Roivant's newly launched LISRAYA books $31M as pipeline readouts stack up

Roivant Sciences has put a first commercial number on LISRAYA (brepocitinib): $31.0m in net sales across the five weeks after launch. The figure came with the company's results for the fiscal quarter ended 30 September 2026, published on 9 November. The FDA approved the drug in August 2026. The material available gives no breakdown of the figure by channel, price or patient numbers, and no comparison with analyst expectations.

The company also set out how it intends to widen the label. It plans to submit a supplemental new drug application for non-infectious uveitis in the first half of 2027, building on positive Phase 3 data from the CLARITY study. (Context: an sNDA lets a sponsor seek a new indication for a product the FDA has already approved, so a successful filing would add a second use to the same drug.)

On the pipeline, Immunovant said its anti-FcRn candidate IMVT-1402, at the 600 mg dose, met the primary endpoint of ACR20 in a trial in hard-to-treat rheumatoid arthritis. ACR20 denotes at least a 20% improvement against a standard set of disease criteria. Roivant did not give further trial details in the material reviewed. It said talks with the FDA on a registrational path are planned for later this year.

Roivant also reported positive Phase 2 results for mosliciguat in pulmonary hypertension associated with interstitial lung disease (PH-ILD), and the programme has now moved into Phase 3.