Back to top

Image: Bigstock

Immunovant's Q1 Loss Narrower Than Expected, Pipeline in Focus

Read MoreHide Full Article

Key Takeaways

  • IMVT posted an adjusted Q1 loss of $0.60 per share, beating estimates and matching the year-ago quarter loss.
  • Lead drug IMVT-1402 is being studied for 6 indications, with key data readouts on track through 2027.
  • IMVT's cash balance of $598.9M is expected to fund clinical activities, including IMVT-1402.

Immunovant, Inc. (IMVT - Free Report) reported first-quarter fiscal 2026 adjusted net loss of 60 cents per share, narrower than the Zacks Consensus Estimate of a loss of 69 cents. In the year-ago quarter, the company reported a loss of 60 cents per share.

Currently, Immunovant does not have any approved products in its portfolio. As a result, it has yet to generate revenues.

IMVT’s Q1 Results in Detail

Research and development expenses totaled $101.2 million, up 34% from the year-ago quarter’s figure. The uptick can be attributed to activities related to the clinical studies of IMVT-1402, including contract manufacturing costs for drug substance and increased personnel-related expenses. The increase was partially offset by lower overall costs related to Immunovant’s batoclimab pivotal clinical studies and nonclinical studies.

General and administrative expenses amounted to $26 million, up 38% year over year. The rise was primarily due to an increase in personnel-related expenses.

As of June 30, 2025, Immunovant had a cash balance of $598.9 million compared with $714 million as of March 31, 2025. IMVT expects its cash runway to fund clinical activities through 2027.

Year to date, Immunovant shares have plunged 40.4% compared with the industry’s 0.7% decline.

Zacks Investment Research
Image Source: Zacks Investment Research

Key Pipeline Updates of IMVT

Immunovant has designated IMVT-1402, a next-generation FcRn inhibitor, as its lead asset going forward, given its broad potential across multiple indications.

The company is on track to initiate clinical studies in a total of 10 indications for IMVT-1402 by March 31, 2026. The company expects to achieve financial efficiencies in its IMVT-1402 development program by leveraging the data already available from batoclimab studies.

Immunovant reported that all clinical development timelines for IMVT-1402 remain on schedule across six disclosed indications, including potentially registrational studies in Graves’ disease (GD), difficult-to-treat rheumatoid arthritis (D2T RA), myasthenia gravis (MG), chronic inflammatory demyelinating polyneuropathy (CIDP), and Sjögren’s disease (SjD), as well as a proof-of-concept trial in cutaneous lupus erythematosus (CLE).

During the first quarter of fiscal 2026, IMVT initiated a second potentially registrational study of IMVT-1402 for GD as well as a potentially registrational study evaluating IMVT-1402 in SjD.

In 2026, the company plans to share open-label data from its D2T RA study and top-line results from the CLE proof-of-concept study for IMVT-1402. In 2027, it expects top-line results from potentially registrational studies in D2T RA, GD, and MG.

Immunovant is also evaluating a second candidate, batoclimab, in ongoing mid-late-stage studies for two different autoimmune indications, GD and thyroid eye disease (TED). The company is gearing up to report new batoclimab proof-of-concept data for GD, including six-month treatment-free remission results, at a medical conference in September 2025 to highlight IMVT-1402's potential.

Top-line data from IMVT’s late-stage TED study of batoclimab is expected to be shared in the second half of 2025, based on which IMVT will decide whether to file for regulatory approval.

Immunovant, Inc. Price, Consensus and EPS Surprise

Immunovant, Inc. Price, Consensus and EPS Surprise

Immunovant, Inc. price-consensus-eps-surprise-chart | Immunovant, Inc. Quote

IMVT’s Zacks Rank and Other Stocks to Consider

Immunovant currently carries a Zacks Rank #2 (Buy).

Some other top-ranked stocks in the biotech sector are CorMedix (CRMD - Free Report) , Zymeworks (ZYME - Free Report) and Alvotech (ALVO - Free Report) , each sporting a Zacks Rank #1 (Strong Buy) at present. You can see the complete list of today’s Zacks #1 Rank stocks here.

In the past 60 days, estimates for CorMedix’s earnings per share have increased from 93 cents to 97 cents for 2025. During the same time, earnings per share estimates for 2026 have increased from $1.64 to $1.65. Year to date, shares of CRMD have rallied 24.1%.

CorMedix’s earnings beat estimates in each of the trailing four quarters, delivering an average surprise of 34.85%.

In the past 60 days, estimates for Zymeworks’ loss per share have remained constant at $1.64 for 2025. During the same time, loss per share estimates for 2026 have remained constant at $1.04. Year to date, shares of ZYME have lost 15%.

Zymeworks’ earnings beat estimates in each of the trailing four quarters, delivering an average surprise of 36.18%.

In the past 60 days, estimates for Alvotech’s 2025 earnings per share have increased from 17 cents to 18 cents. Earnings per share estimates for 2026 have increased from 81 cents to 83 cents during the same period. ALVO stock has declined 35.6% year to date.

Alvotech’s earnings beat estimates in each of the trailing three reported quarters, delivering an average surprise of 244.18%.


See More Zacks Research for These Tickers


Normally $25 each - click below to receive one report FREE:


CorMedix Inc (CRMD) - free report >>

Zymeworks Inc. (ZYME) - free report >>

Immunovant, Inc. (IMVT) - free report >>

Alvotech (ALVO) - free report >>

Published in