earnings
confidence high
sentiment neutral
materiality 0.80
Roivant reports Q4 GAAP EPS $0.28 on Moderna settlement; IMVT-1402 D2T RA ACR20 72.7%
Roivant Sciences Ltd.
- Q4 GAAP income from continuing ops $355.7M ($0.28 diluted EPS) vs loss of $252.4M ($0.29 loss) YoY; includes $770M gain on Moderna settlement.
- Non-GAAP loss from continuing ops $222.7M in Q4 vs $154.4M loss YoY; FY loss $747.7M vs $623.9M.
- IMVT-1402 in D2T RA: Week 16 ACR20 72.7%, ACR50 54.5%, ACR70 35.8% in open-label period; 170 patients enrolled.
- Brepocitinib NDA for DM accepted with Priority Review; launch by end Sep 2026. Breakthrough Therapy for cutaneous sarcoidosis.
- Moderna settlement: $2.25B global; $950M due July 2026; additional $1.3B contingent on appeal resolution.
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