The call highlighted significant achievements in clinical trials, particularly for brepocitinib in dermatomyositis and batoclimab in Graves' disease, alongside a strong financial position and progress in legal proceedings. However, increasing competition in the Graves' disease market and delays in TED data release present challenges.

Company Guidance

During the Roivant Second Quarter 2025 Earnings Call, CEO Matt Gline highlighted several key metrics and updates that mark a transformative period for the company. The company reported a strong capital position with $4.4 billion in cash and cash equivalents, supporting pipeline expansion and potential capital returns, including a $500 million authorization. Roivant's NDA filing for brepocitinib in dermatomyositis (DM) remains on track for the first half of next year, following successful Phase III VALOR data that hit all 10 ranked endpoints. Additionally, Roivant's batoclimab program in Graves' disease demonstrated promising disease-modifying potential. The company is also advancing potentially registrational trials across multiple indications, including Graves', myasthenia gravis, and Sjögren's syndrome. Roivant's late-stage pipeline includes 11 potentially registrational trials, with several data readouts and launches anticipated over the next 36 months. The call also provided updates on the ongoing LNP litigation with Moderna and Pfizer, with a jury trial scheduled for March 2026.

Successful Data for Brepocitinib in Dermatomyositis

The VALOR data for brepocitinib in dermatomyositis (DM) succeeded on all 10 ranked endpoints, demonstrating highly significant, robust, and consistent data across primary and key secondary endpoints.

Promising Results in Graves' Disease

Data from the Graves' disease trial for batoclimab showed disease-modifying potential, with a significant number of patients achieving remission even after being off the drug for six months.

Strong Financial Position

Roivant holds $4.4 billion in cash and cash equivalents, expected to carry the current pipeline to profitability.

Progress in Legal Proceedings

Received a favorable marketing ruling in the Pfizer case, with the Moderna case scheduled for a jury trial in March 2026.

Immunovant (IMVT) Earnings, Revenues Date & History

The upcoming earnings date is based on a company’s previous reporting, and may be updated when the actual date is announced

Daily Earnings Calendar >

IMVT Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Feb 18, 2026	2026 (Q3)	-0.72 / -	-0.76	―	―	―
Nov 10, 2025	2026 (Q2)	-0.71 / -0.73	-0.74	1.35% (+0.01)	―
Aug 11, 2025	2026 (Q1)	-0.68 / -0.71	-0.6	-18.33% (-0.11)	―	―
May 29, 2025	2025 (Q4)	-0.71 / -0.64	-0.52	-23.08% (-0.12)	―	―
Feb 06, 2025	2025 (Q3)	-0.75 / -0.76	-0.289	-162.98% (-0.47)	―	―
Nov 07, 2024	2025 (Q2)	-0.60 / -0.74	-0.45	-64.44% (-0.29)	―	―
Aug 06, 2024	2025 (Q1)	-0.53 / -0.60	-0.57	-5.26% (-0.03)	―	―
May 29, 2024	2024 (Q4)	-0.43 / -0.52	-0.46	-13.04% (-0.06)	―	―
Feb 12, 2024	2024 (Q3)	-0.43 / -0.29	-0.49	41.02% (+0.20)	―	―
Nov 09, 2023	2024 (Q2)	-0.46 / -0.45	-0.41	-9.76% (-0.04)	―	―

The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.

Beat

Missed

IMVT Earnings-Related Price Changes

Report Date	Price 1 Day Before	Price 1 Day After	Percentage Change
Nov 10, 2025	$23.35	$23.37	+0.09%
Aug 11, 2025	$15.46	$14.76	-4.53%
May 29, 2025	$14.10	$14.89	+5.60%
Feb 06, 2025	$22.51	$20.36	-9.55%

Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.

FAQ

When does Immunovant (IMVT) report earnings?

Immunovant (IMVT) is schdueled to report earning on Feb 18, 2026, Before Open (Confirmed).

What is Immunovant (IMVT) earnings time?

Immunovant (IMVT) earnings time is at Feb 18, 2026, Before Open (Confirmed).

Where can I see when companies are reporting earnings?

You can see which companies are reporting today on our designated earnings calendar.

What companies are reporting earnings today?

You can see a list of the companies which are reporting today on TipRanks earnings calendar.

What is IMVT EPS forecast?

IMVT EPS forecast for the fiscal quarter 2026 (Q3) is -0.72.

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