Roivant Sciences (ROIV) Leerink Global Healthcare Conference 2026 summary

Business transformation and vision

• Entering a transformative period with multiple upcoming data readouts and commercial launches, starting with dermatomyositis by end of September.

• Focused on building a successful therapeutics company delivering impactful drugs to patients in need.

• Emphasizes creative partnerships, indication selection, and efficient clinical execution.

• Leadership combines drug development expertise with investor mindset, driving high ROI and unique R&D decisions.

• Committed to sustaining R&D productivity to support ongoing growth and commercial success.

Brepocitinib launch and market opportunity

• Launch planned for end of Q3, targeting dermatomyositis, a disease with high unmet need and limited modern therapies.

• U.S. market estimated at 40,000 treated patients, with 75% on first-line therapies and 25% on later-line treatments.

• Oral administration and improved efficacy expected to reduce steroid burden and offer a valuable alternative.

• Patient support and field force being established to facilitate access and adoption.

• Commercial strategy leverages recent biotech playbooks for orphan indications, focusing on patient and physician engagement.

Brepocitinib safety and additional indications

• Safety profile consistent with JAK inhibitors, with manageable risks in high-need orphan populations.

• Physicians expected to prioritize efficacy over class safety concerns in severe diseases.

• Phase II data in cutaneous sarcoidosis showed significant clinical benefit, with phase III to start this year.

• Additional indications under consideration, ranging from similar to larger market sizes compared to current targets.