AI brief of an SEC Form 8-K · Roivant Sciences (ROIV)

Roivant Q2 net loss rises to $191.6 million; LISRAYA sales reach $31.0 million

Mixed Impact 3 of 5 earnings

Roivant reported results for the quarter ended September 30, 2026, its first quarter with sales of LISRAYA (brepocitinib), which launched in August 2026. Revenue rose to $35.1 million from $1.6 million a year earlier, but the net loss attributable to Roivant widened to $191.6 million, or $0.27 per share, from $113.5 million, or $0.17, partly due to $95.9 million of distributions tied to Moderna settlement proceeds.

Key points

  • LISRAYA generated net product revenue of $31.0 million in its first 5 weeks of launch following FDA approval in August 2026.
  • Net loss attributable to Roivant was $191.6 million, or $0.27 per share, versus $113.5 million, or $0.17 per share, a year earlier.
  • Net loss included $95.9 million of distributions on Genevant equity awards tied to Moderna settlement proceeds.
  • Cash, cash equivalents and marketable securities were $4.2 billion as of September 30, 2026.

The filing

CompanyRoivant Sciences (ROIV)
Form8-K, current report
Filed with the SECNov 9, 2026, 7:17 AM ET
Accession number0001635088-26-000130

Items reported: 2.02 Results of Operations

Read the filing on SEC.gov ↗

Written by AI on Nov 9, 2026, 7:25 AM ET, from this filing only.

Briefs are written by AI from the filing text and can contain mistakes — open the filing before acting on anything. Impact (1-5) and tone are the AI's reading of the filing for shareholders, not a price forecast. Not investment advice.