Roivant Sciences加入花旗90天催化剂观察

2026-10-13 22:56

Citi has added Roivant Sciences (ROIV) to its 90-day positive catalyst watch due to a release of topline data from the phase 3 CLARITY trial for brepocitinib in non-infectious uveitis coming later this quarter.
The bank rates the stock a buy with an $46 price target (~33% upside based on Oct. 12 close).
Analyst Samantha Semenkow has a 75% probability of success for the trial with substantial stock upside if the readout is positive.
"If positive, the data would expand the use case for brepocitinib beyond dermatology into blockbuster ophthalmology/rheumatology opportunity (we model $2.2B a peak [2035] US unadjusted revenue, in line with ~$2.2B VA consensus)."
Brepocitinib, a first-in-class dual selective inhibitor of TYK2 and JAK1, is already marketed under the name Lisraya as a dermatomyositis treatment. It was originally developed by Pfizer (PFE), with US and Japanese commercialization rights held by Priovant Therapeutics, a joint venture with Roivant owning 75% and Pfizer the remaining 25%.

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