Invivyd, Inc. · NASDAQ:IVVD
Invivyd — Investor Presentation (October 2025)
38 slides from Invivyd's investor presentation, Oct 30, 2025
Slide 1: Invivyd corporate presentation, October 30, 2025
Life can only be understood backwards; but it must be lived forwards… KIERKEGAARD Invivyd 1 October 30, 2025 © 2025 Invivyd, Inc. All trademarks used 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 historical presentation fact are contains forward forward -looking- looking statements statements . Words within such as the “may,” meaning “will,” of the “should,” U.S. Private “expect,” Securities “plan,” Litigation “anticipate,” Reform “se
Slide 3: Life can only be understood backwards; but it must be lived forwards
Life can only be understood backwards; but it must be lived forwards… KIERKEGAARD Invivyd 3 October 30, 2025. © 2025 Invivyd, Inc. All trademarks used in this presentation are the property of their respective owners.
Slide 4: Committed to developing best-in-class antibody protection and treatment of viral threats
Invivyd is committed to developing best-in-class antibody protection and treatment of viral threats COVID PEMGARDA® (pemivibart) VYD2311 LONG COVID SPEAR Study Group RSV Discovery-stage program MEASLES Discovery-stage program
Slide 5: Agenda
agenda 01 The COVID Situation 02 Invivyd Antibodies 03 REVOLUTION Clinical Program 04 Future Commercial Landscape
Slide 6: Perceived as a respiratory virus, but actually a vascular, prothrombotic virus
Perceived as a “respiratory” virus because of transmission, but actually a vascular, prothrombotic, immunomodulatory novel virus Influenza Entry via sialic acid receptor Largely bronchoepithelial cells RSV Entry via CX3CR1 Largely bronchoepithelial cells SARS-CoV-2 Entry via ACE2 Epithelial and endo
Slide 7: COVID vaccines aren't the problem: humans are
COVID vaccines aren’t the problem: humans are. Humans don’t make long lasting antibodies against coronaviruses. Our findings raise concern that humoral immunity against SARS-CoV-2 may not be long lasting… the results call for caution regarding antibody-based “immunity passports,” herd immunity, and
Slide 8: Omicron made COVID even harder for vaccines
Omicron made COVID even harder for vaccines. “There is no world, I think, where [the effectiveness] is the same level… we had with [the] Delta [variant],” Stéphane Bancel told the Financial Times Financial Times, November 30, 2021
Slide 9: Americans have avoided COVID vaccines due to safety fears and mistrust
Americans have avoided COVID vaccines due to safety fears and mistrust COVID Don’t trust government 6.7% No time/ did not 8.8% get around to it Choose not to get 10.0% any vaccine Not concerned about 12.9% getting infected Concerned about serious/ 20.0% unknown side effects 0.00% 5.00% 10.00% 15.00%
Slide 10: We want to break the COVID stalemate
We want to break the COVID stalemate COVID Conundrum Infection nobody wants Vaccines few trust Option 3
Slide 11: Agenda
agenda 01 The COVID Situation 02 Invivyd Antibodies 03 REVOLUTION Clinical Program 04 Future Commercial Landscape
Slide 12: COVID today demands a monoclonal antibody
COVID today demands a monoclonal antibody In contrast to vaccines, monoclonal antibodies can be engineered for consistent high activity
Slide 13: SARS-CoV-2 changes rapidly
SARS-CoV-2 changes rapidly Circulating Proportions of US CDC Tracked Variants - ....... ro 0 ‘+ - 0— ~ - 0 Q) “— .ro r: (/) ....... c ro ·c ~
Slide 14: SARS-CoV-2 changes rapidly
SARS-CoV-2 changes rapidly Circulating Proportions of US CDC Tracked Variants - ....... ro 0 ‘+ - 0— ~ - 0 Q) “— .ro r: (/) ....... c ro ·c ~
Slide 15: Our epitope hasn't changed: by design
Pemivibart epitope Polymorphic Plasticity low high BUT our epitope hasn’t changed: by design SARS-COV-2 Spike RBD Amino Acid Residue Plasticity Index (RPI) demonstrates target dynamics over the past 3 years
Slide 16: We innovate to stay ahead and improve performance
We innovate to stay ahead and improve performance pemivibart Minimally evolved molecular engineered [MEME] VYD2311 Humans have limited antibody diversity and capability. Invivyd has no such limit.
Slide 17: Remarkable durability and stability of our antibodies
We see remarkable durability and stability of our antibodies Engineered against stable epitopes – beyond human immune capability
Slide 18: Agenda
agenda The COVID Situation Invivyd Antibodies REVOLUTION Clinical Program Future Commercial Landscape
Slide 19: REVOLUTION Clinical Program
The covid situation Invivyd Antibodies 03 REvolutions Clinical Program
Slide 20: VYD2311/REVOLUTION Clinical Program
VYD2311/REVOLUTION Clinical Program Phase 1/2 Study Randomized, double-blind, placebo-controlled trial was conducted to evaluate safety, tolerability, pharmacokinetics, and immunogenicity in healthy participants Pivotal Efficacy Study ‘DECLARATION’ Phase 3, placebo-controlled efficacy trial in preve
Slide 21: VYD2311 Phase 1/2 study design
VYD2311 Phase 1/2 study – Stress tested safety at extremely high doses In-clinic Confinement and Dosing Screening Follow-up Period D -28 D -1 to D 2 D 3 D 4 D 7 D 14 D 21 D 45 D 65 M 3 M 4 M 5 M 6 Day 1 Dosing: Safety Contact Visit Visit Visit Visit Visit Visit Visit Visit Sentinels (n=2) EOS Random
Slide 22: Initial Phase 1/2 extreme dose safety data
Initial Phase 1/2 extreme dose safety data -attractive and reflective of ordinary mAb safety VYD2311 administered IV at up to 4500 mg in Phase 1/2, which was as much as 18 years of antibody at the dose to be used in the Declaration study Injection site reactions • IM: 1 (12.5%) VYD2311 participant w
Slide 23: Declaration: Establish Safety and Efficacy
Declaration Establish safetyand Efficacy in
Slide 24: Aim to demonstrate substantial reduction in risk of getting COVID
We aim to demonstrate a subsatantial reduction in yours risk of getting covid
Slide 25: For the benefit of whom?
For the benefit of whom? Broad Patient ~150M Population The patient population includes adults and adolescents (12 years and older and weighing at least 40 kg) with and without risk factors for progression to severe COVID What are we measuring? PCR confirmed symptomatic SARS-CoV-2 (COVID-Like Illnes
Slide 26: Single dose IM targets 70%-90% reduction in symptomatic COVID
250 mg single dose IM targets 70%-90% reduction in symptomatic COVID vs. placebo over 3 months Multi-dose expected higher Immune correlates of protection model for predicting efficacy from neutralizing antibody titers
Slide 27: Long half life and relatively flat titer protection curve
Long Half Life (76 days) and relatively flat titer: protection curve allows long-term protection following a single dose At one-year, single dose sVNA titer would still confer greater than 50% protection Every 90-day period requires only 1.2 product half-lives sVNA = serum virus neutralizing antibod
Slide 28: DECLARATION: opportunity to establish a Correlate of Protection
DECLARATION: an opportunity to establish a Correlate of Protection for Invivyd monoclonal antibodies • Streamline development • Competitive moat • Accelerate innovation (half life, dose, protection)
Slide 29: Phase 3 head-to-head safety trial with approved mRNA COVID vaccines
A Phase 3, Randomized, Pooled-Vaccine, Double-Blind Clinical Trial to Evaluate Head-to-Head Safety/Tolerability and Co-Administration Interaction of VYD2311 with Approved mRNA COVID Vaccines in Adults
Slide 30: mRNA vaccination safety and tolerability
mRNA vaccination safety and tolerability Warnings and Precautions (COMIRNATY® and SPIKEVAX® Prescribing Information) Postmarketing data from use of authorized or approved mRNA COVID-19 vaccines demonstrated increased risks of myocarditis and pericarditis, with onset of symptoms typically in the firs
Slide 31: Previous Invivyd IM antibody safety
Previous Invivyd IM antibody safety What could we expect from an IM COVID antibody? • 0 Myocarditis / pericarditis • 1 hypersensitivity (urticaria) out of 1,293 exposures in drug arm • EVADE Phase 2/3 clinical trial: 300mg IM adintrevimab (PrEP / PEP) Ison, M. Prevention of COVID-19 Following a Sing
Slide 32: Phase 3 pooled-vaccine trial design
A Phase 3, Randomized, Pooled-Vaccine, Double-Blind Clinical Trial to Evaluate Head-to-Head Safety/Tolerability and Co-Administration Interaction of VYD2311 with Approved mRNA COVID Vaccines in Adults Day 1 End of Study Treatment Period VYD2311-SD (single dose) Screening R mRNA Vaccine (up to Day -1
Slide 33: Possible future areas of study for REVOLUTION program
Possible future areas of study for REVOLUTION program Long-term follow Head-to-head efficacy Long COVID Pediatric safety + up efficacy from with mRNA vaccination prevention immunobridging DECLARATION
Slide 34: Agenda
agenda 01 The COVID Situation 02 Invivyd Antibodies 03 REVOLUTION Clinical Program 04 Future Commercial Landscape
Slide 35: COVID Vaccines: Big Revenue, Small Protection
COVID Vaccines: Big Revenue, Small Protection 18 and over vaccine efficacy (VE) reduction in hospitalization estimate from CDC $3.8B 2023–2024 vaccine dose, ≥7 days 36% FY24 7–59 days earlier 51% (45–56) U.S. Revenue 60–119 days earlier 42% (35–48) 120–179 days earlier 15% (3–26)
Slide 36: U.S. population and COVID and flu vaccination rates
293,000,000 U.S. Pop 12+ 147M Flu Vaccine doses in 24-25 flu season 34.2M ~100 -112M ~146 -158M COVID vaccinated last Received a flu shot, but not COVID last Did not receive COVID or flu shot in last respiratory season respiratory season respiratory season
Slide 37: Broad recognition from societies and guidelines for antibodies in COVID
Broad recognition from Societies and Guidelines for Antibodies in COVID SOCIETY / GUIDELINE PEMGARDA OR MAB TARGET AUDIENCE HIV.gov PEMGARDA Immunodeficiency IDSA Pemivibart Infectious disease NCCN – B-Cell Lymphomas Pemivibart Oncology NCCN – Infection Prevention Pemivibart Oncology Immune Deficien
Slide 38: Launch Preparation Underway
Launch Preparation Underway *If approved