IVA Inventiva - ADR

$IVA During today’s webcast, the CEO concluded with the following statement: “I think the next time we talk will be on the data release.” At least that’s clear!

$IVA Data make or break ver soon. expect chatter to increase around this stock very soon. potentially a target for $NVO or $LLY

$IVA — the fibrosis bet Taking a SCOUT position here Lanifibranor (pan-PPAR) NATiV3 Ph3 topline → Q4 2026. LPLV done Sep 2. Why fibrosis is the whole thesis: Ph2b NATIVE (NEJM) hit BOTH — MASH resolution AND ≥1-stage fibrosis improvement. First drug ever to do both in one trial. That's the edge. The trap: MASH resolution alone ≠ approval. Regulators want fibrosis. Watch that endpoint, not the headline. Not advice. Just my thesis.

$IVA Truist IVA – Preview of the company-defining NATiV3 results. New PT of $18/share vs. $13/share. Ahead of the NATiV3 Phase 3 data for lani in MASH expected in Q4 2026, Truist reiterates its Buy rating on IVA with a new price target of $18/share, up from $13/share previously. Following an in-depth analysis of the Phase 2b data, the assumptions underpinning the Phase 3 trial, and management’s comments

$IVA Phase III co-primary endpoints: Fibrosis improvement and MASH reduction Phase 2b data Fibrosis improvement: 1200 mg (48%), 800 mg (34%) and placebo (29%) MASH reduction: 1200 mg (49%), 800 mg (39%) and placebo (29%).

$IVA still coiling, anyone large loading down here is buying in one hand and hedging out of the other. Volume is still high and price is holding extremely well considering markets in US and Paris. Still poised to break up and out

Truist reiterated $IVA Buy-$13 and said -- We remain buyers of IVA following EPS call & ahead of Ph3 NATIV3 data (4Q26) for lani in MASH. $MDGL LLY $NVO SGMT VKTX ALGS Truist added—Our conviction in IVA is supported by – 1) Large market opportunity with 2 drugs approved & unmet need in a heterogeneous MASH population; 2) Strong Ph2 data which showed 18% pbo-adjusted fibrosis improvement at 6-mo with potential to see deepening of response at 18-mo endpoint; & 3) KOL checks indicating low rates of weight-gain/edema being manageable and potentially outweighed by significant fibrosis and cardiometabolic improvements; we do acknowledge the latter as an investor overhang. If NATIV3 is positive, we see NDA filing in 1H27 and 2028 US commercial launch. Reiterate Buy.

Kickstarting a conversation as $IVA NATiV3 gets closer. Would genuinely love to hear the bear case, particularly from $MDGL and $NVO followers. My current thinking: • Weight gain: clearly a liability. But Phase 2 suggests the gain was metabolically different from conventional weight gain, while insulin resistance, lipids and liver markers improved. There is also human evidence that combining lanifibranor with an SGLT2 can neutralise the weight gain. GLP-1 combination potential is interesting, not proven tho • Oedema: real, but mostly mild in Phase 2. Phase 3 needs to confirm that over much longer exposure. • Anaemia: probably the safety issue I understand least. 7% at 1200 mg in NATIVE, reversible. • The bull case: fibrosis. If NATiV3 reproduces the strength of the Phase 2 fibrosis signal alongside the broader metabolic/T2D effects, I struggle to see lanifibranor as simply another $MDGL/$NVO competitor. It may occupy a rather different place in MASH treatment. What am I missing?

$IVA The likelihood of lanifibranor achieving a positive Phase 3 result is considered high by clinical experts, driven by strong, validated mechanism-of-action data and highly successful Phase 2b results. The primary clinical evidence supporting a favorable outcome stems from the drug's design and previous trial performance, though typical Phase 3 hurdles and specific safety considerations remain. I agree with this AI prediction

$IVA October is still too early for a P3 readout announcement. I have a feeling it's gonna be by mid-November. The current volatility is due to the anticipation of Q3 earnings and just the nature of a very binary biotech event.

$IVA Bought more, no risk, no reward, I am confident for a positive p3 based on Roche acquiring of 89 bio and strong p2b data. Do research and make own decision on your own money

$IVA TOOTs have major investments in this hidden. Do you see any toots selling? I’m trying to figure out why it’s going down

$IVA so this daily decline gets us to what..maybe a buck by thanksgiving or Xmas? At which point even good trial news naught get us back to 3-4 tops?

$IVA Quote from the article below: "Obenshain said the company is open to acquisition interest, but its current plan is to launch independently. “We are building the company to do it ourselves,” he said." Interpretation: We want to be acquired for a price that is good for us and out share holders.

$IVA stated its interim financial report for the first half of 2026, with unaudited results and a corporate presentation.

$IVA The stock has been getting absolutely hammered nonstop for the past mont It looks like there's no support level at all

$IVA the entire build starts after the June raise, warrant and bond holders hedging. Epic move though, what a dirty way to force the ticker down lol.

$IVA caveat emptor The vast majority of these later stage trials are disappointments I'm selling 3000 of my 4000 shares Ok losing value of all 1000 shares Not ok with losing 4000 shares

$IVA Stifel has some splainin to support their wacko $15 lottery ticket price target Gimme a break This will be bk in a year

$IVA may have just become a much more interesting name to watch. Forget generic biotech M&A. Look specifically at Novo. Novo just told investors: • it will be more active in BD • its balance sheet can support larger acquisitions • deal size is NOT the starting point, asset quality is • liver disease is becoming a strategic growth pillar • even after Wegovy + efruxifermin + UBT251, Novo says it wants further novel mechanisms Now look at what is approaching: $IVA Lanifibranor Oral pan-PPAR Phase 3 MASH F2/F3 Metabolic + inflammatory + antifibrotic biology NATiV3 readout approaching Novo already spent up to $5.2B to acquire Akero and establish itself deeper in MASH. If NATiV3 produces genuinely strong fibrosis data, the question around $IVA may change very quickly from: “Does lanifibranor work?” to: “What is a differentiated, Phase 3-ready/validated MASH asset worth to a company determined to build a liver franchise?” No claim Novo buys Inventiva. NFA. DYOR.