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Roivant Sciences Ltd. (ROIV) Presents at Citigroup’s Biopharma Back to School Summit 2026 Transcript

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Roivant Sciences Ltd. (ROIV) Citigroup’s Biopharma Back to School Summit 2026 September 10, 2026 10:00 AM EDT

Company Participants

Richard Pulik – Chief Financial Officer

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Conference Call Participants

Samantha Lynn Semenkow – Citigroup Inc. Exchange Research

Presentation

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Samantha Lynn Semenkow
Citigroup Inc. Exchange Research

Sam Semenkow, one of the senior biotech analysts here at Citi. And it is my pleasure to be hosting Roivant at Citi’s 2026 Biopharma Back to School Summit. I’m joined by Richard Pulik, CFO of Roivant. Richard, welcome, and thank you so much for being here.

Richard Pulik
Chief Financial Officer

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Thank you so much. And it’s officially, I think, also the first day of school in New York School. So perfect timing with the conference.

Question-and-Answer Session

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Samantha Lynn Semenkow
Citigroup Inc. Exchange Research

Yes, it is. It is, and we will go to school today on Roivant. So why don’t we just start off high level, Richard. Obviously, you’ve made a lot of progress on the pipeline, lots of great data that you shared with us this year. And you’ve had your first FDA approval for brepocitinib. Maybe just level set all of that and what we can expect throughout the rest of the year, where Roivant stands and where Roivant aims to be in the next several years?

Richard Pulik
Chief Financial Officer

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Look, we’ve had an incredible year so far. As we think about Roivant, look, we’re approaching $30 billion market cap here. We have $3.9 billion in cash, which doesn’t include the $700 million plus that we received in July on the Moderna settlement. And we have now, I would say, with the [ mosli ] data that read out a couple of days ago, really affirmed the third leg of the stool into a place where that can be another big pillar for the company, adding to brepocitinib, where you mentioned, just had our first approval for LISRAYA is the

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