NASDAQ$IMVT

Immunovant Inc · Q3 2025 earnings

Q3 2025 earnings · · Before market open · Investor relations

Briefing

Reported financial results for the fiscal third quarter ended December 31, 2024.

Immunovant reported a net loss of $111.1 million, or $0.76 per common share, for the quarter ended December 31, 2024. As of December 31, 2024, cash and cash equivalents totaled $374.7 million.

  • IMVT-1402 development plans are progressing with six INDs cleared.
  • Pivotal studies in Graves’ disease (GD) and difficult-to-treat rheumatoid arthritis (D2T RA) are now enrolling with 2.25ml autoinjector.
  • Top line results of the batoclimab trial in myasthenia gravis (MG) and initial results from period 1 of batoclimab trial in chronic inflammatory demyelinating polyneuropathy (CIDP) expected by March 31, 2025.
  • Pro forma cash balance of approximately $825 million as of December 31, 2024, including approximately $450 million gross proceeds from a private placement that closed on January 15, 2025.

Headline financials

Total Revenue

$0.00

Previous: $0.00
EPS (adj)

-$0.76

Previous: -$0.36-111.1%
Capital Expenditures

-$180K

Previous: -$131K-37.4%
Free Cash Flow

-$101M

No prior period
Net Income

-$111M

Previous: -$51.4M-116.1%
Operating Income

-$114M

Previous: -$51.5M-121.8%
Gross Profit

-$99K

Previous: -$58K-70.7%
R&D Expense

$94.5M

Previous: $48.3M+95.5%

Revenue & EPS history

Immunovant · Revenue · Quarterly

$0

Q3 2025
Beat estimate in 0 of 1 quarters(0%)
ActualEstimate

Forward guidance

Immunovant anticipates initiating clinical trials evaluating IMVT-1402 in a total of ten indications by March 31, 2026. Top-line results from the pivotal program of batoclimab for the treatment of thyroid eye disease (TED), also known as Graves' ophthalmopathy, continue to be expected in the second half of calendar year 2025, along with a decision whether to pursue marketing authorization for batoclimab in TED.

Tailwinds

  • IMVT-1402 rapidly progressing with six Investigational New Drug (IND) applications cleared.
  • Pivotal studies in Graves’ disease (GD) and difficult-to-treat rheumatoid arthritis (D2T RA) now enrolling with 2.25ml autoinjector.
  • Additional results from batoclimab proof-of-concept study in GD, including 6-month treatment free remission data expected in summer 2025.
  • Top line results of the batoclimab trial in myasthenia gravis (MG) and initial results from period 1 of batoclimab trial in chronic inflammatory demyelinating polyneuropathy (CIDP) expected by March 31, 2025.
  • Initiating clinical trials evaluating IMVT-1402 in a total of ten indications by March 31, 2026.

Headwinds

  • Immunovant may not be able to protect or enforce its intellectual property rights.
  • Initial results or other preliminary analyses or results of early clinical trials may not be predictive of final trial results or of the results of later clinical trials.
  • Any product candidate that Immunovant develops may not progress through clinical development or receive required regulatory approvals within expected timelines or at all.
  • Immunovant's product candidates may not be beneficial to patients, or even if approved by regulatory authorities, successfully commercialized.
  • Immunovant will require additional capital to fund its operations and advance IMVT-1402 and batoclimab through clinical development.

Historical earnings impact

How earnings announcements have historically affected this stock's price.

Avg. return before/after earnings

Based on 19 quarterly earnings reports · overlaid with Q3 2025

Historical avgQ3 2025

+0.6%

Avg return

Earnings day

-1.7%

Avg return

5 days after

+2.2%

Avg return

30 days after

54%

15 / 28 earnings

Positive

+35.1%

Q4 2027

Best reaction

-34.6%

Q4 2021

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q4 2027+35.1%
Q3 2026+12.4%+7.8%+10.8%
Q2 2026+0.0%+1.7%+0.9%
Q1 2026-4.5%-1.6%+4.8%
Q4 2025-0.2%+3.0%+8.1%
Q3 2025-9.6%-14.1%-11.1%
Q2 2025-2.5%-6.8%-8.9%
Q1 2025+1.0%+9.4%+25.9%
Q4 2024-7.1%-11.3%-7.1%
Q3 2024+4.0%+4.6%-10.4%
Q2 2024-2.3%+4.7%+17.4%
Q1 2024+7.4%-1.9%+11.5%
Q4 2023+4.9%-0.8%-5.1%
Q3 2023+0.7%+2.0%-6.9%
Q2 2023+6.3%-2.1%+23.2%
Q1 2023+19.4%+24.7%+23.7%
Q4 2022-12.6%-20.4%+0.2%
Q3 2022-2.7%-2.5%-8.8%
Q2 2022+1.1%-0.3%-12.8%
Q1 2022+4.4%+1.7%+15.5%
Q4 2021-34.6%-34.5%-25.0%
Q3 2021-13.6%-18.6%-25.0%
Q2 2021+3.1%+7.3%-4.0%
Q1 2021+3.7%+2.3%+40.2%
Q4 2020-11.0%-13.5%-14.2%
Q3 2020+12.5%+13.2%+1.3%
Q2 2020+0.1%+0.1%+13.9%
Q1 2020+0.0%+0.0%+0.6%
Q3 2019
Q2 2018
Q1 2018

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