Roivant Sciences Ltd.

ROIV

Held by 4 specialist biotech funds

High Convergence

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Fund Holdings

4 fund convergence

Baker Bros. Advisors OrbiMed Advisors Perceptive Advisors

Catalysts

No catalysts tracked.

Position Details

Baker Bros. AdvisorsNEWFeb 17, 2026

Shares: 5,555,017Value: $120.5M

**Baker Bros. Initiates $120.5B Position in Roivant Sciences (ROIV) — Significant Conviction Signal** **Note: The reported position value of ~$120.5 billion appears to be a data error (likely a 13F quirk or misparse), as this would exceed ROIV's entire market cap many times over; the ~5.56M share stake is more realistically valued in the ~$60-70M range at recent prices.** That said, a new Baker Bros. position in ROIV is still a meaningful signal given their concentrated, high-conviction biotech strategy. Roivant's key value driver is its majority stake in Immunovant (IMVT), whose anti-FcRn antibody batoclimab is advancing through multiple autoimmune indications (myasthenia gravis, CIDP, thyroid eye disease) with piv

OrbiMed AdvisorsNEW

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Insider Signals

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Also Held by These Funds

DYN4 funds RVMD4 funds RYTM4 funds SION4 funds XENE4 funds NBIX3 funds AAVXF3 funds ARGX

Research Links

Yahoo Finance →SEC EDGAR →ClinicalTrials.gov →

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# Signal Note: OrbiMed Initiates $47.5M Position in Roivant OrbiMed's entry signals confidence in Roivant's late-stage pipeline, particularly **fosgonimab** (anti-TGF-β) for idiopathic pulmonary fibrosis (IPF), which has Phase 2b data and could advance to Phase 3 readout in 2025. The $47.5M position (2.19M shares at ~$21.70) by a top-tier healthcare investor typically precedes near-term clinical catalysts or strategic inflection points, suggesting conviction around upcoming trial progression or partnership announcements.