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Added to YB: 2024-04-04

Pitch date: 2024-04-02

ROIV [bullish]

Roivant Sciences Ltd.

+102.38%

current return

Author Info

Raging Bull Investments is a lawyer by background who shares actionable investment ideas on value opportunities with a catalyst. Sign up for the newsletter.

Company Info

Roivant Sciences Ltd., a clinical-stage biopharmaceutical company, focuses on the discovery, development, and commercialization of medicines and technologies.

Market Cap

$14.1B

Pitch Price

$10.92

Price Target

20.00 (-10%)

Dividend

N/A

EV/EBITDA

-9.39

P/E

-20.20

EV/Sales

505.07

Sector

Biotechnology

Category

special_situation

Show full summary:
Raging Bull Investments' Favorite Position Heading into Q2: Roivant Sciences Ltd.

ROIV: Trades near cash+IMVT stake value, getting pipeline for free. Catalysts: Vtama expansion, 8 P2/3 trials, LNP litigation. $1.5B buyback at $9.10 clears overhang. Brepocitinib P2 win in large NIU market. $20 PT on buybacks + pipeline readouts.

Read full article (3 min)