Roivant SciencesROIV
ROIV
About: Roivant Sciences Ltd is a commercial-stage biopharmaceutical company dedicated to improving the delivery of healthcare to patients. It also incubates discovery-stage companies and health technology startups complementary to its biopharmaceutical business. Its drug candidate VTAMA (tapinarof) is a treatment of plaque psoriasis in adult patients and is in its commercial stage. The other drug candidates in their different stages of development are; Batoclimab, IMVT-1402, Brepocitinib, Namilumab, and others.
Employees: 908
0
Funds holding %
of 6,809 funds
–
Analysts bullish %
Fund manager confidence
Based on 2024 Q3 regulatory filings by fund managers ($100M+ AUM)
71% more repeat investments, than reductions
Existing positions increased: 120 | Existing positions reduced: 70
7% more capital invested
Capital invested by funds: $6.08B [Q2] → $6.54B (+$456M) [Q3]
7% less first-time investments, than exits
New positions opened: 52 | Existing positions closed: 56
1.28% less ownership
Funds ownership: 77.88% [Q2] → 76.6% (-1.28%) [Q3]
1% less funds holding
Funds holding: 293 [Q2] → 289 (-4) [Q3]
11% less funds holding in top 10
Funds holding in top 10: 19 [Q2] → 17 (-2) [Q3]
50% less call options, than puts
Call options by funds: $14.6M | Put options by funds: $29M
Research analyst outlook
1 Wall Street Analyst provided 1 year price targets over the past 3 months
Low target
$18
50%
upside
Avg. target
$18
50%
upside
High target
$18
50%
upside
1 analyst rating
1 positive
100%
0 neutral
0%
0 negative
0%
HC Wainwright & Co. Douglas Tsao 41% 1-year accuracy 68 / 167 met price target | 50%upside $18 | Buy Reiterated | 13 Nov 2024 |
Financial journalist opinion
Positive
Seeking Alpha
2 weeks ago
Roivant Sciences: A Biotech Growth Play With Major Ambitions
Roivant Sciences leverages its "Vant" model to develop and monetize drug candidates through subsidiaries, ensuring rapid advancement in therapeutic pipelines. Late-stage assets like Brepocitinib, IMVT-1402, and Mosliciguat position Roivant for significant clinical and commercial milestones by 2025. Strategic divestitures, like Dermavant's sale to Organon for $1.2 billion, support shareholder value through share buybacks and bolster financial stability.
Negative
Reuters
3 weeks ago
Roivant's lung disease drug fails mid-stage trial
Roivant said on Tuesday its drug did not meet the main goal in a mid-stage trial evaluating it in patients with a type of lung disease.
Neutral
Seeking Alpha
1 month ago
Roivant Sciences Ltd. (ROIV) Q2 2024 Earnings Call Transcript
Roivant Sciences Ltd. (NASDAQ:ROIV ) Q2 2024 Earnings Conference Call November 12, 2024 8:00 AM ET Company Participants Stephanie Lee - Investor Relations Matt Gline - Chief Executive Officer Ben Zimmer - Chief Executive Officer, Priovant Conference Call Participants Louise Chen - Cantor Brian Cheng - JPMorgan Joyce Zhou - TD Cowen Andy Chen - Wolfe Research Douglas Tsao - H.C.
Negative
Zacks Investment Research
1 month ago
Roivant Sciences Ltd. (ROIV) Reports Q2 Loss, Misses Revenue Estimates
Roivant Sciences Ltd. (ROIV) came out with a quarterly loss of $0.29 per share versus the Zacks Consensus Estimate of a loss of $0.21.
Neutral
GlobeNewsWire
1 month ago
Roivant to Report Financial Results for the Second Quarter Ended September 30, 2024 and Provide Business Update on Tuesday, November 12, 2024
BASEL, Switzerland and LONDON and NEW YORK, Oct. 29, 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 Tuesday, November 12, 2024, to report its financial results for the second quarter ended September 30, 2024, and provide a business update.
Neutral
GlobeNewsWire
1 month ago
Organon Completes Acquisition of Dermavant, including Innovative Dermatologic Therapy, VTAMA® (tapinarof) Cream, 1%
The acquisition expands Organon's dermatology capabilities with a nonbiologic, non-steroidal topical treatment in the U.S. The acquisition expands Organon's dermatology capabilities with a nonbiologic, non-steroidal topical treatment in the U.S.
Positive
Seeking Alpha
2 months ago
Roivant Sciences: Good Value, But Near-Term Catalysts Could Bring Volatility
Roivant's high valuation stems from its strong cash position, promising drug pipeline, Techbio assets, and strategic partnerships, making it a compelling buy. Recent sales of Telavant and Dermavant have bolstered Roivant's cash reserves. Key potential catalysts include Immunovant's batoclimab in Phase 3 trials and namilumab in a Phase 2 trial, though drug candidate performance remains a critical risk factor.
Positive
Benzinga
3 months ago
Roivant Sciences Offloads Psoriasis Medicine Maker To Organon For Up To $1.2B
Organon & Co OGN has agreed to acquire Roivant Sciences Ltd's ROIV Dermavant Sciences Ltd, which is focused on developing and commercializing therapeutics in immunodermatology.
Positive
Barrons
3 months ago
Roivant Flips a Skin Drug to Organon
Selling plaque psoriasis drug Vtama to Organon looks like another win for Roivant, which has been buying overlooked drugs, and then selling them for big returns.
Neutral
Business Wire
3 months ago
Organon to Acquire Dermavant including its Innovative Dermatologic Therapy, VTAMA® (tapinarof) Cream, 1%
JERSEY CITY, N.J.--(BUSINESS WIRE)--Organon enters agreement to acquire Dermavant including innovative VTAMA (tapinarof) cream, 1%, a novel, non-steroidal topical dermatologic therapy.
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