The earnings call reflects a positive overall sentiment with significant progress in the pipeline, particularly with the upcoming brepocitinib data, a strong financial position, and strategic share repurchase programs. However, challenges remain with ongoing LNP litigation and complexities in clinical trial management.
Company Guidance
In the Roivant First Quarter 2025 earnings call, CEO Matt Gline provided guidance on several key developments and metrics. The company highlighted three main themes for 2025, focusing on the progress with IMVT-1402 and Immunovant, the upcoming data from the pivotal trial of brepocitinib, and ongoing litigation with Moderna. Roivant has completed the last patient visit for the brepocitinib trial, with data expected in the second half of the year, potentially leading to a commercial launch. The company has also been active in share repurchase, completing a $1.5 billion program and authorizing an additional $500 million. Financially, Roivant reported an adjusted net loss of $170 million, with cash utilization of $200 million outside of the share repurchase program, and maintains a strong balance sheet with $4.5 billion in cash and no debt as of June 30, 2025. Roivant is preparing for a potential commercial launch in dermatomyositis (DM) and continues to advance its pipeline, with multiple registrational trials ongoing.
Upcoming Brepocitinib Data
Brepocitinib, a drug with a well-established safety profile in over 1,500 patients, is approaching a pivotal trial data release that could redefine the standard of care for dermatomyositis (DM).
Share Repurchase Program
Completed a $1.5 billion share repurchase program, reducing share count by over 15%. An additional $500 million repurchase program has been authorized.
Strong Financial Position
Roivant holds $4.5 billion in cash with no debt, providing a strong financial position for future growth and development.
Pipeline Progress
Significant progress across the pipeline, including multiple registrational trials for IMVT-1402 and rapid advancement of brepocitinib in various indications.
Roivant Sciences (ROIV) 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
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
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%
Nov 12, 2024
$11.81
$11.64
-1.44%
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 Nov 17, 2025, Before Open (Confirmed).
What is Roivant Sciences (ROIV) earnings time?
Roivant Sciences (ROIV) earnings time is at Nov 17, 2025, Before Open (Confirmed).
Where can I see when companies are reporting earnings?
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