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Vivoryon Therapeutics AG (NL:VVY)
:VVY
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Vivoryon Therapeutics AG (VVY) AI Stock Analysis

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NL:VVY

Vivoryon Therapeutics AG

(VVY)

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Neutral 45 (OpenAI - 5.2)
Rating:45Neutral
Price Target:
€1.00
▼(-15.25% Downside)
Action:Reiterated
Date:08/06/26
The score is held down primarily by weak financial performance (no recent revenue, continued losses, and ongoing negative cash flow alongside a sharply reduced equity/asset base). Technical indicators are neutral and do not offset the financial risk, while valuation is constrained by a negative P/E and no dividend yield data.
Positive Factors
Focused Alzheimer’s pipeline
A clear, concentrated R&D focus on Alzheimer’s with an oral small‑molecule candidate (varoglutamstat/PQ912) supports a durable strategic thesis: fewer programs concentrate resources on a high‑value indication, oral chemistry can ease development/ commercialization complexity and enable broader patient access if successful.
Negative Factors
No recent revenue; ongoing losses
Absence of operating revenue and persistent net losses are structural constraints for the business model: until a product is commercialized or material licensing deals occur, the company must rely on external financing, limiting long‑term self‑sufficiency and increasing execution risk.
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Positive Factors
Negative Factors
Focused Alzheimer’s pipeline
A clear, concentrated R&D focus on Alzheimer’s with an oral small‑molecule candidate (varoglutamstat/PQ912) supports a durable strategic thesis: fewer programs concentrate resources on a high‑value indication, oral chemistry can ease development/ commercialization complexity and enable broader patient access if successful.
Read all positive factors

Vivoryon Therapeutics AG (VVY) vs. iShares MSCI Netherlands ETF (EWN)

Vivoryon Therapeutics AG Business Overview & Revenue Model

Company Description
Vivoryon Therapeutics N.V. is a clinical-stage biopharmaceutical firm dedicated to discovering and developing novel treatments for Alzheimer's disease. The company's therapeutic pipeline primarily focuses on mitigating Alzheimer's by targeting and...
How the Company Makes Money
Vivoryon Therapeutics AG is a clinical-stage biotech and, as such, does not primarily generate recurring revenue from marketed products. Instead, its ability to generate revenue is typically tied to (a) collaboration or licensing arrangements arou...

Vivoryon Therapeutics AG Earnings Call Summary

Earnings Call Date:Sep 04, 2025
(Q2-2025)
|
% Change Since: |
Next Earnings Date:Dec 03, 2026
Earnings Call Sentiment Neutral
The earnings call highlighted significant clinical and financial progress, particularly in reducing expenses and advancing the varoglutamstat program, while also addressing challenges such as a reduced cash position and the need for additional financing for future studies.
Positive Updates
Significant Reduction in R&D Expenses
Research and development expenses decreased by EUR 7.5 million, from EUR 10.3 million in the first half of 2024 to EUR 2.8 million in the first half of 2025, largely due to a decrease in clinical development and production costs.
Negative Updates
Decreased Cash Position
Vivoryon's cash and cash equivalents decreased to EUR 4.8 million as of June 30, 2025, from EUR 9.4 million at the end of 2024, raising concerns about future funding.
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Q2-2025 Updates
Negative
Significant Reduction in R&D Expenses
Research and development expenses decreased by EUR 7.5 million, from EUR 10.3 million in the first half of 2024 to EUR 2.8 million in the first half of 2025, largely due to a decrease in clinical development and production costs.
Read all positive updates
Company Guidance
In the recent call discussing Vivoryon's first half 2025 results, several key metrics and achievements were highlighted. Research and development expenses for the period were EUR 2.8 million, a significant reduction from EUR 10.3 million in the first half of 2024, primarily due to decreased clinical development costs and production expenses. General and administrative expenses also saw a decline to EUR 2.8 million from EUR 3.5 million in the previous year. Consequently, the net loss for the first half of 2025 was reduced to EUR 5.5 million, compared to EUR 13.6 million in the same period of 2024. The company reported holding EUR 4.8 million in cash and cash equivalents as of June 30, 2025, with a cash runway extending into January 2026, excluding funds from a standby equity purchase agreement. Vivoryon also secured U.S. patents for varoglutamstat, ensuring market exclusivity through 2044. The company presented compelling kidney function data from its Phase II studies at the European Renal Association Annual Congress, showcasing statistically significant improvements in kidney function with varoglutamstat compared to placebo. Preparations for a dedicated Phase IIb study in diabetic kidney disease are underway, highlighting Vivoryon's strategic focus on expanding its therapeutic impact in the kidney disease market.

Vivoryon Therapeutics AG Financial Statement Overview

Summary
Overall financials are weak: no reported revenue in 2024–2025 and continued large losses, despite a notable improvement in 2025 net loss (~-8.9M vs. ~-20.6M in 2024). Balance sheet leverage is low (debt-to-equity ~0.02), but equity and assets have fallen sharply (equity ~26.3M in 2023 to ~4.7M in 2025; assets ~30.8M to ~7.5M), reflecting ongoing cash burn. Cash flow remains persistently negative, with operating cash flow improving in 2025 (~-8.5M vs. ~-19.2M) but still implying funding dependence.
Income Statement
12
Very Negative
Balance Sheet
52
Neutral
Cash Flow
18
Very Negative
BreakdownTTMDec 2025Dec 2024Dec 2023Dec 2022Dec 2021
Income Statement
Total Revenue0.000.000.00-3.62M0.0010.76M
Gross Profit-141.00K-147.00K-147.00K-3.10M-161.00K9.03M
EBITDA-6.90M-9.03M-20.34M-28.35M-28.17M-12.03M
Net Income-6.77M-8.85M-20.57M-28.34M-28.16M-12.65M
Balance Sheet
Total Assets4.17M7.52M11.28M30.83M31.38M24.52M
Cash, Cash Equivalents and Short-Term Investments2.45M5.62M9.37M28.58M26.55M14.66M
Total Debt76.00K108.00K102.00K38.00K132.00K224.00K
Total Liabilities2.60M2.79M3.40M4.55M4.87M7.96M
Stockholders Equity1.56M4.73M7.88M26.28M26.51M16.56M
Cash Flow
Free Cash Flow-7.11M-8.46M-19.18M-22.05M-21.81M-11.29M
Operating Cash Flow-7.10M-8.46M-19.17M-21.54M-21.79M-11.26M
Investing Cash Flow2.00K-6.00K10.00M-10.51M-13.00K-28.00K
Financing Cash Flow4.71M4.71M-57.00K24.16M33.38M-827.00K

Vivoryon Therapeutics AG Technical Analysis

Technical Analysis Sentiment
Negative
Last Price1.18
Price Trends
50DMA
1.17
Negative
100DMA
1.23
Negative
200DMA
1.37
Negative
Market Momentum
MACD
>-0.01
Positive
RSI
43.29
Neutral
STOCH
46.51
Neutral
Evaluating momentum and price trends is crucial in stock analysis to make informed investment decisions. For NL:VVY, the sentiment is Negative. The current price of 1.18 is below the 20-day moving average (MA) of 1.19, above the 50-day MA of 1.17, and below the 200-day MA of 1.37, indicating a bearish trend. The MACD of >-0.01 indicates Positive momentum. The RSI at 43.29 is Neutral, neither overbought nor oversold. The STOCH value of 46.51 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Negative sentiment for NL:VVY.

Vivoryon Therapeutics AG Peers Comparison

Overall Rating
UnderperformOutperform
Sector (55)
Financial Indicators
Name
Overall Rating
Market Cap
P/E Ratio
ROE
Dividend Yield
Revenue Growth
EPS Growth
55
Neutral
$6.65B3.83-15.92%6.20%10.91%7.18%
45
Neutral
€34.06M-4.91-223.90%51.44%
* General Sector Average
Performance Comparison
Ticker
Company Name
Price
Change
% Change
NL:VVY
Vivoryon Therapeutics AG
1.14
-0.28
-19.72%
PHGUF
Pharming Group
1.29
0.19
17.27%
GB:0JXZ
Galapagos
24.42
-3.22
-11.66%
Glossary
BuyA stock rated as a "Buy" is expected to perform better than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the stock is likely to deliver higher returns compared to other stocks in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
HoldA stock rated as a "Hold" is expected to perform in line with the overall market or a specific benchmark. This rating indicates that the stock is neither particularly compelling nor unfavorable for investment. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
SellA stock rated as a "Sell" is expected to perform worse than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the stock may deliver lower returns compared to other stocks in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.

Disclaimer

This AI Analyst Stock Report is automatically generated by our AI systems using advanced algorithms and publicly available financial, technical, and market data. While the information provided aims to be accurate and insightful, it is intended for informational purposes only and should not be considered financial advice. Any content created by an AI (Artificial Intelligence) system may contain inaccuracies and/or contain errors. Investing in stocks carries inherent risks, and past performance is not indicative of future results. This report does not account for your personal financial circumstances, objectives, or risk tolerance. Always conduct your own research or consult with a qualified financial advisor before making investment decisions. The analysis and recommendations provided are based on historical and current data and may not fully reflect future market conditions or unexpected developments. Neither the creators of this report nor its affiliated entities guarantee the accuracy, completeness, or reliability of the information presented. Use this report at your own discretion and risk.Date of analysis: Aug 06, 2026