2024-02-13 12:02:07 ET
Roivant Sciences Ltd. (ROIV)
Q3 2023 Results Conference Call
February 13, 2024 08:00 AM ET
Company Participants
Stephanie Lee - Vice President, Special Projects
Matt Gline - Chief Executive Officer
Mayukh Sukhatme - President and Chief Investment Officer
Richard Pulik - Chief Financial Officer
Frank Torti - Managing Director, Vant Chair
Conference Call Participants
Allison Bratzel - Piper Sandler
David Risinger - Leerink Partners
Brian Cheng - JPMorgan
Joyce Zhou - TD Cowen
Dennis Ding - Jefferies
Louise Chen - Cantor
Corinne Jenkins - Goldman Sachs
Neena Bitritto-Garg - Deutsche Bank
Yatin Suneja - Guggenheim
Douglas Tsao - HC Wainwright
Nishant Gandhi - Truist Securities
Presentation
Operator
Hello, thank you for standing by. Welcome to Roivant Third Quarter 2023 Earnings Conference Call. At this time, all participants are in a listen-only mode. After the speaker's presentation, there will be a question-and-answer session. [Operator Instructions]
I will now like to hand the conference over to Stephanie Lee. You may begin.
Stephanie Lee
Good morning, and thanks for joining today's call to review Roivant’s financial results for the third quarter ended December 31, 2023, along with a business update. I'm Stephanie Lee with Roivant. Presenting today, we have Matt Gline, CEO of Roivant.
For those dialing in via conference call you can find the slides being presented today as well as the press release announcing these updates on our IR website ww.investor.roivant.com. We'll also be providing the current side numbers as we present to help you follow along. I'd like to remind you that we'll be making certain forward-looking statements during today's presentation.
We strongly encourage you to review the information that we have filed with the SEC for more information regarding these forward-looking statements and related risks and uncertainties.
And with that, I'll turn it over to Matt.
Matt Gline
Thank you, Steph, and thank you everybody for joining today. I appreciate it. It's nice to be able to talk about our third quarter results here.
On Slide 4, just a brief overview of the agenda. So we'll talk a little bit about a recap of last calendar year and then we'll spend some time on the recent data coming out of Univant during the quarter, some time talking about the upcoming proof-of-concept readout at brepocitinib in NIU. We'll do a review of performance of VTAMA, highlight some upcoming catalysts and financial update and then turn it over to Q&A. It should be a relatively short presentation today.
So we've talked a fair amount about last year, and this will be the last time that we take a victory lap forward. But on Slide 5, I just want to remind everybody of the year we're coming off of, during which we continue to both commercialize and maybe even more importantly, develop VTAMA with positive Phase 3 data in both of our studies, setting us up for an atopic dermatitis approval that we hope will come later this year following an NDA filing, that we hope we’ll go and sNDA filing we hope will go in very shortly....
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Roivant Sciences Ltd. (ROIV) Q3 2023 Earnings Call Transcript