| --- | --- | --- | --- | |---------------------------|-------|-------|-------| | | | | | | | | | | | | | | | | Roivant | | | | | November 7, 2022 Overview | | | | | | | | | | | | | | Forward-Looking Statements Forward–Looking Statements This presentation will include forward-looking statements that are subject to substantial risks and uncertainties that could cause actual results to differ materially from those expressed or implied by such statements. Our forwardlooking statements include, but are not limi ...

Roivant Sciences Ltd. (NASDAQ:ROIV) Q1 2022 Earnings Conference Call August 15, 2022 8:00 AM ET Company Participants Paul Davis - Head of Communications Matt Gline - CEO Conference Call Participants David Risinger - SVB Securities Dennis Ding - Jefferies Neena Bitritto-Garg - Citi Louise Chen - Cantor Fitzgerald Douglas Tsao - HC Wainwright Corinne Jenkins - Goldman Sachs Brendan Smith - Cowen Alexander Xenakis - Truist Securities Operator Good day, and thank you for standing by. Welcome to the Roivant 1Q 2 ...

| --- | --- | |-------|-------| | | | | | | August 15, 2022 Forward-Looking Statements and Non-GAAP Financial Information Forward–Looking Statements This presentation will include forward-looking statements that are subject to substantial risks and uncertainties that could cause actual results to differ materially from those expressed or implied by such statements. Our forwardlooking statements include, but are not limited to, statements regarding our or our management team's expectations, hopes, beliefs, i ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q (Mark One) ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended June 30, 2022 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 Commission File Number: 001-40782 ROIVANT SCIENCES LTD. Suite 1, 3rd Floor 11-12 St. James's Square London SW1Y 4LB United Kingdom Not Applicable (Address of principal executive offices) (Zi ...

Financial Data and Key Metrics Changes - As of March 31, 2022, the company reported $2.1 billion in cash and cash equivalents, with a net loss of $291 million for the quarter and an adjusted net loss of $188 million [71][72]. - Research and development expenses were $135 million, while general and administrative expenses were $139 million [71]. Business Line Data and Key Metrics Changes - The commercial launch of VTAMA Cream is ongoing, with strong early prescriptions recorded, although it is still early to forecast its long-term performance [11][12]. - The company has deprioritized certain programs, notably Aruvant in sickle cell disease, to focus on differentiated offerings [14]. Market Data and Key Metrics Changes - The company is focusing on the autoimmune disease market, particularly with the introduction of Priovant, which is developing a dual selective inhibitor of TYK2 and JAK1 [21][27]. - The market opportunity for VTAMA in atopic dermatitis is expected to be significant, with the potential for blockbuster status in multiple indications [11][114]. Company Strategy and Development Direction - The company aims to operate from a strong capital position, maintaining over two years of runway and focusing on cost optimization and portfolio prioritization [13][14]. - The partnership with Pfizer for Priovant is seen as a strategic move to leverage Pfizer's expertise while allowing Roivant to focus on unique indications [82][86]. Management's Comments on Operating Environment and Future Outlook - Management expressed optimism about the early demand for VTAMA and the potential for it to become a blockbuster in multiple indications [79][114]. - The company is aware of the high clinical bar for therapies in sickle cell disease and has made the decision to wind down that program to allocate resources more effectively [102][106]. Other Important Information - The company has multiple strategic partnerships that validate its discovery pipeline, including collaborations with Janssen and Blueprint [67]. - Ongoing litigation regarding Genevant's IP portfolio is being monitored, with updates expected as the situation develops [68][70]. Q&A Session Summary Question: Can you discuss the decision for Pfizer to out-license assets to Priovant? - Management indicated that Pfizer remains excited about the program and continues to invest in the Lupus trial alongside Roivant, suggesting a strong partnership dynamic [82][83]. Question: How are script volumes for VTAMA tracking? - Management reported being pleased with early demand and physician feedback, although it is still too early to draw definitive conclusions [79][80]. Question: What factors led to the wind down of the sickle cell program? - The decision was influenced by the high clinical bar for curative therapies in sickle cell disease and the need to allocate resources effectively in the current environment [102][106]. Question: Can you elaborate on the initial physician feedback on the VTAMA label? - Initial feedback has been positive, with excitement and enthusiasm noted among prescribers regarding the label [107]. Question: What is the market opportunity for batoclimab in myasthenia gravis? - Management views the market as large and interesting, with a differentiated development strategy that could provide a competitive edge [110][116]. Question: How does the company view the potential for tapinarof in psoriasis and atopic dermatitis? - The company is optimistic about the readout in atopic dermatitis, supported by compelling Phase II data [113][114]. Question: How does the company approach cash runway and resource allocation? - The company maintains over two years of runway and has flexibility in resource allocation due to a broad portfolio [117].

Washington, D.C. 20549 FORM 10-K Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION (Mark One) ☒ ANNUAL REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the fiscal year ended March 31, 2022 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission File Number: 001-40782 ROIVANT SCIENCES LTD. (Exact name of Registrant as specified in its Charter) (State or other jurisdiction of in ...

Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q (Mark One) ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended December 31, 2021 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 Commission File Number: 001-40782 ROIVANT SCIENCES LTD. (Exact name of Registrant as specified in its Charter) Bermuda 98-1173944 (State or other jurisdiction of incorp ...

ROIVANT SCIENCES Oncology Overview January 2022 of Forward-Looking Statements Forward–Looking Statements and Disclaimer This presentation will include forward-looking statements that are subject to substantial risks and uncertainties that could cause actual results to differ materially from those expressed or implied by such statements. Our forward-looking statements include, but are not limited to, statements regarding our or our management team's expectations, hopes, beliefs, intentions or strategies rega ...

ROIVANT SCIENCES Overview January 2022 O Forward-Looking Statements Forward–Looking Statements and Disclaimer This presentation will include forward-looking statements that are subject to substantial risks and uncertainties that could cause actual results to differ materially from those expressed or implied by such statements. Our forward-looking statements include, but are not limited to, statements regarding our or our management team's expectations, hopes, beliefs, intentions or strategies regarding the ...

Roivant Sciences Ltd. (NASDAQ:ROIV) Q2 2021 Earnings Conference Call November 15, 2021 8:00 AM ET Company Participants Paul Davis – Head of Communications Matthew Gline – Chief Executive Officer Richard Pulik – Chief Financial Officer Frank Torti – Vant Chair Eric Venker – President and Chief Operating Officer Mayukh Sukhatme – President and Chief Investment Officer Todd Zavodnick – Chief Executive Officer, Dermavant Conference Call Participants Robyn Karnauskas – Truist Securities Douglas Tsao – H.C. Wainw ...