Roivant Sciences: Diverse Exposure To Biotech Niches Through Vants

LISRAYA’s recent approval gives ROIV a nice commercial foundation, while additional indications could turn brepocitinib into a broader immunology franchise. ROIV’s pulmonary asset with mosliciguat is also promising. This candidate may be helpful for vascular resistance and walking distance improvements. I believe mosliciguat could over time become a valuable pulmonary franchise, but we still need to see how its subsequent Phase 3 plays out. Overall, I think ROIV’s valuation still seems compelling if we assume management ultimately delivers on their long-term peak sales targets.

Roivant Sciences Ltd. ( ROIV ) is a clinical- and commercial-stage biopharmaceutical company. However, its business model focuses on creating shareholder value through growing a portfolio of majority-owned and affiliated drug-development businesses, which ROIV calls Vants. Recently, ROIV has made meaningful advances