What podcasts say about Inventiva
Every statement, with the speaker, the exact quote and the moment it was said.
What experts have said about Inventiva
19 statements · 10 positive · 7 negative · 2 neutral
Inventiva’s MASH drug Q4 readout will probably be positive.
“I think it's probably going to do well”
Open the episode · 120 - Breaking Biotech Week End Wrap Up - Oct 25th, 2026Listen at 27:16
Inventiva’s finances cap its potential upside.
“The finances of the company make it such that I think the upside is relatively capped.”
Open the episode · 119 - $IVA: Can Lanifibranor Deliver in Phase 3 MASH?Listen at 0:34
Positive phase-three data could unlock conditional financing for Inventiva.
“if the phase three data is positive”
Open the episode · 119 - $IVA: Can Lanifibranor Deliver in Phase 3 MASH?Listen at 0:44
Inventiva’s Phase 3 readout is the key investment focus.
“we're really just looking at this phase three readout”
Open the episode · 119 - $IVA: Can Lanifibranor Deliver in Phase 3 MASH?Listen at 2:00
Inventiva is not attractive as a long-term investment.
“I don't really see Inventiva as a long-term investment.”
Open the episode · 119 - $IVA: Can Lanifibranor Deliver in Phase 3 MASH?Listen at 10:36
Inventiva trades near $3.50 per share at an $850 million market capitalization.
“The price now is about $3.50 a share, giving them a market cap of $850 million.”
Open the episode · 119 - $IVA: Can Lanifibranor Deliver in Phase 3 MASH?Listen at 30:38
Exercising T3 warrants would increase Inventiva’s diluted shares from 313 million to 390 million.
“This would increase the fully diluted share count from 313 million to 390.”
Open the episode · 119 - $IVA: Can Lanifibranor Deliver in Phase 3 MASH?Listen at 31:36
Positive Phase 3 results would enable Inventiva to borrow another €55 million.
“if they are successful there, they're going to be able to borrow another 55 million euros.”
Open the episode · 119 - $IVA: Can Lanifibranor Deliver in Phase 3 MASH?Listen at 31:56
Inventiva’s debt and dilution make it unattractive as a long-term investment.
“There's a lot of debt going on. There's a lot of dilution going on, which I don't love as a long-term investor.”
Open the episode · 119 - $IVA: Can Lanifibranor Deliver in Phase 3 MASH?Listen at 32:03
Positive NATIV-3 results and warrant exercise could give Inventiva access to about $400 million.
“if native three is positive, and all the warrants are exercised, the amount of cash they're going to have access to is going to be about $400 million.”
Open the episode · 119 - $IVA: Can Lanifibranor Deliver in Phase 3 MASH?Listen at 32:15
At $5 per share, Inventiva’s market capitalization would be about $2 billion.
“if the company, say, goes to $5 a share, the market cap will be about $2 billion”
Open the episode · 119 - $IVA: Can Lanifibranor Deliver in Phase 3 MASH?Listen at 32:33
Inventiva’s dilution would limit upside even if its market cap tripled like Madrigal’s.
“If we imagine that a similar move happens from Inventiva that Magical did, where it goes from about a $1 billion market cap to a $3 billion market cap, the dilution is such that it's going to limit the upside here.”
Open the episode · 119 - $IVA: Can Lanifibranor Deliver in Phase 3 MASH?Listen at 32:42
Inventiva’s stock could reach approximately $6.50 in a best-case outcome.
“If it's a blue sky outcome and everything goes well, I see the stock going to about $6.50 a share.”
Open the episode · 119 - $IVA: Can Lanifibranor Deliver in Phase 3 MASH?Listen at 32:58
Inventiva’s stock could fall below cash value if the trial fails.
“If things don't go well, I could easily see it go to below cash”
Open the episode · 119 - $IVA: Can Lanifibranor Deliver in Phase 3 MASH?Listen at 33:06
Inventiva has a good chance of hitting the endpoint and approaching $6 per share.
“I think there's a good chance that it does hit the endpoint and that we do see closer to six dollars a share.”
Open the episode · 119 - $IVA: Can Lanifibranor Deliver in Phase 3 MASH?Listen at 33:22
The speaker recommends taking only a modest Inventiva position.
“I'm going to take a modest position”
Open the episode · 119 - $IVA: Can Lanifibranor Deliver in Phase 3 MASH?Listen at 33:42
Inventiva’s stock will probably decline if the primary endpoint fails despite secondary success.
“if the primary endpoint fails but one of the two secondary endpoints are a success the stock is probably going to sell off”
Open the episode · 119 - $IVA: Can Lanifibranor Deliver in Phase 3 MASH?Listen at 33:52
Secondary-endpoint success could leave Inventiva with a chance of FDA approval.
“there is going to be a chance that they get FDA approval if one of the two secondaries does end up hitting.”
Open the episode · 119 - $IVA: Can Lanifibranor Deliver in Phase 3 MASH?Listen at 34:02
Inventiva is Matthew Cloutier’s next MASH investment candidate to investigate.
“I think the MASH play I'm going to look at next is IVA.”
Open the episode · 118 - End of Week Wrap up - Oct 9, 2026Listen at 23:53
Statements are attributed to the speaker as said on the episode and reflect their view at the time, not PodLume's. They are not advice.