Roivant Sciences Ltd. · ROIV · Next earnings

Roivant Sciences Ltd. reports Friday, Feb 5, 2027

ROIV reports before market open with consensus EPS at $-0.36 and revenue at $40.9M. Last quarter: Roivant’s Q2: LISRAYA launch and pipeline data broaden the growth case

Reports Before market open86 days awayDate estimated Healthcare

What the street expects

Consensus for the coming report
Consensus EPS $-0.36 Calendar consensus
Consensus revenue $40.9M Calendar consensus
Report date Feb 5, 2027 Friday, date estimated
Session Before market open 86 days away

Where ROIV left off: FY2026 Q2

Full report

Roivant’s Q2: LISRAYA launch and pipeline data broaden the growth case

EPS surprise +33.8% Reported $-0.24 vs $-0.37
Revenue surprise +710.0% Reported $35.1M vs $4.3M
Stock move +4.6% Event window
Subsequent drift 0.0% Up to 20 sessions
Check the math in the surprise calculator >

No formal guidance or guidance change was provided in the supplied analysis.

What to watch on the call

Carried forward from the last transcript

Risks management flagged

  • LISRAYA revenue conversion may be affected by payer coverage and specialty-pharmacy inventory levels.
  • The IMVT-1402 regulatory pathway, trial design and endpoint selection remain uncertain.
  • Ongoing clinical programs face execution and readout risk.
  • Competitive pressure remains in rheumatoid arthritis and Sjögren’s disease.

Questions analysts left open

  • How paid prescriptions convert to recognized revenue and whether specialty-pharmacy inventory affects future quarters.
  • What the FDA will require for IMVT-1402, including whether one Phase III study is sufficient.
  • Potential expansion of IMVT-1402 beyond the currently discussed patient population.
  • Timing of enrollment and data readouts for Graves disease and Myasthenia Gravis.

Ask FN2 about ROIV next report

Choose a question to continue your research
What should I watch for in ROIV's next earnings report?How did ROIV guide last quarter, and is consensus above or below that?Give me the bull and bear case going into ROIV earnings.

Free to start. Your question opens in chat for you to review and send. FN2 can look up the transcript, financials and prior quarters.

Get the ROIV recap when the next report posts

One email per quarter with the scorecard, the market reaction and what changed on the call. No account needed.

Recent ROIV quarters

All ROIV earnings
+4.6%FY2026 Q2+1.5%FY2026 Q1+14.9%FY2025 Q4+22.1%FY2025 Q3

Sources

  1. FN2 corporate events calendar, resolved from the earnings calendar feed
  2. FN2 earnings calendar analyst consensus
  3. Earnings call transcript analysis, FY2026 Q2

Methodology

The report date comes from FN2's resolved corporate-events calendar and is marked estimated until the company confirms it. Consensus figures are the calendar's latest analyst estimates for the fiscal period and are not an FN2 forecast.

Risks and open questions are carried forward verbatim from FN2's structured analysis of the previous earnings call. Missing values stay missing and are never estimated.

By FN2 Research · Updated . For educational purposes only; not investment advice.