Roivant Sciences has seen only a marginal shift in its modeled fair value, from US$35.67 to US$35.71, keeping the headline price target effectively stable. That small move reflects a tug of war in analyst commentary, with optimism around the US$2.25b Genevant and Arbutus settlement and key brepocitinib milestones set against questions about how much of this is already in the stock. Read on to see how to track these shifting views and what to watch as the Roivant story continues to...