Immunovant (IMVT) investor relations material

Strategic focus and product profile

• Pursuing a broad anti-FcRn strategy with IMVT-1402, targeting over 20 autoantibody-driven diseases and aiming for best-in-class efficacy and convenience.

• IMVT-1402 is designed for simple, rapid self-administration via a proven autoinjector, with deep, dose-dependent IgG reduction and a favorable safety profile.

• Financial strength with a cash balance of ~$798 million as of June 30, 2026, supporting advancement toward commercial launch.

Clinical development and efficacy

• IMVT-1402 is in potentially registrational trials for Graves' disease, myasthenia gravis, CIDP, Sjögren's disease, difficult-to-treat RA, and proof-of-concept in CLE, addressing over 600,000 US patients.

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

• IMVT-1402 demonstrates best-in-class IgG reduction compared to other anti-FcRn therapies, supporting its efficacy claims.

Market opportunity and unmet needs

• The anti-FcRn class represents a leading therapeutic approach for a wide range of autoimmune diseases, with global sales exceeding $4.3 billion in 2025.

• Significant unmet needs exist in Graves' disease, myasthenia gravis, CIDP, difficult-to-treat RA, Sjögren's disease, and CLE, with large addressable patient populations and limited effective therapies.

• In Graves' disease, ~25-30% of patients are relapsed, uncontrolled, or intolerant to current therapies, representing a substantial untapped market.