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Roivant Reports Financial Results for the Second Quarter Ended September 30, 2026, and Provides Business Update

  • LISRAYA™ (brepocitinib) generated $31.0 million in net product revenue during its first 5 weeks of launch following FDA approval in August 2026.
  • IMVT-1402 600 mg met the primary ACR20 endpoint in Period 2 of a Phase 3 trial for difficult-to-treat rheumatoid arthritis (92.5% vs. 75.6% placebo, p=0.0139), with FDA discussions planned later in 2026.
  • Brepocitinib met all primary & key secondary endpoints in the CLARITY-1 & CLARITY-2 Phase 3 trials for non-infectious uveitis, supporting an sNDA submission expected in the first half of 2027.
  • Mosliciguat demonstrated positive topline data in the Phase 2 PHocus study for pulmonary hypertension associated with interstitial lung disease, leading to the initiation of the Phase 3 PHrontier study.
  • Roivant expects to advance IMVT-1402 no further in Sjögren's disease beyond the ongoing Phase 2 trial due to the evolving landscape.
  • Roivant reported consolidated cash, cash equivalents, & marketable securities of $4.2 billion as of September 30, 2026, including a $950 million payment from Moderna.
  • Genevant Sciences & Arbutus received $950 million from Moderna in July 2026 under a $2.25 billion patent infringement settlement, with an additional $1.3 billion contingent on appeal resolution.
  • Roivant repurchased 2.1 million common shares for approximately $72.5 million during the three months ended September 30, 2026.
  • The company reported a net loss attributable to Roivant of $191.6 million for the quarter ended September 30, 2026, including $95.9 million in distributions related to Genevant restricted stock units.
  • Roivant will host a conference call on November 9, 2026, at 8:00 a.m. ET to discuss Q2 results & will hold an Investor Day on December 9, 2026.
Company
Roivant Sciences, Inc.
Keywords
Nasdaq:ROIV, Roivant Sciences, Inc.