Immunovant (IMVT) shifts primary focus to IMVT-1402, a next-generation anti-FcRn, targeting Graves' Disease with potential best-in-class IgG reductions. I downgrade IMVT from "Strong Buy" to "Buy" due to competitive TED landscape and de-emphasis on batoclimab, despite robust upcoming catalysts. IMVT-1402 aims to address unmet needs in relapsed or uncontrolled GD patients, with pivotal data readouts expected in 2027 for additional indications like Myasthenia Gravis and difficult-to-treat rheumatoid arthritis.
Immunovant posts a wider Q2 loss as R&D spending rises, but progress on IMVT-1402 and batoclimab fuels its pipeline momentum.
Immunovant, Inc. ( IMVT ) Q2 2026 Earnings Call November 10, 2025 8:00 AM EST Company Participants Conference Call Participants Stephanie Lee Griffin - Roivant Sciences Ltd. Matthew Gline - Roivant Sciences Ltd.
Immunovant (IMVT) reported earnings 30 days ago. What's next for the stock?
Immunovant stock jumps 11% after new batoclimab study results showed durable thyroid hormone control in Graves' disease patients.
Roivant Sciences Ltd. - Immunovant Batoclimab Graves' Disease Proof-of-Concept Study Remission Data Transcript Company Participants Stephanie Lee Griffin - Chief Operating Officer of Roivant Platforms Matthew Gline - CEO & Director Conference Call Participants Samuel Slutsky - LifeSci Capital, LLC, Research Division Yatin Suneja - Guggenheim Securities, LLC, Research Division Samantha Lynn Semenkow - Citigroup Inc. Exchange Research David Risinger - Leerink Partners LLC, Research Division Yaron Werber - TD Cowen, Research Division Yasmeen Rahimi - Piper Sandler & Co., Research Division Leland Gershell - Oppenheimer & Co. Inc., Research Division Douglas Tsao - H.C.
Roivant Sciences Ltd.'s Vant model gives it risk-isolated development, monetization flexibility, and diversified optionality. ROIV's main value drivers are Immunovant, Priovant, Pulmovant, and Genevant. All of these Vants are progressing well in 2025. However, its main near-term catalyst is Brepocitinib's Phase 3 in dermatomyositis. This could become the first approved therapy for this condition.
IMVT reports a narrower Q1 loss, as spotlight remains on IMVT-1402's broad clinical potential across multiple indications.
Immunovant (IMVT) might move higher on growing optimism about its earnings prospects, which is reflected by its upgrade to a Zacks Rank #2 (Buy).
The mean of analysts' price targets for Immunovant (IMVT) points to a 137.7% upside in the stock. While this highly sought-after metric has not proven reasonably effective, strong agreement among analysts in raising earnings estimates does indicate an upside in the stock.
Immunovant (IMVT) has been upgraded to a Zacks Rank #2 (Buy), reflecting growing optimism about the company's earnings prospects. This might drive the stock higher in the near term.
Immunovant stock rises on encouraging fourth-quarter fiscal 2025 results. It is on track to initiate 10 studies on IMVT-1402 across various autoimmune indications.