olivLaw · US equity research
Roivant Sciences Ltd. ROIV
Pharmaceutical Preparations · SIC 2834 · Vertical: Pharmaceutical Preparations (SIC 2834)
Roivant Sciences is a biopharmaceutical company that develops medicines through subsidiaries called « Vants » and has no approved commercial products yet. Current interest stems from the expected launch of brepocitinib in dermatomyositis, a pipeline with readouts expected in the second half of 2026, and a cash position of 3.9 billion USD at 30 June 2026.
At the close of 02 Nov 2026, Roivant Sciences Ltd. (ROIV) stock was 35.89 USD (−2.76% on the day), with market capitalisation 25.9 bn USD, beta 0.92, 52-week range 19.60–41.81 USD. Latest reported quarter (Q1 2027): revenue of 1.4 m USD (−33.5% YoY), net income of -189.8 m USD, diluted EPS -0.26 USD.
Data as of · AI analysis dated · Source: SEC filings and closing prices, computed by olivLaw.
Price history
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Technical reading
- RSI (14)
- 48.7
- neutral
- Bollinger (20, 2)
- 32.83 – 38.11
- in the upper half of the band · %B 0.58 · band width 14.9%
- SMA 50 / 200
- 36.64 / 31.56
- mixed trend
- MACD (12, 26, 9)
- 0.13 / -0.09
- MACD above signal
Indicators describe past prices; on their own they do not predict direction. On our history the RSI ≤ 40 filter added no return (see the signals methodology).
Performance
| Company | S&P 500 | vs S&P 500 | Vertical median | |
|---|---|---|---|---|
| 1 month | +0.5% | −2.3% | +2.8 pp | — |
| 3 months | +7.7% | −0.8% | +8.5 pp | — |
| 6 months | +26.6% | +4.7% | +21.8 pp | — |
| Year to date | +65.4% | +10.2% | +55.2 pp | — |
| 1 year | +79.5% | +10.3% | +69.3 pp | +22.9% |
| 3 years | +286.7% | +73.0% | +213.7 pp | +41.8% |
| 5 years | +352.0% | +61.8% | +290.2 pp | — |
Price returns, dividends excluded.
Quarterly results
Latest quarter: Q1 2027 · 30 Jun 2026
Quarterly margins
Quarterly statements · USD
| Fiscal year | Q2 '25 | Q3 '25 | Q4 '25 | Q1 '26 | Q2 '26 | Q3 '26 | Q4 '26 | Q1 '27 |
|---|---|---|---|---|---|---|---|---|
| Revenue | 4.5 m | 9.0 m | 7.6 m | 2.2 m | 1.6 m | 2.0 m | 2.5 m | 1.4 m |
| Research & development | 143.1 m | 141.6 m | 145.2 m | 152.9 m | 164.6 m | 165.4 m | 198.9 m | 202.0 m |
| Operating income | -341.7 m | -274.4 m | -285.0 m | -284.9 m | -306.2 m | -339.2 m | 415.2 m | -366.0 m |
| Depreciation & amortisation | 4.8 m ≈ | 2.9 m ≈ | 1.4 m | 1.1 m | 921.0 k ≈ | 691.0 k ≈ | 638.0 k | 600.0 k |
| Pre-tax income | -224.4 m | -234.5 m | -203.1 m | -269.3 m | -159.0 m | -290.4 m | 454.1 m | -294.6 m |
| Income tax | 12.5 m | -25.6 m | 49.3 m | 4.6 m | 7.0 m | 23.3 m | 98.4 m | -4.0 m |
| Net income | -230.2 m | 169.4 m | -206.5 m | -223.4 m | -113.5 m | -265.9 m | 303.0 m | -189.8 m |
| Diluted EPS | -0.31 | 0.23 | -0.29 ≈ | -0.33 | -0.17 | -0.38 | 0.42 ≈ | -0.26 |
| Operating cash flow | -266.8 m ≈ | -207.3 m ≈ | -172.6 m | -204.4 m | -185.7 m ≈ | -196.5 m ≈ | -163.8 m | -270.5 m |
| Capex | 996.0 k ≈ | 1.8 m ≈ | 811.0 k | 4.0 m | 7.8 m ≈ | -4.9 m ≈ | 1.3 m | 419.0 k |
| Share repurchases | 106.1 m ≈ | 243.3 m ≈ | 295.4 m | 208.3 m | 0 ≈ | 0 ≈ | — | 206.7 m |
≈ derived quarter (cumulative difference / share-days average)
E/P over time
E/P = trailing-12-month diluted EPS / price at quarter end. E/P is the inverse of P/E and stays defined when earnings are negative.
Fiscal years
| Fiscal year | 2021 | 2022 | ⚠ 2023 | 2024 | 2025 | 2026 |
|---|---|---|---|---|---|---|
| Revenue | 23.8 m | 55.3 m | 31.5 m | 32.7 m | 29.1 m | 8.3 m |
| Revenue YoY | unavailable | +132.3% | — | +3.8% | −11.2% | −71.6% |
| Net income | -809.2 m | -845.3 m | -1.0 bn | 4.3 bn | -172.0 m | -299.8 m |
| Net income YoY | unavailable | unavailable | — | unavailable | −104.0% | unavailable |
| Diluted EPS | unavailable | -1.26 | -1.42 | 5.23 | -0.24 | -0.54 |
| Diluted EPS YoY | unavailable | unavailable | — | unavailable | −104.6% | unavailable |
| net % | -3,400.9% | -1,528.9% | -3,200.2% | 13,294.2% | -592.0% | -3,629.2% |
| Free cash flow | -557.9 m | -695.2 m | -856.1 m | -766.7 m | -844.1 m | -758.6 m |
The series breaks before 2023: earlier years come from the original reports of the issuer of that time, later years from a subsequent filing that restated the perimeter (a separation, discontinued operations). The year-on-year change across the break is not shown.
Reported results vs expectations
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Balance sheet & financial health
Fiscal year 2026 · 31 Mar 2026
- Cash
- 1.4 bn USD
- Financial debt
- unavailable USD
- Net debt
- unavailable USD
- Equity
- 5.3 bn USD
- Total assets
- 5.7 bn USD
- Debt / equity
- unavailable
- Current ratio
- 18.37x
- ROE
- -5.7%
- ROA
- -5.4%
- FCF margin
- -9,183.5%
Financial statements (source on every figure)
Revenue and net income (USD)
Margins
Income statement · USD
| Line | 2021 | 2022 | 2023 | 2024 | 2025 | 2026 | Source (latest year) |
|---|---|---|---|---|---|---|---|
| Revenue | 23.8 m | 55.3 m | 31.5 m | 32.7 m | 29.1 m | 8.3 m | SEC (XBRL)· 20 May 2026verified |
| Research & development | 236.6 m | 483.0 m | 454.1 m | 439.9 m | 550.4 m | 681.8 m | SEC (XBRL)· 20 May 2026verified |
| SG&A | — | 775.0 m | 600.5 m | 687.4 m | — | — | SEC (XBRL)· 30 May 2024verified |
| Operating income | -1.1 bn | -1.4 bn | -906.8 m | 4.5 bn | -1.0 bn | -515.1 m | SEC (XBRL)· 20 May 2026verified |
| Depreciation & amortisation | — | 5.9 m | 18.9 m | 22.0 m | 14.1 m | 3.3 m | SEC (XBRL)· 20 May 2026verified |
| EBITDA | — | -1.3 bn ≈ | -887.9 m ≈ | 4.5 bn ≈ | -989.2 m ≈ | -511.7 m ≈ | SEC (XBRL)· 20 May 2026derived |
| Interest expense | 2.8 m | 7.0 m | 28.0 m | 34.8 m | — | — | SEC (XBRL)· 30 May 2024verified |
| Pre-tax income | -898.5 m | -923.7 m | -885.0 m | 4.6 bn | -681.6 m | -264.6 m | SEC (XBRL)· 20 May 2026verified |
| Income tax | 1.7 m | 369.0 k | 4.1 m | 21.5 m | 48.2 m | 133.3 m | SEC (XBRL)· 20 May 2026verified |
| Net income | -809.2 m | -845.3 m | -1.0 bn | 4.3 bn | -172.0 m | -299.8 m | SEC (XBRL)· 20 May 2026verified |
| Diluted EPS | — | -1.26 | -1.42 | 5.23 | -0.24 | -0.54 | SEC (XBRL)· 20 May 2026verified |
| Weighted average diluted shares | — | 669.8 m | 712.8 m | 831.0 m | 725.4 m | 693.9 m | SEC (XBRL)· 20 May 2026verified |
≈ computed by olivLaw from the reported lines of the same year: Operating income + Depreciation & amortisation.
Balance sheet · USD
| Line | 2021 | 2022 | 2023 | 2024 | 2025 | 2026 | Source (latest year) |
|---|---|---|---|---|---|---|---|
| Cash | 2.1 bn | 2.1 bn | 1.7 bn | 6.5 bn | 2.7 bn | 1.4 bn | SEC (XBRL)· 20 May 2026verified |
| Receivables | 11.2 m | — | — | — | — | — | SEC (XBRL)· 21 Sept 2021verified |
| Inventories | — | 0 | 2.8 m | 35.3 m | — | — | SEC (XBRL)· 30 May 2024verified |
| Current assets | 2.2 bn | 2.1 bn | 1.8 bn | 6.7 bn | 5.0 bn | 5.2 bn | SEC (XBRL)· 20 May 2026verified |
| Property, plant & equipment, net | 14.7 m | 25.9 m | 39.1 m | 15.3 m | 12.1 m | 12.0 m | SEC (XBRL)· 20 May 2026verified |
| Intangibles (excl. goodwill) | — | 0 | 144.9 m | 137.8 m | — | — | SEC (XBRL)· 30 May 2024verified |
| Total assets | 2.6 bn | 2.6 bn | 2.4 bn | 7.2 bn | 5.4 bn | 5.7 bn | SEC (XBRL)· 20 May 2026verified |
| Accounts payable | 20.6 m | 34.6 m | 37.8 m | 14.0 m | 23.7 m | 18.0 m | SEC (XBRL)· 20 May 2026verified |
| Short-term debt | 0 | 0 | 40.7 m | 12.0 m | — | — | SEC (XBRL)· 30 May 2024verified |
| Long-term debt | 170.3 m | 210.0 m | 375.5 m | 430.6 m | — | — | SEC (XBRL)· 30 May 2024verified |
| Current liabilities | 219.0 m | 184.4 m | 272.4 m | 266.8 m | 149.4 m | 281.2 m | SEC (XBRL)· 20 May 2026verified |
| Total liabilities | 527.7 m | 523.7 m | 782.0 m | 774.0 m | 249.7 m | 416.3 m | SEC (XBRL)· 20 May 2026verified |
| Equity | 2.0 bn | 2.0 bn | 1.6 bn | 6.4 bn | 5.2 bn | 5.3 bn | SEC (XBRL)· 20 May 2026verified |
Cash flow · USD
| Line | 2021 | 2022 | 2023 | 2024 | 2025 | 2026 | Source (latest year) |
|---|---|---|---|---|---|---|---|
| Operating cash flow | -552.1 m | -677.7 m | -843.4 m | -765.3 m | -839.5 m | -750.3 m | SEC (XBRL)· 20 May 2026verified |
| Capex | 5.8 m | 17.4 m | 12.7 m | 1.4 m | 4.6 m | 8.2 m | SEC (XBRL)· 20 May 2026verified |
| Free cash flow | -557.9 m ≈ | -695.2 m ≈ | -856.1 m ≈ | -766.7 m ≈ | -844.1 m ≈ | -758.6 m ≈ | SEC (XBRL)· 20 May 2026derived |
| Investing cash flow | -31.7 m | 303.3 m | -44.3 m | 5.2 bn | -1.8 bn | -682.3 m | SEC (XBRL)· 20 May 2026verified |
| Financing cash flow | 456.3 m | 306.8 m | 499.5 m | 419.4 m | -1.2 bn | 134.2 m | SEC (XBRL)· 20 May 2026verified |
| Share repurchases | — | — | 0 | 0 | 1.3 bn | — | SEC (XBRL)· 29 May 2025verified |
≈ computed by olivLaw from the reported lines of the same year: Operating cash flow − Capex.
Computed indicators
Growth
Profitability
Returns
Balance sheet
Liquidity
Cash
Efficiency
Market and valuation
1 indicators that do not apply to the sector.
Valuation
olivLaw classification
- indicators available: 5 of at least 6
- score weight coverage: 33.3% of at least 60%
- valuation methods computed: 0 of at least 1
A scoring methodology on indicators and valuation, not investment advice.
Closing price
02 Nov 2026Source: olivLaw, closing series
Market cap: 25.9 bn USD
Key indicators
Coverage and freshness
Score by group
33% · Insufficient data
Estimated value range
unavailable — no valuation method could be computed
Valuation assumptions are editorial choices, not measured; beta is not measured.
Valuation methods
- DCF (discounted cash flow)unavailable · the reported interest expense is far older than the latest period (the filer changed its XBRL tag): a stale figure is not used
- Peers: EV/EBITDAunavailable · net debt missing: EV cannot be bridged to equity (missing debt is not zero)
- Peers: P/Eunavailable · the base of the ratio is not positive
- Dividend discount (DDM)unavailable · the company pays no dividend: a dividend model needs an explicit initiation assumption
no valuation method could be computed
Classification (SIC) comparables group by industry code, not by economic activity; the direct group is an editorial selection by activity. Members' multiples are on their own trailing twelve months, at their own latest close.
Assumptions (illustrative, editorial)
- Risk-free rate
- 4.3%
- Equity risk premium
- 5.0%
- Beta (default)
- 1.00
- Cost of equity
- 9.3%
- Terminal growth
- 2.5%
Factor scorecard
Insufficient data
Minimum-evidence gate: indicators available: 5 of at least 6; score weight coverage: 33.3% of at least 60%; valuation methods computed: 0 of at least 1
| Factor | Value | Score | Weight used |
|---|---|---|---|
| ROIC · Quality | unavailable | unavailable | — |
| Net margin · Quality | -3,535.0% | 0 (vs peers) | 19% |
| FCF conversion · Quality | unavailable | unavailable | — |
| Revenue CAGR 3Y · Growth | -36.0% | 0 (on a fixed band) | 25% |
| EPS CAGR 3Y · Growth | unavailable | unavailable | — |
| Net debt / EBITDA · Balance sheet | unavailable | unavailable | — |
| Interest coverage · Balance sheet | unavailable | unavailable | — |
| Current ratio · Balance sheet | 16.7x | 100 (on a fixed band) | 13% |
| P/E (TTM) · Valuation | unavailable | unavailable | — |
| EV/EBITDA · Valuation | unavailable | unavailable | — |
| FCF yield · Valuation | -3.2% | 0 (on a fixed band) | 25% |
| Shareholder yield (distributions) · Returns | 1.9% | 28 (on a fixed band) | 19% |
| Payout ratio (FCF) · Returns | unavailable | unavailable | — |
Factors without a value were dropped; the remaining weights were renormalised.
Score groups
- Balance sheet· partial100/100 · 1/3 factors with a value
- Growth· partial0/100 · 1/2 factors with a value
- Quality· partial0/100 · 1/3 factors with a value
- Returns· partial28/100 · 1/2 factors with a value
- Valuation· partial0/100 · 1/3 factors with a value
A «partial» group is computed from under half of its weight or from one factor: it is not a full assessment of the group.
Memo
ROIVANT SCIENCES LTD. (ROIV). Latest full fiscal year: 2026; data up to 2026-06-30.
Figures computed from the financial statements: revenue 8.3 m USD in 2026; YoY growth -71.6%; net margin -3,535.0%; ROE -6.2%.
Valuation cannot be computed from the available data.
Insufficient data for a verdict (indicators available: 5 of at least 6; score weight coverage: 33.3% of at least 60%; valuation methods computed: 0 of at least 1).
Text generated deterministically from the figures shown; no language model. Not investment advice.
What supports the thesis
- Current ratio: 16.7x
What contradicts it
- Net margin: -3,535.0%
- Revenue CAGR 3Y: -36.0%
- FCF yield: -3.2%
- Shareholder yield (distributions): 1.9%
Not assessed (insufficient data or a ratio without meaning): ROIC, FCF conversion, EPS CAGR 3Y, Net debt / EBITDA, Interest coverage, P/E (TTM), EV/EBITDA, Payout ratio (FCF).
Versus the vertical median
Pharmaceutical Preparations (SIC 2834) · same industry (4-digit SIC) · compared with 12 companies
Only companies with a capitalisation between 3.4 bn and 216.4 bn (within 8× of the company's); 363 of the vertical were left out.
Multiples and returns vs the median
Price rebased to 100 (monthly, 5 years)
Companies in the vertical
| Market cap | P/E | ROE | Net margin | Revenue YoY | 1A / 3A | |
|---|---|---|---|---|---|---|
| ABTAbbott Laboratories | 191.9 bn | 30.8 | 12.4% | 13.9% | +5.7% | −15% / +6% |
| PFEPfizer Inc | 174.8 bn | 40.3 | 5.0% | 6.8% | −1.6% | +19% / +1% |
| VRTXVertex Pharmaceuticals Inc | 140.2 bn | 32.2 | 23.5% | 35.0% | +8.9% | +28% / +56% |
| BMYBristol-Myers Squibb Company | 128.8 bn | 14.0 | 44.1% | 18.5% | −0.2% | +28% / +28% |
| TEVATeva Pharmaceutical Industries Limited | 47.4 bn | 67.9 | 9.7% | 5.0% | +4.3% | +51% / +314% |
| ZTSZoetis Inc. | 34.4 bn | 13.7 | 64.4% | 27.5% | +2.3% | −35% / −53% |
| ROIVRoivant Sciences Ltd. | 25.9 bn | — | -6.2% | -3,535.0% | −71.6% | +80% / +287% |
| RPRXRoyalty Pharma plc | 25.8 bn | 37.7 | 8.5% | 32.1% | +5.1% | +66% / +146% |
| UTHRUnited Therapeutics Corporation | 25.6 bn | 21.3 | 19.3% | 41.6% | +10.6% | +23% / +148% |
| INSMInsmed Inc | 24.0 bn | — | -72.5% | -39.9% | +66.7% | −47% / +337% |
| VTRSViatris Inc. | 21.4 bn | — | -23.6% | -23.9% | −3.0% | +75% / +103% |
| ALNYAlnylam Pharmaceuticals, Inc. | 21.2 bn | 8.0 | 126.6% | 52.8% | +65.2% | −65% / −6% |
| REGNRegeneron Pharmaceuticals, Inc. | — | 21.2 | 14.9% | 28.5% | +1.0% | +23% / +17% |
1- and 3-year price returns: for ROIV from daily closes (the same as the performance table), for the other companies from month-end closes.
olivLaw engine forecast
The world engine ran after the company's latest material disclosure. Probabilities are of TOUCHING a level within the horizon (not closing there) and sit next to the random walk (p_rw), the no-information benchmark.
The engine has no published run for this company yet.
Valuation scenarios (editable assumptions)
Illustrative scenarios
Illustrative: not forecasts and without probabilities. Each case is one coherent set of assumptions, computed on today's figures.
Estimated price (USD)
| Estimated price | Bear | Base | Bull |
|---|---|---|---|
| 1 years | insufficient data Total return unavailable · Per year unavailable | insufficient data Total return unavailable · Per year unavailable | insufficient data Total return unavailable · Per year unavailable |
| 3 years | insufficient data Total return unavailable · Per year unavailable | insufficient data Total return unavailable · Per year unavailable | insufficient data Total return unavailable · Per year unavailable |
| 5 years | insufficient data Total return unavailable · Per year unavailable | insufficient data Total return unavailable · Per year unavailable | insufficient data Total return unavailable · Per year unavailable |
AI analysis
AI-generatedAI-generated analysis (Claude) from cited public sources; it may contain errors. Not investment advice. As of 27 Oct 2026 · Model: claude-haiku-5-5.
In brief
Roivant Sciences is a biopharmaceutical company that develops medicines through subsidiaries called « Vants » and has no approved commercial products yet. Current interest stems from the expected launch of brepocitinib in dermatomyositis, a pipeline with readouts expected in the second half of 2026, and a cash position of 3.9 billion USD at 30 June 2026 23.
SWOT
Strengths
- The company holds a solid cash position and a subsidiary-based model that spreads risk and motivates management teams.
- The portfolio includes several programs in advanced phases, with Phase 3 studies and earlier positive results, which reduces dependence on a single product.
- The company has shown ability to close licensing deals and to monetize patent litigation.
Weaknesses
- The company has no approved commercial products yet and operating losses continue.
- The structure with partly owned subsidiaries adds complexity to reporting results and allocating capital.
- General and administrative costs are high relative to revenue, and long-term incentive compensation adds significant expense.
Opportunities
- Approval and launch of brepocitinib in dermatomyositis could open the company's first significant commercial revenue stream.
- Expected results in uveitis, cutaneous lupus and pulmonary hypertension could extend the commercial potential of the portfolio.
- Additional payment contingent on the Moderna appeal and international suits against Pfizer and BioNTech could bring unexpected revenue.
Threats
- The failure of a major study or a delay in approval could reduce the value of several programs at once.
- Competitors with greater resources could obtain approvals or similar assets faster.
- Regulatory and reimbursement pressure on prices could limit future revenue.
Risks
- Dependence on regulatory approvalshigh
The company has no commercial products, and revenue streams depend on regulators approving its drug candidates.
- Persistent operating losseshigh
The company expects operating losses to continue for a long period and it is uncertain when or whether it will reach profitability.
- LNP patent litigationmedium
The outcome of suits against Pfizer and BioNTech is uncertain, and the amount of payments depends on court decisions and appeals.
- Subsidiary structurelow
Minority shareholders of subsidiaries may have different interests, and capital decisions could create tension between entities.
Investment thesis
What would need to be true (bull case)
- If brepocitinib launches in dermatomyositis and becomes a commercial product, the company could quickly diversify revenue and reduce reliance on its existing cash.
- Several studies with readouts expected in the second half of 2026 could confirm the portfolio's potential and open new indications.
- The licensing and subsidiary model lets the company expand its portfolio without depending on a single program.
What would break the thesis
- If the brepocitinib launch is delayed or sales are weak, operating losses could persist and gradually reduce available cash.
- The failure of important studies, such as those in uveitis or cutaneous lupus, could weaken investor confidence in the portfolio.
- Future litigation income depends on appeals and court rulings, so it could be smaller or later than expected.
What to watch
- FDA decision and commercial launch of brepocitinib in dermatomyositis3Q 2026
- Topline results of the Phase 3 CLARITY study in non-infectious uveitis2H 2026
Products, market & competition
AI-generatedAI-generated analysis (Claude) from cited public sources; it may contain errors. Not investment advice. As of 27 Oct 2026 · Model: claude-haiku-5-5.
The business
The company currently has no commercial products and does not expect product revenue until regulatory approvals, so revenue in fiscal 2026 was minimal 1. Operating expenses are dominated by research and development and general and administrative costs, and net losses continued into the first quarter of fiscal 2027 13. Revenue came from license agreements and technology services, and a litigation gain affected the fiscal 2026 result 1.
The capital structure includes subsidiaries with outside shareholders, such as Immunovant and Arbutus, so losses are shared with non-resident participants 13. The company repurchased shares in the first quarter of fiscal 2027 and states that its cash supports a runway into profitability 23.
Segments
Market context
The addressed market includes autoimmune and inflammatory conditions with unmet needs, such as dermatomyositis, with about 70,000 adult U.S. patients, and cutaneous sarcoidosis, with about 40,000 affected U.S. adults 12. In non-infectious uveitis, approved treatments are limited, and patients treated with adalimumab show failure or relapse rates of about 50% 1.
Actual future revenue depends on regulatory approvals, pricing and reimbursement, and the company has not yet recorded commercial sales 1. The LNP technology litigation against Moderna, Pfizer and BioNTech is a separate potential source of licensing and damages income, with uncertain timing 12.
Trends
- Brepocitinib launch in dermatomyositistailwind
If the FDA approves brepocitinib and the launch takes place by the end of September 2026, the company could begin generating its first product sales, changing its financial structure 13.
- Rising research costsheadwind
Research and development expenses rise as studies and pipeline programs expand, which could reduce the cash reserve if results are delayed 13.
- LNP technology litigationmixed
The Moderna settlement and ongoing suits against Pfizer and BioNTech could bring additional payments, but the outcome depends on court rulings and pending appeals 12.
- Pricing pressure on medicinesheadwind
Commercial activity depends on price acceptance and reimbursement by third-party payers, a factor that could limit revenue if conditions are restrictive 1.
Competitive position
In dermatomyositis, existing treatments include FDA-approved IVIg, and in non-infectious uveitis the only approved modern treatment is adalimumab 1. The company competes for in-licensing assets with other players that have greater financial or technical resources and pursue the same opportunities 1.
In cutaneous sarcoidosis and lichen planopilaris there are currently no approved modern therapies, which gives a potential advantage to the first product to be approved, while off-label treatments remain relevant competition 12.
- Arbutus BiopharmaABUS
Publicly listed company with rights in LNP technology that shares litigation outcomes with Genevant.
- PfizerPFE
Large pharmaceutical company that is a party to the LNP litigation and licensed brepocitinib to Priovant.
- ModernaMRNA
mRNA vaccine company that reached a settlement of over two billion dollars with Genevant and Arbutus.
Links, dependencies and risks
Who the company is tied to, from its own SEC filings (customers, suppliers, production, partners, competitors, countries, regulation), from the 5 %+ holders' statements (13D/13G) and from what other companies say about it. Click a node for its evidence; on a listed company the graph moves to it.
Loading the links…
News & filings
In the press
- Stocks making the biggest moves midday: SpaceX, Meta Platforms, Super Micro Computer, Roivant Sciences & moreCNBC — Top News · 21 Oct 2026 · EN
- STAT+: Roivant says closely watched immune drug succeeded in new eye diseaseSTAT News · 21 Oct 2026 · EN
- Roivant (ROIV): $9 Billion Sales Potential Faces a Commercialization TestYahoo Finance — News · 22 Sept 2026 · EN
- Roivant Sciences Ltd. (ROIV)’s Pulmonary Hypertension Breakthrough Could Transform Its Growth StoryYahoo Finance — News · 13 Sept 2026 · EN
- STAT+: Roivant is one of the savviest dealmakers in biotech. It also has a secret weaponSTAT News · 10 Sept 2026 · EN
- Roivant (ROIV) Soars to All-Time High; Q2 Hedge Fund Holdings Surge 41%Yahoo Finance — News · 09 Sept 2026 · EN
- Stocks making the biggest moves premarket: Peloton Interactive, Roivant Sciences, Boston Scientific & moreCNBC — Top News · 08 Sept 2026 · EN
- STAT+: Roivant lung disease drug hits mid-stage study goalsSTAT News · 08 Sept 2026 · EN
- What Lisraya’s $35,000 Monthly Price Could Mean for Roivant (ROIV)Yahoo Finance — News · 08 Sept 2026 · EN
- STAT+: FDA approves Roivant therapy for rare autoimmune diseaseSTAT News · 27 Aug 2026 · EN
- Roivant Expects FDA to Approve First Major DrugBloomberg Markets · 06 Aug 2026 · EN
SEC filings
- Current report21 Oct 2026Regulation FD disclosure · Financial statements and exhibits
- Current report18 Sept 2026Shareholder vote · Financial statements and exhibits
- Current report08 Sept 2026Regulation FD disclosure · Financial statements and exhibits
- Current report28 Aug 2026Other events · Financial statements and exhibits
- Current report27 Aug 2026Regulation FD disclosure · Financial statements and exhibits
- Quarterly report06 Aug 2026
- Current report06 Aug 2026Results of operations · Financial statements and exhibits
- Proxy statement29 Jul 2026
- Annual report20 May 2026
- Current report20 May 2026Results of operations · Financial statements and exhibits
Sources
- [1] Form 10-K, fiscal year ended 2026-03-31 · SEC / Roivant Sciences Ltd. · 20 May 2026
- [2] Form 10-Q, quarter ended 2026-06-30 · SEC / Roivant Sciences Ltd. · 06 Aug 2026
- [3] Form 8-K, results release (exhibit 99.1) · SEC / Roivant Sciences Ltd. · 06 Aug 2026
Figures computed by olivLaw from SEC filings and closing prices; the qualitative analysis is AI-generated from cited sources. Not investment advice.