IVVD Invivyd, Inc. Common Stock

XNAS 0.57 Delayed
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Stock quote, options chain, IV rank, technicals, AI analysis, and institutional ownership. Iron condor setups Expected move IV rank history Fibonacci levels Insider trading

Market data may be delayed, incomplete, or inaccurate. Not a recommendation to buy, sell, or hold any security. Verify quotes with your broker before trading. See Terms §17.

IVVD $0.57 —
Key stats
$0.57
52-Week Range
$0.53 – $3.07
YTD
-77.33%
IV Rank (30D)
26.14
Straddle Price
$0.20
P/C Vol Ratio
2.29
Market Cap
$0.2B
Open
$0.60
Day Range
$0.55 – $0.60
Volume
3,140,799
Prev Close
$0.58
Fair Value
+50.0% vs price

A blended fair-value estimate combining up to six valuation methods. Each method is weighted by how well it fits the company — DCF down-weights for unprofitable names; DDM only fires for steady dividend payers; comparables down-weight when peer multiples disagree.

  • DCF (quality-aware) — projects free cash flow with a horizon that scales to business quality. True compounders (quality 6/6) get 10 years explicit + 10 years fade before terminal; cyclical/struggling names (quality 0-1) get a 5-year terminal cliff. Quality is scored from ROE, gross margin, growth, FCF margin, debt load, and FCF consistency — the same factors that drive market premium for compounders.
  • Market-Implied Growth (in Model Inputs) — reverse-DCF that answers "what growth rate is the market pricing in?". Lets you sanity-check the deviation: if implied growth is plausible for the business, the model's bearish flag may be wrong; if implausible, the market may be over-extrapolating.
  • DDM (Gordon Growth Dividend Model) — values the stream of future dividends. Only used when trailing yield ≥ 2% and dividend payments are stable — below that the dividend is a token payout and Gordon (which values only the dividend stream) systematically underprices growth names, so those route to DCF + comparables + market anchor instead.
  • P/E, EV/EBITDA, P/B, P/S — applies the peer-group median multiple to this company's per-share metric. Peers come from the same set as the "Related symbols" card. Earnings/sales metrics are forward-tilted by the company's recent revenue growth (capped at 25%) so they're comparable to peers' growth-embedded multiples — mimics how analysts use NTM rather than TTM. Per-multiple weights are biased by company quality (e.g. P/B down-weighted for asset-light tech).
  • Market Anchor (SMA50) — the 50-day moving average, weighted by recent trading-range stability (tighter Bollinger bands → higher weight). Captures information fundamentals miss (forward consensus, sentiment, supply/demand) — but only when recent trading is steady enough that the market has converged on a view. During wild breakouts or breakdowns the anchor's weight collapses.
  • Options Expected (B-L 30d) — the risk-neutral expected stock price at 30-day options expiration, derived from the full implied-volatility surface via Breeden-Litzenberger (second derivative of call price wrt strike → implied PDF, then E[S_T]). Forward-looking, captures all options-implied information (smile, skew, term structure) in one number. Weighted by chain liquidity. SP500-only at present (pre-computed daily). Backtest evidence: adds modest alpha across most bucket × holding combos.
  • Blended value — weighted average. Confidence reflects how many methods fired and how tight peer dispersion is.
  • Deviation pill — green when blended FV ≥ 10% above current price (undervalued); red when ≥ 10% below; grey otherwise.
10-yr Treasury (rf)5.05%
Beta vs SPY1.66
Cost of Equity (CAPM)14.19% (VRP-adj)
WACC14.16%
Volatility Risk Premium+443.2pp (IV − HV30), ERP adj +50bps
Effective Tax Rate21.0%
Rev. Growth (YoY, DCF input)+8.8%
DCF Horizon10 years explicit + fade
Forward Tilt (NTM/TTM)×1.09 (applied to P/E, EV/EBITDA, P/S)
Free Cash Flow (TTM)$-0.1B
Return on Equity (TTM)-59.3%
Book / Price115.4% — banking bias active (P/B is primary)
Gross Margin (TTM)92.2%
FCF Margin (TTM)-187.9%
Debt / Equity0.00
Quality Score2/6 — normal (10y DCF)
SMA 50$0.79 (Market Anchor value)
SMA 20 / Bollinger Mid$0.65
Bollinger Width / SMA206515.5% (drives anchor stability)
Net Debt$-0.2B
Market Cap$0B
Peers used for multiples: AMGN, BIIB, EXEL, GILD, HALO, MRNA, NBIX, RGEN, RVMD, TECH (SIC-code peers; ETF co-membership was sector-incoherent)
Blended Fair Value
$4.49
Deviation
+50.0%
MethodImplied PriceWeightDetail
DCF n/a 0%
DDM (Gordon) n/a 0%
Peer P/E n/a 0% median 36.0× · 7 peers
Peer EV/EBITDA n/a 0% median 20.3× · 8 peers
Peer P/B $7.40 50% median 11.0× · 10 peers
Peer P/S $1.59 50% median 6.7× · 9 peers
Market Anchor (SMA50) $0.79 0% stability 0% (BB-width)
Options Expected (B-L 30d) n/a 0%
As of 2026-11-02 · updated
About
Industry (SIC)
BIOLOGICAL PRODUCTS, (NO DIAGNOSTIC SUBSTANCES) (2836) · industry map
Exchange
XNAS
Market Cap
$0.2B
Employees
122
List Date
2021-08-06
CIK
0001832038
Next Earnings
2026-11-05 (After-Close)
EPS Forecast
($0.11)
Headquarters
New Haven, CT
Homepage
https://www.invivyd.com

Invivyd Inc is a biopharmaceutical company focused on the discovery, development, and commercialization of monoclonal antibody (mAb) therapies for the prevention and treatment of serious viral infectious diseases. Its lead product, PEMGARDA (pemivibart), received emergency use authorization from the U.S. FDA for the pre-exposure prevention of COVID-19 in certain immunocompromised individuals. The company is also developing next-generation antibody candidates, including VYD2311 for COVID-19 and VBY329 for RSV infections, while continuing research on additional antibodies targeting other viral d…

Summary
—
composite
—
No summary data available for this symbol yet.

Each spoke is this symbol's rank within its sector (0–100; the dotted ring marks the sector median at 50). Higher is more constructive for a long. One spoke — News sentiment — is an absolute reading, not a sector rank. Grayed spokes have no data. A fuller shape is a summary, not a recommendation.

Chart
Seasonality
'22'23'24'25'26Avg
Jan--47.10%30.68%-25.48%-30.40%5.48%
Feb---23.01%-18.12%9.43%-2.87%-8.64%
Mar---30.64%9.09%-35.56%-24.42%-20.38%
Apr---3.51%-47.76%16.70%5.26%-7.33%
May--45.16%-23.97%53.99%-25.00%12.54%
Jun---30.00%-39.23%-23.12%-28.49%-30.21%
Jul--25.42%4.17%-3.77%-37.41%-2.90%
Aug--28.28%-28.85%32.87%73.11%26.35%
Sep-35.20%-7.10%19.75%6.80%-1.11%-3.37%
Oct21.91%-4.82%-0.84%44.26%-28.76%6.35%
Nov-44.20%4.08%-23.53%50.93%0.00%*-2.54%
Dec-32.13%155.84%-36.66%-1.20%--21.46%
Total-70.08%191.75%-87.99%113.27%-77.98%13.79%
Technical Indicators

Quick-reference for reading the values below. Indicators combine to confirm a view — no single one is a trade signal on its own.

Trend Indicators
  • SMA 20 / 50 / 200 — price above = uptrend, below = downtrend. SMA 50 crossing SMA 200 is the golden/death cross.
  • EMA 12 / 26 — faster-reacting averages; 12 above 26 is short-term bullish.
  • MACD — bullish when MACD > signal (green badge), bearish when below. Divergence from price often precedes reversals.
  • ADX (14) — trend strength regardless of direction. <20 range, 20–25 weak trend, 25–50 trend, >50 strong trend.
  • +DI / −DI — +DI > −DI favors bulls; the reverse favors bears. Read alongside ADX.
Momentum Oscillators
  • RSI (14) — <30 oversold, >70 overbought. 40–60 is neutral; trending names can stay extreme.
  • Stochastic %K / %D — <20 oversold, >80 overbought. %K crossing %D is an early momentum signal.
  • Williams %R — inverted scale: <−80 oversold, >−20 overbought.

Oscillators work best in range-bound markets; in strong trends they give premature reversal signals.

Volume & Volatility
  • Bollinger Bands — price at upper band = overbought, lower = oversold. Narrow bands (squeeze) often precede expansion.
  • OBV — cumulative volume; rising OBV confirms uptrend, falling OBV confirms downtrend. Divergence from price is a warning.
  • Vol SMA 20 / Vol ROC — today's volume vs. 20-day average. Positive ROC with price move = conviction.
  • ATR / True Range — average daily $ move; sizing and stop-loss reference.
  • HV 20 / 30 / 60 — realized (historical) volatility. Compare to IV on the options cards: IV > HV = rich premium.

Confluence matters: trend + momentum + volume agreeing carries far more weight than any single indicator. For how these feed the spread scanner score, see the algorithm docs →

Trend Indicators

SMA 20: $0.64
SMA 50: $0.78
SMA 200: $1.16
Current: $0.57
EMA 12: $0.61
EMA 26: $0.67
MACD: -0.0570 | Signal: -0.0005
BEARISH
ADX (14): 18.52
RANGE
+DI: 15.23
−DI: 22.79

Momentum Oscillators

RSI (14): 35.44
NEUTRAL
Stoch %K: 23.55
Stoch %D: 21.67
Williams %R: -78.69

Volume & Volatility

BB Upper: $0.76
BB Lower: $0.53
NEUTRAL
OBV: 879,364,738
Vol SMA 20: 4,320,648
Vol ROC: -30.24%
ATR: $0.06
True Range: $0.05
HV 20: 75.0%
HV 30: 73.4%
HV 60: 108.8%

Data Summary

Data Points: 500
Last Updated:
Date Range: 2024-11-01T00:00:00 – 2026-10-30T00:00:00
AI Analysis

LLM Stock Analysis Report

Executive Summary

Overall Assessment: BEARISH (Confidence Level: 7/10)

Key Drivers:

  • Bearish MACD signal
  • Neutral RSI reading
  • High volatility and beta indicating increased risk

Primary Risks:

  • Potential technical breakdown below $0.65 SMA 20 support
  • Unusual options activity with high IV rank and expected move

Investment Thesis: The stock's recent price action is driven by the bearish MACD signal, which could lead to a potential technical breakdown. The neutral RSI reading suggests a lack of momentum, while the high volatility and beta indicate increased risk.

Recent News Sentiment Impact: The positive news headlines surrounding the company's partnerships and business highlights may not be enough to overcome the bearish technical signals. However, the recent earnings reports and business updates have been generally positive, which could provide some support for the stock.

Technical Analysis

Trend Direction:

  • Short-term: BEARISH
  • Medium-term: NEUTRAL
  • Long-term: UPTRENDING

Support/Resistance Levels:

  • SMA 20: $0.65 (support)
  • Upper Bollinger Band: $0.81 (resistance)

Momentum Signals:

  • RSI: 48.97 (neutral)
  • MACD: -0.06 / Signal: 0.02 / Histogram: -0.08 (bearish)
  • Bollinger Bands: neutral

Volume Analysis:

  • Volume SMA 20: 2815162.35
  • On-Balance Volume (OBV): 945439811.42
  • Volume Rate of Change: -97.96% (indicating low volume)

News & Sentiment Analysis

Recent Headlines Summary: Positive news headlines on partnerships and business highlights, as well as earnings reports and product launches.

Sentiment Assessment: Positive sentiment overall, with 3 out of 6 recent news articles having a positive tone.

Catalyst Identification: Upcoming earnings report and potential regulatory changes.

Market Narrative: The market narrative is mixed, with some positive headlines on partnerships and business highlights, but overall the technical signals are bearish.

Risk & Volatility Assessment

Beta Interpretation: High risk relative to the market (beta >1.5).

Volatility Regime: High volatility, with a beta of 1.97 indicating increased risk.

Options Market Signals: IV rank of 31.8% indicates medium-high volatility, while the put/call volume ratio suggests bullish sentiment.

Downside Protection: Support levels at SMA 20 and lower Bollinger Band at $0.48.

Market Context & Positioning

Sector Performance: Relative strength vs sector/market: NEUTRAL

Institutional Activity: Volume patterns suggesting institutional interest is low.

Correlation Analysis: High correlation with market (R-squared > 0.9), indicating that the stock's price movement is closely tied to the overall market trend.

Relative Valuation: Position within trading range, potentially setting up for a breakout or breakdown.

Key Levels & Action Items

Critical Price Levels:

  • SMA 20 support at $0.65
  • Upper Bollinger Band resistance at $0.81

Breakout/Breakdown Levels:

  • Technical levels that could trigger significant moves:

$0.60 (SMA 200 and lower Bollinger Band) $0.70 (SMA 50 and upper Bollinger Band)

Time-Sensitive Catalysts: Upcoming earnings report and potential regulatory changes.

Risk Management: Stop-loss levels at $0.55 and $0.75, with position sizing considerations for increased risk.

Note: The analysis is based on the data provided and does not contain buy/sell advice.

Generated
News
All IVVD news →
Earnings History
15 of 15 under expected move
Avg Expected Move
79.00%
Avg Actual Move
5.49%
Each row pairs the pre-earnings straddle-implied expected move with the realized close-to-close move. Sorted oldest first.
Earnings Date Timing Expected Move Actual Move Ratio Outcome
2023-05-11 After-Close 58.04% 0.70% 0.01x Within
2023-11-09 After-Close 31.43% 0.00% 0.00x Within
2024-05-09 After-Close 15.70% 6.61% 0.42x Within
2024-08-14 Pre-Market 181.60% 7.55% 0.04x Within
2024-10-29 After-Close 253.61% 0.35% 0.00x Within
2024-11-14 After-Close 145.48% 4.48% 0.03x Within
2025-02-03 After-Close 143.87% 17.92% 0.12x Within
2025-03-20 After-Close 27.08% 0.08% 0.00x Within
2025-05-15 Pre-Market 50.84% 15.78% 0.31x Within
2025-08-14 After-Close 125.11% 11.54% 0.09x Within
2025-11-06 After-Close 24.35% 2.92% 0.12x Within
2026-01-08 After-Close 15.94% 0.40% 0.03x Within
2026-03-05 After-Close 31.61% 3.45% 0.11x Within
2026-05-14 After-Close 49.57% 4.31% 0.09x Within
2026-08-13 Pre-Market 30.74% 6.33% 0.21x Within

Earnings calendar: this week’s reports with expected vs actual moves →

IVVD Options Activity & IV Rank

IVVD IV rank history, 52-week IV rank and IV percentile →

Volatility Metrics

Current IV: 343.8%
7-DTE IV: 343.8%
Expected Move: $0.20
7-DTE Move: $0.20
Days to Exp: 18 (2026-11-20)

Options Flow

Call Volume: 41
Put Volume: 94
P/C Volume: 2.293
BEARISH
Call OI: 4,944
Put OI: 172
P/C OI: 0.035
Total OI: 5,116

ATM Options Pricing

ATM Call: $0.10
ATM Put: $0.10
Call %: 17.6%
Put %: 17.6%

Chain Summary

Chain Volume: 1,485
Chain OI: 41,687
Last Updated: 11/2/2026
Spread Scanner GPU
Full Algorithm Docs ↗

Each spread is ranked by a composite score built in three stages. Full documentation →

Stage 1 — Base Score (GPU scanner)

score = P(profit) × (credit / spread_width)
P(profit) from short leg delta (1 − |delta|), penalised above 85%. Credit uses mid-price to handle illiquid chains fairly.

Stage 2 — Skew Adjustment (±25% cap)

RR and BF (30-delta) from the persisted per-symbol skew snapshot — wing strikes picked by real greeks.delta, not a moneyness proxy. Put skew boosts bull puts, penalises bear calls. High butterfly boosts iron condors. Calendars are skew-neutral.

Stage 3 — Technical Overlay (±50% cap, 5 groups)
Group 1 · Directional Bias (±0.25)
  • RSI <40 bullish / >60 bearish
  • MACD crossover + histogram trend
  • Price vs SMA 50 & SMA 200
Group 2 · Momentum (±0.10)
  • Stochastic %K <20 / >80
  • Williams %R <−80 / >−20
Group 3 · Volatility (up to −0.25 / +0.15)
  • Blended ATR + straddle expected-move penalty
  • Bollinger Band signal (+ counter-trend penalty)
  • BB width — vol contraction boost for ICs
Group 4 · IV Regime (±0.15)
  • IV rank ≥ 75 → strong boost for credit spreads
  • IV rank < 25 → penalty (selling cheap vol)
Group 5 · Liquidity (penalty up to −0.10)
  • Min open interest across all legs
  • OI < 100 → −0.10 · OI < 500 → −0.05

score = base_score × skew_multiplier × tech_multiplier
Both multipliers are shown per spread. Beta is informational only — ATR already captures realized vol. Full algorithm documentation →

Enter a ticker to scan for optimal spread opportunities.

Evaluates all bull put, bear call, iron condor, and calendar spread combinations using GPU-accelerated analysis.

Dealer Positioning
TYPICAL γ

Estimated net dealer gamma is at the 61st percentile of this name's own daily history, within its typical range. This describes current positioning; it is not a forecast or a trading signal.

Gamma percentile
61%
vs own history
GEX tilt
+0.64
OI-weighted, today
Vanna tilt
+0.99
δ-sensitivity to IV
Charm tilt
-0.99
δ-decay vs time
Vanna tilt +0.99: the estimated dealer exposure leans positive, so the modeled hedge would shift noticeably if implied volatility changed.
Charm tilt -0.99: the estimated dealer exposure leans negative, so the modeled hedge would shift noticeably as time passes and options approach expiry.

Net dealer gamma is an estimate of the aggregate gamma held by options market makers across this name's option chain, weighted by open interest. Dealer positions aren't public, so it uses a standard simplifying assumption: dealers are treated as long the calls and short the puts that are open. Actual dealer books can differ.

Gamma percentile ranks today's estimate against this name's own daily history, from 0% (the lowest reading on record) to 100% (the highest). Raw gamma scales with how much open interest a chain carries, so it isn't comparable across names; the percentile is. The badge marks the bottom 20% as low and the top 20% as high.

Tilts run from −1 to +1 and show how lopsided the estimated dealer exposure is. GEX tilt compares call gamma with put gamma. Vanna tilt describes how the hedge would shift if implied volatility changed, and charm tilt how it would shift with the passage of time.

This card describes estimated positioning and where it sits historically. It is not a forecast of price direction or volatility and not a trading signal. Market-wide view: Dealer positioning screener.

· 5 ATM contracts, 8k total OI
Skew (Wing IV − ATM IV)
DTE:
Wing Δ:
Metric:
Wing vs ATM
IV(put wing) − IV(ATM), in vol points

How much the OTM put trades above (or below) the at-the-money strike. Measures the height of the put-side tail relative to ATM — i.e. how expensive crash insurance is on this name.

  • Positive (typical) — wing IV > ATM IV. Standard equity put skew: portfolios bid up crash protection, so OTM puts trade richer than ATM.
  • Near zero or negative (unusual) — wing IV ≤ ATM IV. Flat or inverted put side. Common when there's no fear demand, in tightly mean-reverting names, or right after an earnings catalyst clears.
  • Percentile vs own 3-yr history: high = wings rich (good time to sell wing premium); low = wings cheap (good time to buy protection).
  • Not directional — high or low wings don't predict up or down moves. It's a price tag on tail insurance, not a forecast.
Risk Reversal
IV(call wing) − IV(put wing), equal delta on each side

Which side of the smile is the market paying up for? Measures the tilt of the surface — call skew vs put skew at matched deltas.

  • Negative (typical) — puts richer than calls. Standard equity behavior: hedging demand makes puts carry a premium. Most large-caps sit in the −1 to −5 vol-point range.
  • Strongly negative (< −5 pts) — heavy downside hedging, elevated fear, or an upcoming catalyst (earnings, FDA, macro event). Worth flagging.
  • Positive — calls richer than puts. Unusual for equities; signals bullish momentum, short-squeeze positioning, or takeover/M&A speculation.
  • Near zero — symmetric surface. Market sees roughly equal up/down risk. Rare for large-caps; more common in commodities and FX.
Reading them together

Wing-vs-ATM tells you how expensive the tails are. Risk Reversal tells you which side is favored. Combined:

  • High wing percentile + deeply negative RR → strong put bid; stress or major event priced in. Owning protection costs a premium; selling put premium is dangerous.
  • Low wing percentile + near-zero RR → complacency; insurance cheap and balanced. Good environment to add cheap downside hedges.
  • Positive RR + elevated wings → call-side fear-of-missing-out; common in squeeze setups. Upside calls expensive, downside puts not bid.
14 DTE / 10d —
— pts EXTREME
ATM 433.4% / Wing —
30 DTE / 10d —
— pts EXTREME
No data

Percentile is the rank of today's reading within ~3 years of this symbol's own history. High percentile = wings are rich relative to history; not a directional signal. Skew is read off the chain in real time, not from CBOE SKEW.

Volatility Surface

Enter a ticker to render the implied volatility surface.

Volatility Smile

Enter a ticker to render the implied volatility smile.

IV Rank (7 DTE)26.4MediumNov 2
IV Rank (30 DTE)26.1MediumNov 2
Straddle Price (30 DTE)$0.20Nov 2
Beta Analysis

Risk Metrics

Beta: 1.9674
Alpha: -78.66%
Correlation: 0.2297
R-Squared: 5.3%
Stock Volatility: 109.5%
Market Volatility: 12.8%

Analysis Details

Benchmark: SPY
Data Points: 251
Period: 252 trading days
Interpretation:
High volatility - stock moves more than market
Beta & Alpha Over Time
Notable investors who own IVVD
5 of 37 tracked investors
InvestorValueShare of their portfolioRankQ/Q sharesSource
Point72 Hedge fund
Steve Cohen
$6.6M
0.01%
#897 of 1945+17068.0%13F
Citadel Hedge fund
Ken Griffin
$3.1M
0.00%
#2493 of 6285+125.3%13F
Millennium Management Hedge fund
Izzy Englander
$1.1M
0.00%
#2881 of 3716-65.7%13F
Renaissance Technologies Hedge fund
Jim Simons
$868K
0.00%
#2380 of 3138+17.6%13F
Rockefeller Capital Management Family office
Rockefeller family
$0K
0.00%
#4610 of 47290.0%13F

Hedge funds, activists, holding companies and family offices we track, from their latest 13F (quarter-end value) and Form 4 filings in the last 3 years. Family offices · all institutions

IVVD Institutional Ownership (13F)

Latest filings — 2026-09-30
Diluted shares outstanding: 269,764,294 (as of 2026-06-30)

Institutional managers with $100M+ AUM file Form 13F-HR quarterly, due 45 days after quarter end. Holdings are reported gross at quarter-end market value — they are a snapshot, not a real-time position.

  • Shares — long equity positions in this name, aggregated across share classes.
  • Calls / Puts — notional value of long call / put exposure where this ticker is the underlying.
  • % of Float — holder's reported shares divided by the latest diluted shares outstanding. Sums above 100% indicate large custodian / prime broker positions where the same shares are reported by multiple filers.
  • Custodian badge — filers with more than 5,000 holdings are typically broker-dealers / custodians reporting customer-held shares, not active managers.

Each filer is counted once at its latest 13F-HR filing. New filings are ingested on a weekly cadence.

139 filers287,654,994 shares$284.90M value106.63% of float
# Filer Shares Value % of Total % of Float Period
1 Janus Henderson Group plc 33,094,330 $42.86M 15.04% 12.27% 2026-03-31
2 Jupiter Topco LLC 34,173,104 $30.05M 10.55% 12.67% 2026-06-30
3 Vanguard Group Inc Custodian 10,703,977 $26.44M 9.28% 3.97% 2025-12-31
4 BVF INC/IL 28,165,000 $24.57M 8.62% 10.44% 2026-06-30
5 MAVERICK CAPITAL LTD 18,970,913 $16.55M 5.81% 7.03% 2026-06-30
6 PERCEPTIVE ADVISORS LLC 18,490,636 $16.13M 5.66% 6.85% 2026-06-30
7 BlackRock, Inc. Custodian 16,134,885 $14.08M 4.94% 5.98% 2026-06-30
8 Mithril II GP LP 11,241,580 $12.37M 4.34% 4.17% 2025-09-30
9 Vanguard Capital Management LLC 10,496,507 $9.15M 3.21% 3.89% 2026-06-30
10 M28 Capital Management LP 9,248,250 $8.07M 2.83% 3.43% 2026-06-30
11 Saturn V Capital Management LP 8,392,288 $7.32M 2.57% 3.11% 2026-06-30
12 Soleus Capital Management, L.P. 7,708,727 $6.73M 2.36% 2.86% 2026-06-30
13 Point72 Asset Management, L.P. 7,542,061 $6.58M 2.31% 2.80% 2026-06-30
14 Morgan Stanley Custodian 5,730,948 $5.00M 1.75% 2.12% 2026-06-30
15 Geode Capital Management, LLC Custodian 5,418,774 $4.73M 1.66% 2.01% 2026-06-30
16 Siren, L.L.C. 5,000,000 $4.36M 1.53% 1.85% 2026-06-30
17 Driehaus Capital Management LLC 4,806,543 $4.19M 1.47% 1.78% 2026-06-30
18 ADAR1 Capital Management, LLC 3,807,427 $3.32M 1.17% 1.41% 2026-06-30
19 ADAGE CAPITAL PARTNERS GP, L.L.C. 3,661,480 $3.19M 1.12% 1.36% 2026-06-30
20 Citadel Advisors LLC Custodian 3,580,941 $3.12M 1.10% 1.33% 2026-06-30
21 State Street Corp 3,457,428 $3.02M 1.06% 1.28% 2026-06-30
22 Qube Research & Technologies Ltd 3,320,238 $2.90M 1.02% 1.23% 2026-06-30
23 Ikarian Capital, LLC 2,656,570 $2.32M 0.81% 0.98% 2026-06-30
24 Redmile Group, LLC 2,597,759 $2.27M 0.80% 0.96% 2026-06-30
25 683 Capital Management, LLC 2,482,543 $2.17M 0.76% 0.92% 2026-06-30
5 filers$634.39K notional
# Filer Notional Value % of Total Period
1 Susquehanna International Group, LLP Custodian $241.60K 38.08% 2026-06-30
2 Citadel Advisors LLC Custodian $138.36K 21.81% 2026-06-30
3 Jane Street Group, LLC Custodian $116.99K 18.44% 2026-06-30
4 Simplex Trading, LLC Custodian $106.99K 16.87% 2026-06-30
5 GROUP ONE TRADING LLC Custodian $30.45K 4.80% 2026-06-30
5 filers$355.86K notional
# Filer Notional Value % of Total Period
1 Susquehanna International Group, LLP Custodian $281.10K 78.99% 2026-06-30
2 Jane Street Group, LLC Custodian $37.16K 10.44% 2026-06-30
3 Citadel Advisors LLC Custodian $23.55K 6.62% 2026-06-30
4 Simplex Trading, LLC Custodian $9.59K 2.70% 2026-06-30
5 GROUP ONE TRADING LLC Custodian $4.45K 1.25% 2026-06-30

IVVD Insider Trading (Form 4)

Latest: 2026-09-02
Form 4 filings — insider beneficial-ownership changes by officers, directors, and 10%+ holders. Filed within 2 business days of transaction.
Filed Reporter Role Action Shares Avg Price Net $ Link
2026-09-02 Ian Sheffield Director Grant (A) +100,000 opt — EDGAR
2026-09-01 Marc Elia Chief Executive Officer Grant (A) +10,700,000 opt — EDGAR
2026-08-18 William E. Duke Chief Financial Officer Mixed +61,220 $0.78 -$31.7K EDGAR
2026-08-18 Timothy Edward Lee Chief Commercial Officer Mixed +61,220 $0.78 -$31.7K EDGAR
2026-08-18 Julie Green Chief Human Resources Officer Mixed +61,220 $0.78 -$31.7K EDGAR
2026-08-18 Jill Andersen Chief Legal Officer, Secretary Mixed +102,038 $0.78 -$52.8K EDGAR
2026-08-18 Robert D. Allen III Chief Scientific Officer Mixed +64,278 $0.78 -$29.3K EDGAR
2026-08-04 Michael Mina CMO and Chief Epidemiologist Grant (A) +1,125,000 opt — EDGAR
2026-05-21 Terrance McGuire Director Grant (A) +50,000 opt — EDGAR
2026-05-21 Paul Bolno Director Grant (A) +32,876 opt — EDGAR
2026-05-21 Ajay Royan Director Grant (A) +50,000 opt — EDGAR
2026-05-21 Kevin F McLaughlin Director Grant (A) +50,000 opt — EDGAR
2026-05-21 M28 Capital Management LP Grant (A) +100,000 opt — EDGAR
2026-05-21 Tamsin Berry Director Grant (A) +50,000 opt — EDGAR
2026-02-18 Jill Andersen Chief Legal Officer, Secretary Mixed +97,290 $1.56 -$105.6K EDGAR
Codes: P = open-market purchase · S = open-market sale · A = grant/award · M = option exercise · F = tax withholding at vest · G = bona-fide gift · D = disposition to issuer · J = other (described in filing footnote — typically 401(k), trust, inheritance) · W = will/inheritance. Only P / S codes carry directional signal.

IVVD Insider Holdings

7 insiders · @ $0.57
Officers, directors, and 10%+ owners who have filed a Form 4 in the past two years, ranked by current disclosed exposure (shares × today's price). Shares are direct + indirect (via trusts / LLCs / spouse). Excludes unvested RSU and option grants — those aren't beneficially owned until vest.
# Insider Role Shares Disclosed Exposure Lifetime OM Net Filings Last Filed
1 Terrance McGuire Director 3,170,231 $1.81M -$1.02M 10 2026-05-21
2 Jill Andersen Chief Legal Officer, Secretary 352,236 $200.8K -$208.0K 9 2026-08-18
3 Timothy Edward Lee Chief Commercial Officer 197,362 $112.5K -$124.8K 6 2026-08-18
4 Robert D. Allen III Chief Scientific Officer 195,808 $111.6K -$115.5K 7 2026-08-18
5 William E. Duke Chief Financial Officer 168,937 $96.3K -$124.8K 7 2026-08-18
6 Julie Green Chief Human Resources Officer 168,937 $96.3K -$124.8K 6 2026-08-18
7 Kevin F McLaughlin Director 50,000 $28.5K $125.0K 4 2026-05-21
Lifetime OM Net = signed sum of open-market buys (P) and sells (S) over their career; excludes grants, tax withholdings, and dispositions to issuer. A large negative number is normal for long-tenured executives — they've sold compensation grants over many years.

IVVD Board & Officers

As of SEC filings through Sep 2, 2026

Directors 8

Officers 7

Changes in the last 10 years (65)
Sep 1, 2026Marc Elia first listed as Chief Executive Officer in an SEC filing
Aug 30, 2026Ian Sheffield became a director
Jul 31, 2026Michael Mina became CMO and Chief Epidemiologist
Sep 22, 2025Paul Bolno became a director
Nov 27, 2024The company announced the departure of Sara Cotter from the board in an SEC filing
Jun 5, 2024Timothy Edward Lee became Chief Commercial Officer
May 21, 2024Srishti Gupta became a director
May 21, 2024Kevin F McLaughlin became a director
Apr 11, 2024The company announced the departure of Jeremy Gowler as COO & Cco in an SEC filing
Apr 11, 2024The company announced the departure of David Hering from the board in an SEC filing
Apr 11, 2024The company announced the departure of David Hering as Chief Executive Officer in an SEC filing
Feb 5, 2024The company announced the departure of Tomas J. Heyman from the board in an SEC filing
Jan 24, 2024Julie Green became Chief Human Resources Officer
Sep 1, 2023William E. Duke became Chief Financial Officer
Jul 25, 2023Sara Cotter became a director
May 25, 2023Marc Elia first listed as a director in an SEC filing
Apr 11, 2023Robert D. Allen III became Chief Scientific Officer
Mar 27, 2023Stacy Price became Chief Tech. and Manuf. Officer
Dec 16, 2022Jeremy Gowler became COO & Cco
Dec 6, 2022Peter Schmidt became Chief Medical Officer
Not reported recently (17)
  • Srishti Gupta · Last reported as a director in an SEC filing dated May 23, 2024
  • Adimab, LLC · Last reported as a 10% owner in an SEC filing dated Jan 22, 2024
  • Peter Schmidt · Last reported as Chief Medical Officer in an SEC filing dated Dec 20, 2023
  • Stacy Price · Last reported as Chief Tech. and Manuf. Officer in an SEC filing dated Dec 20, 2023
  • Michael S Wyzga · Last reported as a director in an SEC filing dated May 25, 2023
  • Clive Meanwell · Last reported as a director in an SEC filing dated May 25, 2023
  • Rebecca Dabora · Last reported as Chief Tech and Manuf Officer in an SEC filing dated Dec 16, 2022
  • Frederick W Driscoll · Last reported as Interim CFO in an SEC filing dated Oct 13, 2022
  • Elham Hershberger · Last reported as Chief Development Officer in an SEC filing dated Feb 1, 2022
  • Tillman U. Gerngross · Last reported as a 10% owner in an SEC filing dated Feb 1, 2022
  • Ellen R Marram · Last reported as a director in an SEC filing dated Nov 23, 2021
  • Mithril II LP · Last reported as a 10% owner in an SEC filing dated Aug 12, 2021
  • Peter Thiel · Last reported as a 10% owner in an SEC filing dated Aug 12, 2021
  • Mithril II UGP LLC · Last reported as a 10% owner in an SEC filing dated Aug 12, 2021
  • Mithril II GP LP · Last reported as a 10% owner in an SEC filing dated Aug 12, 2021
  • Rene Russo · Last reported as a director in an SEC filing dated Aug 9, 2021
  • Redmile Biopharma Investments III, L.P. · Last reported as a 10% owner in an SEC filing dated Aug 5, 2021
Compiled from SEC filings by the company and its directors and officers. Dates are as stated in those filings. Where no filing says when someone left, we show the last filing that listed them.

IVVD Proposed Insider Sales (Form 144)

Latest: 2026-08-17
Last 30d: 0 filings  ·  Last 90d: 5 filings · $164K notice value · 5 unique filers · 100% under 10b5-1 plans

What is Form 144? A notice of intent to sell restricted or control stock under Rule 144. Affiliates (officers, directors, 10%+ owners) and holders of restricted shares must file Form 144 when planning to sell more than 5,000 shares or $50,000 in any 3-month rolling window.

How it relates to Form 4: Form 144 is filed before the trade (up to 90 days in advance); Form 4 is filed within 2 business days after the trade executes. Not every Form 144 results in a sale — the filer may cancel or delay. Look for the corresponding Form 4 on the Insider Activity card to confirm a sale actually happened.

10b5-1 plans: Trades made under a pre-scheduled Rule 10b5-1 plan are not discretionary — they execute automatically on dates set months earlier, regardless of news. High 10b5-1 percentages mean less per-filing signal value, though cumulative selling volume still matters.

"Notice value": Aggregate market value the filer wrote into the Form 144 — i.e. the size of the planned sale, not necessarily the executed dollars. An amended notice (Form 144/A) replaces the original it amends, and cancelled notices are dropped, so neither is double-counted above. A filed value that is clearly inconsistent with the share count at the stock's price (a filer typo) shows as a dash and is left out of the totals.

Source & freshness: Sourced from public Form 144 filings. Refreshed daily; new filings typically appear here the morning after they are filed.

Top 90-day filers: Andersen Jill (1, $49K) · Lee Timothy Edward (1, $29K) · Green Julie (1, $29K) · Duke William E. (1, $29K) · Allen Robert D. III (1, $27K)
Filed Filer Role Shares Notice Value Planned Sale Broker Plan Link
2026-08-17 Lee Timothy Edward Officer 40,800 $29.4K 2026-08-17 Morgan Stanley Smith Barney LLC … 10b5-1 EDGAR
2026-08-17 Green Julie Officer 40,800 $29.4K 2026-08-17 Morgan Stanley Smith Barney LLC … 10b5-1 EDGAR
2026-08-17 Duke William E. Officer 40,800 $29.4K 2026-08-17 Morgan Stanley Smith Barney LLC … 10b5-1 EDGAR
2026-08-17 Andersen Jill Officer 68,001 $49.0K 2026-08-17 Morgan Stanley Smith Barney LLC … 10b5-1 EDGAR
2026-08-17 Allen Robert D. III Officer 37,741 $27.2K 2026-08-17 Morgan Stanley Smith Barney LLC … 10b5-1 EDGAR
2026-02-17 Green Julie Officer 39,600 $61.8K 2026-02-17 Morgan Stanley Smith Barney LLC … 10b5-1 EDGAR
2026-02-17 Allen Robert D. III Officer 36,630 $57.1K 2026-02-17 Morgan Stanley Smith Barney LLC … 10b5-1 EDGAR
2026-02-17 Lee Timothy Edward Officer 39,600 $61.8K 2026-02-17 Morgan Stanley Smith Barney LLC … 10b5-1 EDGAR
2026-02-17 Duke William E. Officer 39,600 $61.8K 2026-02-17 Morgan Stanley Smith Barney LLC … 10b5-1 EDGAR
2026-02-17 Andersen Jill Officer 66,000 $103.0K 2026-02-17 Morgan Stanley Smith Barney LLC … 10b5-1 EDGAR
Notice value is the aggregate market value the filer states they intend to sell — not a confirmed transaction. Compare to Insider Activity (Form 4) to see which planned sales actually executed. Market-wide feed: Planned sales (Form 144).
ETF Holders
20 ETFs hold IVVD
20 shown · $16.26M total exposure · 0.00% AUM-weighted avg weight
# ETF Provider Weight $ Exposure ETF AUM As Of
1 VTI Vanguard Morningstar Total Stock Market ETF Vanguard 0.00% $6.8M — 2026-09-30
2 IWM iShares Russell 2000 ETF iShares (BlackRock) 0.00% $3.2M $75.5B 2026-10-30
3 VXF Vanguard Extended Market ETF Vanguard 0.00% $2.5M — 2026-09-30
4 IWN iShares Russell 2000 Value ETF iShares (BlackRock) 0.01% $1.2M $14.1B 2026-10-30
5 VTWO Vanguard Russell 2000 ETF Vanguard 0.01% $1.1M — 2026-09-30
6 IWC iShares Micro-Cap ETF iShares (BlackRock) 0.03% $382,650 $1.2B 2026-10-30
7 ITOT iShares Core S&P Total U.S. Stock Market ETF iShares (BlackRock) 0.00% $344,550 $95.5B 2026-10-30
8 BBC Virtus Biotech Clinical Trials Etf Nport 0.47% $215,955 — 2026-07-31
9 PRFZ Invesco RAFI US 1500 Small-Mid ETF Nport 0.01% $188,919 — 2026-07-31
10 VTWV Vanguard Russell 2000 Value ETF Vanguard 0.01% $176,376 — 2026-09-30
11 RSSL Global X Russell 2000 ETF Global X 0.00% $61,836 — 2026-10-30
12 VTHR Vanguard Russell 3000 ETF Vanguard 0.00% $15,575 — 2026-09-30
13 IBBQ Invesco Nasdaq Biotechnology ETF Invesco 0.01% $13,615 — 2026-10-29
14 ITWO ProShares Russell 2000 High Income ETF ProShares 0.00% $7,156 — 2026-10-30
15 BIB ProShares Ultra NASDAQ Biotechnology ProShares 0.01% $6,848 — 2026-10-30
16 URTY ProShares UltraPro Russell2000 ProShares 0.00% $5,594 — 2026-10-30
17 UWM ProShares Ultra Russell2000 ProShares 0.00% $3,928 — 2026-10-30
18 RESM Columbia Research Enhanced Small Cap ETF Nport 0.01% $255 — 2026-06-30
19 HDG ProShares Hedge Replication ETF ProShares 0.00% $155 — 2026-10-30
20 RB ProShares Russell 2000 Dynamic Buffer ETF ProShares 0.00% $43 — 2026-10-30
Fundamentals

Quarterly filings sourced from SEC 10-Q / 10-K reports. TTM tiles aggregate the most recent four quarters; bars show the last ~12 quarters oldest → newest.

Metrics
  • Revenue — top-line sales. Look for consistent YoY growth; seasonal businesses need same-quarter comparisons (Q4 '24 vs Q4 '23).
  • Net Income — bottom-line profit after all expenses. Can be volatile from one-time items; red bars = net loss.
  • Diluted EPS — net income per share assuming options/converts are exercised. Direct input to the P/E ratio.
  • Operating Cash Flow — cash generated from core operations, before capex and financing. Harder to manipulate than net income; growing OCF is a quality signal.
How to read the bars
  • Sequential growth — quarter-over-quarter trend. Accelerating bars are a momentum signal.
  • YoY growth — compare to the same quarter a year earlier to remove seasonality.
  • Quality — OCF should roughly track Net Income over time. Large divergence (net income ≫ OCF) flags accruals risk.
  • Margins — scan the bar ratios: Net Income / Revenue tells you margin trend without needing a separate chart.

TTM (trailing-twelve-month) smooths seasonality and is used for the P/E calculation. Filings appear 30–90 days after the period closes.

Trailing P/E
—
TTM Diluted EPS
$-0.37
TTM Revenue
$58.37M
TTM Net Income
$-107.33M
TTM Op. Cash Flow
$-108.42M
Quarterly figures (12 quarters)
QuarterPeriod EndRevenueNet IncomeDiluted EPSOp. Cash Flow
Q2 '262026-06-30$14.29M$-44.39M$-0.14$-43.01M
Q1 '262026-03-31$13.74M$-41.40M$-0.13$-41.71M
Q4 '252025-12-31$17.21M$-11.07M$0.00$-15.46M
Q3 '252025-09-30$13.13M$-10.47M$-0.06$-8.25M
Q2 '252025-06-30$11.79M$-14.66M$-0.12$-13.30M
Q1 '252025-03-31$11.30M$-16.29M$-0.14$-21.13M
Q4 '242024-12-31$13.82M$-18.44M$-0.15$-37.61M
Q3 '242024-09-30$9.30M$-60.74M$-0.51$-41.07M
Q2 '242024-06-30$2.26M$-47.25M$-0.40$-41.60M
Q1 '242024-03-31—$-43.50M$-0.38$-50.21M
Q4 '232023-12-31—$-73.65M$-0.67$-59.24M
Q3 '232023-09-30—$-39.44M$-0.36$-35.35M
Q2 2026 • period ending 2026-06-30 • filed 2026-08-13
Valuation

Ratios derived from TTM financials and the current market price, sampled daily. History chart shows how expensive the stock is today relative to its own recent past.

Price Multiples
  • P/E — price / TTM earnings. Rough market rule: 10–15 value, 15–25 market, >30 growth/premium. Negative when earnings are negative.
  • P/B — price / book value. Useful for financials and asset-heavy names; meaningless for asset-light software.
  • P/S — price / TTM revenue. Useful when earnings are negative or noisy (early-stage growth).
  • EV/EBITDA — capital-structure-neutral. <10 cheap, 10–15 reasonable, >20 rich. Good for comparing across leverage profiles.
  • EV/Sales — like P/S but accounts for debt + cash. Compare within sector.
Profitability & Yields
  • ROE — return on equity. >15% strong, >25% exceptional. Caution: high leverage inflates ROE.
  • ROA — return on assets. Leverage-neutral; >5% solid, >10% exceptional.
  • Div Yield — annual dividend / price. Compare to 10Y Treasury; sustained yield >6% often signals distress.
  • FCF Yield — free cash flow / market cap. >5% is attractive; negative means burning cash.
Balance Sheet
  • Debt/Equity — leverage. <1 conservative, >2 aggressive. Sector-dependent (utilities naturally high, tech low).
  • Current Ratio — short-term liquidity. >1.5 comfortable, <1 raises short-term solvency flags.
Reading the history chart
  • Compare current level to the 3-year band: near the high end = relatively expensive; near the low = relatively cheap.
  • Multiples expanding while earnings are flat = sentiment-driven rally.
  • Multiples compressing while earnings grow = value coming from fundamentals.
P/E
—
P/B
0.85
P/S
2.63
EV/EBITDA
—
EV/Sales
-0.11
ROE
-59.3%
ROA
-49.0%
Div Yield
0.00%
FCF Yield
-70.65%
Debt/Equity
0.00
Current Ratio
—
Market Cap
$153.47M
as of 2026-11-02
Short Interest & Float

Regulatory short-interest reports publish on a bi-weekly settlement cadence; short-volume is reported daily by the trade-reporting facilities. Float is derived from insider-ownership filings.

Metric definitions
  • Short Interest — total shares currently sold short as of the settlement date. Lags real time by ~8 business days.
  • SI % of Float — short interest / free float. The key crowding metric.
  • Days to Cover — short interest / avg daily volume. How many full trading days it would take shorts to buy back. High DTC + catalyst = squeeze fuel.
  • Short Vol Ratio — today's short-sale volume / total volume. Intraday selling pressure proxy (not the same as short interest).
  • Free Float — shares available for public trading (total shares minus insider / restricted).
  • Float % — free float / shares outstanding. <50% = tightly held, more prone to squeezes.
How to read the signals
  • SI % of Float < 5% — typical, no particular signal.
  • 5–15% — elevated; watch for catalysts (earnings, guidance, macro).
  • 15–30% — heavily shorted; tight-float names in this range have produced notable squeezes historically.
  • >30% — extreme; borrow is likely expensive and squeeze risk is material.
  • Days to Cover > 5 combined with high SI% amplifies squeeze potential.
History chart
  • Trend matters more than level. Rapidly rising short interest often precedes negative catalysts or heavy hedging.
  • A sudden drop in SI after a rally may indicate a squeeze in progress.

Short interest is reported mid-month and end-of-month; short volume is daily.

Short Interest
37.05M
SI % of Float
15.47%
Days to Cover
6.93
Short Vol Ratio
59.4%
Free Float
239.43M
Float %
81.3%
Short interest 2026-10-15 • Short volume 2026-10-30 • Float 2026-08-16