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This is my first look at Roivant Sciences (NASDAQ:ROIV). It has an interesting and productive past, leading to its current situation and future prospects as I discuss in this article.
Roivant Sciences: 'Fiercely Economic Actor' With Multiple Catalysts
Summary
- In its recent past, Roivant has successfully generated a series of satellite companies it calls Vants; it monetized part of its portfolio in 2019.
- More recently, Roivant went public and listed its shares on NASDAQ.
- Roivant's one approved therapy is VTAMA (tapinarof), a topical in treatment of plaque psoriasis.
- Roivant has a sprawling pipeline with multiple potential blockbuster therapies.
- Roivant's financial picture is complicated.
Writing under the pseudonym "out of ignorance", I very much regard investing as a learning process. Investing failures are tuition paid. Investing successes enter the trove of lessons learned. In my Seeking Alpha articles I share my experience from decades of investing and from ~5 years of focused research on a variety of stocks, in recent years with a primary emphasis on healthcare stocks. I greatly appreciate those who take the time to share their reactions to articles, particularly those who share relevant anecdotes and experiences.
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