Slide 1: Invivyd Q4 Earnings Call & Business Update
Invivyd Q4 Earnings Call & Business Update March 5, 2026 © 2026 Invivyd, Inc. All trademarks used in this presentation are the property of their respective owners. 1
Slide 2: Cautionary Note Regarding Forward-Looking Statements
CAUTIONARY NOTE REGARDING FORWARD-LOOKING STATEMENTS This presentation contains forward-looking statements within the meaning of the U.S. Private Securities Litigation Reform Act of 1995. Statements in this presentation that are not statements of historical fact are forward-looking statements. Words
Slide 3: Agenda
01 Executive Summary 02 Clinical and Regulatory Update agenda 03 Commercial Update 04 Financial Highlights 05 Q&A 3
Slide 4: Fueling the Future
Michael Mina, M.D., Ph.D., appointed Chief Medical Officer Continued quarter-over-quarter growth with more HCPs prescribing Fully enrolled; Fast Track designation Fueling the Future granted; on track for top-line data mid-year FDA alignment on protocol Plan to initiate Phase 2 clinical trial in SPEA
Slide 5: Agenda
01 Executive Summary 02 Clinical and Regulatory Update agenda 03 Commercial Update 04 Financial Highlights 05 Q&A 5
Slide 6: COVID perceived as a respiratory virus
Perceived as a “respiratory” Influenza Entry via sialic acid receptor RSV Entry via CX3CR1 virus because of Largely bronchoepithelial cells Largely bronchoepithelial cells transmission, but actually a vascular, prothrombotic, immunomodulatory SARS-CoV-2 novel virus Entry via ACE2 Epithelial and endo
Slide 7: Current Disconnected State of COVID Prevention
The Clinical Data Phase 3 RCTs: Current ~2 months of efficacy follow-up Disconnected The FDA Labels state of COVID “Once – OR – More than 2 mRNA vaccine months since last boost dose” prevention Observed Utilization Annual booster Sources: (1) Vaccines and Related Biological Products Advisory Committ
Slide 8: VYD2311 Phase 3 trial designs
Day 90 Day 1 Day 30 Day 60 End of Study 60-Day Treatment Period 30-Day Follow-up Period VYD2311-SD VYD2311 Placebo Placebo (single dose) R VYD2311 VYD2311 VYD2311 Screening VYD2311-MD 1:1:1 (multidose) (up to Day -14) N1770 Placebo Placebo Placebo Placebo Monitor for CLI symptoms: Day 1 to Day 90 If
Slide 9: VYD2311 COVID prevention, VBY329 RSV, Measles
VYD2311 COVID prevention VYD2311 COVID prevention • Phase 3, BLA-enabling trial of VYD2311 fully enrolled • Alignment reached with FDA on Phase 3 trial to • Early COVID event rates on-track examine safety and immunology of VYD2311 combined with and versus an mRNA vaccine • Potential for modest upsiz
Slide 10: Agenda
01 Executive Summary 02 Clinical and Regulatory Update agenda 03 Commercial Update 04 Financial Highlights 05 Q&A 10
Slide 11: It's common sense.
More and more HCPs and patients are choosing monoclonal antibodies. It’s common sense. 11
Slide 12: PEMGARDA is helping establish Invivyd's long-term commercial foundation
PEMGARDA is helping establish Invivyd’s long-term commercial foundation $17.2M PEMGARDA Net Product Revenue Q4 ’25 Established Strong Commercial Foundation In-line commercial team and Continued sales growth QoQ in infrastructure to support long-term 2025 growth 926 Accounts w/ PEMGARDA Infusion Expe
Slide 13: Invivyd teams up with Lindsey Vonn for antibody education
| Invivyd teams up with Olympic skier Lindsey Vonn for antibody education By Andrea Park - Jan 22, 2026 11:40am
Slide 14: Agenda
01 Executive Summary 02 Clinical and Regulatory Update agenda 03 Commercial Update 04 Financial Highlights 05 Q&A 14
Slide 15: Financial highlights
Financial highlights Q4 2025 PEMGARDA® (pemivibart) net product revenue of $17.2 million • 25% growth over Q4 2024 • 31% growth over Q3 2025 December 2025 ending cash $226.7M • Raised over $200M in the second half of 2025 PEMGARDA® Net Product Revenue Q1 Q2 Q3 Q4 2024 $0 $2.3M $9.3M $13.8M 2025 $11.
Slide 16: Agenda
01 Executive Summary 02 Clinical and Regulatory Update agenda 03 Commercial Update 04 Financial Highlights 05 Q&A 16
Slide 17: Invivyd
INVIVYD