earnings
confidence high
sentiment positive
materiality 0.80
Roivant reports positive Phase 2 brepocitinib data in CS; Q3 loss $313.7M vs $208.9M
Roivant Sciences Ltd.
2025-Q3 EPS reported
-$0.88
revenue$5,740,000
- Phase 2 BEACON study: brepocitinib 45mg achieved 22.3-point CSAMI-A improvement vs 0.7 placebo (Δ21.6, p<0.0001).
- NDA submitted to FDA for brepocitinib in dermatomyositis; Phase 3 CS study planned for 2026.
- Q3 loss from continuing ops $313.7M ($0.38/share) vs $208.9M ($0.22); revenue fell to $2M from $9M.
- Cash and marketable securities of $4.5B as of Dec 31, 2025; R&D expenses rose to $165.4M.
- Immunovant's IMVT-1402 D2T RA trial fully enrolled; Genevant jury trial set for Mar 2026.