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    Emma Gutstein • Wolfe Research

    Emma Gutstein's questions to Roivant Sciences Ltd (ROIV) leadership

    Emma Gutstein's questions to Roivant Sciences Ltd (ROIV) leadership • Q1 2026

    Question

    Emma Gutstein, on for Andy, inquired about Roivant's strategy for navigating the increasingly competitive dermatomyositis (DM) market. She also asked about specific preparations and key milestones for a potential commercial launch in DM over the next 6-12 months.

    Answer

    CEO Matt Gline emphasized that being first to market is a key advantage. He highlighted brepocitinib's potential for strong clinical benefit, its oral formulation, and the company's strong, established reputation with the physician community. Regarding launch preparations, Gline noted that while major activities await Phase 3 data, the team is actively engaging with physicians, which he identified as a critical component of a successful biotech launch.

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    Emma Gutstein's questions to Roivant Sciences Ltd (ROIV) leadership • Q3 2025

    Question

    Emma Gutstein asked about Roivant's expectations for the upcoming brepocitinib Phase III readout in dermatomyositis and the potential competitive landscape, considering Argenx's entry.

    Answer

    CEO Matthew Gline expressed excitement, noting that if successful, brepocitinib would be a first-in-class new mechanism in DM, years ahead of any known competitor. He highlighted the oral form factor as a key differentiator and stated there is ample unmet need for multiple new therapies. Gline also suggested that the dual TYK2/JAK1 inhibition has the potential to be a best-in-class mechanism for inflammatory diseases, though this will take years to prove.

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    Emma Gutstein's questions to Madrigal Pharmaceuticals Inc (MDGL) leadership

    Emma Gutstein's questions to Madrigal Pharmaceuticals Inc (MDGL) leadership • Q1 2025

    Question

    Emma Gutstein, on for Andy Chen, asked about other key findings to anticipate from the upcoming EASL presentations, aside from the main F4c late-breaker data.

    Answer

    CEO William Sibold emphasized that the F4c late-breaker is the most significant presentation. He noted that other abstracts will cover a broad range of topics, including the unmet need in MASH, real-world data from German claims analysis, and disease severity. He highlighted the meeting as a key opportunity for dialogue with the global physician community.

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