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ROROIV

What Roivant Sciences promised, and what happened

Guidance Tracker · every commitment management made on a call, tracked from the quarter it was made

Guidance

What management said, and what became of it

10 of 11 judged targets kept · 10 open · verdicts reflect calls analysed to Jun 2026.

TargetOriginal wordingSaidLatest callVerdict
Brepocitinib cutaneous sarcoidosis (CS) Phase III trial initiationStarting a Phase III study this calendar yearDec 2025Jun 2026:the initiation of the cutaneous sarcoidosis Phase III study is a pretty exciting event. It's a little bit ahead of schedule
Call transcript, Jun 2026 · no direct link
Achieved
Brepocitinib commercial launch in dermatomyositis (DM)Launch by the end of September (assuming FDA approval as expected)Mar 2026Jun 2026:We've got brepocitinib expected to launch by the end of September. Obviously, we got priority review and our PDUFA date, as we said, is this quarter.
Call transcript, Jun 2026 · no direct link
On Track
Batoclimab TED (thyroid eye disease) study data readoutData coming next calendar yearSep 2024Mar 2026:we announced the failure of the bitokamab studies in TED
Call transcript, Mar 2026 · no direct link
Missed

A verdict describes what became of management’s own words in later analysed calls. “Delayed” is a change of date, “went quiet” a target the calls stopped mentioning. None of it is a judgement on the investment. The methodology sets out how verdicts are recorded.

The full ledger

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The rest of the ledger

Pro opens all 21 tracked commitments for Roivant Sciences

Above is what the last two calls moved. Pro adds every quarter's revision, the source quote behind each one, and the topics management has stopped answering.