Craig McLean's questions to Roivant Sciences Ltd (ROIV) leadership • Q2 2025
Question
Craig McLean, on behalf of Corinne Johnson at Goldman Sachs, asked how brepocitinib would be positioned against emerging HUMIRA biosimilars. He also questioned if the CLARITY trial would specifically target patients who are refractory to anti-TNF therapies.
Answer
Priovant CEO Ben Zimmer explained the base case is to target the large TNF-refractory market, which he expects to grow with biosimilar availability. However, he and CEO Matt Gline both stressed that if data confirms a best-in-class profile, there will be strong physician and patient demand for first-line use. Zimmer clarified the trial does not stratify for prior TNF use but expects to enroll many such patients for subgroup analysis.