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Invivyd, Inc.（IVVD）与REGENXBIO Inc.（RGNX）财务数据对比。点击上方公司名可切换其他公司
REGENXBIO Inc.的季度营收约是Invivyd, Inc.的1.8倍（$30.3M vs $17.2M），Invivyd, Inc.净利率更高（-64.3% vs -221.3%，领先157.0%），REGENXBIO Inc.同比增速更快（43.0% vs 24.5%）
Invivyd, Inc.是一家处于临床阶段的生物制药企业，专注于研发可预防和治疗严重病毒性传染病的广谱中和抗体疗法，核心管线覆盖呼吸道合胞病毒等高负担呼吸道病原体，满足全球患者未被满足的医疗需求。
REGENXBIO Inc.是一家临床阶段生物技术企业，专注于开发针对罕见及严重遗传疾病的突破性基因疗法。公司拥有专有的腺相关病毒载体技术，既向全球生物制药合作伙伴提供技术授权，也自主推进多疾病领域的基因疗法管线研发。
IVVD vs RGNX — 直观对比
营收规模更大
RGNX
是对方的1.8倍
$17.2M
营收增速更快
RGNX
高出18.5%
24.5%
净利率更高
IVVD
高出157.0%
-221.3%
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $17.2M | $30.3M |
| 净利润 | $-11.1M | $-67.1M |
| 毛利率 | — | — |
| 营业利润率 | -73.0% | -190.0% |
| 净利率 | -64.3% | -221.3% |
| 营收同比 | 24.5% | 43.0% |
| 净利润同比 | 40.0% | -31.2% |
| 每股收益（稀释后） | $0.02 | $-1.30 |
绿色 = 该指标领先。财年不对齐时期间可能不同
8季度营收与利润趋势
并排季度历史对比，按日历期对齐，财年错位的公司也能正确匹配
营收IVVDRGNX
| Q4 25 | $17.2M | $30.3M | ||
| Q3 25 | $13.1M | $29.7M | ||
| Q2 25 | $11.8M | $21.4M | ||
| Q1 25 | $11.3M | $89.0M | ||
| Q4 24 | $13.8M | $21.2M | ||
| Q3 24 | $9.3M | $24.2M | ||
| Q2 24 | $2.3M | $22.3M | ||
| Q1 24 | $0 | $15.6M |
净利润IVVDRGNX
| Q4 25 | $-11.1M | $-67.1M | ||
| Q3 25 | $-10.5M | $-61.9M | ||
| Q2 25 | $-14.7M | $-70.9M | ||
| Q1 25 | $-16.3M | $6.1M | ||
| Q4 24 | $-18.4M | $-51.2M | ||
| Q3 24 | $-60.7M | $-59.6M | ||
| Q2 24 | $-47.2M | $-53.0M | ||
| Q1 24 | $-43.5M | $-63.3M |
毛利率IVVDRGNX
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | 70.2% | ||
| Q3 24 | — | 48.8% | ||
| Q2 24 | — | 52.5% | ||
| Q1 24 | — | 72.6% |
营业利润率IVVDRGNX
| Q4 25 | -73.0% | -190.0% | ||
| Q3 25 | -84.0% | -176.3% | ||
| Q2 25 | -127.8% | -296.3% | ||
| Q1 25 | -149.7% | 13.6% | ||
| Q4 24 | -139.1% | -242.1% | ||
| Q3 24 | -670.0% | -256.6% | ||
| Q2 24 | -2175.2% | -251.3% | ||
| Q1 24 | — | -408.8% |
净利率IVVDRGNX
| Q4 25 | -64.3% | -221.3% | ||
| Q3 25 | -79.7% | -208.3% | ||
| Q2 25 | -124.4% | -331.8% | ||
| Q1 25 | -144.1% | 6.8% | ||
| Q4 24 | -133.5% | -241.3% | ||
| Q3 24 | -653.1% | -246.3% | ||
| Q2 24 | -2086.9% | -237.7% | ||
| Q1 24 | — | -405.4% |
每股收益（稀释后）IVVDRGNX
| Q4 25 | $0.02 | $-1.30 | ||
| Q3 25 | $-0.06 | $-1.20 | ||
| Q2 25 | $-0.12 | $-1.38 | ||
| Q1 25 | $-0.14 | $0.12 | ||
| Q4 24 | $-0.14 | $-0.99 | ||
| Q3 24 | $-0.51 | $-1.17 | ||
| Q2 24 | $-0.40 | $-1.05 | ||
| Q1 24 | $-0.38 | $-1.38 |
资产负债表与财务实力
最新季度各公司的流动性、杠杆与账面价值一览
| 指标 | | |
|---|---|---|
| 现金及短期投资手头流动性 | $226.7M | $230.1M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $241.5M | $102.7M |
| 总资产 | $276.9M | $453.0M |
| 负债/权益比越低杠杆越低 | — | — |
8季度趋势，按日历期对齐
现金及短期投资IVVDRGNX
| Q4 25 | $226.7M | $230.1M | ||
| Q3 25 | $85.0M | $274.2M | ||
| Q2 25 | $34.9M | $323.3M | ||
| Q1 25 | $48.1M | $267.9M | ||
| Q4 24 | $69.3M | $234.7M | ||
| Q3 24 | $106.9M | $255.5M | ||
| Q2 24 | $147.9M | $290.4M | ||
| Q1 24 | $189.4M | $338.7M |
股东权益IVVDRGNX
| Q4 25 | $241.5M | $102.7M | ||
| Q3 25 | $93.1M | $161.5M | ||
| Q2 25 | $42.8M | $213.7M | ||
| Q1 25 | $54.1M | $274.2M | ||
| Q4 24 | $67.5M | $259.7M | ||
| Q3 24 | $83.2M | $301.4M | ||
| Q2 24 | $140.6M | $348.3M | ||
| Q1 24 | $178.5M | $390.7M |
总资产IVVDRGNX
| Q4 25 | $276.9M | $453.0M | ||
| Q3 25 | $139.2M | $525.2M | ||
| Q2 25 | $89.1M | $581.0M | ||
| Q1 25 | $103.7M | $490.9M | ||
| Q4 24 | $129.5M | $466.0M | ||
| Q3 24 | $161.9M | $519.1M | ||
| Q2 24 | $177.3M | $569.4M | ||
| Q1 24 | $215.5M | $629.2M |
现金流与资本效率
扣除再投资后实际产生的现金。现金流比净利润更难造假
| 指标 | | |
|---|---|---|
| 经营现金流最新季度 | $-15.5M | $-52.3M |
| 自由现金流经营现金流 - 资本支出 | — | $-52.8M |
| 自由现金流率自由现金流/营收 | — | -174.0% |
| 资本支出强度资本支出/营收 | 0.0% | 1.7% |
| 现金转化率经营现金流/净利润 | — | — |
| 过去12个月自由现金流最近4个季度 | — | $-126.4M |
8季度趋势，按日历期对齐
经营现金流IVVDRGNX
| Q4 25 | $-15.5M | $-52.3M | ||
| Q3 25 | $-8.3M | $-56.0M | ||
| Q2 25 | $-13.3M | $-49.3M | ||
| Q1 25 | $-21.1M | $33.6M | ||
| Q4 24 | $-37.6M | $-31.6M | ||
| Q3 24 | $-41.1M | $-40.5M | ||
| Q2 24 | $-41.6M | $-45.5M | ||
| Q1 24 | $-50.2M | $-55.5M |
自由现金流IVVDRGNX
| Q4 25 | — | $-52.8M | ||
| Q3 25 | — | $-56.5M | ||
| Q2 25 | $-13.3M | $-49.7M | ||
| Q1 25 | $-21.3M | $32.6M | ||
| Q4 24 | $-37.6M | $-32.7M | ||
| Q3 24 | $-41.1M | $-40.9M | ||
| Q2 24 | — | $-46.0M | ||
| Q1 24 | $-50.4M | $-56.0M |
自由现金流率IVVDRGNX
| Q4 25 | — | -174.0% | ||
| Q3 25 | — | -189.9% | ||
| Q2 25 | -112.9% | -232.8% | ||
| Q1 25 | -188.2% | 36.6% | ||
| Q4 24 | -272.2% | -154.2% | ||
| Q3 24 | -441.6% | -168.9% | ||
| Q2 24 | — | -206.2% | ||
| Q1 24 | — | -358.5% |
资本支出强度IVVDRGNX
| Q4 25 | 0.0% | 1.7% | ||
| Q3 25 | 0.0% | 1.7% | ||
| Q2 25 | 0.1% | 1.8% | ||
| Q1 25 | 1.3% | 1.2% | ||
| Q4 24 | 0.0% | 5.1% | ||
| Q3 24 | 0.1% | 1.3% | ||
| Q2 24 | 0.0% | 2.1% | ||
| Q1 24 | — | 3.6% |
现金转化率IVVDRGNX
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | 5.53× | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
财务流量对比
营收 → 毛利润 → 营业利润 → 净利润流向图
业务分部营收拆解
IVVD
暂无分部数据
RGNX
| Novartis Gene Therapies | $24.2M | 80% |
| Nippon Shinyaku Collaboration And License Agreement | $4.3M | 14% |
| Nippon Shinyaku Services | $1.4M | 5% |
