Immunovant

IMVTleader

Immunovant is developing FcRn inhibitors to reduce disease-causing IgG antibodies in autoimmune diseases, with batoclimab in multiple Phase III trials across 6+ indications.

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Products & Revenue

Product Revenue Share

Revenue Breakdown ($0M)

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No product revenue (clinical stage) (100%)

Segment Breakdown & Key Customers

Product Details

Batoclimab (IMVT-1402)80%

Subcutaneous FcRn inhibitor reducing IgG antibodies — in Phase III for myasthenia gravis, CIDP, thyroid eye disease, and lupus nephritis.

IMVT-1402 (next-gen)20%

Next-generation FcRn inhibitor with enhanced half-life and selectivity vs. batoclimab for broader autoimmune pipeline.

Supply Chain Relationships

Competitors

Johnson & Johnson

Nipocalimab (FcRn inhibitor)

Impact: significant

argenx

Vyvgart (efgartigimod)

Impact: significant

Macro & Market Context

헬스케어Sector News

메디케어 수가 압박 vs AI 진단 효율화 — 선별적 접근 필요

미국 헬스케어 지출 (2026E)

$4.8T

AI 진단 정확도 개선

+23% vs 기존

UNH 의료손해율

87.3%

약가 협상 대상 의약품

20종 (IRA)

Upcoming Catalysts

◆CMS 메디케어 최종 수가 발표 (2026.Q2)◆UNH/HUM/CVS Q1 실적 (2026.04)◆IRA 약가 협상 2차 품목 공개

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AI Analysis

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Company Info

Headquarters

New York, New York, USA

Founded

2018

Employees

260

Website

immunovant.com

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