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Roivant Sciences Ltd. Stock Price

NasdaqGS:ROIV Community·US$24.8b Market Cap
  • 4 Narratives written by author
  • 0 Comments on narratives written by author
  • 18 Fair Values set on narratives written by author

ROIV Share Price Performance

US$34.05
22.57 (196.60%)
US$10.00
Fair Value
US$34.05
22.57 (196.60%)
240.5% overvalued intrinsic discount
US$10.00
Fair Value
Price US$34.05
AnimalDoctorKwon US$10.00
AnalystConsensusTarget US$39.04
AnalystLowTarget US$31.50

ROIV Community Narratives

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Fair Value US$10 240.5% overvalued intrinsic discount

overprices legal wins and pipeline, ignoring fierce anti-FcRn competition, cash redeployment drag, and holding discounts.

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·
Fair Value US$39.04 12.8% undervalued intrinsic discount

ROIV: Positive Phase 3 Results And Legal Uncertainty Will Shape Medium-Term Outlook

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·
Fair Value US$31.5 8.1% overvalued intrinsic discount

Autoimmune Pipeline And Late Stage Blockbusters Will Face Relentless Competition And Margin Pressure

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Trending Discussion

No trending discussion available.

Updated Narratives

ROIV logo

overprices legal wins and pipeline, ignoring fierce anti-FcRn competition, cash redeployment drag, and holding discounts.

Fair Value: US$10 240.5% overvalued intrinsic discount
1 users have set this as their fair value
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ROIV: Future Drug Launches And Legal Settlement Shape Balanced Risk Profile

Fair Value: US$31.5 8.1% overvalued intrinsic discount
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ROIV: Late Stage Pipeline Progress Will Shape Future Upside Potential

Fair Value: US$45 24.3% undervalued intrinsic discount
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Snowflake Analysis

Flawless balance sheet with high growth potential.

0 Risks
2 Rewards

Roivant Sciences Ltd. Key Details

US$8.3m

Revenue

US$682.2m

Cost of Revenue

-US$673.9m

Gross Profit

-US$374.2m

Other Expenses

-US$299.8m

Earnings

Last Reported Earnings
Mar 31, 2026
Next Reporting Earnings
n/a
-0.42
-8,159.04%
-3,629.19%
0%
View Full Analysis

About ROIV

Founded
2014
Employees
721
CEO
Matthew Gline
WebsiteView website
roivant.com

Roivant Sciences Ltd., a clinical-stage biopharmaceutical company, focuses on the discovery, development, and commercialization of medicines and technologies. Its clinical product candidates include IMVT-1402, a fully human monoclonal antibody targeting FcRn in development across several IgG-mediated autoimmune indications; mosliciguat, an inhaled sGC activator in development for pulmonary hypertension associated with interstitial lung disease; neonatal fragment crystallizable receptor for the treatment of graves’ disease, difficult-to-treat rheumatoid arthritis, sjögren’s disease, myasthenia gravis, chronic inflammatory demyelinating polyneuropathy, and cutaneous lupus erythematosus indications; batoclimab, a fully human monoclonal antibody for the treatment of thyroid eye disease; and brepocitinib, a potent small molecule inhibitor of TYK2 and JAK1 in development for the treatment of dermatomyositis, non-infectious uveitis, cutaneous sarcoidosis, and other immune-mediated diseases. The company’s lead program consists of mosliciguat, an inhaled sGC activator for the treatment of pulmonary hypertension associated with interstitial lung disease and other cardiopulmonary diseases. In addition, the company offers delivery platforms comprising a lipid nanoparticle (LNP) platform and a ligand conjugate platform. Roivant Sciences Ltd. was founded in 2014 and is based in London, United Kingdom.

Recent ROIV News & Updates

New Narrative Jul 19

overprices legal wins and pipeline, ignoring fierce anti-FcRn competition, cash redeployment drag, and holding discounts.

The "Roivant Compounding Fantasy" relies on a lazy sum-of-the-parts calculation, treating binary litigation windfalls and a crowded autoimmune pipeline as a bulletproof thesis. Here is why the market is mispricing the structural friction inside Roivant's hub-and-spoke model: 1.
Narrative Update Jul 06

ROIV: Late Stage Pipeline Progress Will Shape Future Upside Potential

Roivant Sciences' analyst fair value estimate has increased from $32.31 to $45.00 as analysts update their models following recent earnings, pipeline data, and revised assumptions on revenue growth, margins, and future P/E levels. Analyst Commentary Recent Street research on Roivant Sciences points to a cluster of higher fair value views, with several bullish analysts revisiting their models after earnings updates and new clinical data.

Recent updates

No updates