Immunovant (IMVT) Corporate presentation summary

Strategic focus and market opportunity

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

• Over $4.3 billion in global anti-FcRn sales in 2025, with a large addressable market across 20+ indications and >600K US patients potentially addressed by current trials.

• Cash balance of ~$902 million as of March 31, 2026, providing runway to commercial launch in Graves' disease.

Product profile and clinical differentiation

• IMVT-1402 achieves deep, rapid, dose-dependent IgG reductions, with a favorable safety profile and convenient subcutaneous autoinjector administration.

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

• IMVT-1402 demonstrates best-in-class IgG reduction compared to other anti-FcRn therapies in cross-trial comparisons.

Indication strategy and development pipeline

• Development strategy maximizes commercial potential by targeting first-in-class, best-in-class, and nearly-first opportunities in diseases like Graves' disease, MG, CIDP, SjD, D2T RA, and CLE.

• Broad development program underway, with potentially registrational trials enrolling in multiple indications and proof-of-concept trials fully enrolled.

• Key data catalysts expected from 2026 to 2028 across rheumatology, dermatology, endocrinology, and neurology indications.