Roivant Sciences

Q1 FY2027 EarningsQ1 FY26 (ended June 30, 2026) reported revenue of $1.4M, missing the consensus of $2.3M, while GAAP EPS of -$0.26 significantly beat the expected -$0.32 due to higher interest income and non-controlling interest offsets. R&D expenses rose to $202.0M, driven by the anti-FcRn franchise (IMVT-1402) progression, while G&A included $18.8M in one-time bonuses from the Moderna settlement. With a robust cash position of $3.9B (excluding the $950M Moderna payment received in July), the company is well-capitalized for the upcoming launch of brepocitinib in September 2026 and multiple Phase 2/3 readouts in H2 2026.