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Roivant Sciences
Roivant Sciences (ROIV) investor relations material
Roivant Sciences 44th Annual J.P. Morgan Healthcare Conference summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.44th Annual J.P. Morgan Healthcare Conference summary12 Jan, 2026
Business evolution and strategic focus
Transitioned to a simplified, traditional development and commercialization model, prioritizing late-stage global clinical development and capital efficiency, supported by a $4.4 billion cash position.
Focused on launching three or more commercial products and achieving eight or more pivotal study readouts across six or more indications in the next 36 months.
Emphasizes creative clinical development, a unique talent model, and a culture focused on shareholder value.
Maintains flexibility for strategic transactions, only pursuing deals that align with value and timing.
Over the next decade, aims to capitalize on a simplified structure and robust pipeline.
Pipeline progress and clinical milestones
Achieved positive pivotal data for brepocitinib in dermatomyositis, with NDA filing expected early 2026 and commercial launch preparations underway.
Advanced IMVT-1402 in multiple pivotal studies for Graves’ disease, D2T RA, and other autoimmune indications, with pivotal data in 2026–2027.
Anticipates topline data for brepocitinib in NIU, phase II-B data for mosliciguat in PH-ILD in the second half of 2026, and proof-of-concept data for cutaneous sarcoidosis and CLE in 2024.
Over the next 36 months, plans for 3+ commercial launches, 4+ NDA/BLA filings, and 8+ pivotal study readouts across 6+ indications.
Rich catalyst calendar through 2028, with multiple launches, pivotal readouts, and litigation milestones.
Market opportunities and competitive positioning
Brepocitinib positioned to address significant unmet need in dermatomyositis, aiming to replace off-label therapies and IVIG.
IMVT-1402 targets late-line, autoantibody-positive RA and other autoimmune patients, with high commercial potential.
Mosliciguat offers a novel inhaled mechanism for PH-ILD, with Phase 2 data expected in 2H 2026.
Expects to build a $15+ billion portfolio by stacking multi-billion dollar opportunities across indications.
Focused on orphan-sized, high-value indications with a commercial model tailored to tractable markets.
How will Roivant's model evolve for $30B+ market cap?
How will brepo compete with FcRn in DM?
What is the read-through from Moderna LNP case?
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Next Roivant Sciences earnings date
Q3 20269 Feb, 2026
Roivant Sciences
Next Roivant Sciences earnings date
Q3 20269 Feb, 2026
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Frequently asked questions
Roivant Sciences Ltd. is a commercial-stage biopharmaceutical company established in 2014, dedicated to the development and commercialization of innovative medicines and technologies, particularly in the areas of inflammation and immunology. The company adopts a unique model, creating nimble and focused subsidiaries known as "Vants" for the development and commercialization of its medicines and technologies. This model has enabled Roivant to bring to market treatments like VTAMA® (tapinarof cream, 1%) for plaque psoriasis in adults, and to advance a diverse pipeline of investigational drugs across its family of companies, including fully human monoclonal antibodies and treatments for autoimmune diseases. Roivant Sciences is headquartered in London, United Kingdom, and its shares are listed on the NASDAQ.
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