Total Assets
$162M
Previous year: $275M
-41.1%

Invivyd

Invivyd

Forward Guidance

Invivyd expects to end 2024 with at least $65 million in cash and cash equivalents, based on anticipated growth of net product revenue and various operational efficiency improvements.

Positive Outlook

  • Anticipated growth of net product revenue
  • Operational efficiency improvements
  • Focus on commercial execution to drive revenue growth and market expansion
  • Confidence in growth potential for PEMGARDA with updated Fact Sheet
  • Potential of PEMGARDA to address unmet need of COVID-19 pre-exposure prophylaxis

Challenges Ahead

  • Uncertainties regarding market acceptance and future sales of PEMGARDA
  • Dependence on continued EUA for PEMGARDA
  • Potential negative impacts from virologic activity data questioning pemivibart's neutralization
  • Risk of failing to maintain acceptable safety, tolerability and efficacy
  • Uncertainties regarding regulatory authorization or approval process