Roivant's earnings call presented a strong financial position and promising developments in its pipeline, particularly with Brepocitinib and IMVT-1402. However, challenges remain in terms of competition in the FcRn space and ongoing litigation. The sentiment is balanced with significant growth potential but also notable risks.

Company Guidance -

Q1 2025

In the recent earnings call for Roivant's fourth quarter of fiscal year 2024, the company provided guidance on several key metrics and strategic initiatives. CEO Matt Gline highlighted that fiscal year 2025 is crucial for Roivant, with significant progress in their clinical pipeline and litigation efforts. The company is particularly excited about the potential registrational data for Brepocitinib in dermatomyositis, which they expect to readout in the second half of the year. This data could position Brepocitinib as the first novel oral DM therapy on the market. In terms of financials, Roivant reported nearly $5 billion in cash on the balance sheet as of March 31, 2025, and has repurchased $1.3 billion of its own stock, reducing its share count by almost 15%. Additionally, the company is actively engaging in LNP litigation with Moderna and Pfizer/BioNTech, expecting to move to trial soon. Roivant is also advancing its late-stage pipeline, including IMVT-1402 and mosliciguat, with multiple potentially registrational studies underway.

Strong Cash Position and Capital Allocation

Roivant has just under $5 billion in cash with no debt, supporting the current pipeline to profitability. $2 billion is reserved for pipeline expansion, and the company has repurchased $1.3 billion of its own stock, reducing the share count by nearly 15%.

Promising Pipeline Developments

The company is excited about the upcoming registrational data from the Brepocitinib study in dermatomyositis, a potential first novel oral DM drug. IMVT-1402 is seen as a potential best-in-class anti-FcRn with multiple indications in play.

Advancements in FcRn Franchise

Roivant's IMVT-1402 is claimed to have a favorable safety profile and robust IgG lowering, with ongoing clinical progress across multiple indications including Graves' disease and Sjogren's.

Ongoing Litigation

Roivant is in the narrowing and summary judgment phase of its LNP litigation with Moderna and Pfizer/BioNTech, expected to move to trial soon.

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

Daily Earnings Calendar >

ROIV Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Aug 11, 2025	2025 (Q1)	-0.25 / -	0.12	―	―	―
May 29, 2025	2024 (Q4)	-0.26 / -0.29	-0.19	-52.63% (-0.10)
Feb 10, 2025	2024 (Q3)	-0.25 / 0.23	6.03	-96.19% (-5.80)
Nov 12, 2024	2024 (Q2)	-0.25 / -0.31	-0.263	-17.87% (-0.05)
Aug 08, 2024	2024 (Q1)	-0.24 / 0.12	-0.227	152.86% (+0.35)
May 30, 2024	2023 (Q4)	-0.26 / -0.19	-0.219	13.24% (+0.03)
Feb 13, 2024	2023 (Q3)	-0.31 / 6.03	-0.414	1556.52% (+6.44)
Nov 13, 2023	2023 (Q2)	-0.29 / -0.26	-0.293	10.24% (+0.03)
Aug 14, 2023	2023 (Q1)	-0.28 / -0.23	-0.48	52.71% (+0.25)
Jun 28, 2023	2022 (Q4)	-0.36 / -0.22	-0.271	19.19% (+0.05)

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
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%
Aug 08, 2024	$10.17	$10.85	+6.69%

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 Aug 11, 2025, Before Open (Confirmed).

What is Roivant Sciences (ROIV) earnings time?

Roivant Sciences (ROIV) earnings time is at Aug 11, 2025, 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 (Q1) is -0.25.

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