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Roivant Sciences (ROIV)
NASDAQ:ROIV
Earnings Data
Report Date
Feb 16, 2026Before Open (Confirmed)
Period Ending
2025 (Q3)Consensus EPS Forecast
-0.3Last Year’s EPS
0.23Same Quarter Last Year
Strong Buy
Based on 8 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call conveyed substantial scientific and clinical progress with multiple high-impact data readouts (notably brepocitinib VALOR in dermatomyositis and durable batoclimab signals in Graves'), a deep late-stage pipeline, strong cash ( $4.4B ) and clear near-term regulatory and commercial catalysts. Offsetting risks include competitive intensity in Graves' and TED, litigation uncertainty (Moderna/Pfizer LNP cases), small sample sizes in some proof-of-concept cohorts, and translatability risks for certain programs (e.g., mosli in PH-ILD). Overall, the highlights — including positive pivotal data, pipeline breadth and a strong balance sheet — outweigh the notable but manageable risks described.Company Guidance
Brepocitinib (VALOR) — Strong Phase III Results in Dermatomyositis
VALOR hit all 10 ranked endpoints with highly significant, consistent results; clear dose response supporting 30 mg as optimal. Rapid, deep, broad clinical benefit on mean TIS versus placebo; >33% of brepo 30 patients achieved both major TIS responses and minimal/no steroid burden at week 52; >50% achieved TIS40 with very low dose oral steroids. NDA filing on track for first half of next year.
Batoclimab / 1402 — Durable Remission Signals in Graves' Disease
In a 25-patient cohort, 20/25 responders after 12 weeks (high dose), 18/25 after low-dose phase, and 17/21 responders at week 48 off drug (6 months). Nearly half of off-drug responders were fully off antithyroid drugs (ATDs) and >75% were on only the lowest ATD doses or off ATDs. TRAb reductions were durable despite IgG returning toward baseline by week 48; deeper IgG suppression (>70% reduction) associated with ~3x higher off-ATD rates vs <70%.
Large Late-Stage Pipeline and Near-Term Catalyst Runway
Company highlights 11 potentially registrational trials and a stacked 36-month catalyst runway (DM, NIU, multiple 1402 indications including Graves', MG, CIDP, D2T RA, Sjögren's, CLE). Several readouts anticipated in 2026–2027 (e.g., NIU and some 1402 programs).
Strong Balance Sheet and Capital Actions
$4.4 billion in cash and cash equivalents, no debt, loss from continuing operations net of tax of $166 million for the quarter. Company authorized a $500 million share repurchase and has materially reduced share count via buybacks.
Immunovant / 1402 Program Momentum
Initiated or running potentially registrational trials across Graves', myasthenia gravis, CIDP, difficult-to-treat RA and Sjögren's, plus a POC trial in CLE — positioning 1402 for multiple blockbuster opportunities.
Legal Progress — Favorable Rulings and Trial Calendar
Favorable Markman ruling in the Pfizer/Genevant case; Moderna jury trial currently scheduled for March 2026. Multiple international (OUS) proceedings and hearings expected in 1H 2026.
Pulmovant (mosli) — Meaningful PVR Reduction in PH
Mosli showed a 38% PVR reduction in pulmonary hypertension trials; Phase II PH-ILD study readout expected in H2 next year, with cautious optimism on translatability from PAH data.
ROIV Earnings History
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
ROIV Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
Nov 10, 2025 | $20.62 | $21.17 | +2.67% |
Aug 11, 2025 | $11.49 | $11.17 | -2.79% |
May 29, 2025 | $10.62 | $11.30 | +6.40% |
Feb 10, 2025 | $10.89 | $10.79 | -0.92% |
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 Roivant Sciences (ROIV) report earnings?
Roivant Sciences (ROIV) is schdueled to report earning on Feb 16, 2026, Before Open (Confirmed).
What is Roivant Sciences (ROIV) earnings time?
Roivant Sciences (ROIV) earnings time is at Feb 16, 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 ROIV EPS forecast?
ROIV EPS forecast for the fiscal quarter 2025 (Q3) is -0.3.