Anthea's questions to Roivant Sciences Ltd (ROIV) leadership • Q2 2025
Question
Anthea, on for Dennis Ding at Jefferies, asked about plans to share full data from the lupus study and its potential read-through to dermatomyositis (DM). She also inquired about physician willingness to prescribe JAK inhibitors in DM and the extent of current off-label use.
Answer
CEO Matt Gline noted the lupus study was run by Pfizer and that the total brepocitinib dataset is more informative than any single trial. Priovant CEO Ben Zimmer added that a key lesson from lupus was the importance of managing placebo response. He confirmed that JAKs are used 'pretty extensively' off-label in DM, citing published case reports, and that rheumatologists and dermatologists are very comfortable with the drug class.