Invivyd 2026年季度报告

(Mark One)☒QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF1934 For the quarterly period ended March 31, 2026OR ☐TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF1934 For the transition period from ___________________ to ___________________Commission File Number: 001-40703 INVIVYD, INC. (Exact Name of Registrant as Specified in its Charter) 85-1403134(I.R.S. EmployerIdentification No.) Registrant’s telephone number, including area code: (781) 819-0080 Securities registered pursuant to Section 12(b) of the Act: Indicate by check mark whether the registrant (1) has filed all reports required to be filed by Section 13 or 15(d) of the SecuritiesExchange Act of 1934 during the preceding 12 months (or for such shorter period that the registrant was required to file such reports), and (2) hasbeen subject to such filing requirements for the past 90 days.Yes☒No☐ Indicate by check mark whether the registrant has submitted electronically every Interactive Data File required to be submitted pursuant toRule 405 of Regulation S-T (§232.405 of this chapter) during the preceding 12 months (or for such shorter period that the registrant was requiredto submit such files).Yes☒No☐ Indicate by check mark whether the registrant is a large accelerated filer, an accelerated filer, a non-accelerated filer, a smaller reportingcompany, or an emerging growth company. See the definitions of “large accelerated filer,” “accelerated filer,” “smaller reporting company,” and“emerging growth company” in Rule 12b-2 of the Exchange Act. If an emerging growth company, indicate by check mark if the registrant has elected not to use the extended transition period forcomplying with any new or revised financial accounting standards provided pursuant to Section 13(a) of the Exchange Act.☐ Indicate by check mark whether the registrant is a shell company (as defined in Rule 12b-2 of the Exchange Act).Yes☐No☒ As of April 30, 2026, the registrant had 294,607,452 shares of common stock, $0.0001 par value per share, outstanding. Table of Contents PART I.FINANCIAL INFORMATIONItem 1.Financial Statements (Unaudited)Condensed Consolidated Balance SheetsCondensed Consolidated Statements of Operations and Comprehensive LossCondensed Consolidated Statements of Stockholders’ EquityCondensed Consolidated Statements of Cash FlowsNotes to Unaudited Condensed Consolidated Financial StatementsItem 2.Management’s Discussion and Analysis of Financial Condition and Results of OperationsItem 3.Quantitative and Qualitative Disclosures About Market RiskItem 4.Controls and ProceduresPART II.OTHER INFORMATIONItem 1.Legal ProceedingsItem 1A.Risk FactorsItem 2.Unregistered Sales of Equity Securities and Use of ProceedsItem 5.Other InformationItem 6.ExhibitsSignatures (UNAUDITED) INVIVYD, INC. (1)Includes related-party amounts of $550 and $452 for the three months ended March 31, 2026 and 2025, respectively (seeNote 15).(2)Includes related-party amounts of $1,127 and $1,128 for the three months ended March 31, 2026 and 2025, respectively (seeNote 15). The accompanying notes are an integral part of these condensed consolidated financial statements. INVIVYD, INC.CONDENSED CONSOLIDATED STATEMENTS OF STOCKHOLDERS’ EQUITY(UNAUDITED) (In thousands, except share amounts) INVIVYD, INC.NOTES TO CONDENSED CONSOLIDATED FINANCIAL STATEMENTS(UNAUDITED) 1. Nature of the Business andBasis of Presentation Invivyd,Inc.(the“Company”)is a biopharmaceutical company focused on the discovery,development andcommercialization of monoclonal antibody (“mAb”) therapies for the prevention and treatment of serious viral infectious diseases,beginning with SARS-CoV-2, the virus that causes COVID-19, and expanding into other high-need indications, such as respiratorysyncytial virus (“RSV”) and measles. On March 22, 2024, the Company received emergency use authorization (“EUA”) from the U.S. Food and DrugAdministration (“FDA”) for PEMGARDA® injection, for intravenous use, a half-life extended investigational mAb, for the pre-exposure prophylaxis (prevention) of COVID-19 in adults and adolescents (12 years of age and older weighing at least 40 kg) whohave moderate-to-severe immune compromise due to certain medical conditions or receipt of certain immunosuppressivemedications or treatments and are unlikely to mount an adequate immune response to COVID-19 vaccination. In January 2024, the Company nominated VYD2311, a next generation mAb candidate for COVID-19, as a drug candidate.VYD2311 is a mAb with high in vitro neutralization potency shown against prominent SARS-CoV-2 variants tested to date. InOctober 2025, the Company announced that the FDA cleared the Company’s Investigational New Drug (“IND”) application forVYD2311 and provided feedback to advance the Company’s REVOLUTION clinical program, Invivyd’s development program forVYD2311. The REVOLUTION clinical program includes three clinical trials, DECLARATION, LIBERT