US · Healthcare · Biotechnology
EPS came in at -0.45 against a street estimate of -0.45 — a beat of 0.0%.
Analysts rate Roivant Sciences Ltd a strong buy (9 buy, 1 hold, 0 sell out of 10) with an average price target of $46.86.
CONFIDENT Roivant entering critical execution phase with brepocitinib DM launch imminent (late Sept), multiple pivotal readouts in H2 2026 (NIU, PH-ILD, cutaneous sarcoidosis Phase III initiated), and robust pipeline. Company burning ~$300M/quarter with $4B cash. Moderna settlement ($950M upfront) completed; Pfizer litigation ongoing. Q1 FY2026 No geographic segment data disclosed. Analysts pressed on launch analogs (none exist), placebo response risk in immunology trials (Gline acknowledged variability concern), and competitive positioning in Graves/MG. Management emphasized first-mover advantage, high unmet need, and clinician focus on data quality over competitive share. Gline resisted numerical efficacy bars, stressing clinical meaningfulness and patient benefit over investor-friendly guidance. 2026-08-06…
Full summary in the app.
| Fund | Stake |
|---|---|
| FMR Inc | 10.80% |
| Morgan Stanley - Brokerage Accounts | 7.18% |
| BlackRock Inc | 6.13% |
| Qvt Financial LP | 3.28% |
| UBS Group AG | 3.13% |
| Vanguard Capital Management, LLC | 2.86% |
| Vanguard Portfolio Management, LLC | 2.75% |
| State Street Corp | 2.24% |
| Document | Date |
|---|---|
| Reg FD disclosure · Q2 FY2027 ROIVANT SCIENCES LTD. - FORM 8-K SUMMARY HEADLINE NUMBERS • Company: Roivant Sciences Ltd., traded as ROIV on Nasdaq Global Select Market • Report d | 2026-09-08 |
| Company announcement · Q2 FY2027 ROIVANT SCIENCES LTD. - FORM 8-K SUMMARY HEADLINE NUMBERS • Product Launch: LISRAYA™ (brepocitinib) received U.S. FDA approval for treatment of adul | 2026-08-28 |
| Reg FD disclosure · Q2 FY2027 ROIVANT SCIENCES LTD. - FORM 8-K SUMMARY HEADLINE NUMBERS • FDA Approval Date: August 27, 2026 • Drug Approved: LISRAYA™ (brepocitinib) • Indication | 2026-08-27 |
| Quarterly report · Q1 FY2027 ROIVANT SCIENCES LTD. — Q1 FY2027 (ENDED JUNE 30, 2026) SUMMARY HEADLINE NUMBERS • Cash & Equivalents: $1,248.5 million (down from $1,419.2 million | 2026-08-06 |
| Results announced · Q2 FY2027 ROIVANT SCIENCES LTD. - Q1 FY2026 EARNINGS SUMMARY HEADLINE NUMBERS • Net loss: $290.6 million for Q1 FY2026 (ended June 30, 2026), vs. $273.9 milli | 2026-08-06 |
| Proxy statement · Q2 FY2027 ROIVANT SCIENCES LTD. — PROXY STATEMENT SUMMARY HEADLINE NUMBERS • Board size: 8 directors with staggered three-year terms divided into three classe | 2026-07-29 |
| Annual report FY2026 ROIVANT SCIENCES LTD. - FORM 10-K SUMMARY Fiscal Year Ended March 31, 2026 --- HEADLINE NUMBERS • Market capitalization: $9.8 billion as of Septemb | 2026-05-20 |
| Quarterly report · Q3 FY2026 ROIVANT SCIENCES LTD. — Q2 2026 (9 MONTHS ENDED DECEMBER 31, 2025) SUMMARY HEADLINE NUMBERS • Cash position: $1,478.3 million (down from $2,715.4 mi | 2026-02-06 |
Readable in the app.
| Announcement | Date |
|---|---|
| Share repurchase program executed; $4.3B cash position reported Roivant Sciences announced three key updates on April 2, 2026. First, the company reported strong cash reserves of approximately $4.3 billion as of March 31, 2026, indicating solid financial | 2026-04-02 |
| Settlement agreement with $950M upfront payment plus $1.3B contingent payment Roivant Sciences (through its subsidiary Genevant) and Arbutus Biopharma settled a major patent infringement lawsuit against Moderna over lipid nanoparticle (LNP) technology used in Moderna' | 2026-03-03 |
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Google PlayApp StoreData updated 2026-09-18.