Immunovant (IMVT) Corporate presentation summary

Strategic focus and market opportunity

• Pursuing a broad anti-FcRn strategy with IMVT-1402, targeting autoantibody-driven diseases and aiming for best-in-class efficacy and convenience.

• Over $4.3 billion in global anti-FcRn sales in 2025, with a large addressable market across 20+ indications and >600K US patients potentially addressable by current trials.

• Cash balance of ~$995 million as of December 31, 2025, providing runway to commercial launch.

Product profile and clinical differentiation

• IMVT-1402 offers deep, rapid, dose-dependent IgG reductions with a favorable safety profile and simple subcutaneous autoinjector administration.

• Clinical data show deeper IgG reduction correlates with improved outcomes across multiple indications, including Graves' disease, MG, and CIDP.

• IMVT-1402 and batoclimab demonstrate best-in-class IgG reductions compared to other anti-FcRn competitors.

Indication development and clinical programs

• Broad development program underway for IMVT-1402, with potentially registrational trials in Graves' disease, MG, CIDP, Sjögren's disease, ACPA+ D2T RA, and proof-of-concept in CLE.

• Trials are designed to maximize commercial potential and differentiate on efficacy and convenience, with self-administration via a market-proven autoinjector.

• Topline results for key indications expected between 2026 and 2028.