Roivant Indicates Significant Progress in Pipeline with Faster Timelines
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Dec 11 2025
0mins
Should l Buy MRNA?
Source: Benzinga
Long-term Vision: Roivant Sciences outlined its long-term vision during Investor Day, emphasizing accelerated timelines and expanded commercial ambitions for several late-stage programs, with a focus on three major clinical assets.
Brepocitinib Development: The company highlighted strong momentum for brepocitinib, particularly in dermatomyositis, with plans to file a new drug application in early 2026 and a potential commercial launch in early 2027.
Progress on IMVT-1402: Roivant reported advancements in its pipeline, including IMVT-1402, with a recent financing round extending Immunovant's cash runway and updated guidance for topline data in rheumatoid arthritis expected in 2026.
Ongoing Programs and Litigation: Other development programs remain on track, and Roivant is involved in ongoing intellectual property litigation with Moderna, with a U.S. jury trial scheduled for March 2026.
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Analyst Views on MRNA
Wall Street analysts forecast MRNA stock price to fall
20 Analyst Rating
1 Buy
16 Hold
3 Sell
Hold
Current: 40.110
Low
17.00
Averages
32.47
High
63.00
Current: 40.110
Low
17.00
Averages
32.47
High
63.00
About MRNA
Moderna, Inc. is a biotechnology company. The Company is advancing a new class of medicines made of messenger ribonucleic acid (mRNA). It is developing therapeutics and vaccines for infectious diseases, immuno-oncology, rare diseases and autoimmune diseases. mRNA medicines are designed to direct the body’s cells to produce intracellular, membrane or secreted proteins that have a therapeutic or preventive benefit with the potential to address a spectrum of diseases. The Company’s diverse development pipeline consists of 44 therapeutic and vaccine programs, 11 of which are in late-stage development. Its commercial products include Spikevax (its COVID vaccine) and mRESVIA (its respiratory syncytial virus (RSV) vaccine). Additionally, it has achieved four positive Phase III data readouts for its COVID vaccine (mRNA-1283), its RSV vaccine for high-risk adults aged 18 to 59 (mRNA-1345), its seasonal flu+COVID vaccine (mRNA-1083), and its seasonal flu vaccine (mRNA-1010).
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
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- Committee Restructuring: Kennedy's abrupt dismissal of all 17 members of the CDC’s Advisory Committee on Immunization Practices in June, followed by the appointment of critics of mRNA vaccines, is viewed as a major interference in vaccine policy that could affect medical practices.
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See More
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See More
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- Increased Investor Attention: With ongoing innovations and policy support in the health care industry, investor attention towards health care stocks has significantly increased, potentially attracting more capital into the sector and driving stock prices higher.
- Optimistic Industry Outlook: The growth potential and stability of the health care sector make it attractive amid economic uncertainties, leading investors to view it as a safe haven, further propelling the upward trend in health care stocks.
See More
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- R&D and Financial Outlook: Moderna anticipates revenue growth of up to 10% in 2026, primarily driven by international markets, with projected R&D expenses of $3 billion, reflecting ongoing commitment and confidence in new product development.
- Regulatory Challenges and Market Response: In light of the FDA's refusal-to-file letter regarding the flu vaccine, management acknowledged the regulatory uncertainty in the U.S. as a significant challenge, leading analysts to express concerns about the sustainability of future revenues, which reflects a cautious market sentiment regarding the company's outlook.
See More
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- Wendy's Earnings Beat: Wendy's reported adjusted earnings of 16 cents per share and revenue of $543 million for the fourth quarter, both exceeding FactSet expectations, demonstrating its sustained competitiveness in the fast-food market.
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- Positive Growth Outlook: The company maintains an optimistic growth outlook for 2026, anticipating continued benefits from increased vaccine demand, particularly in emerging markets, which could drive long-term revenue growth.
- Regulatory Challenges: However, the FDA's refusal of Moderna's flu vaccine application raises concerns about the company's vaccine product line, potentially impacting future sales forecasts.
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See More
