NASDAQ$IMVT

Immunovant Inc · Q4 2025 earnings

Q4 2025 earnings · · After market close · Investor relations

Briefing

Reported financial results for the fourth quarter and fiscal year ended March 31, 2025

Immunovant reported a net loss of $106.4 million for the fourth quarter of fiscal year 2025, an increase from the $75.3 million net loss in the same period last year. This was primarily driven by increased research and development and general and administrative expenses.

  • Immunovant reported a net loss of $106.4 million for Q4 2025, compared to $75.3 million for Q4 2024.
  • Research and development expenses increased to $93.7 million in Q4 2025 from $66.1 million in Q4 2024.
  • General and administrative expenses rose to $20.2 million in Q4 2025 from $14.8 million in Q4 2024.
  • As of March 31, 2025, cash and cash equivalents were approximately $714 million.

Headline financials

Total Revenue

$0.00

Previous: $1.5M-100.0%
EPS (adj)

-$0.64

Previous: -$0.52-23.1%
G&A Expenses

$20.2M

Previous: $14.8M+36.1%
Stock-Based Compensation

$11.7M

Previous: $9.7M+20.6%
Research and development expenses

$93.7M

Previous: $66.1M+41.8%
Net Income

-$106M

Previous: -$75.3M-41.3%
Operating Income

-$114M

Previous: -$80.9M-40.7%

Revenue & EPS history

Immunovant · Revenue · Quarterly

$0

Q4 2025-100%vs Q4 2024
Beat estimate in 0 of 1 quarters(0%)
ActualEstimate

Forward guidance

Immunovant is focused on advancing its clinical programs, including initiating potentially registrational trials for IMVT-1402 in Sjögren’s disease and a second trial in Graves’ disease in summer 2025. The company expects data readouts from other trials in the second half of 2025 and 2027.

Tailwinds

  • Initiating potentially registrational trials for IMVT-1402 in Sjögren’s disease and a second trial in Graves’ disease in summer 2025.
  • Positive data reported from batoclimab trials in myasthenia gravis (MG) and chronic inflammatory demyelinating polyneuropathy (CIDP).
  • Potentially registrational trials for IMVT-1402 in MG and CIDP are actively enrolling.
  • Initiated a potentially registrational trial of IMVT-1402 in difficult-to-treat rheumatoid arthritis (D2T RA) and a proof-of-concept study in cutaneous lupus erythematosus (CLE) in March 2025.
  • Current cash balance provides runway for announced indications through GD readout expected in 2027.

Headwinds

  • No specific negative forward guidance points were provided in the report.
  • Clinical trial results may not be predictive of final outcomes.
  • Timing and availability of data from clinical trials may vary.
  • Regulatory approvals may not be received within expected timelines or at all.
  • Product candidates may not be beneficial to patients or successfully commercialized.

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 Q4 2025

Historical avgQ4 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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