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Roivant Sciences Ltd. (ROIV) Discusses Brepocitinib Program Expansion and Phase III Batoclimab Data Update Transcript

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Roivant Sciences announced expansions for brepocitinib, its oral TYK2/JAK1 inhibitor, targeting dermatomyositis and lupus nephritis in Phase III trials, with plans to file regulatory submissions by late 2026. Phase III data for batoclimab, a neonatal Fc receptor antagonist, showed sustained IgG reduction in generalized myasthenia gravis patients, meeting primary endpoints with a favorable safety profile. CEO Matt Gline highlighted brepocitinib’s potential as a first-in-class therapy, emphasizing its dual-mechanism advantage over existing JAK inhibitors for autoimmune diseases. Analysts questioned commercialization timelines and market differentiation, with management confirming accelerated development pathways and potential partnerships for global distribution. The call underscored Roivant’s strategic shift toward high-value immunology assets, with both programs positioned for near-term regulatory milestones and commercial launches.
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Roivant Sciences Ltd. (ROIV) Discusses Brepocitinib Program Expansion and Phase III Batoclimab Data Update Transcript

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SA Transcripts159.19K FollowersFollow5ShareSaveCommentsPlay Earnings CallPlay Earnings Call Roivant Sciences Ltd. (ROIV) Discusses Brepocitinib Program Expansion and Phase III Batoclimab Data Update April 2, 2026 8:00 AM EDT Company Participants Benjamin Zimmer - President of Health Conference Call Participants Stephanie Lee Griffin - Roivant Sciences Ltd.Matthew Gline - Roivant Sciences Ltd.David Risinger - Leerink Partners LLC, Research DivisionLiam Hiester - Piper Sandler & Co., Research DivisionKatherine Kaiser-Dellorusso - LifeSci Capital, LLC, Research DivisionLut Ming Cheng - JPMorgan Chase & Co, Research DivisionWilliam Pickering - Bernstein Institutional Services LLC, Research DivisionSamantha Semenkow - Citigroup Inc., Research DivisionThomas Smith - Leerink Partners LLC, Research DivisionAnthea Li - Jefferies LLC, Research DivisionTchun-lim Wong - Goldman Sachs Group, Inc., Research DivisionAlexander Thompson - Stifel, Nicolaus & Company, Incorporated, Research DivisionDouglas Tsao - H.C. Wainwright & Co, LLC, Research DivisionDina Ramadane - BofA Securities, Research DivisionChi Meng Fong - BofA Securities, Research Division Presentation Operator Good day, and welcome to the Brepocitinib Program Expansion and Batoclimab update. [Operator Instructions] Please note, this call is being recorded. I would now like to turn the call over to Stephanie Lee. Please go ahead.

Stephanie Lee GriffinRoivant Sciences Ltd. Good morning, and thanks for joining today's call to review Brepocitinib Program Expansion and an Update on Batoclimab. I'm Stephanie Lee with Roivant. Presenting today, we have Matt Gline, CEO of Roivant, and Ben Zimmer, CEO of Priovant. For those dialing in via conference call, you can find the slides being presented today as well as the press release announcing these updates on our IR website at www.investor.roivant.com. We'll also be providing the current slide numbers as we present to help you follow along. I'd like to remind you that we'll be making certain forward-looking statements during today's presentation. We strongly encourage you to review the information that we filed with the SEC for more

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