Noticias y eventos de Roivant Sciences Ltd (ROIV)ROIVRoivant Sciences Ltd

SpaceX Reports First Profit, Tesla Merger Proposal Gains Attention

The major averages were higher near noon, supported by upbeat results from SpaceX and Super Micro Computer that revived optimism around AI demand. In addition to the space technology company reporting its first profit as a public company, Elon Musk said a merger with Tesla would be "a good idea," but one that needs to be studied by special committees formed by each of the companies' boards.Get caught up quickly on the top news and calls moving stocks with these five Top Five lists.1. STOCK NEWS:SpaceXreported better-than-expected Q3 results, with the company noting it has 13.6M Starlink consumer subscribers and 11,100 satellites in orbitMeanwhile, Elon Musk said that SpaceX and Teslahave formed committees to consider a possible mergerNetflixreported upbeat Q3 results but provided a lower-than-expected outlook for Q4Abbottreported better-than-expected Q3 earnings and revenue and announced it will separate its global Nutrition business into an independent companyNvidiaintroduced DSX POD, a reference design for completeVera Rubin AI factories built by partners inside modular containers2. WALL STREET CALLS:Netflixcut to Hold at Needham amid decelerating revenue growthNorthrop Grummanupgraded to Outperform at BairdChipotledowngraded to Hold at TD CowenZoom Communicationsupgraded to Outperform at OppenheimerBarclays downgraded Cirrus Logicto Underweight on Applesupply chain concerns3. AROUND THE WEB:Meta'sMuse AI companion surpassed 10 million U.S. downloads within its first 40 days, ranking among just a dozen mobile apps to reach that milestone, TechCrunch saysAkzo Nobelis in early talks to sell its European vehicle refinishing business to secure antitrust approval for its planned $19B merger with Axalta, WSJ reportseBayplans to cut about 9% of its workforce to simplify operations and redirect resources toward faster-growing areas, following 6% layoffs in February, Reuters saysSnowcap Research announced a short position in Arlo TechnologiesApplehas capped iPhone Duo orders at two per customer across multiple markets to curb scalping after strong pre-order demand pushed delivery dates into January 2027 within minutes of launch, 9to5Mac reports4. MOVERS:Super Microgains after the company raised its Q1 revenue viewApplied Digitalincreases after Roth Capital reinstated coverage of the stock with a Buy ratingRoivanthigher in New York after announcing its CLARITY-1 and CLARITY-2 trials met its primary endpointsAT&Tlower after reporting Q3 results and raising its outlook for FY26Pegasystemsfalls after reporting Q3 results5. EARNINGS/GUIDANCE:Thermo Fisherreported Q3 results and raised its guidance for FY26, with CEO Marc Casper calling it "another excellent quarter"Elevance Healthreported Q3 results and raised its outlook for FY26Danaherreported Q3 results, provided guidance for Q4, and increased its outlook for FY26UDRreported preliminary Q3 resultsWinnebagoreported Q4 results and provided guidance for FY27INDEXES:Near midday, the Dow was up 147.24, or 0.28%, to 52,643.12, the Nasdaq was up 300.07, or 1.14%, to 26,724.88, and the S&P 500 was up 41.41, or 0.54%, to 7,753.98.

Roivant and Priovant Announce Phase 3 Results for Brepocitinib

Roivant and Priovant Therapeutics announced results from the Phase 3 CLARITY program evaluating brepocitinib in non-infectious uveitis, or NIU. Brepocitinib met the primary endpoint for both the CLARITY-1 and CLARITY-2 studies. Brepocitinib also achieved statistically significant and clinically meaningful benefit on all key secondary endpoints, including measurements of sustained steroid-free quiescence at Week 48, chorioretinal vascular leakage, resolution of macular edema and patient-reported visual functioning. These results were achieved despite a substantially more aggressive steroid taper than precedent NIU trials. Brepocitinib demonstrated consistent benefits on preventing treatment failure across key subgroups, including intermediate, posterior, and panuveitis; patients with and without prior TNFi experience; and multiple etiologies of uveitis, including idiopathic disease, birdshot chorioretinopathy, and sarcoidosis. Pre-specified multiplicity controlled secondary endpoints in the CLARITY trials included sustained steroid-free quiescence, improvement in chorioretinal vascular leakage as assessed through wide-field fluorescein angiography, resolution of macular edema, and improvement in patient-reported visual functioning. Brepocitinib was generally well tolerated during the treatment period. Most events were mild or moderate in severity, and only 3% of participants discontinued treatment due to an AE. The observed safety profile in the trials was consistent with the known safety profile of brepocitinib, with no new safety signals observed. Priovant intends to file a supplemental New Drug Application, or sNDA, for brepocitinib for treatment of NIU in the first half of calendar year 2027.

H.C. Wainwright: Roivant IMVT-1402 Development Fails

H.C. Wainwright analyst Douglas Tsao notes that this morning, Roivant Sciences (ROIV) reported that IMVT-1402 missed the Week 12 Cutaneous Lupus Erythematosus Disease Area and Severity Index-Activity primary endpoint in a 57-patient cutaneous lupus erythematosus proof-of-concept study and will discontinue development in CLE. While the firm acknowledges this is disappointing, it views it as an indication-specific failure in a biologically complex skin-dominant autoimmune disease. Wainwright remains confident in '1402 in more direct pathogenic-IgG biology, including myasthenia gravis, chronic inflammatory demyelinating polyneuropathy and Graves' disease. The company reiterated to Wainwright that Immunovant (IMVT) - which is majority-owned subsidiary of Roivant - applies a high clinical and competitive bar when deciding which indications to advance, reflecting its focus on capital efficiency. The firm has a Buy rating on Immunovant and a price target of $41 on the shares.