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Mar 31, 2021

Immunovant Q4 2021 Earnings Report

Reported financial results for the fourth quarter and fiscal year ended March 31, 2021 and plans to resume clinical development of IMVT-1401 in Myasthenia Gravis (MG) and Warm Autoimmune Hemolytic Anemia (WAIHA).

Key Takeaways

Immunovant reported a net loss of $28.2 million for the quarter ended March 31, 2021, and plans to resume clinical development of IMVT-1401 in MG and WAIHA.

Immunovant plans to resume clinical development of IMVT-1401 in Myasthenia Gravis (MG) and Warm Autoimmune Hemolytic Anemia (WAIHA) as well as initiate two additional mid-to-late stage studies in the next year.

Program-wide data review suggests that IMVT-1401 has a broader therapeutic window than previously anticipated and that lipid elevations are predictable and manageable.

Observed increases in LDL in multiple studies that were consistent, dose-related, and appear to be driven by reductions in albumin levels.

Company plans to return to the clinic and initiate a pivotal MG trial in late 2021 or early 2022 as well as resume its trial in WAIHA on a similar timeframe.

EPS
-$0.29
Previous year: -$0.38
-23.7%
Cash and Equivalents
$400M
Previous year: $101M
+297.9%
Free Cash Flow
-$22.6M
Total Assets
$412M

Immunovant

Immunovant

Forward Guidance

Immunovant plans to resume clinical development of IMVT-1401 in Myasthenia Gravis (MG) and Warm Autoimmune Hemolytic Anemia (WAIHA) as well as initiate two additional mid-to-late stage studies in the next year.

Positive Outlook

  • Plan to develop IMVT-1401 across a broad range of autoimmune indications.
  • Plan to return to the clinic and initiate a pivotal MG trial in late 2021 or early 2022.
  • Resume trial in WAIHA on a similar timeframe.
  • Plans to initiate 2-3 additional clinical studies over the next 12 months, including another pivotal trial in 2022, after discussions with regulators.
  • The anti-FcRn mechanism is unique within Immunology, and IMVT-1401 holds the potential to benefit many patients across a broad range of indications.

Challenges Ahead

  • Initial results or other preliminary analyses or results of early clinical trials may not be predictive final trial results or of the results of later clinical trials.
  • Any product candidates 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’s business is heavily dependent on the successful development, regulatory approval and commercialization of its sole product candidate, IMVT-1401.
  • Immunovant is at an early stage in development of IMVT-1401.