Recent 8-K filings for ROIV

• May 20, 2026, 7:14 AM ET earnings materiality 0.80 neutral item 2.02item 9.01 ◈ Earnings Releases

  Roivant reports Q4 GAAP EPS $0.28 on Moderna settlement; IMVT-1402 D2T RA ACR20 72.7%

  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.

• April 2, 2026, 7:59 PM ET other material materiality 0.75 negative item 2.02item 7.01item 9.01

  Batoclimab TED Phase 3 misses endpoint; Roivant starts brepocitinib LPP trial; $4.3B cash

  Preliminary cash, cash equivalents and marketable securities as of Mar 31, 2026: ~$4.3B.

• March 23, 2026, 7:59 PM ET litigation materiality 0.75 positive item 1.01item 9.01 ◈ Material Agreements

  Roivant subsidiary Genevant settles LNP patent litigation with Moderna; includes license and payments

  Settlement resolves all US and international patent infringement litigation between Genevant/Arbutus and Moderna over LNP technology in COVID-19 and other mRNA vaccines.

• March 3, 2026, 6:59 PM ET regulatory materiality 0.85 positive item 7.01item 9.01

  FDA accepts brepocitinib NDA for dermatomyositis, grants Priority Review; PDUFA Q3 2026

  FDA accepted NDA and granted Priority Review for brepocitinib in dermatomyositis; PDUFA target action date in Q3 2026.

• March 3, 2026, 6:59 PM ET litigation materiality 0.90 positive item 1.01item 7.01item 8.01item 9.01 ◈ Material Agreements

  Roivant's Genevant/Arbutus settles Moderna LNP patent suit for $950M upfront, plus $1.3B contingent

  Moderna to pay $950M non-contingent by July 8, 2026; additional $1.3B if Federal Circuit affirms rejection of Section 1498 defense.

• February 6, 2026, 6:59 PM ET earnings materiality 0.80 positive item 2.02item 9.01

  Roivant reports positive Phase 2 brepocitinib data in CS; Q3 loss $313.7M vs $208.9M

  Phase 2 BEACON study: brepocitinib 45mg achieved 22.3-point CSAMI-A improvement vs 0.7 placebo (Δ21.6, p<0.0001).

• December 11, 2025, 6:59 PM ET other material materiality 0.80 positive item 7.01item 9.01

  Roivant accelerates key pipeline timelines; Immunovant raises $550M

  Brepocitinib NDA filing in dermatomyositis expected early 2026; commercial launch early 2027.

• November 10, 2025, 6:59 PM ET earnings materiality 0.85 positive item 2.02item 9.01

  Roivant Q2 net loss $113.5M; brepocitinib Phase 3 DM trial succeeds on all endpoints

  Brepocitinib 30 mg met primary and all nine key secondary endpoints in Phase 3 VALOR DM study; NDA filing planned H1 2026.

• September 17, 2025, 7:59 PM ET other material materiality 0.80 positive item 7.01item 8.01item 9.01

  Roivant/Priovant: Phase 3 VALOR brepocitinib meets primary endpoint in dermatomyositis; NDA filing 1H 2026

  Brepocitinib 30 mg achieved week-52 mean TIS 46.5 vs placebo 31.2 (p=0.0006); all 9 key secondary endpoints met.

• September 11, 2025, 7:59 PM ET other materiality 0.15 neutral item 5.07item 9.01

  Roivant Sciences shareholders re-elect three directors, ratify auditor, approve say-on-pay at 2025 AGM

  Matthew Gline, Keith Manchester, Melissa Epperly re-elected as Class I directors; each received >72% of votes cast excluding broker non-votes.

• September 3, 2025, 7:59 PM ET other material materiality 0.80 positive item 7.01item 8.01item 9.01

  Roivant reports ~80% durability and ~50% ATD-free remission in Graves' disease data

  Of 21 patients in 6-month off-treatment follow-up, ~80% (17/21) maintained normal thyroid function.

• August 11, 2025, 7:59 PM ET earnings materiality 0.70 negative item 2.02item 9.01

  Roivant Q1 loss widens to $0.33/share; completes $1.5B buyback, initiates new $500M program

  GAAP loss from continuing ops $273.9M ($0.33/share) vs income $31.6M ($0.01) YoY; revenue $2.2M down from $8.0M.

• June 25, 2025, 7:59 PM ET other material materiality 0.65 positive item 8.01item 9.01

  Roivant Sciences authorizes $500M share repurchase program

  New $500M buyback authorization effective June 24, 2025, in addition to prior $1.5B program now exhausted.

• May 29, 2025, 7:59 PM ET earnings materiality 0.65 negative item 2.02item 9.01

  Roivant Q4 net loss widens to $206.5M; brepocitinib DM readout on track for H2 2025

  Net loss attributable to Roivant of $206.5M ($0.29 loss per share) for Q4 FY2025, vs $151.1M loss ($0.19) a year ago.

• April 21, 2025, 7:59 PM ET leadership materiality 0.75 positive item 7.01item 9.01

  Immunovant CEO Pete Salzmann retires; Eric Venker appointed; IMVT-1402 adds SjD and CLE indications

  Pete Salzmann retired as Immunovant CEO and Director; Eric Venker (Roivant President & COO) appointed CEO; Tiago Girao named CFO.

• March 20, 2025, 7:59 PM ET leadership materiality 0.30 neutral item 5.02item 9.01 ◈ executive_change

  Roivant enters consulting agreement with former CAO Rakhi Kumar for 18-month transition services

  Rakhi Kumar stepped down as Chief Accounting Officer effective Feb 20, 2025; consulting agreement dated March 16, 2025.

• March 19, 2025, 7:59 PM ET other material materiality 0.90 positive item 7.01item 8.01item 9.01

  Roivant and Immunovant announce positive Phase 3 batoclimab MG results and initial Phase 2b CIDP results

  Phase 3 MG study met primary endpoint with 5.6-point MG-ADL improvement at 12 weeks in high-dose batoclimab arm.

• February 21, 2025, 6:59 PM ET leadership materiality 0.40 neutral item 5.02item 9.01 ◈ executive_change ×2

  Roivant Sciences appoints Jennifer Humes as Principal Accounting Officer

  Rakhi Kumar stepped down as Principal Accounting Officer and Chief Accounting Officer effective February 20, 2025.

• February 10, 2025, 6:59 PM ET earnings materiality 0.70 neutral item 2.02item 9.01

  Roivant Q3 loss $208.9M; cash $5.2B; launches brepocitinib Ph2 in sarcoidosis

  Revenue $9.0M (-42% YoY); loss from continuing ops $208.9M vs. $5.1B income in prior year (Telavant gain).

• December 3, 2024, 6:59 PM ET other material materiality 0.75 negative item 7.01item 9.01

  Roivant: Phase 2 namilumab study fails in sarcoidosis; development discontinued

  Namilumab failed to meet the primary endpoint (proportion of subjects with a Rescue Event) in chronic active pulmonary sarcoidosis.

• November 12, 2024, 6:59 PM ET earnings materiality 0.70 neutral item 2.02item 9.01

  Roivant Q2 loss $236.8M; Dermavant deal closed; cash $5.4B; brepocitinib NIU data

  Q2 loss from continuing ops $236.8M ($0.25 EPS); R&D $143.1M; G&A $202.9M up $114.3M YoY on retention awards.

• October 28, 2024, 7:59 PM ET M&A materiality 0.75 positive item 1.02item 7.01item 9.01

  Roivant subsidiary Dermavant acquired by Organon; merger closed Oct 28, 2024

  Organon completed acquisition of Dermavant from Roivant on October 28, 2024, expanding dermatology portfolio.

• September 23, 2024, 7:59 PM ET M&A materiality 0.75 positive item 1.01item 9.01

  Roivant sells Dermavant to Organon for up to $1.2B in cash plus royalties

  Total consideration up to ~$1.2B: $175M at closing, $75M milestone on FDA approval for atopic dermatitis, up to $950M in net sales milestones.

• September 18, 2024, 7:59 PM ET M&A materiality 0.80 positive item 7.01item 9.01

  Roivant's Dermavant to be acquired by Organon for $1.2B

  Organon (OGN) will acquire Dermavant, a Roivant (ROIV) subsidiary, for $1.2B in cash and milestone payments.

• September 16, 2024, 7:59 PM ET other material materiality 0.15 neutral item 5.07item 9.01

  Roivant shareholders re-elect three Class III directors, ratify EY auditor, approve say-on-pay annually

  Directors Ilan Oren, James Momtazee, Dr. Mayukh Sukhatme re-elected with 68%-92% of votes cast.

• September 10, 2024, 7:59 PM ET other material materiality 0.70 positive item 7.01item 9.01

  Roivant unveils mosliciguat, inhaled sGC activator for PH-ILD; Phase 1b shows PVR reduction up to 38%

  Phase 1b ATMOS in 38 PH patients: single dose of mosliciguat produced mean-max PVR reduction up to ~38%, exceeding ≥20% threshold.

• September 9, 2024, 7:59 PM ET other material materiality 0.75 positive item 7.01item 9.01

  Roivant/Immunovant: Phase 2a batoclimab 76% response in GD; pivotal IMVT-1402 trial by year end

  High-dose batoclimab (680mg SC weekly) achieved 76% response rate and 56% ATD-free response in uncontrolled GD at week 12.

• August 8, 2024, 7:59 PM ET earnings materiality 0.70 positive item 2.02item 9.01

  Roivant Q1 net income $57.5M, cash $5.7B; pipeline advances in MG, DM, NIU

  Net income of $57.5M vs net loss of $327.8M YoY; diluted EPS $0.12 vs ($0.38).

• May 30, 2024, 7:59 PM ET earnings materiality 0.75 neutral item 2.02item 9.01

  Roivant reports FY2024 GAAP income from continuing ops $4.2B on $5.3B Telavant gain; Q4 loss $182.5M

  Net product revenue from VTAMA (psoriasis) $75.1M for FY2024; over 385K prescriptions since launch.

• May 30, 2024, 7:59 PM ET debt materiality 0.85 positive item 1.01

  Roivant subsidiary Dermavant renegotiates debt, reduces potential payments by over $300M

  Dermavant caps RIPSA royalties at $6M/yr for FY2025-2027, reducing near-term cash outflow.

• April 2, 2024, 7:59 PM ET other material materiality 0.75 positive item 8.01item 9.01

  Roivant reports positive Phase 2 NIU data; authorizes $1.5B buyback, repurchases Sumitomo's 9% stake

  Phase 2 NEPTUNE: brepocitinib 45mg arm had 29% Treatment Failure at week 24 (vs 44% for 15mg), best observed in NIU studies.

• February 13, 2024, 6:59 PM ET earnings materiality 0.85 positive item 2.02item 9.01 ◈ Earnings Releases

  Roivant posts $5.1B net income on $7.1B Telavant sale to Roche; cash at $6.7B

  Net income $5.1B ($6.37 basic EPS) vs loss of $384.9M a year ago, driven by $5.3B gain on Telavant sale.

• December 20, 2023, 6:59 PM ET M&A materiality 0.80 positive item 9.01

  Roivant files pro forma financials for $7.1B Telavant sale to Roche; gain of $5.3B

  Roivant sold its 75% stake in Telavant to Roche for ~$7.1B cash plus $150M milestone for Phase 3 trial initiation.

• December 20, 2023, 6:59 PM ET other material materiality 0.75 positive item 7.01item 8.01item 9.01

  Roivant reports positive Phase 2 batoclimab data in Graves' disease; response >50%

  Initial cohort in Phase 2 trial of batoclimab in Graves' disease showed response rates meaningfully exceeding 50%.

• December 14, 2023, 6:59 PM ET M&A materiality 0.90 positive item 2.01item 8.01item 9.01 ◈ M&A Transactions

  Roivant closes $7.1B sale of Telavant to Roche; retains 75% ownership prior to closing

  Total upfront cash consideration of approximately $7.1 billion paid to Telavant equity holders.

• November 28, 2023, 6:59 PM ET other material materiality 0.65 positive item 8.01item 9.01

  Roivant: IMVT-1402 600 mg Phase 1 data shows best-in-class potential; 74% IgG reduction

  Four weekly SC doses of 600 mg IMVT-1402 reduced total IgG by mean 74%, similar to batoclimab's 76% reduction.

• November 27, 2023, 6:59 PM ET other material materiality 0.70 negative item 8.01item 9.01

  Roivant subsidiary Priovant's Phase 2 lupus study of oral brepocitinib fails primary endpoint

  Oral brepocitinib did not meet primary endpoint of SRI-4 at Week 52 in moderate-to-severe active lupus.

• November 13, 2023, 6:59 PM ET earnings materiality 1.00 positive item 2.02item 9.01 ◈ Earnings Releases

  Roivant reports Q2 net loss $331M; announces $7.1B Telavant sale to Roche

  Net loss $331.1M ($0.40/share) vs $315.9M prior year; revenue $37.1M up from $12.5M.

• October 23, 2023, 7:59 PM ET M&A materiality 0.95 positive item 1.01item 8.01item 9.01 ◈ Material Agreements

  Roche to acquire Telavant for $7.1B upfront; Roivant owns 75% stake

  Roche pays $7.1B cash at closing plus $150M milestone for rights to RVT-3101 in US and Japan.

• September 29, 2023, 7:59 PM ET other material materiality 0.55 neutral item 1.01item 9.01 ◈ Material Agreements

  Roivant Sciences raises ~$200M via registered direct offering of 19.6M shares at $10.21

  Sold 19,600,685 common shares at $10.21 each for aggregate gross proceeds of ~$200.1 million.

• September 26, 2023, 7:59 PM ET other material materiality 0.65 positive item 8.01item 9.01

  Immunovant announces positive initial Phase 1 data for IMVT-1402; IgG reduction without albumin or LDL-C changes

  SC doses of IMVT-1402 achieved peak IgG reductions similar to batoclimab with no decrease in serum albumin or increase in LDL-C.

• September 15, 2023, 7:59 PM ET other material materiality 0.15 neutral item 5.07item 9.01 ◈ Shareholder Votes ×2

  Shareholders elect two Class II directors and ratify EY as auditor at 2023 AGM

  Daniel Gold elected as Class II director with 480,335,783 votes for, 189,651,604 withheld.

• September 11, 2023, 7:59 PM ET other material materiality 0.50 neutral item 8.01item 9.01

  Roivant completes redemption of outstanding warrants; most exercised for shares

  20,061,507 public warrants exercised cashless for 5,005,531 common shares; 397 exercised for cash at $11.50.

• August 17, 2023, 7:59 PM ET other material materiality 0.35 neutral item 8.01item 9.01

  Roivant sets warrant redemption FMV at $11.35; cashless exercise yields 0.2495 shares per warrant

  Redemption Fair Market Value of $11.35 determined for outstanding public and private warrants.

• August 14, 2023, 7:59 PM ET earnings materiality 0.65 neutral item 2.02item 9.01 ◈ Earnings Releases ×2

  Roivant reports Q1 net loss of $327.8M, VTAMA revenue $16.7M; cash $1.45B

  Net loss $327.8M ($0.38/share) vs $353.8M ($0.48) YoY; non-GAAP net loss $211.5M.

• August 4, 2023, 7:59 PM ET leadership materiality 0.25 neutral item 5.02 ◈ executive_change

  Director Hiroshi Nomura resigns from Roivant board effective Aug 31, 2023

  Hiroshi Nomura, Class III director, to resign from board effective August 31, 2023.

• August 2, 2023, 7:59 PM ET other material materiality 0.50 neutral item 8.01item 9.01

  Roivant announces redemption of all outstanding warrants at $0.10 each, effective September 1, 2023

  Redemption of all outstanding public and private warrants at $0.10 each; redemption date Sept 1, 2023, 5:00 p.m. NY time.

• June 28, 2023, 7:59 PM ET earnings materiality 0.70 neutral item 2.02item 9.01 ◈ Earnings Releases

  Roivant corrects Immunovant TED Phase 3 data timeline to H1 2025; reports Q4 revenue $27.4M, loss $0.05/share

  Corrected timeline for Immunovant's Phase 3 TED trials: topline data expected in H1 2025 (previously misstated).

• June 28, 2023, 7:59 PM ET earnings materiality 0.80 positive item 2.02item 9.01 ◈ Earnings Releases

  Roivant Q4/FY2023: VTAMA net rev $13.7M, $28.0M FY; RVT-3101 UC data positive; cash $1.7B; FY loss $1.23B

  VTAMA net product revenue $13.7M in Q4, $28.0M FY; 170k prescriptions since launch; 76% US commercial lives covered.

• June 22, 2023, 7:59 PM ET other material materiality 0.65 positive item 8.01item 9.01

  Roivant reports positive chronic data for RVT-3101 in ulcerative colitis, efficacy improved from induction at week 56

  At expected Phase 3 dose, Clinical Remission 36% at week 56 vs 29% at week 14; Endoscopic Improvement 50% vs 36%.

Executive changes

Earnings & guidance

Materiality & sentiment trend

Max materiality 1.00 · Median 0.75 · Most common event other_material

29 positive 5 negative 16 neutral

source · ROIV on sec.gov