
Overview
Biopharmaceutical firm's Q3 revenue drops to $2 mln from $9 mln yr-ago
Posts Q4 net loss vs profit in year-ago quarter
Roivant reported $4.5 bln in cash and marketable securities as of Dec 31, 2025
Outlook
Roivant plans Phase 3 study for brepocitinib in cutaneous sarcoidosis starting in 2026
Company expects topline data from brepocitinib NIU trial in second half of 2026
Roivant actively exploring additional indications for brepocitinib
Result Drivers
R&D EXPENSES - Increase in R&D expenses driven by program-specific costs and share-based compensation
STRONG CASH POSITION - Reported $4.5 bln in cash and marketable securities as of Dec 31, 2025
Key Details
Metric | Beat/Miss | Actual | Consensus Estimate |
Q3 Revenue |
| $2 mln |
|
Q3 EPS |
| -$0.38 |
|
Q3 Net Income |
| -$313.70 mln |
|
Q3 Income From Operations | Miss | -$339.15 mln | -$306.38 mln (6 Analysts) |
Q3 Operating Expenses |
| $341.15 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"
The average consensus recommendation for the pharmaceuticals peer group is "buy"
Wall Street's median 12-month price target for Roivant Sciences Ltd is $26.00, about 23% above its February 5 closing price of $21.14
Press Release: ID:nGNX547nb2
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