Roivant evtl. der König der LNP Technologie?

Das ist das Geschäftsprinzip von Roivant.
Nicht mit einem herkömmlichen Biotech vergleichbar  

mit Prospectus für 25 Mio. neue Aktien

https://docoh.com/filing/1635088/...044672/ROIV-S1#highlight=medigene
 

https://investor.arbutusbio.com/news-releases/...-patent-infringement

Klage gegen Moderna eingereicht  

Arbutus gewinnt deutlich, Roivant verliert in gleicher Höhe. Macht das Sinn? Ich dachte Roivant hält 80% von Arbutus.  

Ausbruch eigentlich ein guter Grund zum Nachkauf.
Aber so wie die Märkte gerade runterrauschen, wohl doch noch weiter beobachten..
---
Und was anderes;  Jetzt auch Ramaswamys Bruder in Sachen Biotech unterwegs
https://endpts.com/...n-scaling-his-gene-therapy-consolidated-engine/

--
Roivant-Chart

 

Roivant +55%
---
May 24, 2022
https://www.globenewswire.com/news-release/2022/...r-Conferences.html
"FDA Approves Dermavant’s VTAMA® (tapinarof) cream, 1% for the Treatment of Plaque Psoriasis in Adults: First Topical Novel Chemical Entity Launched for Psoriasis in the U.S. in 25 Years
– EFFICACY: In the pivotal Phase 3 clinical trial program, VTAMA cream met all primary and secondary endpoints and demonstrated highly statistically significant improvement versus vehicle in Physician Global Assessment (PGA) score with 36% of patients versus 6% in vehicle in PSOARING 1 and 40% of patients versus 6% in vehicle in PSOARING 2 achieving clear or almost clear with a minimum 2-grade improvement at week 12 (p<0.0001 for both trials) –

– REMITTIVE EFFECT: The median duration of clear or almost clear skin was approximately four months after cessation of treatment with VTAMA cream as measured by the time to first worsening while off-therapy during the Phase 3 Long Term Extension (LTE) study for patients who achieved clear skin (PGA 0) on VTAMA cream during PSOARING 1 or 2 –

– DURABILITY: Durability of response up to 52 weeks was demonstrated with intermittent use of VTAMA cream, with no observation of tachyphylaxis (loss of response) while on therapy –

– SAFE AND WELL-TOLERATED, EVEN ON SENSITIVE SKIN AREAS: The safety profile and favorable tolerability of VTAMA cream reported was consistent across PSOARING 1, PSOARING 2 and the Phase 3 LTE, with the majority of adverse events (AEs) localized to site of application, and mild to moderate in nature –

– PATIENT OBSERVATIONS: Patient satisfaction data from the Phase 3 LTE study demonstrated a consistent and positive perception of VTAMA cream across many measures, with 81.7% considering it more effective than prior topical treatments –

– Approved for mild, moderate, and severe psoriasis with no restrictions on duration of use or body surface and remittive effect on-label. Dermavant is prepared for a June 2022 launch with product and sample manufacturing runs completed and a fully staffed commercial team. Conference call and webcast on Tuesday, May 24, 2022, at 8:00 a.m. ET –
..."  

"Roivant +55%".. Das stimmte nicht.. Sah nur so aus, weil in FRA mehrere Tage kein Kurs.. sorry.

Anstieg heute ~ +5% an der Nasdaq $3,80
https://www.nasdaq.com/market-activity/stocks/roiv/real-time

 

18.05.; "Ausbruch eigentlich ein guter Grund zum Nachkauf.
Aber so wie die Märkte gerade runterrauschen, wohl doch noch weiter beobachten.."

Da war der Ausbruch doch echt. Voll gegen den Markt weiter gestiegen.
Jetzt wieder an einem spannenden Punkt

 

Die Myovant/Sumitomo-News haut gut rein
https://endpts.com/...omo-swoops-in-with-a-2-5b-deal-to-buy-them-out/
 

gründen ein neues Vant
https://www.reuters.com/business/...ammatory-disease-drug-2022-12-01/


 

Der wohl am wenigsten beachtete Rebound des Jahres.
Mit Doppel-low
https://www.nasdaq.com/market-activity/stocks/...arting?timeframe=YTD
 

Nach dem Lauf von unter 3$ auf 10$ innerhalb nicht mal eines Jahres, hat Roivant die Gunst der Stunde erkannt um ein 200 Mio. $ Offering durchzuführen.

• 26,66 Mio. Aktien zu je 7,50$
  

https://investor.roivant.com/news-releases/...upsized-public-offering

Meiner Meinung nach ein guter Schachzug.

 

https://www.globenewswire.com/news-release/2023/...s-2-Years-Old.html
Roivant Reports Positive Topline Results from ADORING 2 Atopic Dermatitis Phase 3 Trial of VTAMA® (tapinarof) Cream, 1% Once Daily in Adults and Children as Young as 2 Years Old
March 15, 2023 07:45 ET | Source: Roivant Sciences
 

Gespräche mit Roche

https://www.n-tv.de/wirtschaft/der_boersen_tag/...rticle24261018.html

 

Das betrifft das Projekt/Vant, dass sie erst vor einem Jahr mit Pfizer gegründet haben.
Wie kann man das für 7Mrd. an Roche verkaufen, wenn es noch nicht mal eine P3 gab ?

https://www.pfizer.com/news/press-release/...mpany-focused-developing
"Terms of Collaboration
A new Vant or Roivant subsidiary has been created to develop and fund these programs. The Vant will be fully responsible for funding global development of RVT-3101 in UC and in additional inflammatory and fibrotic diseases and holds commercial rights in the US and Japan. Pfizer owns a 25% equity position in the Vant and maintains commercial rights outside of the US and Japan as well as representation on the company’s Board of Directors.

In addition, the Vant has the exclusive option to collaborate with Pfizer on a next-generation TL1A directed antibody which recently entered Phase 1. The Vant will have the right to enter into an agreement for global development with a 50/50 cost share as well as co-commercialization rights with Pfizer prior to Phase 2 (expected in 2025)."
 

möchte US-Präsident werden.
Das wäre dann wohl sein größtes Vant :)
https://www.n-tv.de/politik/...e24287583.html?utm_source=newsshowcase  

"Roivant Reports Financial Results for the First Quarter Ended June 30, 2023, and Provides Business Update
August 14, 2023 at 7:01 AM EDT
RVT-3101 demonstrated improved efficacy results from the induction to chronic period in the TUSCANY-2 Phase 2b study in ulcerative colitis and was well tolerated with a favorable safety profile across all doses
First patient has been dosed in the TAHOE study, a global Phase 2 trial of RVT-3101 in Crohn’s disease, with topline data from the induction portion expected in the fourth quarter of calendar year 2024
Initial data from the Phase 1 clinical trial of IMVT-1402 remains on track for September 2023 (single-ascending dose) and October / November 2023 (multiple-ascending dose)
VTAMA® (tapinarof) net product revenue was $16.7M for the quarter ended June 30, 2023, with nearly 200,000 prescriptions written by approximately 11,500 unique prescribers since launch
VTAMA® gross-to-net yield was 26% for the quarter ended June 30, 2023, and as of August 2023, coverage has been expanded to 129 million US commercial lives and 87 million government lives
VTAMA® met the primary and all secondary endpoints in ADORING 1, the second of two replicate Phase 3 studies in patients with moderate-to-severe atopic dermatitis – no new safety or tolerability signals were observed in this population, which included children as young as 2 years old
Sixth positive Phase 2 study of oral brepocitinib further validates TYK2/JAK1 inhibition activity in highly inflammatory autoimmune diseases
Roivant reported its consolidated cash, cash equivalents and restricted cash of $1.4B at June 30, 2023, supporting cash runway into the second half of calendar year 2025
BASEL, Switzerland and LONDON and NEW YORK, Aug. 14, 2023 (GLOBE NEWSWIRE) -- Roivant (Nasdaq: ROIV) today reported its financial results for the first quarter ended June 30, 2023, and provided an update on the business.

“This was an incredibly busy quarter with multiple clinical readouts and trial initiations. We reported positive data from the chronic period of the Phase 2b study of RVT-3101 in ulcerative colitis, in addition to positive data from the ADORING 1 trial evaluating VTAMA in patients as young as 2 years old with moderate-to-severe atopic dermatitis. We also initiated two separate trials, the TAHOE Phase 2 study of RVT-3101 in Crohn’s disease and the Phase 1 study of IMVT-1402 in healthy volunteers. We’re incredibly excited about the progress we’ve made in this quarter alone and look forward to announcing additional clinical results in the upcoming months,” said Matt Gline, CEO of Roivant. “On the commercial side, we saw another three months of continued product revenue growth for the company from VTAMA sales.” ...
...
https://investor.roivant.com/news-releases/...t-quarter-ended-june-30
 

bei der Republikaner-Kandidaten-Show;

bezeichnet Klimawandel als Schwindel..;
"GOP candidates during the first Republican debate argued over climate change, with Vivek Ramaswamy calling it a hoax."
https://www.politico.com/news/2023/08/23/...ng%2520it%2520a%2520hoax.

"Tech entrepreneur and author Vivek Ramaswamy launched his outsider campaign for the presidency in February 2023, focused on combatting “woke” ideology, exposing government corruption and ushering in a younger generation of voters into the Republican Party.

Ramaswamy, 38, is the youngest candidate in the GOP field. He found success in the private sector after founding Roivant Sciences, a biotechnology firm, before founding Strive Asset Management, an investment management firm that specialized in “anti-woke” asset management, refusing to consider environmental, social and corporate governance, or ESG, factors when investing. He is the author of “Woke Inc.” and “Nation of Victims.”

Ramaswamy grew up in Cincinnati, the son of Indian immigrants. A practicing Hindu, he attended a Catholic high school in Cincinnati before graduating from Harvard University with a biology degree and earning a law degree from Yale University. His wife, Apoorva, is a physician specializing in otolaryngology, and they have two sons."
https://edition.cnn.com/election/2024/presidential-candidates

Aktie gleich mal 3% im Minus..

 

Präsidentschaftskandidat und Ex-Roivant-CEO Vivek Ramaswamy mit noch mehr drastischen Ansichten..
https://www.n-tv.de/politik/...chten-zur-Ukraine-article24357515.html
 

https://www.marketscreener.com/quote/stock/...y-stage-study-44922041/
Immunovant-News bringt 100% fpr Immunovant
und 22% für Roivant  

(siehe auch #39/40 aus Juli)
-
"Dow Jones News 23.10.2023 | 08:01
Roche kauft für bis zur 7,25 Mrd USD Darm-Spezialist von Roivant Sciences und Pfizer
Von Adria Calatayud
https://www.finanznachrichten.de/...ivant-sciences-und-pfizer-015.htm
BASEL (Dow Jones)--Roche hat die Übernahme des Unternehmens Telavant Holdings von Roivant Sciences und Pfizer vereinbart. Der Deal hat einen Wert von bis zu 7,25 Milliarden US-Dollar und sichert dem Unternehmen die Rechte an einer Therapie für entzündliche Darmerkrankungen und potenziell mehrere andere Indikationen, wie der Schweizer Pharmakonzern mitteilte.

Roche wird 7,1 Milliarden Dollar im Voraus zahlen und eine kurzfristige Meilensteinzahlung von 150 Millionen Dollar leisten, um die Rechte für die Entwicklung und Herstellung von Telavants Medikamentenkandidat RVT-3101 zu erwerben und ihn in den USA und in Japan zu vermarkten.

Telavant wurde im vergangenen Jahr von Roivant und Pfizer gemeinsam gegründet, um RVT-3101 in den USA und Japan zu entwickeln und zu vermarkten. Roivant hält einen Anteil von 75 Prozent und Pfizer die restlichen 25 Prozent, so Roche.

RVT-3101 ist ein Antikörpermedikament, das für Menschen mit entzündlichen Darmerkrankungen - einer chronischen Magen-Darm-Erkrankung - entwickelt wird und nach Angaben von Roche das Potenzial hat, bei zahlreichen anderen Krankheiten eingesetzt zu werden, da es sowohl auf Entzündungen als auch auf Fibrose abzielt.

Im Rahmen der Vereinbarung erhält Roche auch eine Option auf eine globale Zusammenarbeit mit Pfizer für einen Antikörper der nächsten Generation mit der Bezeichnung p40/TL1A, der sich derzeit in einem frühen Stadium der klinischen Prüfung befindet."

Kontakt zum Autor: unternehmen.de@dowjones.com
DJG/DJN/jhe/kla
(END) Dow Jones Newswires
October 23, 2023 01:28 ET (05:28 GMT)
Copyright (c) 2023 Dow Jones & Company, Inc.