Every material Form 8-K Roivant Sciences filed with the SEC in 2026, read and summarized by AI: what happened, the key figures, whether it reads positive or negative for shareholders, and how big a deal it is (impact 1-5). Newest first; each brief links to its own page and to the filing on SEC.gov.
Roivant and its subsidiary Priovant reported that brepocitinib 45 mg met the primary endpoint and all key secondary endpoints in the two identical Phase 3 CLARITY-1 and CLARITY-2 trials in non-infectious uveitis, with 371 patients enrolled. Priovant plans to file a supplemental New Drug Application for NIU in the first half of calendar 2027, which would be the next step toward a possible new treatment for the condition. The filing furnishes the press release under Regulation FD and contains no financial results.
Primary endpoint (time to treatment failure) met in CLARITY-1 (N=166) and CLARITY-2 (N=204); 371 patients enrolled in total
Median time to treatment failure was greater than 48 weeks in both studies, versus about 12 weeks on placebo (p<0.0001 in both)
Pooled, 62% of brepocitinib patients achieved steroid-free quiescence at Week 48, versus 20% on placebo
Priovant intends to file the sNDA in the first half of calendar 2027; Roivant investor call set for 8:00 a.m. ET on October 21, 2026
Roivant reported a net loss of $290.6 million for the quarter ended June 30, 2026, up from $273.9 million a year earlier, on revenue of $1.4 million versus $2.2 million. Net loss per share narrowed to $0.26 from $0.33, and the net loss attributable to Roivant Sciences Ltd. was $189.8 million versus $223.4 million, while R&D and G&A expenses both rose.
Net loss per common share was $0.26 versus $0.33 a year earlier; non-GAAP net loss was $243.7 million versus $170.1 million.
R&D expenses rose $49.1 million to $202.0 million; G&A expenses rose $31.5 million to $165.5 million.
Roivant repurchased 7.3 million common shares for about $208.7 million in the quarter.
Cash, cash equivalents, restricted cash and marketable securities were $3.9 billion at June 30, 2026, excluding the $950 million Moderna payment received in July 2026.
Roivant reported fourth-quarter net income attributable to the company of $303 million, compared with a loss of $206 million a year earlier, mainly due to a $770.2 million gain on the Moderna litigation settlement. Q4 revenue fell to $2.5 million from $7.6 million, and the full-year net loss attributable to the company widened to $299.8 million from $172.0 million, so the one-time gain does not reflect a steady operating improvement.
Q4 ended March 31, 2026: net income attributable to Roivant $303.0 million, or $0.28 diluted per share, versus a loss of $206.5 million ($0.29 per share) a year earlier
Gain on litigation settlement of $770.2 million; Q4 revenue $2.5 million versus $7.6 million
Full year: loss from continuing operations $397.9 million versus $729.8 million; net loss attributable to Roivant $299.8 million versus $172.0 million
Cash, cash equivalents and marketable securities of $4.3 billion as of March 31, 2026; Moderna to pay $950 million in July 2026 with an additional $1.3 billion contingent on an appeal
Roivant said its Immunovant unit's two Phase 3 studies of batoclimab in thyroid eye disease failed to meet their primary endpoint, and it started a new Phase 2b/3 trial of brepocitinib in lichen planopilaris at Priovant. The filing also gave preliminary cash and marketable securities of about $4.3 billion as of March 31, 2026, and buybacks of about $109.7 million in the quarter, while the fiscal year audit is still ongoing.
Immunovant's two Phase 3 batoclimab studies in thyroid eye disease each failed to meet the primary endpoint of at least 2mm proptosis responder rate at Week 24; no new safety signals were identified.
Priovant began a seamless Phase 2b/3 trial of brepocitinib in lichen planopilaris, with first subjects enrolled in March 2026.
Preliminary cash, cash equivalents and marketable securities were about $4.3 billion as of March 31, 2026.
Roivant repurchased 3,956,362 common shares for about $109.7 million (excluding fees and commission) in the three months ended March 31, 2026.
Genevant and Arbutus, both tied to Roivant, agreed to settle their patent infringement litigation against Moderna over LNP technology in its COVID-19 vaccines. Moderna will pay $950 million by July 8, 2026, plus a contingent $1.3 billion tied to a Federal Circuit appeal on 28 U.S.C. §1498. Roivant's board also raised its share repurchase authorization to $1.0 billion, including the previously approved $500 million.
Moderna to pay a noncontingent $950 million lump sum on or before July 8, 2026
Additional $1.3 billion contingent payment depends on the Federal Circuit's §1498 ruling; a partial outcome yields a prorated amount
Board increased the share repurchase program to up to $1.0 billion, funded with cash on hand, with no expiration date
Roivant reported a net loss attributable to Roivant Sciences Ltd. of $265.9 million, or $0.38 per share, for the quarter ended December 31, 2025, compared with net income of $169.4 million a year earlier. The prior-year result included a $327.0 million gain from discontinued operations tied to the Dermavant sale, and the loss from continuing operations rose to $313.7 million from $208.9 million, so shareholders face a larger operating loss even as the company reported positive Phase 2 brepocitinib data in cutaneous sarcoidosis.
Revenue was $2.0 million for the quarter, down from $9.0 million a year earlier
Loss from continuing operations was $0.38 per share, compared with $0.22 per share a year earlier
R&D expenses rose $23.8 million to $165.4 million; G&A rose $33.5 million to $175.1 million, including a $17.1 million headquarters impairment
Consolidated cash, cash equivalents, restricted cash and marketable securities totaled $4.5 billion as of December 31, 2025
Briefs are written by AI from the filing text (each brief's own page names the model) and can contain mistakes — open the filing before acting on anything. Impact (1-5) and tone are the model's reading of the filing for shareholders, not a price forecast. Not investment advice.
Only material 8-Ks get a brief: results, deals, executive changes, restructuring, impairments, delisting notices, restatements, cybersecurity incidents and other disclosed events. Routine filings (vote results, exhibits only) are skipped. Every Roivant Sciences filing is on SEC EDGAR ↗. 8-K briefs of other companies →