Anivive Shareholder Letter

Vaccine at front of USDA queue. $30M+ Zoetis facility secured. $52.5M non-dilutive revenue through 2026. Risk de-layered. Self-funding plan active. Anivive 2.0 executing.

December 2025

Key Highlights

$52.5M
Locked non-dilutive revenue through 2026 (excl. vaccine sales)
Revenue vs. Expenses (Self-Funding Plan)
202420252026 (Proj)015304560
  • Locked Revenue ($M)
  • OpEx ($M)
$50M+
Vaccine commitments from NIH & hospitals
Q1 2026
Expected Valley Fever vaccine launch timeline
$30M+
Zoetis BSL-2 facility value secured in Texas
FDA Full Approval
Laverdia full approval confirmed (Risk removed)
15,000+
Shipments coordinated across 38 states via platform

Dear Shareholders,

Over the past year we rebuilt Anivive around one mandate: get the Valley Fever vaccine approved and launched, and make sure every part of the business exists to support that goal. We have systematically de-layered risk and activated a self-funding plan.

We call this Anivive 2.0. It's a vaccine-first company with a software backbone, a capital plan built around non-dilutive revenue, and a small, high-talent team systematically taking risk off the table while hitting value-creating milestones.

Key Highlights: Vaccine at front of USDA queue (meeting scheduled). $30M+ Zoetis facility secured. $52.5M locked revenue through 2026. Commercial platform processing 15,000+ shipments. New CFO Chip Dorsey joining Jan 5, 2026. Dechra payments starting this month.

Explore the Full Story

Dive deep into each section of our shareholder letter

Laverdia Partnership

$27.5M Dechra restructure eliminates financing risk; payments starting this month

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Vaccine Progress

Valley Fever vaccine entering final chapter; NEPA risk low; USDA meeting scheduled

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AniTrial Platform

460% enrollment increase, validated in FDA trial, creating new revenue opportunities

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Manufacturing & Operations

Commercial platform proven with 7,500 orders, manufacturing secured with dual suppliers (Zoetis backup)

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Leadership & Strategy

World-class Board and executive team (CFO joining Jan 5) positioning Anivive for commercialization

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Innovation & IP

Next-generation platforms, human vaccine program, and $33M biodefense portfolio

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Anivive 2.0 is Taking Shape

A company built to bring our vaccine to market and use that success to fuel a broader mission: using technology to drive affordable treatments that give our best friends more time.

Download Full Letter (PDF)