Roivant Sciences Ltd. · NASDAQ:ROIV
Roivant Sciences — J.P. Morgan Healthcare Conference 2024
21 slides from Roivant Sciences's conference presentation, Jan 8, 2024
Slide 1: Roivant Overview
Roivant Overview J.P. Morgan Healthcare Conference January 8, 2024
Slide 2: Forward-Looking Statements
Forward-Looking Statements This presentation includes forward-looking statements that are subject to substantial risks assume no obligation to update publicly any forward-looking statements, whether as a and uncertainties that could cause actual results to differ materially from those expressed or r
Slide 3: Roivant is a commercial-stage biopharmaceutical company
Roivant is a commercial-stage biopharmaceutical company that aims to improve the lives of patients by accelerating the development and commercialization of medicines that matter. 3
Slide 4: Roivant Made Significant Progress in 2023
Roivant Made Significant Progress in 2023 Expanded VTAMA ADORING 1 and 2 - RVT-3101 (Anti- IMVT-1402 Brepocitinib Batoclimab Initial Coverage and VTAMA Phase 3 TL1A) UC Phase 2b (Next-Gen Anti- (TYK2/JAK1) Phase 2 Data in Reach Readouts in AD Data FcRn) Initial Human Pivotal Trial Graves Disease Dat
Slide 5: Roivant's R&D Productivity in 2023 Matched Top Global Pharma Companies
Roivant’s R&D Productivity in 2023 Matched the Productivity of the Top Global Pharma Companies, at a Fraction of the Cost Total Phase 2 & Phase 3 Non-Oncology Phase 2 & Phase Company 2022 R&D Expense ($BN) Readouts in 2023 3 Readouts in 2023 Pharma A 28 3 10.1 Pharma B 20 6 9.8 Pharma C 14 6 14.7 Ph
Slide 6: Unique Combination of Capital, Expertise, and Track Record
Roivant Has A Unique Combination of Capital, Expertise, and Track Record to Maximize Value for Partners and Patients Flexibility to Optimize Capital Broad Development Expertise & Immense Financial Strength Allocation Across Multiple Value Strong Pipeline Drivers • Cash, cash equivalents and • Six FD
Slide 7: 2024 Will Be a Year of Expansion for Roivant
2024 Will Be a Year of Expansion for Roivant Deliver Clinical Data Advance Clinical File VTAMA sNDA in Expand Pipeline Finalize Capital for Leading Anti-FcRn Development In a AD & Accelerate PsO Through Mid-Late- Allocation Strategy Franchise and Range of Revenue Growth Stage Business Across Best Va
Slide 8: Programs in 3 of 6 Top Established I&I Markets
Roivant has Announced Programs in 3 out of 6 Top Established I&I Markets and in Multiple High-Value Growth Markets 2028 Top US I&I Markets1 Additional Growth Markets Psoriasis $21.5 billion Graves' Disease ~116K US Incident Pop. Atopic Dermatitis $16.7 billion Thyroid Eye Disease ~8-18K New US Cases
Slide 9: Charting a Path to a $10BN+ I&I Franchise
Charting a Path to a $10BN+ Inflammation & Immunology Franchise 2024-2026 2026+ Multiple new approvals and Wave of potential additional 6+ Phase 2 or 3 data readouts approvals across Major I&I franchise with including multiple large established I&I $10BN+ aggregate peak registrational data sets each
Slide 10: Our Next Chapter is Anchored by Our Robust Late-Stage Pipeline
Our Next Chapter is Anchored by Our Robust Late-Stage Pipeline Exciting late-stage I&I pipeline with six ongoing registrational trials in multi-billion dollar markets Modality Preclinical Phase 1 Phase 2 Phase 3 Approved Psoriasis | Dermavant Topical ► Atopic Dermatitis | Dermavant Topical Completed
Slide 11: Clinical Trial Readouts and Milestones Drive Value Creation in 2024
Clinical Trial Readouts and Milestones Will Drive Significant Potential Value Creation Opportunities in 2024 Brepocitinib VTAMA RVT-2001 Batoclimab Namilumab Batoclimab 1Q 2024 1Q 2024 1H 2024 1H 2024 2H 2024 2H 2024 Data from RVT-2001 Topline data from Expected sNDA Phase 1/2 trial in Initial data
Slide 12: Greater IgG Reduction Leads to Greater Efficacy
Consistent Evidence Across Programs and Indications that Greater IgG Reduction Leads to Greater Efficacy* Company Evidence of Greater IgG Reductions Translating to Clinical Benefit Patient-level scatter plot showed that greater IgG declines ➔ greater MG MG-ADL improvements Greater IgG reduction acro
Slide 13: IMVT-1402 Has Potentially Best-In-Class Attributes
IMVT-1402 Has Potentially Best-In-Class Attributes to Address Large Unmet Need in Autoimmune Disease IMVT-1402 + + Deep IgG Lowering Initial Phase 1 data suggests deep + dose-dependent IgG lowering similar to batoclimab Favorable Analyte Profile Initial Phase 1 data supports a favorable analyte prof
Slide 14: VTAMA Leads Other Branded Topicals in Weekly TRx
VTAMA Leads the Other Branded Topicals in Weekly TRx Over 280,000 VTAMA prescriptions written by approximately 12,800 unique prescribers since launch PsO Branded Topical Market – Weekly TRxs1 6,000 Weekly TRx 5,000 4,000 3,000 2,000 1,000 ENSTILAR SOTYKTU DUOBRII LEXETTE BRYHALI 0 WYNZORA SORILUX VT
Slide 15: AD Data Supports Potential Market Expansion for VTAMA
AD Data Supports Potential Market Expansion from ~100K Weekly Topical TRx in Psoriasis to ~450K Combined Weekly Topical TRx Market Psoriasis and Atopic Dermatitis Total Market – Weekly TRx1 Psoriasis Atopic Dermatitis Total VTAMA approved indication2 Positive Phase III Readouts 600,000 41,630 385,27
Slide 16: Pipeline Expansion Enabled By Track Record and Balance Sheet
Pipeline Expansion Enabled By Roivant’s Track Record and Balance Sheet Our partners come from all over the We build win-win deals for us and our partners pharmaceutical landscape • 10-Year track record of finding, securing, and developing high-conviction promising drug candidates • Creative deal str
Slide 17: Rapid Pace and High-Quality Execution Make Us an Attractive Partner
Roivant’s Rapid Pace and High-Quality Execution Make us an Attractive Partner for Pharma • After identifying LDL/cholesterol elevation with lead agent (batoclimab), rapidly initiated development of follow-on agent (IMVT-1402) specifically designed to avoid LDL/cholesterol or albumin changes IMVT-140
Slide 18: What Do "Roivant-Style" Deals Look Like?
What Do “Roivant-Style” Deals Look Like? Financial Terms: Modest cash upfronts Development Stage: Focus on deploying ROI2 Track Record in Multiple to preserve capital for development1 capital across a mix of proof-of-concept Observable, Successful Cases and mid to late-stage opportunities1 80% • 201
Slide 19: Current Pharma Operating Environment Leads to Win-Win Opportunities
Current Pharma Operating Environment Leads to Win-Win Opportunities Large pharmaceutical companies face immediate EPS pressure Median pharma projected EPS growth of 3% for next 3 years vs. 8% during prior 31 Many promising drug candidates will become available, and Roivant Looming patent expirations
Slide 20: Extraordinary Capital Infusion Creates Financial Flexibility
Extraordinary Capital Infusion Creates Financial Flexibility Roivant will be prudent and thoughtful on capital allocation decisions for post-transaction cash balance Capitalize Roivant to Profitability Roivant’s current programs are funded to profitability with meaningful capital to spare Expand Pip
Slide 21: Thank you.
Thank you. roivan
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