Roivant Sciences : Brepocitinib Investor Event June 2025

Published: 2025-06-17 13:08:15 ET ROIV

Published on 06/17/2025 at 13:08

Brepocitinib: Investor Event

Seeking to improve the lives of patients with DM and other serious autoimmune conditions

Brepocitinib program overview

Focus on dermatomyositis (DM)

Brepocitinib in the context of Roivant

Q&A

Chief Executive Officer, Roivant

Chief Executive Officer, Priovant

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For investor audiences only

Brepocitinib's VALOR study, if positive, could significantly improve the standard of care for >40K patients currently living with dermatomyositis (DM) and potentially set a new clinical bar for other therapies

Across multiple ongoing studies, if successful, brepocitinib could help >200K patients. ROIV's enthusiasm and confidence drives the speed, depth and breadth of brepocitinib's ongoing & planned late-stage development program (with Phase 3 studies ongoing for NIU and PoC study ongoing in CS)

VALOR's expected readout in 2H25 is the first of several upcoming clinical and regulatory

catalysts expected for brepo over the next 24 months

Note: All drugs are investigational and subject to regulatory approvals. All catalyst timings are based on current expectations and, where applicable, contingent on FDA feedback, and may be subject to change. All references are to calendar years. SoC = Standard of Care

PoC = Proof of Concept

NIU = Non-Infectious Uveitis CS = Cutaneous Sarcoidosis

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For investor audiences only

Evolution of JAK inhibitor field highlights demand for efficacy in treating patients with the most debilitating symptoms

Nonspecific/pan-JAK inhibitors

Single JAK Isoform Inhibitors

First targeted oral agents for inflammatory diseases

Non-specificity limited ability to dose to maximal efficacy and led to class-wide black box warning

Modest commercial success, uptake impaired by less-than-biologic efficacy

Rinvoq (JAK1) is a multi-blockbuster drug (despite a black box warning) on the back of often best-in-indication efficacy

Brepo

Brepo combines the best attributes of selective TYK2 and JAK1 inhibition with potential to provide very robust efficacy for patients across highly morbid, heterogeneous autoimmune diseases

Selective, Dual Inhibitor of TYK2 and JAK1

Sotyktu (TYK2), designed specifically to avoid black box liability, has underperformed commercially due to less-than-biologic efficacy

Note: All trademarks are property of their respective owners 5

For investor audiences only

Disclaimer

Roivant Sciences Ltd. published this content on June 17, 2025, and is solely responsible for the information contained herein. Distributed via Public Technologies (PUBT), unedited and unaltered, on June 17, 2025 at 17:07 UTC.