Roivant Sciences Ltd
NASDAQ:ROIV

Watchlist Manager
Roivant Sciences Ltd Logo
Roivant Sciences Ltd
NASDAQ:ROIV
Watchlist
Price: 21.72 USD -1.18%
Market Cap: 15.1B USD

Roivant Sciences Ltd
Investor Relations

Roivant Sciences Ltd. emerged as an intriguing figure in the pharmaceutical landscape, founded by the charismatic and driven Vivek Ramaswamy. The company operates like a strategic mosaic in the biotech industry, acquiring and developing promising drug candidates through a distinctive model that emphasizes speed and efficiency. At the heart of Roivant's strategy are its "Vants"—subsidiary companies that each focus on developing a specific type of therapeutic drug. This compartmentalized approach allows Roivant to cultivate multiple drug development streams simultaneously, mitigating risk while maximizing potential returns. By acquiring undervalued or overlooked drugs from larger pharmaceutical companies and advancing them through clinical trials, Roivant creates a robust pipeline of therapies ready to address unmet medical needs.

Roivant generates revenue through the monetization of these therapies, either by bringing them to market directly or through strategic partnerships and licensing deals with larger pharmaceutical companies. By advancing drugs to critical points in clinical development, the company enhances their value significantly before either monetizing through commercialization or strategic exits like IPOs or partnerships. This business model creates a strong position in the drug development value chain, allowing Roivant to capture returns on its investments with focused precision. Additionally, Roivant brings an innovative twist to biotech investing by leveraging data analytics and technology to guide its decisions, aiming to streamline the traditionally costly and time-consuming drug development process. Beyond the financials, this approach paints Roivant as not just a player in biopharma but as an architect reshaping how medical innovations can reach patients more efficiently.

Show more
Loading
No Stocks Selected

Compare the stock's returns with its benchmark index and competitors. Gain insights into its relative performance over time.

Select Stock to Compare
Last Earnings Call
Fiscal Period
Q2 2026
Call Date
Nov 10, 2025
AI Summary
Q2 2026

Blockbuster Data: Roivant reported highly positive Phase III data for brepocitinib in dermatomyositis (DM), hitting all 10 ranked endpoints with robust and meaningful results.

Regulatory Path: NDA filing for brepocitinib in DM remains on track for the first half of next year, positioning it as the first novel oral therapy for DM if approved.

Graves' Disease Progress: Batoclimab showed strong, durable remission data in Graves' disease, with most patients maintaining response six months after stopping treatment.

Strong Cash Position: The company ended the quarter with $4.4 billion in cash and no debt, supporting pipeline progression and potential capital returns.

Litigation Update: Roivant received a favorable Markman ruling in its ongoing LNP litigation with Pfizer, and a jury trial against Moderna is set for March 2026.

Competitive Landscape: Management acknowledged increased competition in Graves' but remains confident in their differentiated approach and expects the growing market to benefit multiple therapies.

Upcoming Catalysts: An Investor Day is scheduled for December 11, where management plans to offer a comprehensive business update and discuss future opportunities.

Key Financials
Loss from Continuing Operations
$166 million
Cash and Cash Equivalents
$4.4 billion
Debt
$0
Earnings Call Recording
Other Earnings Calls

Management

Mr. Matthew Gline
CEO & Director
No Bio Available
Dr. Mayukh Sukhatme M.D.
President, Chief Investment Officer & Director
No Bio Available
Mr. Richard Pulik
Chief Financial Officer
No Bio Available
Ms. Rakhi Kumar
Chief Accounting Officer
No Bio Available
Dr. Eric Venker M.D., Pharm.D.
President & COO
No Bio Available
Mr. Drew Kramer
Chief Information Officer
No Bio Available
Mr. Josh Chen J.D.
General Counsel
No Bio Available
Ms. Kelly Graff
Head of People
No Bio Available
Mr. Alex Gasner
Executive Vice President of Roivant Health
No Bio Available
Dr. Matt Maisak
Chief Operating Officer of Roivant Platforms
No Bio Available

Contacts

Address
London
Suite 1, 3rd Floor, 11-12 St. James's Square
Contacts
+442074003347.0
roivant.com