当前位置:首页 > 报告详情

Roivant Sciences-2026-JPM.pdf

上传人: 明**** 编号:1069779 2026-01-17 22页 1.23MB

1、J.P.Morgan Healthcare ConferenceJanuary 12,2026If You Didnt Buy Roivant in 2025,Now Is the TimeFor investor audiences onlyForward-Looking StatementsThis presentation includes forward-looking statements that are subject to substantial risks and uncertainties that could cause actual results to differ

2、materially from those expressed or implied by such statements.All statements other than statements of historical facts contained in this presentation,including statements regarding our future results of operations and financial position,business strategy,potential uses of cash and capital allocation

3、,research and development plans,profitability,the anticipated timing,costs,design,conduct and results of our ongoing and planned preclinical studies and clinical trials for our product candidates and any commercial potential of our product candidates are forward-looking statements.These forward-look

4、ing statements are based upon our current expectations and beliefs as of the date of this presentation and are subject to certain risks and uncertainties that could cause actual results to differ materially from those described in the forward-looking statements.Although we believe that our plans,int

5、entions,expectations and strategies as reflected in or suggested by those forward-looking statements are reasonable,we can give no assurance that the plans,intentions,expectations or strategies will be attained or achieved.Furthermore,actual results may differ materially from those described in the

6、forward-looking statements.These forward-looking statements may be affected by a number of risks,uncertainties and assumptions,including,but not limited to,those risks set forth in the sections captioned“Risk Factors”and“Forward-Looking Statements”of our filings with the U.S.Securities and Exchange

word格式文档无特别注明外均可编辑修改,预览文件经过压缩,下载原文更清晰!
三个皮匠报告文库所有资源均是客户上传分享,仅供网友学习交流,未经上传用户书面授权,请勿作商用。
1. **公司定位与战略**:Roivant转型为传统开发与商业化公司,聚焦近商业产品线,2025年强劲执行为下一增长奠定基础。 2. **财务实力**:现金及等价物达44亿美元,支持盈利、管线扩张及资本回报(已完成15亿美元回购,再授权5亿美元)。 3. **核心管线进展**: - **Brepocitinib**:2026年早期提交DM(皮肌炎)NDA,潜在首个口服疗法;2026年1H/2H分别公布CS(皮肤结节病)、NIU(非感染性葡萄膜炎)顶线数据。 - **IMVT-1402**:2026年公布D2T RA(难治性类风湿关节炎)顶线数据及CLE(皮肤狼疮)初步结果;2027年GD(格雷夫斯病)、MG(重症肌无力)顶线数据。 - **Mosliciguat**:2026年2H公布PH-ILD(肺动脉高压伴间质性肺病)顶线数据。 4. **诉讼里程碑**:2026年3月美国Moderna LNP专利案陪审团审判,2026年Ex-US Moderna听证会。 5. **未来3年目标**:提交4+项NDA/BLA,公布8+项关键研究读出,启动3+产品商业化。
Roivant的机遇? 药物进展如何? 诉讼影响几何?
客服
商务合作
小程序
服务号
折叠