Roivant Sciences (ROIV) Goldman Sachs 45th Annual Global Healthcare Conference summary

Pipeline and clinical development updates

• Well-capitalized to fund a unique pipeline, with a focus on anti-FcRn antibodies and multiple clinical trials reading out in the next 12 months.

• Launching VTAMA in atopic dermatitis by year-end and progressing brepocitinib in dermatomyositis and non-infectious uveitis, with additional early-stage programs in the pipeline.

• Four to five new pivotal programs for next-gen anti-FcRn antibody IMVT-1402 will start this year.

• Data from Graves', MG, and CIDP studies expected over the next year, aiming to establish best-in-class efficacy.

• Phase II readout from namilumab in sarcoidosis expected later this year.

Business development and acquisition strategy

• Actively evaluating late-stage programs from big pharma and underfunded biotech companies, focusing on large indications with human proof-of-concept data.

• Criteria include programs with significant patient impact, agnostic to therapeutic area but favoring small molecules, antibodies, and oligos over cell and gene therapies.

• Current interests span immunology, cardiology, pulmonology, rare disease, and select oncology areas.

• Recently acquired a program with data expected by late summer or early fall.

Clinical trial execution and strategy

• CIDP trial timeline extended to ensure robust dose-response data, with most additional patients already enrolled.

• Emphasis on clinical execution and patient adjudication to demonstrate efficacy, especially in complex diseases like CIDP.

• Planning to run 10 programs over the next two years, optimizing dosing strategies based on upcoming data.