Roivant Sciences Ltd（ROIV）资讯与事件ROIVRoivant Sciences Ltd

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.

Roivant Halts Immunovant CLE Development

Roivant announced topline results from Period 1 of Immunovant's proof-of-concept trial evaluating IMVT-1402 for the treatment of cutaneous lupus erythematosus, CLE. The study did not achieve statistical significance on its primary endpoint of percent change from baseline in the Cutaneous Lupus Erythematosus Disease Area and Severity Index Activity score at Week 12. Numerical trends favoring IMVT-1402 over placebo were observed across multiple endpoints, and patients who achieved deeper IgG reductions from baseline were more likely to achieve improved clinical responses. However, due to the competitive landscape and the clinical results observed, Immunovant plans to stop development in CLE.

Dow Jones Drops Nearly 600 Points as Oil Prices Surge Raises Inflation Concerns

The major averages closed broadly lower, with the Dow Jones losing nearly 600 points as a renewed jump in oil prices and escalating Middle East tensions stoked inflation concerns.The rise in oil prices is particularly problematic coming after Friday's stronger-than-expected August jobs report. The U.S. added 162,000 jobs, nearly three times economists' expectations, pushing markets to increase bets that the Federal Reserve could raise rates at its September 16 meeting. The probability of a hike is now around 60%, while the 10-year Treasury yield has climbed to roughly 4.8%.Get caught up quickly on the top news and calls moving stocks with these five Top Five lists.1. STOCK NEWS:An Amazoncargo plane overshot the runway at Miami International Airport this weekend,Qualcommannounced awith AmazonGE AerospaceConsolidated Precision Products for $11.75BBoston Scientificsaid it isits Q3 and FY26 net sales and adjusted earnings per share guidanceNovartisshares fell after its Phase 3 HARBOR study for DM12. WALL STREET CALLS:Intelto Outperform at Northland after "material" turnaround progressPelotonto Underweight at Morgan StanleyAirbnbto Outperform at Raymond JamesBest Buyto Neutral at DA DavidsonSpaceXwith a Buy at Pivotal Research3. AROUND THE WEB:Netflixplans to report box office grosses for six upcoming films, Variety reportsNvidia-backedFirmus signed a multi-year deal with OpenAI to supply computing capacity to two Malaysian data centers, Reuters reportsAhead of Oura's upcoming IPO filing, Robinhoodhas been listed as an underwriter, WSJ saysNovo Nordiskhas halted two trials testing of ziltivekimab, its experimental heart disease medicine, would help patients with heart failure, Bloomberg reportsThe Independent Communications Authority of South Africa, South Africa's telecommunications regulator, plans to investigate prices charged by providers such as Netflixand Meta'sWhatsApp, Bloomberg reports4. MOVERS:Roivant Sciencesgained in New York after announcing its Phase 3 PHocus clinical trialPharvarisincreased in New York after announcing its CHAPTER-3 Phase 3 studyD-Wave Quantumwas higher afterwith the U.S. Department of CommerceSigma Lithiumfell after a preliminary judicial rulingBeam Therapeuticswas lower after announcing updated clinical data from its5. EARNINGS/GUIDANCE:United Natural Foodsand provided guidance for FY27ABMand raised its outlook for FY26, with CEO Scott Salmirs highlighting "record quarterly revenue, robust EPS growth and substantial cash generation"Solaris Energyraised itsGeneral Millsreaffirmed itsGameStop, with EPS higher year-over-yearINDEXES:The Dow fell 628.18, or 1.18%, to 52,786.07, the Nasdaq lost 85.58, or 0.32%, to 26,421.41, and the S&P 500 declined 45.08, or 0.58%, to 7,673.52.