Peptide News Digest

#Tyvaso-Treprostinil-Context

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Roivant PHocus Analyst Chorus Continues Into the Weekend: Leerink Flags Up to $10 Billion Peak Sales Potential for Mosliciguat Across Multiple Pulmonary Hypertension Indications

Roivant Sciences (NASDAQ: ROIV) analyst commentary continued through the weekend following Tuesday's Pulmovant Phase 2 PHocus mosliciguat win, with Leerink Partners' David Risinger flagging up to $10 billion peak sales potential for mosliciguat across multiple pulmonary hypertension indications. The Leerink estimate substantially exceeds the ~$3 billion PH-ILD-only estimate Guggenheim disclosed Wednesday September 9. Other analyst peak sales projections ranged from $1.5 billion to $5 billion depending on indication assumptions and market-share methodology. The week's analyst upgrade sequence: Jefferies to $52 (from $42), Guggenheim to $46 (from $42), Piper Sandler to $55 (from $40), TD Cowen to $55 (from $50), BofA also raised. Consensus 12-month price target clusters around $50-55. The PHocus trial produced a 56.3% placebo-adjusted PVR reduction at Week 16 (p<0.0001), 6MWD +35.2 meters, and NT-proBNP −357.7 pg/mL (−53.2%). The Phase 3 PHrontier trial in approximately 375 patients is enrolling. Mosliciguat's mechanism (inhaled soluble guanylate cyclase activator working independently of heme and nitric oxide) differentiates it from sGC stimulators like Bayer's Adempas (riociguat) and prostacyclin analogs like United Therapeutics' Tyvaso (treprostinil).

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Roivant and Pulmovant Set Tuesday September 8 Phase 2 PHocus Topline Readout for Mosliciguat in Pulmonary Hypertension Associated With Interstitial Lung Disease at ERS Congress 2026

Roivant Sciences (NASDAQ: ROIV) and its Pulmovant subsidiary announced Sunday September 6, 2026 that Phase 2 PHocus topline results for mosliciguat (a once-daily inhaled soluble guanylate cyclase activator) in pulmonary hypertension associated with interstitial lung disease (PH-ILD) will be presented Tuesday September 8, 2026 at 12:15 CEST (6:15 a.m. ET) at the European Respiratory Society Congress 2026 in Barcelona by Marc Humbert MD PhD (Université Paris-Saclay; French National Reference Center for Pulmonary Hypertension). The randomized double-blind placebo-controlled global trial enrolled 135 adults with PH-ILD; the primary endpoint is change from baseline in pulmonary vascular resistance at week 16, with the controlled period running through week 24. Roivant will host an investor call at 8:00 a.m. ET the same day. Mosliciguat is an sGC activator that works independently of heme and nitric oxide, differentiating it from sGC stimulators like riociguat. In the earlier Phase 1b ATMOS study a single inhaled dose produced a mean peak reduction in pulmonary vascular resistance of up to 38%. The PVR change versus placebo is the metric investors are watching; the same endpoint anchored the Phase 3 program for United Therapeutics' Tyvaso (treprostinil) in PH-ILD.