Analysts double sales forecasts for Roivant’s brepocitinib after trial success

Shares of Roivant Sciences Ltd. (NASDAQ: ROIV) rallied after the company reported positive late-stage trial results for brepocitinib, an oral treatment for dermatomyositis, a rare autoimmune disorder that causes severe muscle weakness and skin inflammation. The drug is being developed through Priovant Therapeutics, a subsidiary of Roivant.

Priovant plans to file for US regulatory approval in the first half of 2026, setting up brepocitinib as a potential first-in-class oral therapy in a market where treatment options are limited. Currently, only one approved therapy exists for the condition, and no other late-stage oral candidates are in development.

Visible Alpha consensus shows analysts have sharply raised their forecasts following the positive result announcement. Consensus estimates for brepocitinib’s dermatomyositis indication now stand at $54 million in risk-adjusted sales in 2027, nearly doubling from expected $28 million prior to the announcement. Analysts also lifted the probability of approval from 67% to 86%, reflecting greater confidence in the drug’s regulatory prospects. Analysts project the drug could reach blockbuster status, with $1 billion in sales by 2031 in dermatomyositis indication and peak global revenues of $2.7 billion by 2039.

Beyond dermatomyositis, brepocitinib is being studied for other rare and orphan autoimmune conditions, raising hopes it could become a cornerstone therapy.

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