Roivant reported $31 million in Lishraya net revenue during five weeks on market and said IMVG-1402 hit the primary endpoint in period two of a rheumatoid arthritis withdrawal study.
ROIV · Roivant Sciences Ltd.
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Roivant Sciences Ltd. said LISRAYA generated $31.0 million in its first 5 weeks after its August 2026 U.S. launch. Consolidated cash, cash equivalents and marketable securities totaled $4.2 billion as of September 30, 2026, supporting cash runway into profitability.
Roivant Sciences Ltd. reported that LISRAYA generated $31.0 million in net product revenue during its first 5 weeks of launch, and consolidated cash, cash equivalents and marketable securities totaled $4.2 billion as of September 30, 2026.
Roivant Sciences Ltd. announced positive Phase 3 CLARITY-1 and CLARITY-2 results for brepocitinib in non-infectious uveitis, including statistically significant primary and key secondary endpoint benefits. Priovant plans an sNDA in the first half of calendar year 2027.
Roivant is pursuing a slow-and-steady brepacitinib launch, preparing non-infectious uveitis registration if phase three data succeed, and prioritizing new indication studies across its portfolio.
Metrics snapshot
Useful current figures from the complete screener profile.
Quarterly results
* Q4 derived as the full year minus Q1 to Q3.
AI Brief
Q1 FY27 earnings call · Aug 6, 2026TL;DR. Roivant reported Q1 FY2026 results with $3.9B in cash (excluding the $950M Moderna settlement payment received in July), received the initial Moderna settlement funds, advanced brepocitinib toward a potential DM launch by end of September 2026 and initiated a Phase 3 in cutaneous sarcoidosis, and remains on track for multiple second-half 2026 readouts (NIU, PH-ILD, CLE).
- + Received initial $950M payment from Moderna settlement, with up to $1.3B more contingent on appeal
- + First patients enrolled in Phase 3 brepocitinib study in cutaneous sarcoidosis, with Phase 2 showing 77% vs 0% on the primary endpoint
- + Cash position of $3.9B supports runway into profitability
- + Lichen planopilaris Phase 2b/3 enrollment is progressing well for brepocitinib's fourth prep signal indication
- − GAAP net loss widened to $290.6M from $273.9M year-over-year
- − R&D expenses rose $49.1M YoY to $202.0M driven by anti-FcRn franchise and mosliciguat program costs
- − G&A expenses increased $31.5M YoY to $165.5M, including $18.8M in Moderna-related employee bonuses
AI-generated from the earnings call and 8-K · may contain errors · not investment advice
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Guidance & track record
Guidance from company 8-Ks · delivered figures from as-reported statements · no analyst estimates involved.
Technicals
trend & momentum for long-term holders Strong BuyIllustrative technical + ownership context — a signal mix, not investment advice.
Key metrics
the company's own KPIs, from written earnings releases and filings| Metric | Latest | Period | YoY |
|---|---|---|---|
| Gain on litigation settlement | $0.4M | the three months ended June 30, 2026 filing | — |
| Share-based compensation expense related to subsidiary EIPs | $14.8M | the three months ended June 30, 2026 filing | — |
Figures exactly as the company stated them in writing · click a metric with a to chart its history · period links open the stating document · "filing" marks figures stated in the 10-K/10-Q · YoY needs an exactly comparable prior-year period
Versus peers
Biotechnology — same industry group| Company | Mkt cap | YTD | Rev growth Y/Y | P/E | Short % shares |
|---|---|---|---|---|---|
|
ROIV
this stock
Roivant Sciences Ltd.
|
$28.64B | +82.2% | -71.6% | — | 6.3% |
|
VRTX
Vertex Pharmaceuticals Inc
|
$136.56B | +18.8% | +46.2% | 34.7 | 1.9% |
|
REGN
Regeneron Pharmaceuticals, Inc.
|
$98.84B | +23.8% | +20.8% | 21.1 | 2.1% |
|
MRNA
Moderna, Inc.
|
$90.38B | +657.4% | +4.3% | — | 8.2% |
|
CSLLY
Csl Ltd
|
$66.05B | — | — | — | 0.0% |
Peers by industry group · P/E from as-reported trailing EPS · short % is of shares outstanding
At a glance
key data from every section- Filed
- Nov 9, 2026
- This year
- 27
Roivant Sciences Ltd. said LISRAYA generated $31.0 million in its first 5 weeks after its August 2026 U.S. launch. Consolidated cash, cash equivalents and marketable securities totaled $4.2 billion as of September 30, 2026, supporting cash runway into profitability.
ViewPerformance
| 5D | 20D | 120D | MTD | YTD | |
|---|---|---|---|---|---|
| ROIV | +1.7% | +17.9% | +33.3% | +7.1% | +82.2% |
| SPY | +2.6% | -1.2% | +0.5% | -0.2% | +10.6% |
| vs SPY | -0.9% | +19.1% | +32.8% | +7.3% | +71.6% |
Capital returns
Dividends per share over the trailing 365 days by ex-date · buyback figures as last reported in SEC filings ("spent" derived as authorized − remaining; when several programs run concurrently, authorized is their combined total per the newest filing) · components shown separately — trailing-year buyback spend isn't tracked, so no combined shareholder yield is derived.