Transcript: Roivant Sciences Q1 2027 Earnings Conference Call
Roivant Sciences held its Q1 2027 earnings call, discussing a quiet quarter but anticipating a busy second half with the expected launch of brepocitinib by September. The company highlighted progress in its pipeline, including the initiation of a Phase 3 study for brepocitinib in cutaneous sarcoidosis and ongoing enrollment for lichen planopilaris. Financially, Roivant reported $950 million from a Moderna settlement, approximately $200 million in R&D expenses, and nearly $100 million in non-GAAP G&A expenses, with a cash position of just under $4 billion.
How (ROIV) Movements Inform Risk Allocation Models
This article analyzes Roivant Sciences Ltd. (NASDAQ: ROIV) stock, highlighting divergent sentiment across time horizons and a mid-channel oscillation pattern. It presents an exceptional 28.8:1 risk-reward setup, targeting an 8.2% gain versus 0.3% risk. The analysis includes AI-generated trading strategies for different risk profiles, offering position trading, momentum breakout, and risk hedging approaches.
Vesting triggers withholding of 46,879 shares from Roivant Sciences (ROIV) President Mayukh Sukhatme.
Roivant Sciences Ltd.'s President & CIO, Mayukh Sukhatme, had 46,879 common shares withheld on September 30, 2026, to cover tax withholding obligations associated with the vesting of previously granted Restricted Stock Units (RSUs). The shares were valued at $36.57 each, amounting to approximately $1.71 million. Following this transaction, Sukhatme directly holds 18,583,860 common shares in the company.
After exercising $3.85 options, Eric Venker sells shares in Roivant Sciences (ROIV).
Eric Venker, President & Immunovant CEO of Roivant Sciences Ltd. (ROIV), exercised options for 200,000 common shares at $3.85 per share and subsequently sold all 200,000 shares at a weighted average price of $36.62 per share on September 30, 2026. These transactions were executed under a Rule 10b5-1 trading plan adopted in March 2025. Following these sales, Venker's direct stock-option position was 3,644,834 shares and 1,599,154 common shares.
Roivant Sciences(ROIV.US) Officer Sells US$7.32 Million in Common Stock
An officer at Roivant Sciences (ROIV.US) recently sold a significant amount of common stock, totaling US$7.32 million. This transaction provides insight into insider activity at the company.
Form 4 Roivant Sciences Ltd. For: 2 October By Investing.com
This article reports on a Form 4 filing for Roivant Sciences Ltd. related to activity on October 2nd. The content is brief and primarily serves as a notification of the filing, with no further details provided within the article itself. It includes the stock symbol ROIV.
Through a stock grant settlement, Frank Torti acquires 40,309 Roivant Sciences (ROIV) shares.
Frank Torti, President and Vant Chair of Roivant Sciences (ROIV), acquired 40,309 common shares on September 30, 2026. This acquisition was a result of the net settlement of previously granted Restricted Stock Units (RSUs) to cover tax withholding obligations. Following this transaction, Torti's reported holdings in Roivant Sciences totaled 13,495,893 common shares, with the acquired shares valued at $36.57 each.
CEO Matthew Gline holds 16.6 million shares after Roivant Sciences (ROIV) withholds 76,171 for taxes.
Roivant Sciences Ltd. CEO Matthew Gline reported the disposition of 76,171 common shares on September 30, 2026, to cover tax withholding obligations associated with the vesting of restricted stock units (RSUs). The shares were valued at $36.57 each. Following this transaction, Gline directly holds 16,583,774 common shares in the company.
Here’s How Much You Would Have Made Owning Roivant Sciences Stock In The Last 5 Years
Roivant Sciences (NASDAQ: ROIV) has significantly outperformed the market over the last five years, with an annualized return of 39.09%. An investment of $1000 in ROIV five years ago would now be worth $4,366.54, highlighting the power of compounded returns. The company currently has a market capitalization of $25.77 billion.
Form 144 Roivant Sciences Ltd. For: 1 October By Investing.com
This article reports on a Form 144 filing by Roivant Sciences Ltd. on October 1st. Form 144 is a notice of the intent to sell restricted securities, indicating potential insider activity. The article provides the date of the filing and mentions Roivant Sciences Ltd. (ROIV) with a slight stock percentage change.
Form 144 Roivant Sciences Ltd. For: 1 October By Investing.com
This article from Investing.com announces the filing of Form 144 for Roivant Sciences Ltd. on October 1st. Form 144 indicates the intent to sell restricted or controlled securities, signaling potential insider activity or significant share transactions for the company (ROIV).
After a $7.15M August sale, Roivant (ROIV) officer Eric Venker proposes another share sale.
Roivant Sciences Ltd. officer Eric Venker has proposed selling 200,000 common shares worth $7.32 million through Rockefeller Financial LLC on September 30, 2026, under a Rule 10b5-1 trading plan. This proposed sale follows previous sales in July and August 2026, including a significant sale of 200,000 shares for $7.15 million on August 28, 2026. The filing provides details on the acquisition of the securities through an options exercise from April 20, 2022.
Roivant Sciences Ltd (ROIV) Stock Price Target & Forecast
Analysts have provided a price target and forecast for Roivant Sciences Ltd (ROIV). Based on 12 analysts, the average target price is $46.482, representing a potential upside of 29.84%. The stock currently has a "Buy" trend with 6 Buy ratings and 1 Hold rating in the last month, and financial forecasts for EPS and revenue are also provided.
Roivant Sciences gains as investors appear to keep rewarding recent clinical and regulatory momentum
Roivant Sciences (ROIV) saw a 3.7% increase in its stock price, attributed to continued investor enthusiasm following positive Phase 2 clinical data for mosliciguat, recent FDA approval for LISRAYA, and bullish analyst sentiment. Although there was no new company-specific announcement, the gain likely reflects sustained momentum and positioning for upcoming pipeline milestones expected in the second half of 2026. Insider selling activity has been significant over the past six months, while hedge funds show mixed but substantial position changes.
Roivant Sciences Targets LISRAYA Launch, Key Pipeline Readouts in Next 12 Months
Roivant Sciences is preparing for the launch of LISRAYA, a newly approved drug for dermatomyositis, while also advancing key pipeline programs. CEO Matthew Gline highlighted upcoming clinical data for brepocitinib (LISRAYA) in non-infectious uveitis and Immunovant’s IMVT-1402 in rheumatoid arthritis, cutaneous lupus erythematosus, and Graves’ disease. Additionally, the company is expanding its pulmonary hypertension program with mosliciguat, following positive Phase II results.
Form 4 Roivant Sciences Ltd. For: 28 September By Investing.com
This article reports on a Form 4 filing by Roivant Sciences Ltd. for September 28. It is a brief, news-style piece indicating a regulatory disclosure from the company. The content primarily serves as a placeholder for further details on the Form 4, which typically reports changes in beneficial ownership of company securities.
Form 4 Roivant Sciences Ltd. For: 28 September By Investing.com
This article from Investing.com is a regulatory filing update, specifically a Form 4, for Roivant Sciences Ltd., dated September 28. It indicates insider transaction activity for the company. The content primarily serves as a placeholder for the filing information, with little additional detail provided within the article itself.
Form 4 Roivant Sciences Ltd. For: 27 September By Investing.com
This article announces the filing of a Form 4 for Roivant Sciences Ltd. on September 27. It contains minimal actual content beyond the title, serving as a placeholder for the regulatory filing information. The piece includes various financial market data, news headlines, and stock performance figures, typical of an Investing.com page.
Bernstein Initiates Roivant Sciences(ROIV.US) With Buy Rating, Announces Target Price $41
Bernstein has initiated coverage on Roivant Sciences (ROIV.US) with a Buy rating. The firm has set a price target of $41 for the company's stock. This indicates a positive outlook from Bernstein regarding Roivant Sciences' future performance.
Roivant’s Lung Drug Clears Phase 2 Test: Is Another Major Pipeline Asset Emerging?
Roivant Sciences Ltd. (NASDAQ: ROIV) saw its shares jump after reporting positive Phase 2 results for mosliciguat, a treatment for pulmonary hypertension associated with interstitial lung disease (PH-ILD). The drug met both primary and secondary endpoints, leading Roivant to initiate a Phase 3 study. This development positions mosliciguat as another significant late-stage asset for the company, following the recent FDA approval of Lisraya.
Roivant Sciences Ltd. (ROIV) stock price, news, quote and history
This article provides comprehensive financial data for Roivant Sciences Ltd. (ROIV), including its current stock price, historical performance, key financial metrics, and analyst insights. It details the company's biopharmaceutical focus, outlining its clinical product candidates and delivery platforms. The report also compares ROIV's performance against the S&P 500 and presents earnings trends and analyst price targets.
Roivant (ROIV) CAO uses 3,880 shares to cover RSU taxes
Roivant Sciences Ltd.'s Chief Accounting Officer, Jennifer Humes, had 3,880 common shares withheld to cover tax obligations arising from the vesting of Restricted Stock Units (RSUs). This transaction, which occurred on September 20, 2026, at a price of $39.77 per share, leaves her with a direct holding of 106,419 common shares. The disposition was a "net settlement" and not part of a Rule 10b5-1 trading plan.
Form 4 Roivant Sciences Ltd. For: 22 September By Investing.com
This Investing.com article reports on a Form 4 filing for Roivant Sciences Ltd. related to September 22. It mentions the company's stock symbol ROIV and notes that no comments have been made on the filing. The article appears to be a brief financial news update providing minimal detail beyond the filing's existence.
Roivant Sciences (ROIV) CFO now holds 269,681 shares after RSU tax withholding
Roivant Sciences' CFO, Richard Pulik, had 2,129 common shares withheld on September 20, 2026, to cover tax withholding obligations from vested Restricted Stock Units (RSUs). This transaction was a net share settlement, not an open-market sale, and resulted in Pulik directly holding 269,681 common shares. The shares were valued at $39.77 each for tax purposes.
Why Roivant Sciences (ROIV) Is Back In The Spotlight
Roivant Sciences (ROIV) has garnered attention due to positive Phase 2 PHocus results for mosliciguat, showing a significant reduction in pulmonary vascular resistance. Despite this, the stock trades below analyst targets, and a narrative suggests it is overvalued, citing risks related to IP litigation, competition in the autoimmune space, monetization strategy, and a conglomerate discount. The article highlights both the potential upsides from clinical success and the market's current cautious valuation of the company.
Roivant Sciences Ltd. (ROIV) Stock Analysis: Analyzing a 20% Potential Upside Amid Biotech Innovation
Roivant Sciences Ltd. (ROIV) is a UK-based biopharmaceutical company with a market capitalization of $28.73 billion, focusing on innovative medicines. Despite currently being unprofitable with a negative P/E ratio, analysts project a 20% upside due to its strong product pipeline, including IMVT-1402 and mosliciguat, and bullish technical indicators. The company's significant investment in R&D and strategic focus on unmet medical needs position it as a compelling, albeit risky, growth opportunity in the biotech sector.
Roivant Sciences Announces Results of 2026 Annual Shareholders Meeting Vote
Roivant Sciences Ltd. has announced the results of its 2026 Annual General Meeting of Shareholders, where all presented proposals were approved. These approvals include the re-election of directors Daniel Gold and Meghan FitzGerald, the ratification of Ernst and Young LLP as the independent auditor, and a non-binding advisory vote on named executive officer compensation.
Stifel Initiates Roivant Sciences(ROIV.US) With Buy Rating, Announces Target Price $51
Stifel has initiated coverage of Roivant Sciences (ROIV.US) with a Buy rating and set a target price of $51. This indicates a positive outlook from the investment firm on the company's future performance.
Stifel initiates Roivant Sciences stock with buy rating, $51 target
Stifel has initiated coverage on Roivant Sciences Ltd (NASDAQ:ROIV) with a buy rating and a $51 price target, citing the company's multi-asset portfolio in autoimmune and idiopathic lung disease markets. The firm projects approximately $9 billion in ownership-adjusted sales by 2037, with potential blockbuster product launches. This positive outlook follows recent success with Lisraya's approval and positive Phase 2 data for Mosliciguat, supported by other analysts also raising their price targets.
Roivant Sciences Ltd. (ROIV) Discusses Top Line Results from PHocus Study of Mosliciguat in PH-ILD - Slideshow
Roivant Sciences Ltd. published a slide deck discussing the top-line results from its PHocus study of mosliciguat for PH-ILD. The company, trading under the NASDAQ symbol ROIV, provided these results to its followers. The information was disseminated by Seeking Alpha's transcripts team.
Roivant Sciences stock surges on positive PH-ILD trial data
Roivant Sciences Ltd (NASDAQ:ROIV) shares surged 16% following positive results from its Phase 2 PHocus clinical trial for mosliciguat, treating pulmonary hypertension associated with interstitial lung disease (PH-ILD). The study met its primary and secondary endpoints, demonstrating a significant reduction in pulmonary vascular resistance and improved six-minute walk distance. With the initiation of the Phase 3 PHrontier study, mosliciguat could address a significant unmet medical need for PH-ILD patients.
Roivant Sciences, Pharvaris, IonQ And Other Big Stocks Moving Higher On Tuesday
Shares of Roivant Sciences, Pharvaris, IonQ, and several other companies saw significant gains on Tuesday. Roivant Sciences rose after announcing positive Phase 2 clinical trial data, while Pharvaris increased following strong Phase 3 study results. IonQ also climbed after raising its full-year revenue outlook, and Bloom Energy surged on news of its inclusion in the S&P 500.
Roivant Sciences stock hits all-time high at 39.99 USD
Roivant Sciences (ROIV) stock has hit an all-time high of $39.99, currently trading at $38.82, reflecting a 170.57% increase over the past year. Despite a recent fiscal first-quarter revenue miss, analysts remain optimistic, reiterating "Buy" and "Overweight" ratings and increasing price targets due to strong execution and upcoming catalysts. However, InvestingPro analysis suggests the stock is currently overvalued relative to its Fair Value.
Roivant Wins Approval for the First Oral Dermatomyositis Drug. How Large is the Opportunity?
Roivant Sciences Ltd. and Priovant Therapeutics received FDA approval for Lisraya, the first oral treatment for dermatomyositis, a rare autoimmune condition. While Lisraya offers a new treatment option and has shown positive clinical trial results, its commercial success is uncertain due to the small patient population (fewer than 5,000 in the US) and undisclosed pricing. Analysts forecast potential peak annual sales of over $2 billion, but investors are advised to approach this estimate cautiously.
Roivant to Present Topline Results from the Phase 2 PHocus Study of Mosliciguat in Patients with Pulmonary Hypertension Associated with Interstitial Lung Disease (PH-ILD) at the ERS Congress 2026 on Tuesday, September 8, 2026, and Host Investor Call
Roivant (Nasdaq: ROIV) and Pulmovant announced that topline results from their Phase 2 PHocus study of mosliciguat for pulmonary hypertension associated with interstitial lung disease (PH-ILD) will be presented at the European Respiratory Society (ERS) International Congress 2026 on Tuesday, September 8, 2026. Following the presentation, Roivant will host an investor call and webcast to discuss the results. The company invites interested parties to register online for the call and access webcast details on their investor relations website.
Roivant Sciences (NASDAQ: ROIV) Announces $35,000 Wholesale Price for FDA-Approved LISRAYA in Dermatomyositis Treatment
Roivant Sciences (NASDAQ: ROIV) has received U.S. FDA approval for LISRAYA (brepocitinib) to treat adults with dermatomyositis. The company has set the wholesale acquisition cost for LISRAYA at $35,000 for a 30-count bottle of 30 mg tablets. This announcement provides investors with both regulatory confirmation and a clear pricing structure for the new therapy.
Roivant Sciences Wins FDA Approval for LISRAYA in Dermatomyositis, Launches Immediately
Roivant Sciences, through its subsidiary Priovant, has secured FDA approval for LISRAYA (brepocitinib), a new oral therapy for adults with dermatomyositis, and launched it immediately. This marks the first targeted and steroid-sparing treatment for the condition, with a list price of $35,000 per month. Roivant anticipates a "slow and steady" commercial uptake and plans to explore additional indications for brepocitinib.
Cantor Fitzgerald reiterates Roivant Sciences stock Overweight rating
Cantor Fitzgerald has reiterated its Overweight rating on Roivant Sciences (NASDAQ:ROIV) after updating its model following the first-quarter earnings. Despite the stock trading above its fair value according to InvestingPro, analysts anticipate significant sales growth, with revenue expected to nearly quadruple by fiscal year 2027. TD Cowen also raised its price target for Roivant to $50 from $41, maintaining a Buy rating and highlighting potential catalysts in the second half of the year.
Roivant (NASDAQ: ROIV) CFO uses shares to cover RSU taxes
Roivant Sciences Ltd. (ROIV) CFO Richard Pulik had 5,749 Common Shares withheld on August 20, 2026, to cover tax obligations from the vesting of previously granted RSUs. This "net settlement" transaction was valued at $36.84 per share, totaling approximately $212,000. Following this, Pulik directly holds 271,810 Common Shares, which include shares acquired through the company’s Employee Stock Purchase Plan.
Roivant (NASDAQ: ROIV) president settles RSU taxes in shares
Eric Venker, President & Immunovant CEO of Roivant Sciences Ltd. (ROIV), had 13,909 common shares withheld on August 20, 2026, to cover tax withholding obligations upon the vesting of Restricted Stock Units (RSUs). This transaction, valued at $36.84 per share, was a "net settlement" and not an open-market sale. Following this, Venker directly holds 1,599,154 common shares.
Roivant Sciences Insider Sold Shares Worth $12,360,813, According to a Recent SEC Filing
An insider at Roivant Sciences Ltd. (ROIV) sold shares valued at $12,360,813, as disclosed in a recent SEC filing. This transaction follows another significant insider sale of $24,160,402 on August 19, 2026. The company is a biopharmaceutical firm focused on accelerating the development of medicines, with a pipeline including treatments for dermatomyositis, non-infectious uveitis, cutaneous sarcoidosis, and pulmonary hypertension.
Roivant Sciences(ROIV.US) Officer Sells US$12.36 Million in Common Stock
An officer at Roivant Sciences (ROIV.US) has sold 1.32 million shares of common stock for a total of US$12.36 million. The transaction was disclosed in a Form 4 filing with the SEC.
Roivant (NASDAQ: ROIV) CIO sells option shares near $37
Roivant Sciences Ltd.'s President & CIO, Mayukh Sukhatme, exercised stock options for 335,174 common shares at $3.85 per share and subsequently sold all of them across three days (August 19, 20, and 21, 2026) at weighted average prices ranging from $36.48 to $37.30 per share. The total approximate gross sale proceeds were $12.36 million, resulting in an approximate pre-tax spread of $11.07 million. This transaction was disclosed in an SEC Form 4 filing, which noted the options were fully vested and the sales were conducted in multiple transactions within specified price ranges.
107,786 Shares in Roivant Sciences Ltd. $ROIV Purchased by Great Lakes Advisors LLC
Great Lakes Advisors LLC has purchased 107,786 shares of Roivant Sciences Ltd. (NASDAQ:ROIV), valued at approximately $3.8 million, marking a new position for the firm. This comes as institutional investors and hedge funds collectively own 64.76% of the company, despite recent insider selling totaling $87.7 million. Roivant Sciences reported beating quarterly EPS expectations but missed revenue estimates, while analysts maintain a "Moderate Buy" rating with an average price target of $35.14.
Roivant Sciences (ROIV) holder plans new sale after $17M June trade
A holder of Roivant Sciences (ROIV) stock, Mayukh Sukhatme, has filed a Rule 144 notice to sell 172,899 common shares valued at $6.4 million on August 19, 2026, following the exercise of options. This filing also details previous significant sales by Sukhatme, including 500,000 shares sold on June 25, 2026, for over $17 million, and additional sales in August 2026. The sales are being facilitated through Morgan Stanley Smith Barney LLC.
Is Roivant Sciences (ROIV) Fully Valued As First Quarter Results Show A Narrower Loss?
Roivant Sciences (ROIV) reported a narrower net loss in Q1 2026 but saw sales decline. Despite significant share price gains over the past year, a popular narrative suggests the stock is overvalued, with a fair value of $10.00 compared to its current $37.37, largely due to speculative IP litigation and a crowded pipeline. The article questions if the recent upside is already priced in, advising investors to review data to form their own conclusions on valuation.
Is Roivant Sciences (ROIV) Fully Valued As First Quarter Results Show A Narrower Loss?
Roivant Sciences (ROIV) reported a narrower net loss in Q1 2026, though sales decreased. Despite recent share price gains and strong one-year returns, a common narrative suggests the stock is significantly overvalued, with a fair value of $10.00 compared to its current price of $37.37. This valuation concern is primarily linked to the speculative nature of its IP litigation strategy and the perceived overvaluation of its business model.
Roivant Sciences (NASDAQ:ROIV) Insider Mayukh Sukhatme Sells 243,177 Shares
Roivant Sciences insider Mayukh Sukhatme sold 243,177 shares for approximately $8.81 million, retaining 18.63 million shares. This sale is part of three recent transactions totaling around $24.16 million. Despite a quarterly loss, Roivant Sciences beat analyst estimates and its shares rose 3.1% to near its 12-month high, maintaining a "Moderate Buy" consensus from analysts.
Roivant (ROIV) CIO sells shares after exercising $3.85 options
Roivant Sciences Ltd.'s President & CIO, Mayukh Sukhatme, exercised stock options for 664,826 common shares at $3.85 per share across August 14, 17, and 18, 2026. These shares were then sold in open-market transactions with weighted average prices ranging from $36.23 to $37.18. The total gross sale proceeds were approximately $24.16 million, resulting in an estimated pre-tax spread of $21.60 million.
Insider Selling: Roivant Sciences (NASDAQ:ROIV) Insider Sells 136,942 Shares
Mayukh Sukhatme, an insider at Roivant Sciences (NASDAQ:ROIV), sold 136,942 shares of the company's stock for approximately $5.03 million. Despite this recent sale, Sukhatme still directly owns 18.63 million shares and had prior sales totaling over $19.1 million in August. Roivant Sciences' stock saw a 3.1% increase, nearing its 52-week high, while the company reported an earnings beat but missed revenue estimates for its latest quarter.
