Earnings summaries and quarterly performance for Roivant Sciences.
Executive leadership at Roivant Sciences.
Board of directors at Roivant Sciences.
Research analysts who have asked questions during Roivant Sciences earnings calls.
Brian Cheng
JPMorgan Chase & Co.
6 questions for ROIV
Also covers: ALLO, CHRS, EDIT +6 more
Douglas Tsao
H.C. Wainwright & Co.
6 questions for ROIV
Also covers: ALKS, APLS, ARGX +19 more
David Risinger
Leerink Partners
5 questions for ROIV
Also covers: ABBV, AMGN, BMY +9 more
Dennis Ding
Jefferies Financial Group Inc.
5 questions for ROIV
Also covers: ARDX, CARA, FOLD +5 more
Yaron Werber
TD Cowen
5 questions for ROIV
Also covers: ALEC, AMGN, ARGX +14 more
Corinne Johnson
Goldman Sachs
3 questions for ROIV
Also covers: ALT, AMLX, GERN +5 more
Thomas Smith
Leerink Partners
3 questions for ROIV
Also covers: ACRS, ARGX, CLDX +5 more
Yatin Suneja
Guggenheim Partners
3 questions for ROIV
Also covers: ACAD, ARGX, AXSM +10 more
Andy Chen
Wolfe Research, LLC
2 questions for ROIV
Also covers: ARGX, CRNX, IMVT +7 more
Brandon Frith
Wolfe Research, LLC
2 questions for ROIV
Also covers: INSM, NTLA
Derek Archila
Wells Fargo
2 questions for ROIV
Also covers: APLS, ARGX, ARVN +9 more
Emma Gutstein
Wolfe Research
2 questions for ROIV
Also covers: MDGL
Prakhar Agrawal
Cantor Fitzgerald
2 questions for ROIV
Also covers: ARDX, ARWR, MDGL +4 more
Samantha Semenkow
Citigroup Inc.
2 questions for ROIV
Also covers: ALLO, ARGX, BEAM +7 more
Sam Sliski
Lifesize Capital
2 questions for ROIV
Sam Slutsky
LifeSci Capital, LLC
2 questions for ROIV
Also covers: ALXO, KYMR, PVLA +1 more
Yasmeen Rahimi
Piper Sandler & Co.
2 questions for ROIV
Also covers: ALT, ARCT, CRNX +12 more
Anthea Li
Jefferies
1 question for ROIV
Also covers: CRNX, VERU
Craig McLean
Goldman Sachs
1 question for ROIV
Joyce Zhou
TD Cowen
1 question for ROIV
Louise Chen
Cantor Fitzgerald
1 question for ROIV
Also covers: ARDX, CNTB, IMAB +14 more
Recent press releases and 8-K filings for ROIV.
Roivant Provides 2025 Investor Day Update on Financials, Pipeline, and Outlook
ROIV
Guidance Update
Share Buyback
New Projects/Investments
- Roivant is well-capitalized with $4.4 billion in cash and cash equivalents as of the last reported September quarter, and is funded into profitability. The company has also repurchased $1.5 billion of stock since going public and has an additional $500 million authorized for share repurchases.
- The company anticipates $15 billion in peak revenue potential from its portfolio, which includes Brepocitinib, Immunovant, and mosliciguat. Key upcoming milestones include the Brepocitinib DM NDA filing by early 2026, with its first launch anticipated in 2027.
- Immunovant's IMVT-1402 program has five pivotal studies ongoing, with Graves' disease identified as its biggest opportunity. An investment of $350 million from Roivant (part of a total $550 million) has extended Immunovant's runway to the Graves' disease launch.
- Projected SG&A is expected to grow to the low-mid $400 million range in 2028, and R&D programs are fully funded in the low- to mid-$600 million range. Additionally, the LNP jury trial is scheduled for March 2026.
5 days ago
Roivant Provides Updates on Clinical Milestones, Financial Position, and Future Growth
ROIV
Guidance Update
New Projects/Investments
Share Buyback
- Roivant has accelerated timelines for several key clinical milestones, with the DM NDA filing now expected by early 2026, and top-line data for the NIU Phase 3 study and cutaneous sarcoid study anticipated in 2H 2026 and early 2026, respectively.
- The company projects $15 billion in peak revenue potential (probability unadjusted) across its portfolio, which includes brepocitinib, Immunovant, and mosliciguat.
- Financially, Roivant reported $4.4 billion in cash as of the last reported September quarter, fully funding all current programs and launches, and has $2 billion available for new opportunities.
- Roivant has demonstrated capital efficiency by net returning cash to shareholders, increasing its cash balance, and reducing its share count by 14% since going public.
5 days ago
Roivant Outlines Strategic Vision and Key Milestones at Investor Day
ROIV
Guidance Update
Share Buyback
Legal Proceedings
- Roivant is well-capitalized with $4.4 billion in cash and cash equivalents as of the last reported September quarter, stating it is funded into profitability.
- The company has repurchased $1.5 billion of stock since going public, with an additional $500 million authorized, and has increased its cash balance and doubled its share price since its IPO.
- Key pipeline updates include the brepocitinib NDA filing for dermatomyositis by early 2026, with NIU Phase III data and cutaneous sarcoid study readouts in 2026. Immunovant's IMVT-1402 difficult-to-treat rheumatoid arthritis study data and mosliciguat's PH-ILD trial top-line data are also expected in 2026.
- Roivant projects $15 billion+ in potential peak revenue sales (probability unadjusted) from its portfolio, with the first brepocitinib launch anticipated in 2027.
- The company is also engaged in LNP litigation, with a U.S. jury trial in the Moderna case scheduled for March and international hearings/outcomes in 2026.
5 days ago
Roivant Highlights Pipeline Progress and Financial Strength at 2025 Investor Day
ROIV
Guidance Update
New Projects/Investments
Share Buyback
- Roivant anticipates a busy period over the next three years, with 3+ commercial launches, 4+ NDA/BLA filings, 8+ pivotal, and 3+ proof-of-concept study readouts. Notably, the brepocitinib NDA filing in dermatomyositis (DM) is expected in early 2026, with a potential commercial launch in early 2027, and topline data for brepocitinib in non-infectious uveitis (NIU) is expected in the second half of 2026.
- The company maintains a strong financial position, reporting $4.4 billion in cash and equivalents as of September 30, 2025, and states it is funded into profitability.
- Roivant has demonstrated a commitment to shareholder returns by repurchasing $1.5 billion in shares and authorizing an additional $500 million for buybacks.
- Immunovant, a Roivant-led company, secured approximately $550 million in gross proceeds from financing, extending its cash runway.
5 days ago
Roivant Discusses 2025 Progress and 2026 Catalysts
ROIV
Product Launch
New Projects/Investments
Legal Proceedings
- Roivant experienced a transformational 2025, highlighted by positive data from its FcRn franchise and successful Phase III data for brepocitinib in Dermatomyositis (DM).
- The company plans to file the New Drug Application (NDA) for brepocitinib in DM in the first half of 2026.
- Key catalysts for 2026 include a proof of concept study for brepocitinib in cutaneous sarcoid, multiple FcRn studies, and a large Phase II-B study for mosliciguat in Pulmonary Hypertension-Interstitial Lung Disease (PH-ILD).
- Brepocitinib also demonstrated promising Phase II data in Non-infectious Uveitis (NIU), with registrational studies expected to read out in 2027.
- A jury trial with Moderna regarding litigation is scheduled for March 2026.
Nov 18, 2025, 5:00 PM
Roivant Highlights 2025 Progress and 2026-2027 Catalysts at Jefferies Conference
ROIV
Product Launch
New Projects/Investments
Legal Proceedings
- Roivant has transformed in 2025, becoming a $14.5 billion market cap public biopharma company focused on developing late-stage drugs for underserved patient populations.
- The company reported positive Phase 3 data in September for brepocitinib in dermatomyositis (DM), hitting all primary and secondary endpoints, and plans to file the NDA in the first half of 2026.
- Significant progress was also made in the FCRN franchise, with data supporting its potential as a best-in-class drug for myasthenia gravis and CIDP, and showing clinical remission in Graves' disease.
- Key catalysts for 2026 include a Phase 2 study readout for brepocitinib in cutaneous sarcoid, a large Phase 2B study readout for mosliciguat in PH-ILD, and an open-label readout for the Immunovant RA study. Additionally, the Moderna litigation jury trial is scheduled for March 2026. Brepocitinib's registrational studies for non-infectious uveitis (NIU) are expected to read out in 2027.
Nov 18, 2025, 5:00 PM
Roivant Highlights 2025 Progress and Outlines Key 2026 Catalysts
ROIV
Product Launch
New Projects/Investments
Legal Proceedings
- Roivant (ROIV) has transformed in 2025, now a $14.5 billion market cap public biopharma company, with significant progress in its FCRN franchise and positive Phase 3 data for brepocitinib in dermatomyositis (DM).
- The company plans to file the NDA for brepocitinib in DM in the first half of 2026, targeting an orphan disease market with high unmet need and potential for broad adoption.
- Key catalysts for 2026 include a cutaneous sarcoid study and multiple FCRN studies, as well as the Phase 2B data for mosliciguat in PH-ILD, which showed 37-38% PVR reductions in prior PAH studies.
- The company also anticipates an open-label readout for Immunovant's rheumatoid arthritis (RA) study in 2026 and a jury trial with Moderna in March.
Nov 18, 2025, 5:00 PM
Roivant Sciences Provides Updates on Pipeline Progress, Litigation, and Capital Allocation
ROIV
Legal Proceedings
Product Launch
Share Buyback
- Brepocitinib (BREPO) for dermatomyositis (DM) is slated for NDA filing in the first half of next year and a 2027 launch, supported by strong efficacy data.
- Key pipeline readouts are anticipated in 2026 and 2027, including Phase 3 data for FcRn inhibitors in TED and Graves, and Phase 2 data for Mosley in PH-ILD.
- The U.S. Moderna LNP litigation is proceeding to a jury trial in March, with Roivant seeking $5 billion in damages.
- Roivant maintains a strong financial position with $4.4 billion in cash and has executed a share buyback program, reducing share count by over 14%, with $500 million remaining for further buybacks.
Nov 11, 2025, 1:00 PM
Roivant Sciences Provides Pipeline Updates and Litigation Details at Healthcare Conference
ROIV
New Projects/Investments
Legal Proceedings
Share Buyback
- Roivant Sciences is advancing several key assets, including brepocitinib, which is planned for filing next year and launch in 2027 for dermatomyositis, and Immunovant's 1402/batoclimab, with TED data readouts expected by the end of 2025 and in the first half of 2026.
- The company reported a cash balance of $4.4 billion as of November 10, 2025, and has a remaining $500 million share buyback authorization, having already reduced its share count by over 14%.
- Roivant is involved in LNP litigation, with the US portion of the Moderna trial going to a jury trial in March 2026, where the damages ask is $5 billion. The Pfizer trial is approximately a year behind, and OUS Moderna trials are expected to begin next year.
- Additional pipeline readouts include Mosliciguat for PH-ILD next year, and further data for 1402 in CLE and RA, with potential registrational studies for MG, Graves, and CIDP in 2027.
Nov 11, 2025, 1:00 PM
Roivant Sciences Provides Updates on Pipeline Development, Litigation, and Financial Position
ROIV
Product Launch
Legal Proceedings
Share Buyback
- Roivant Sciences anticipates filing the NDA for brepocitinib (BREPO) in dermatomyositis in the first half of 2026 and plans for a 2027 launch.
- Key upcoming data readouts include the first phase three study for batoclimab in TED at the end of 2025, the second study in the first half of 2026, and phase two data for Mosley in PH-ILD next year (2026).
- The US portion of the LNP litigation against Moderna is scheduled for a jury trial in March 2026, with a damages ask of $5 billion excluding willful infringement.
- The company reported a cash balance of $4.4 billion as of November 10, 2025, and has $500 million remaining on its share buyback authorization, having already reduced its share count by over 14%.
Nov 11, 2025, 1:00 PM
Quarterly earnings call transcripts for Roivant Sciences.
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