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Stock impact report

Roivant Sciences: Brepocitinib And Roadmap Still Underpriced [Seeking Alpha]

Roivant Sciences Ltd. (ROIV) 
Company Research Source: Seeking Alpha
ROIV focuses on autoimmune and rare-disease drug programs. Recent promising Phase 3 data for DM with Brepocitinib have helped the stock appreciate. Brepocitinib could tap into a sizeable TAM over time, and its NDA filing for DM is expected by 1H2026. Plus, it can target NIU and CS. ROIV's other Vants add optionality in IgG-mediated autoimmune diseases and pulmonary hypertension. Genevant's LNP patent litigation is a wildcard. Overall, I still believe ROIV's long-term prospects remain undervalued, which is why I reiterate my “Buy” rating at these levels. Md Saiful Islam Khan/iStock via Getty Images Roivant Sciences Ltd. ( ROIV ) is a late-stage autoimmune and rare-disease company that currently has three subsidiaries called Vants: 1) Priovant, 2) Immunovant, and 3) Pulmovant. Priovant is working on Brepocitinib in Phase 3 for dermatomyositis (DM) and has an NDA targeted for 1H2026. Immunovant is developing IMVT-1402 as a This article was written by Analyst's Disclosure: Show less Read more
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