Roivant Sciences Ltd. (ROIV) Presents at Goldman Sachs 47th Annual Global Healthcare Conference 2026 Transcript

Corinne Jenkins
Goldman Sachs Group, Inc., Research Division

Great. Thank you guys for joining us, and good morning. I guess we’re still morning at the Goldman Sachs Global Healthcare Conference. I was thrilled to be joined on stage today with the Chief Executive Officer for Roivant, Matthew Gline.

And so maybe first, Matt, I just wanted to ask you maybe a little bit of a higher level question, which is, the company was originally developed on the basis of this Vant model. You had distributed and uncorrelated development programs across subsidiaries. But how are you thinking now about kind of the core competencies of the Roivant business model across programs? And how has that model evolved over time?

Matthew Gline
CEO & Director

Yes, thanks, and thanks for having us at the conference. It’s great to be here. I can see that you think we’re a worse and worse client by the fact that our room keeps getting smaller and smaller. It’s all good. No, it’s — look, it’s been a fun year.

I think there are things we’ve always been good at. And then there are things I think we’ve like more recently gotten better at, which I think is sort of worth the model. The truth of the Vant model, which for those of you who don’t know, so we are a $20-ish billion biotech company principally focused on developing and soon to be commercializing a portfolio of late-stage drugs. We’re really excited about. In that sense, we look like basically every other company. But if you sort of look beneath the surface, we’re organized in this weird portfolio