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Roivant Sciences (ROIV)
NASDAQ:ROIV
Earnings Data
Report Date
Jul 01, 2026Before Open (Confirmed)
Period Ending
2025 (Q4)Consensus EPS Forecast
-0.31Last Year’s EPS
-0.25Same Quarter Last Year
Strong Buy
Based on 9 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call presented a highly positive clinical development narrative — most notably a strong Phase II win for brepocitinib in cutaneous sarcoidosis with large effect sizes, supportive PROs and clean safety — together with multiple fully enrolled studies and a strong cash position. Key risks discussed include the small size and baseline imbalances of the CS trial (requiring Phase III confirmation), ongoing litigation (Moderna jury trial), high operating expenses and uncertainties around regulatory timelines, pricing and competition. On balance, the breadth of positive clinical results, enrollment momentum, and financial runway outweigh the execution and regulatory/legal risks.Company Guidance
Strong Phase II efficacy in cutaneous sarcoidosis (brepocitinib)
Proof-of-concept, randomized (3:2:2) 16-week study (n=31) showed robust efficacy for brepocitinib 45 mg vs placebo with a placebo-adjusted CSAMI improvement of ~21.6 points (statistically significant). Key outcomes: 100% of patients on brepo 45 mg achieved ≥10-point CSAMI improvement (MCID = 5 points), 62% achieved CSAMI <5 (functional remission), separation from placebo observed as early as Week 4 and maintained through Week 16, consistent improvements on multiple PROs (Skindex-16, KSQ skin domain, patient global impression) and safety with no SAEs and only mild/moderate AEs.
Pipeline and regulatory progress for brepocitinib
Multiple registrational programs in motion: NDA submitted for dermatomyositis, active pivotal programs in NIU and dermatomyositis, Phase III planned to start this year for cutaneous sarcoidosis, and management cites 9+ pivotal readouts expected across programs — positioning brepocitinib as a multi-indication asset across high-unmet-need orphan inflammatory diseases.
Clinical enrollment momentum across portfolio
Several trials are fully enrolled or upsized: IMVT‑1402 DTRA study enrolled 170 patients (upsized from 120, +41.7%), D2T RA and the PH‑ILD (mosli/mostly) studies are fully enrolled — accelerating the timeline for multiple readouts expected later in 2026 and 2027.
Favorable safety profile supported by broader database
Cutaneous sarcoidosis study reported no SAEs and only mild/moderate AEs; company references an overall brepocitinib safety database of >1,500 patients supporting a potentially favorable benefit–risk profile for the indications pursued.
Strong cash position and runway
Consolidated cash of $4.5 billion provides substantial capital to fund ongoing and planned clinical programs and near-term commercial activities; company retains share buyback authorization.
Legal procedural win ahead of trial
Favorable summary judgment ruling on Section 1498 in the Moderna litigation was obtained ahead of the March 9 jury trial, improving aspects of Roivant's asserted case coverage for the litigation.
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 |
|---|---|---|---|
Feb 06, 2026 | $21.14 | $25.82 | +22.14% |
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% |
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 Jul 01, 2026, Before Open (Confirmed).
What is Roivant Sciences (ROIV) earnings time?
Roivant Sciences (ROIV) earnings time is at Jul 01, 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 (Q4) is -0.31.