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Roivant Sciences 8-K Report, Financial Results (Aug 6, 2026)

Reports
Earnings & Results·Exhibits & Filings
Filing Date
Filed August 6, 2026
Period End
August 6, 2026
Security
ROIV
In the record · 2021–202610-K510-Q168-K82

ROIV filed 5 annual reports (10-K), 16 quarterly reports (10-Q) and 82 current reports (8-K) between 2021 and 2026.

  1. Leadership change8-K · Oct ’21Oct ’21
  2. Leadership change8-K · Nov ’22Nov ’22
  3. Deal closed8-K · Dec ’23Dec ’23
  4. Material agreement8-K · Mar ’26Mar ’26

01—Abstract

Summary

Summary of the 8-K filed August 6, 2026. Cited figures are marked; the original filing is the authoritative source.

Roivant Sciences Ltd. (Nasdaq: ROIV) reported financial results for the fiscal quarter ended June 30, 2026, and provided a business update in a press release furnished as Exhibit 99.1 under Item 2.02 of this Form 8-K.

Research and development expenses rose $49.1 million to $202.0 milliona, and general and administrative expenses rose $31.5 million to $165.5 million, compared with the prior-year quarter. Net loss was $290.6 million, or $0.26 per common share, versus $273.9 million, or $0.33 per share, a year earlier. Net loss attributable to Roivant Sciences Ltd. was $189.8 million, compared with $223.4 million.

Non-GAAP net loss was $243.7 millionb, versus $170.1 million. The company reported consolidated cash, cash equivalents, restricted cash and marketable securities of $3.9 billion as of June 30, 2026, excluding the cash payment received from Moderna in July. The update centers on near-term pipeline catalysts.

Priovant expects commercial launch of brepocitinib in dermatomyositis by the end of September 2026, with Phase 3 topline data in non-infectious uveitis expected in the second half of calendar 2026. The first patients were enrolled in the Phase 3 BEACON+ study in cutaneous sarcoidosis, with topline data expected in calendar 2028. Immunovant expects proof-of-concept topline data for IMVT-1402 in cutaneous lupus erythematosus in the second half of 2026, and Pulmovant expects Phase 2 topline data for mosliciguat in PH-ILD in the same period.

In July 2026, Genevant and Arbutus received $950 millionc from Moderna, the initial payment under a global $2.25 billion patent settlement, and an additional $1.3 billion is contingent on a favorable resolution of Moderna's Section 1498 appeal. Genevant and Arbutus also filed three international lawsuits against Pfizer and BioNTech covering 21 jurisdictions. Balance sheet data show total assets of $5.31 billion at June 30, 2026, down from $5.71 billion at March 31, 2026, and total shareholders' equity of $4.92 billion, down from $5.29 billion.

02—Key points

Key Highlights

  1. Net loss of $290.6 million ($0.26 per share) for the quarter ended June 30, 2026, versus $273.9 million ($0.33 per share) a year earlier; non-GAAP net loss was $243.7 million versus $170.1 million.
  2. R&D expenses increased $49.1 million to $202.0 million, driven mainly by a $44.8 million increase related to the anti-FcRn franchise and a $4.7 million increase related to mosliciguat.
  3. G&A expenses increased $31.5 million to $165.5 million, including $18.8 million in employee bonuses tied to the March 2026 Moderna global settlement and $6.3 million of employer payroll taxes on equity award activity.
  4. Consolidated cash, cash equivalents, restricted cash and marketable securities totaled $3.9 billion at June 30, 2026, excluding the July Moderna payment; the company cited cash runway into profitability.
  5. Brepocitinib is on track for commercial launch in dermatomyositis by the end of September 2026; the Phase 3 BEACON+ trial in cutaneous sarcoidosis has begun enrolling, with topline data expected in calendar 2028.
  6. Genevant and Arbutus received $950 million from Moderna in July 2026 under a $2.25 billion settlement, with a further $1.3 billion contingent on the Section 1498 appeal; new suits against Pfizer and BioNTech cover 21 jurisdictions.
  7. During the quarter, Roivant repurchased 7.3 million common shares for approximately $208.7 million.

03—Questions

Frequently Asked Questions

  1. What drove the increase in Roivant's operating expenses this quarter?

    Research and development expenses rose $49.1 million to $202.0 million, mainly from program-specific costs tied to the anti-FcRn franchise and mosliciguat, plus $4.1 million in bonuses related to the Moderna settlement. General and administrative expenses rose $31.5 million to $165.5 million, largely due to $18.8 million in settlement-related employee bonuses and $6.3 million in employer payroll taxes on equity awards.

  2. How much cash does Roivant have, and does it include the Moderna payment?

    Roivant reported consolidated cash, cash equivalents, restricted cash and marketable securities of $3.9 billion as of June 30, 2026. This figure excludes the cash payment received from Moderna in July 2026, and the company said this supports cash runway into profitability.

  3. What are the key upcoming catalysts for investors?

    Brepocitinib is expected to launch in dermatomyositis by the end of September 2026. Topline data are expected in the second half of 2026 for the Phase 3 non-infectious uveitis study, the IMVT-1402 cutaneous lupus proof-of-concept trial, and the mosliciguat Phase 2 study in PH-ILD. Topline data for cutaneous sarcoidosis are expected in calendar 2028.

  4. How much will Genevant and Arbutus receive from the Moderna settlement?

    Genevant and Arbutus received $950 million in July 2026 as the initial payment under a global $2.25 billion patent settlement. An additional $1.3 billion is contingent on a resolution of Moderna's Section 1498 appeal favorable to Genevant and Arbutus.

  5. Did Roivant return capital to shareholders this quarter?

    Yes. For the three months ended June 30, 2026, Roivant repurchased 7.3 million common shares for an aggregate price of approximately $208.7 million.

04—Continue

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