Invivyd, Inc. · NASDAQ:IVVD
Invivyd — Investor Presentation (September 2024)
27 slides from Invivyd's investor presentation, Sep 6, 2024
Slide 1: Corporate Overview September 2024
Corporate Overview September 2024 © 2024 Invivyd, Inc. Invivy , Pemgar , and the Ribbon logos are trademarks of Invivyd, Inc. All trademarks in this presentation are the property of their respective owners.
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
AGENDA What We Do How We Do It Where We Are What Comes Next 3
Slide 4: It's 2024 and yet... a person in the U.S. dies with COVID-19
IT’S 2024 AND YET… Approximately every 8 MINUTES, a person in the U.S. DIES with COVID-19* COVID-19=coronavirus disease 2019. *Calculation based on provisional CDC data (from Oct 1, 2023 start date of RESP-NET, through June 15, 2024, ~45,200 people in the U.S. died with COVID-19). Reference CDC. COV
Slide 5: So, while you were... people in the U.S. died with COVID-19
SO, WHILE YOU WERE… Getting ready in Having lunch Watching a Sleeping the morning with your colleague movie on Netflix 15 minutes 60 minutes 2 hours 8 hours 2 7 14 56 PEOPLE IN THE U.S. DIED WITH COVID-19 COVID-19=coronavirus disease 2019. Calculation based on provisional CDC data (from Oct 1, 2023
Slide 6: COVID-19 plays neverending roulette with our overall health
MOREOVER, COVID-19 PLAYS NEVERENDING ROULETTE WITH OUR OVERALL HEALTH Cumulative Incidence of Post-acute Sequelae (“Long COVID”) of COVID-19 Infection1 • 3.5% to 7.8% chance of developing Long COVID1 • Reinfection may be the norm2* COVID-19=coronavirus disease 2019; PCR=polymerase chain reaction; SA
Slide 7: COVID-19 is the most damaging and deadly of prevalent respiratory viruses
COVID-19 IS THE MOST DAMAGING AND DEADLY OF PREVALENT RESPIRATORY VIRUSES COVID-19 is the leading cause of hospitalizations and death from respiratory viruses in the U.S. (2023-2024 data)* Hospitalizations1* Deaths* COVID-19 460,000 45,2002 INFLUENZA 272,000 9,9003 RSV 179,000 ~6,000–10,0004† COVID-
Slide 8: The virus will never go away
THE VIRUS WILL NEVER GO AWAY 2021 2022–2023 2024 June July 11, 2, 2021 August 31, 2022 January 10, 2024 July 2, 2021 December 22, 2023 June 19, 2024 August 12, 2021 December 22, 2023 January 23, 2024 EVERY YEAR, THE SAME STORY: COVID-19 IS IN NONSTOP EVOLUTION COVID-19=coronavirus disease 2019. All
Slide 9: COVID-19 burden rests disproportionately on the immunocompromised
COVID-19 BURDEN RESTS DISPROPORTIONATELY ON THE IMMUNOCOMPROMISED Updated INFORM study data from England (1H 2023) found that in a sample of nearly 12 million people1: Immunocompromised people represented only Immunocompromised people accounted 4% of the study population… for: EPOCH 2022 analysis2 ~
Slide 10: COVID-19 vaccines insufficient for real protection, especially immunocompromised
WE BELIEVE COVID-19 VACCINES ARE INSUFFICIENT FOR REAL PROTECTION, ESPECIALLY FOR IMMUNOCOMPROMISED PEOPLE Adults≥18 years by 2023–2024 COVID-19 Vaccine1 immunocompromise/ Adjusted Vaccine Effectiveness Against Hospitalization vaccination status/days since dose [%, (95% Confidence Interval)] The sol
Slide 11: Antibodies have been shown to protect people from getting sick with COVID-19
WHEREAS ANTIBODIES HAVE BEEN SHOWN TO PROTECT PEOPLE FROM GETTING SICK WITH COVID-19 Adintrevimab1* Tixagevimab+cilgavimab Pemivibart3,4,* (“Evusheld”)2* PROVENT 71% reduction* 77% reduction* 84% reduction* in risk of in risk of in risk of symptomatic COVID-19 symptomatic COVID-19 symptomatic COVID-
Slide 12: COVID-19 standard of care as sub-standard, creating opportunity for monoclonal antibodies
WE SEE THE COVID-19 “STANDARD OF CARE” AS SUB-STANDARD, CREATING IMMENSE OPPORTUNITY FOR MONOCLONAL ANTIBODIES ~38% vaccine effectiveness against hospitalization in IC for 2023–2024 vaccine1 Prevention (Vaccines) Potential strain mismatch for 2024–2025 vaccine2,3 Paxlov is standard of care, but prom
Slide 13: Agenda
AGENDA What We Doï How We Do It Where We Are What Comes Next 13
Slide 14: SARS-CoV-2 continues to evolve, and so must we
THE REALITY: SARS-COV-2 CONTINUES TO EVOLVE1, AND SO MUST WE Others have tried with mAbs, but succumbed to inevitable viral evolution2 100% 80% “I mourned 60% the loss of 40% monoclonal antibodies 20% as the virus 0% evolved 2020-Jan 2020-Mar 2020-May 2020-Jul 2020-Sep 2020-Nov 2021-Jan 2021-Mar 202
Slide 15: Addressing reality: Invivyd's proprietary platform
ADDRESSING REALITY: INVIVYD’S PROPRIETARY PLATFORM We are working to raise the bar on the standard of care by continually staying ahead of viral evolution Rapid mAb Engineering Rapid Immunobridging Studies Commercial Opportunity • Privileged epitopes • Master clinical trial protocol • Multiple profi
Slide 16: Our platform offers high speed, high confidence innovation
OUR PLATFORM OFFERS HIGH SPEED, HIGH CONFIDENCE INNOVATION General alignment reached with the U.S. FDA on a repeatable, expedient EUA pathway for the prevention and treatment of COVID-19, based on compact clinical programs to establish safety and immunobridging for serial mAbs Discovery & CMC Consta
Slide 17: No competitor has demonstrated technology to compete in serial mAb development
No competitor has currently demonstrated the technology or strategy to compete in serial mAb development mAb=monoclonal antibody. 17
Slide 18: Agenda
AGENDA What We Do How We Do I Where We Are What Comes Next 18
Slide 19: PEMGARDA represents the rebirth of mAbs for immunocompromised patients
PEMGARD REPRESENTS THE REBIRTH OF MABS FOR IMMUNOCOMPROMISED PATIENTS AND A DEBUT FOR INVIVYD PEMGARDA adolescents (12 has years not been of age approved and older but weighing has been at authorized least 40 kg) for with emergency moderate use -to—by severe the FDA immune under compromise an emerge
Slide 20: The PEMGARDA launch is underway—key metrics
THE PEMGARD LAUNCH IS UNDERWAY—KEY METRICS As of May 1 As of June 30 As of July 31 HCP Interactions 34 1,338 2,029 Logged Unique Accounts 33 679 909 Called On Accounts Ordered 7 115 208 • Centers for Medicare and Medicaid Services (CMS) had issued product specific HCPCS codes for PEMGARDA drug and a
Slide 21: Agenda
AGENDA What We Do How We Do It Where We Are What Comes Next 21
Slide 22: Potential PEMGARDA treatment EUA would expand commercial reach
POTENTIAL PEMGARD TREATMENT EUA WOULD EXPAND COMMERCIAL REACH Despite its limitations, If authorized, PEMGARDA We plan to leverage ongoing use of Paxlovid would represent the first and infrastructure for COVID-19 treatment1 only mAb authorized for use built with field team for demonstrates a strong
Slide 23: Next up: VYD2311, a mAb with high in vitro potency
NEXT UP: VYD2311, A MAB WITH IN VITRO HIGH POTENCY SHOWN AGAINST POST-OMICRON COVID-19 VARIANTS TESTED TO DATE Our next-generation mAb, VYD2311, improves biophysical properties; shows continued in vitro neutralization activity in pseudovirus assays against KP1.1 FLiRT, KP.2 FLiRT, and KP.3 variants,
Slide 24: Potential for adjacent opportunities
POTENTIAL FOR ADJACENT OPPORTUNITIES RSV Blockbuster category; validated mAbs HBV/HDV Malignant orphan; emerging mAb / RNAi doublet Influenza Pandemic potential HBV=hepatitis B virus; HDV=hepatitis D virus; mAb=monoclonal antibody; RNAi=RNA interference.; RSV=respiratory syncytial virus. Image sourc
Slide 25: Summary
SUMMARY COVID-19 is here to stay—it’s how we stay ahead that matters mAbs are powerful and Invivyd is the virology mAb company Our platform is designed to power best-in-class mAbs, unrivalled by our competitors For COVID-19 and pandemic threats, we aim to be perpetually ready COVID-19=coronavirus di
Slide 26: Management team with relevant expertise and track record of success
MANAGEMENT TEAM WITH RELEVANT EXPERTISE AND TRACK RECORD OF SUCCESS Robert Allen, Ph.D. Jill Andersen, J.D. William Duke, M.B.A Julie Green, M.B.A. Chief Scientific Officer Chief Legal Officer & Corporate Secretary Chief Financial Officer Chief Human Resources Officer Timothy Lee Stacy Price, M.S. M
Slide 27: Thank you
THANK YOU