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Roivant Sciences Ltd.

ROIV

Healthcare · 40.82 -0.3% today

Isolated · not yet confirmedMarket checked 11 Sept, 15:55 GMT-4

Market read

Roivant Sciences Ltd.'s current read is isolated; its market group is not confirming.

No new filing conclusion is available. 0 of 37 group members are active now; 0 filing-linked outsiders are moving with the group, and 0 of 17 directly disclosed connections are confirming.

Company-0.3% todayVolume comparison unavailable
Market group0 of 37 activeBiotechnology · unavailable
Disclosed network0 of 8 confirmingNo filing-linked name is confirming now
What would change this read
  • ROIV's market-adjusted activity becomes unusual and at least one connected name confirms.

Invalidation: The isolated read changes if ROIV's group or a disclosed connection begins moving with it.

Watch this read

Research brief

The story so far

Healthcare · Biotechnology

No new filing conclusion is available. 0 of 37 group members are active now; 0 filing-linked outsiders are moving with the group, and 0 of 17 directly disclosed connections are confirming.

Evidence that supports

No thresholded supportive filing evidence is available yet.

Evidence that challenges

No thresholded adverse filing evidence is available yet.

What would clarify the read
  • ROIV's market-adjusted activity becomes unusual and at least one connected name confirms.

Company research

Understand the business, not just the ticker

As of Sep 12, 2026
Business model and earnings drivers

Use the company’s filings to identify the few operating, demand, cost, capital and regulatory variables that determine its earnings power.

Key research questions
  • Which operating variable is changing?
  • Is that change durable, cyclical or one-off?
  • What evidence would disprove the current interpretation?
Annual periods6
Price observations328
Usable filing statements159
Verified relationships13
Evidence supporting the case

No qualifying supportive evidence was identified.

Evidence challenging the case
  • Latest annual revenue changed -71.6% year over year.
  • Operating margin changed -2782.4 percentage points in the latest annual period.
  • Net margin changed -3037.2 percentage points in the latest annual period.
Questions before a position
  • EV/sales is 22195% above the available filing-peer median; determine whether growth and quality justify the difference.
Longer-term price context

Price as of Sep 11, 2026

40.82
6m+43.0%12m+196.4%24m
Annual trajectory

Reported annual revenue and per-share history. This is accounting history, not a forecast.

PeriodRevenueYoYDiluted EPSShare change
2022-03-31$55.3M+132.3%$-1.26
2023-03-31$31.5M-43.0%$-1.42+6.4%
2024-03-31$32.7M+3.8%$5.23+16.6%
2025-03-31$29.1M-11.2%$-0.24-12.7%
2026-03-31$8.3M-71.6%$-0.54-4.3%

What management says matters

Persistent and emerging business drivers

Product pipeline and R&Dmixed · 6 filings
As of June 30, 2026, the Company’s subsidiary, Immunovant, had an accrual of $ 42.5 million of non-cancelable contractual costs as a result of the discontinuation of batoclimab, which were recognized as research and development expenses in prior fiscal years.
10-Q · Aug 6, 2026
Legal and regulatory exposuremixed · 3 filings
The jurisdictional earnings were significantly impacted by the income associated with the gain on litigation settlement, refer to Note 5, “Recent Transactions and Developments.” The effective tax rate was also driven by the impacts of taxable intercompany inc…
10-K · May 20, 2026
Credit and interest ratesnegative · 1 filings
The following table presents components of discontinued operations included in “Income from discontinued operations, net of tax” (in thousands): June 30, 2024 Product revenue, net $ 18,367 License, milestone and other revenue 28,775 Revenue, net 47,142 Operat…
10-Q · Aug 11, 2025
Restructuring and cost reductionsnegative · 1 filings
This increase was primarily due to an increase in share-based compensation expense of $63.1 million, primarily due to the long-term equity incentive awards from the 2024 Senior Executive Compensation Program and incremental share-based compensation expense re…
10-Q · Feb 6, 2026

Valuation discipline

Descriptive valuation snapshot

Price/sales 3429.0× · EV/sales 3257.2×. Comparisons use only industry-matched filing peers.

Scenario scaffold

Mechanical 2.0-year scenarios are available as editable assumptions, not consensus.

Price action

How the market is pricing the story

40.82-0.3% today

Jodie does not have enough daily observations to draw a useful short-term chart for this asset. The latest quoted price was checked 11 Sept, 15:55 GMT-4; this is a coverage limitation, not a flat-price conclusion.

Developments

No sourced recent-development timeline yet

Jodie has not returned a relevant primary source or news item for ROIV. This is an evidence-coverage gap, not a conclusion that nothing material happened.

Business and financial condition

Reported financial figures are not available yet

Jodie has not returned structured SEC XBRL fundamentals for this asset. This is a coverage limitation, not an assessment of the business or its financial health.

Filing analysis

No comparable filing assessment is available yet

Jodie has not yet found a suitable current-versus-prior filing comparison for ROIV. This does not mean the latest filing was neutral or immaterial.

Business ecosystem

The relationships behind ROIV

Customers, suppliers, partners and competitors named in company filings—not inferred from headlines.

Depends on

ALNYAlnylam Pharmaceuticals, Inc.supplierMay 29, 2025

LNP platform : • Technology used in the first systemic RNA-LNP product to receive FDA-approval, Alnylam’s Onpattro (patisiran) for the treatment of polyneuropathy caused by hereditary ATTR amyloidosis.

PFEPfizer Inc.supplierMay 29, 2025

In exchange for Pfizer’s inventory of these compounds, Priovant paid Pfizer $10.0 million.

Depended on by

IMVTImmunovant, Inc.partnerMay 20, 2026

108 Table of Contents Unallocated costs include: • personnel-related expenses, such as salaries, stock-based compensation and benefits, for research and development personnel; • costs allocated to us under our services agreements with Roivant Sciences Ltd.

Filing peers

Companies whose filings use similar operating language.

Open the three relationships above to see Jodie’s filing proof. Pro unlocks 16 more links, every receipt, and alerts when connected names begin moving. Unlock the full network →

What is moving around it

Live connections

ROIV is currently a Follower in the organic co-movement group Biotechnology. This group is discovered from market behaviour rather than assigned from an industry taxonomy. 3 filing-linked names are in the relationship map; none is currently confirmed as moving with the group.

This group is retained as the last observed read for ROIV; it is not active in the latest market snapshot.

Context history

Theme membership history

No durable theme membership has been observed for this name yet.