Joyce Zhou's questions to Roivant Sciences Ltd (ROIV) leadership • Q2 2025
Question
Joyce Zhou, on behalf of Yaron Werber at TD Cowen, questioned the company's pricing strategy for brepocitinib, particularly regarding its potential as an orphan drug and how pricing might differ across various indications.
Answer
CEO Matt Gline stated that while it's premature for a firm view, the high unmet need in orphan diseases supports a wide range of prices. He highlighted competitor pricing in dermatomyositis in the 'high $100,000s' as a useful benchmark. Priovant CEO Ben Zimmer added that recent orphan drug launches, both biologics and small molecules, provide a similar pricing band for consideration.