4 Comments

Hey Adu! Finally got around to reading this, greag article!

Could you please share where did you find Roivant's equity grant policy for employees? I'm interested in how does the option to reinvest in other projects work. I'm looking to implement something similar in my company

Expand full comment

Great read and history on ROIV. thank you.

Expand full comment

Excellent summary. I think the jury is out on IMVT although I remain impressed with their overall strategy in Auto-Immune space. Argenx are driving Vyvgart for all it’s worth and have a lot of R&D firepower still. The China play likewise is interesting although didn’t EQRX ? try something similar? I also expect some geopolitical issues here. Still what matters is taking what works and progressing it.

Expand full comment

Agreed with that, but I think there's an increasing acceptance for chinese molecules and I would want to license them POST phase 1 instead of doing it all

Expand full comment