earnings
confidence high
sentiment negative
materiality 0.65
Roivant Q1 net loss $290.6M; cash $3.9B; brepocitinib launch on track for Sept 2026
Roivant Sciences Ltd.
- Net loss of $290.6M ($0.26 per share) vs $273.9M ($0.33) in prior-year quarter; revenue $1.4M.
- Cash, equivalents, and marketable securities of $3.9B as of June 30, 2026; repurchased 7.3M shares for $208.7M in Q1.
- Brepocitinib on track for DM launch by end of September 2026; Phase 3 CS (BEACON+) enrolled first patients; NIU data H2 2026.
- Genevant received $950M from Moderna in July under $2.25B settlement; additional $1.3B contingent on §1498 appeal; new lawsuits against Pfizer/BioNTech in 21 jurisdictions.
- R&D expenses rose to $202M (+$49.1M) and G&A to $165.5M (+$31.5M), partly due to Moderna settlement bonuses.