Overview
Roivant Q2 revenue declines, missing analyst expectations for income from operations
Company maintains strong cash position of $4.4 bln, supporting cash runway into profitability
Brepocitinib Phase 3 study in dermatomyositis shows significant improvement over placebo
Outlook
Roivant plans NDA filing for brepocitinib in DM in H1 2026
Immunovant expects TED study results in H1 2026
Result Drivers
Research and development (R&D) expenses increased by $21.5 million to $164.6 million for the three months ended September 30, 2025, compared to $143.1 million for the three months ended September 30, 2024
Key Details
Metric | Beat/Miss | Actual | Consensus Estimate |
Q2 Revenue | $1.57 mln | ||
Q2 EPS | -$0.17 | ||
Q2 Net Income | -$166.04 mln | ||
Q2 Income From Operations | Miss | -$306.23 mln | -$278.40 mln (7 Analysts) |
Q2 Operating Expenses | $307.80 mln |
Analyst Coverage
The current average analyst rating on the shares is "buy" and the breakdown of recommendations is 11 "strong buy" or "buy", 1 "hold" and no "sell" or "strong sell"
Wall Street's median 12-month price target for Roivant Sciences Ltd is $20.50, about 0.6% below its November 7 closing price of $20.62
Press Release: ID:nGNX9SlRMC
For questions concerning the data in this report, contact Estimates.Support@lseg.com. For any other questions or feedback, contact RefinitivNewsSupport@thomsonreuters.com.
(This story was created using Reuters automation and AI based on LSEG and company data. It was checked and edited by a Reuters journalist prior to publication.)
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