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.
BC
Brian Cheng
JPMorgan Chase & Co.
6 questions for ROIV
Also covers: ALLO, CHRS, EDIT +6 more
DT
Douglas Tsao
H.C. Wainwright & Co.
6 questions for ROIV
Also covers: ALKS, APLS, ARGX +19 more
DR
David Risinger
Leerink Partners
5 questions for ROIV
Also covers: ABBV, AMGN, BMY +9 more
DD
Dennis Ding
Jefferies Financial Group Inc.
5 questions for ROIV
Also covers: ARDX, CARA, FOLD +6 more
YW
Yaron Werber
TD Cowen
5 questions for ROIV
Also covers: ALEC, AMGN, ARGX +14 more
CJ
Corinne Johnson
Goldman Sachs
3 questions for ROIV
Also covers: ALT, AMLX, GERN +5 more
TS
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
EG
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
SS
Sam Sliski
Lifesize Capital
2 questions for ROIV
Sam Slutsky
LifeSci Capital, LLC
2 questions for ROIV
Also covers: ALXO, KYMR, PVLA +1 more
YR
Yasmeen Rahimi
Piper Sandler & Co.
2 questions for ROIV
Also covers: ALT, ARCT, CRNX +12 more
AL
Anthea Li
Jefferies
1 question for ROIV
Also covers: CRNX, VERU
Craig McLean
Goldman Sachs
1 question for ROIV
JZ
Joyce Zhou
TD Cowen
1 question for ROIV
LC
Louise Chen
Cantor Fitzgerald
1 question for ROIV
Also covers: AMGN, ARDX, CNTB +16 more
Recent press releases and 8-K filings for ROIV.
Roivant Highlights Strong Financial Position and Upcoming Commercial & Clinical Milestones
ROIV
Guidance Update
Product Launch
Legal Proceedings
- Roivant maintains a strong financial position with $4.4 billion in cash as of its last filing, is capitalized to profitability, and has an additional $500 million authorized for share buybacks.
- The company expects to file its NDA for brepocitinib in dermatomyositis by early 2026, setting up a commercial launch.
- Key clinical milestones for 2026 include top-line data for brepocitinib in non-infectious uveitis (NIU) and mosliciguat in PH-ILD in the second half, as well as full RA data for IMVT-1402.
- A jury trial for ongoing litigation with Moderna is scheduled for March 2026.
Jan 12, 2026, 11:00 PM
Roivant Provides Updates on Financial Strength, Pipeline Milestones, and Legal Proceedings
ROIV
New Projects/Investments
Legal Proceedings
Share Buyback
- Roivant reported a strong financial position with $4.4 billion in cash as of its last filing, stating it is capitalized to profitability and does not need to raise money.
- The company achieved positive data for brepocitinib in dermatomyositis (DM) in 2025 and expects to file its NDA by early 2026.
- For 2026, key milestones include the NDA filing for brepocitinib in DM, top-line data for brepocitinib in NIU and mosliciguat in PH-ILD in the second half, and a jury trial in March for the Moderna litigation.
- Roivant has executed a $1.5 billion stock buyback at an average of $10 per share, with an additional $500 million authorized.
- The company has simplified its focus to a smaller subset of higher-value products, with brepocitinib and IMVT-1402 identified as potential multi-billion dollar opportunities, contributing to an eventual $15 billion-plus peak sales opportunity.
Jan 12, 2026, 11:00 PM
Roivant Provides 2026 Outlook and Financial Update
ROIV
Legal Proceedings
New Projects/Investments
Share Buyback
- Roivant reported a strong capital position with $4.4 billion in cash as of its last filing, stating it does not need to raise money and has a pipeline capitalized to profitability.
- The company expects an NDA filing for brepocitinib in dermatomyositis by early 2026 and anticipates top-line data in the second half of 2026 for brepocitinib in NIU and mosliciguat for PH-ILD.
- Roivant has a jury trial scheduled for March in its ongoing litigation with Moderna regarding lipid nanoparticle chemistry.
- The company also completed a $1.5 billion stock buyback at an average of $10 per share, with an additional $500 million authorized.
Jan 12, 2026, 11:00 PM
Roivant provides 2026 outlook and highlights 2025 achievements at J.P. Morgan Healthcare Conference
ROIV
Guidance Update
New Projects/Investments
Legal Proceedings
- Roivant reported a strong capital position with $4.4 billion in cash and equivalents as of January 12, 2026, and is funded into profitability.
- The company achieved strong execution in 2025, including positive VALOR data for brepocitinib in DM, positive Phase 3 batoclimab data in MG and CIDP, and a favorable Markman ruling for Genevant in the Pfizer case.
- Roivant anticipates a catalyst-rich year in 2026, with a planned NDA filing for brepocitinib in DM in early 2026 and multiple key topline data readouts for brepocitinib, mosliciguat, and IMVT-1402.
- A jury trial in the US Moderna LNP litigation case is scheduled for March 2026, with initial court hearings in ex-US Moderna cases expected in 2026.
Jan 12, 2026, 11:00 PM
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.
Dec 11, 2025, 1:00 PM
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.
Dec 11, 2025, 1:00 PM
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.
Dec 11, 2025, 1:00 PM
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.
Dec 11, 2025, 12:46 PM
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
Quarterly earnings call transcripts for Roivant Sciences.
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