Roivant Sciences Ltd. (ROIV) Form 8-K — Nov 9, 2026
Roivant reported its fiscal Q2 ended September 30, 2026, headlined by $31.0 million in net product revenue from LISRAYA (brepocitinib) in its first 5 weeks following August 2026 FDA approval, against a net loss attributable to Roivant of $191.6 million ($0.27 per share). The pipeline delivered on multiple fronts: brepocitinib met primary and all key secondary endpoints in the Phase 3 CLARITY-1/2 uveitis trials (sNDA planned H1 2027), IMVT-1402 600 mg hit its ACR20 endpoint in difficult-to-treat RA (92.5% vs 75.6% placebo), and mosliciguat posted a record -56.3% placebo-adjusted PVR reduction in Phase 2 PH-ILD with a Phase 3 now initiated.
Key figures
- Revenue
- 35121000
- Total Debt
- 380104000
- Total Assets
- 4975824000
- Cash Position
- 4200000000
- Shares Outstanding
- 722751617
- R and d expense q2
- $145.7 million
- Sg and a expense q2
- $154.1 million
- Share repurchases q2
- 2.1 million shares for ~$72.5 million
- Imvt 1402 acr20 600mg
- 92.5% vs 75.6% placebo (p=0.0139)
- Moderna initial payment
- $950 million
- Moderna settlement total
- $2.25 billion
- Mosliciguat pvr reduction
- -56.3% (p<0.0001)
- Lisraya launch revenue 5 weeks
- $31.0 million
AI analysis
The rest of the AI analysis, red flags and sentiment are part of Signal8 Pro.
AI-generated analysis of a public disclosure. Not investment advice; verify against the original document.