Immunovant (IMVT) investor relations material

Strategic focus and product profile

• Pursuing a broad anti-FcRn strategy with IMVT-1402, targeting autoantibody-driven diseases and aiming for best-in-class efficacy and convenience.

• IMVT-1402 is positioned as a potential first- and best-in-class therapy, with deep, rapid, dose-dependent IgG reductions and a favorable safety profile.

• The product uses a simple, user-friendly autoinjector for at-home or HCP administration, supporting patient-centric care.

• Financial strength with a cash balance of ~$798 million as of June 2026, providing runway to commercial launch.

Clinical development and efficacy

• IMVT-1402 is in potentially registrational trials for Graves' disease, myasthenia gravis, CIDP, Sjögren's disease, and difficult-to-treat RA, targeting a US population of ~600K.

• Clinical data from batoclimab and IMVT-1402 show that deeper IgG reductions correlate with improved clinical outcomes across multiple autoimmune indications.

• Phase 3 batoclimab data in MG demonstrated highest MG-ADL reduction and minimal symptom expression rates among FcRn inhibitors.

• In Graves' disease, batoclimab showed durable off-drug responses and ATD-free remission, supporting disease modification potential.

Market opportunity and unmet need

• The anti-FcRn class addresses over 20 autoimmune indications, with >$4.3 billion in global sales in 2025 and significant expansion potential.

• Graves' disease, MG, CIDP, SjD, and D2T RA represent large, underserved markets with high unmet need for more effective and durable therapies.

• In Graves' disease, ~25-30% of patients are relapsed, uncontrolled, or intolerant to ATDs, representing ~330K prevalent US patients.

• MG and CIDP patients and providers report persistent symptoms and desire for deeper, more durable disease control and convenient dosing.