财务数据和关键指标变化 - 公司在2024财年第四季度实现净产品收入约7500万美元,同比增长 [54] - 公司毛利率约24%,有望随着时间推移继续提高和增长 [54] 各条业务线数据和关键指标变化 - VTAMA在银屑病市场的销售保持稳定增长,公司正为VTAMA在湿疹适应症的快速上市做好准备 [56][57][58] - 公司已成功重新谈判VTAMA相关的债务和特许权使用费义务,未来3年内可减少约2.25亿美元的预期支出 [58][59] 各个市场数据和关键指标变化 - 公司在非感染性葡萄膜炎(NIU)市场的brepocitinib数据显示出色,治疗失败率大幅低于现有生物制品 [45][46][47][48][49][50] - NIU是一个大的未开发市场,公司有信心brepocitinib可成为该领域的差异化产品 [51][52][53] 公司战略和发展方向及行业竞争 - 公司正在积极推进管线的临床开发,包括Immunovant的4-5个潜在注册性研究项目、brepocitinib在其他适应症的开发等 [13][14][18][19][53] - 公司在蛋白质-蛋白质相互作用建模等前沿技术领域也有所布局,并通过外部合作获得资金支持 [65][66][67] - 公司正在积极评估各种业务发展机会,保持资本配置的灵活性 [72] 管理层对经营环境和未来前景的评论 - 管理层对公司的管线和未来发展前景表示高度信心,认为公司有望在多个领域取得重大突破 [16][17][32][72] - 管理层表示将继续通过股票回购等方式为股东创造价值 [15] 其他重要信息 - 公司与Moderna的专利诉讼取得进展,预计将在今年内进行最终裁决 [67] - 公司子公司Kinevant已完成sarcoidosis适应症的II期潜在注册性研究的患者入组 [68] 问答环节重要的提问和回答 问题1 **David Risinger 提问** 询问了batoclimab在CIDP和MG适应症的进展情况,以及VantAI技术在公司内部的应用 [76][77] **Matt Gline 回答** 解释了batoclimab在CIDP和MG适应症的开发策略,以及VantAI技术目前主要通过外部合作来推进,但未来也可能用于公司自身的药物开发 [77][126] 问题2 **Louise Chen 提问** 询问了公司对VTAMA在湿疹适应症的销售预期,以及公司的资本配置策略 [81][82] **Matt Gline 回答** 表示公司对VTAMA在湿疹市场的潜力充满信心,并将继续通过股票回购等方式为股东创造价值 [82] 问题3 **Allison Bratzel 提问** 询问了公司为何将1402定为Immunovant的主导项目,以及对brepocitinib在非感染性葡萄膜炎市场的信心 [84][85] **Matt Gline 回答** 解释了将1402定为主导项目的原因,并表示对brepocitinib在非感染性葡萄膜炎市场的前景充满信心 [85][86]

Roivant Sciences Ltd. (ROIV) came out with a quarterly loss of $0.23 per share versus the Zacks Consensus Estimate of a loss of $0.25. This compares to loss of $0.20 per share a year ago. These figures are adjusted for non-recurring items. This quarterly report represents an earnings surprise of 8%. A quarter ago, it was expected that this company would post a loss of $0.27 per share when it actually produced a loss of $0.21, delivering a surprise of 22.22%. Over the last four quarters, the company has surp ...

财务状况 - Roivant于2024年3月31日的财务报告显示，公司现金、现金等价物和受限现金约为66亿美元[14] - Roivant在2024财年第四季度的VTAMA净产品收入为1930万美元，全年为7510万美元[6] - Roivant在2024财年第四季度的运营活动中使用的净现金为1.08亿美元[2] - Roivant报告称，VTAMA在银屑病领域的净产品收入为7510万美元，自推出以来已有超过15,300名独特处方医师开出了超过38.5万张处方[6] - Roivant报告称，截至2024年3月31日，公司的合并现金、现金等价物和受限现金为66亿美元，支持公司进入盈利能力的现金储备[12] - Roivant的研发费用在2024财年第四季度为1.209亿美元，较去年同期减少了1100万美元[15] - Roivant的研发费用在2024财年为5.017亿美元，较去年同期减少了2.35亿美元[18] - 现金、现金等价物和受限现金为2024年3月31日的65.5亿美元，总资产为72.2亿美元[30] - 2024年度产品收入净额为1.93亿美元，较2023年同期增长40%，总营收为12.48亿美元，较2023年同期增长104%[31] - 2024年度持续经营净亏损为18.25亿美元，较2023年度持续经营净亏损17.54亿美元[32] 公司发展 - Roivant完成了对Sumitomo Pharma全部股份的回购，每股价格为9.10美元，总计6480万美元，减少了9%的流通股份[2] - Roivant的董事会授权公司回购高达15亿美元的普通股，以增加对当前和未来项目的曝光[11] - Roivant与Dermavant重新谈判债务义务，将潜在的现金支付减少了超过3亿美元，预计在未来三个财年内将实现约2.25亿美元的减少[8] - Roivant将在未来参加Jefferies Global Healthcare Conference和Goldman Sachs 45th Annual Global Healthcare Conference[34] 公司信息 - Roivant是一家商业阶段的生物制药公司，致力于加速重要药物的开发和商业化[36] - 公司的前瞻性陈述包括对产品和产品候选品的临床和治疗潜力的评估[38] - 公司的计划、意图、期望和策略可能会受到多种风险、不确定性和假设的影响[39] - 实际结果可能会与前瞻性陈述中描述的结果有所不同，并受到多种风险、不确定性和假设的影响[40] - 公司在竞争激烈且快速变化的环境中运营，新风险可能随时出现[40]

BASEL, Switzerland and LONDON and NEW YORK, May 30, 2024 (GLOBE NEWSWIRE) -- Roivant (Nasdaq: ROIV) today reported its financial results for the fourth quarter and fiscal year ended March 31, 2024, and provided a business update. Once-daily brepocitinib produced the best Treatment Failure rates observed to date among studies in active non-infectious uveitis (NIU), supporting initiation of a pivotal program in NIU in the second half of calendar year 2024 Brepocitinib is well positioned to support a potential ...

BASEL, Switzerland and LONDON and NEW YORK, May 16, 2024 (GLOBE NEWSWIRE) -- Roivant (Nasdaq: ROIV) today announced that it will host a live conference call and webcast at 8:00 a.m. ET on Thursday, May 30, 2024, to report its financial results for the fourth quarter and fiscal year ended March 31, 2024, and provide a business update. To access the conference call by phone, please register online using this registration link. The presentation and webcast details will also be available under "Events & Present ...

BASEL, Switzerland and LONDON and NEW YORK, May 16, 2024 (GLOBE NEWSWIRE) -- Roivant (Nasdaq: ROIV) today announced that it will host a live conference call and webcast at 8:00 a.m. ET on Thursday, May 30, 2024, to report its financial results for the fourth quarter and fiscal year ended March 31, 2024, and provide a business update. To access the conference call by phone, please register online using this registration link. The presentation and webcast details will also be available under "Events & Present ...

So I think the short answer is we are full speed ahead on our original plan that centers around dermatomyositis where the study continues to enroll. Well, that includes potentially NIU and obviously as Richard said, and as I said earlier, we'll have to make a decision on what to do in NIU after observing that proof-of-concept data coming in the near future. Dennis Ding Matt Gline No, I don't have too much, too much there. I mean, I think, look, I think you both pointed out that there is some variability the ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q (Mark One) ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended December 31, 2023 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 Commission File Number: 001-40782 ROIVANT SCIENCES LTD. (Exact name of Registrant as specified in its Charter) Bermuda 98-1173944 (State or other jurisdiction of incorporation or organiz ...

gorodenkoff Roivant Sciences Ltd. (NASDAQ:ROIV) is a pioneering biotech focused on inflammation and immunology that operates with an innovative business model through its subsidiaries. Each company in the Roivant family specializes in specific therapeutic areas such as immuno-dermatology, autoimmune disorders, RNA therapies, blood diseases, clinical trials intelligence, and AI for drug discovery and development. Notable achievements for this company are the lucrative sale of Telavant to Roche, the successfu ...

Conference Call Participants Operator And I would now like to hand the conference over to your speaker today, Ms. Stephanie Lee. Please go ahead. Roivant Sciences Ltd. (NASDAQ:ROIV) Q2 2023 Earnings Conference Call November 13, 2023 8:00 AM ET Stephanie Lee - Vice President, Special Projects Matt Gline - Chief Executive Officer Mayukh Sukhatme - President and Chief Investment Officer Frank Torti - Managing Director, Vant Chair David Risinger - Leerink Partners Brian Cheng - JPMorgan Yaron Werber - TD Cowen ...