Sukhatme Mayukh

ROIV President & CIO Sukhatme sells 339,441 shares at $26.47; holds 18.84M post-sale amid -76.7% revenue decline

Sukhatme Mayukh, as President & CIO, sold 339,441 shares at $26.47 for $9.0M on 2026-02-09, reducing his stake by 339,441 shares from 19.18M to 18.84M shares (-1.8%). The sale occurs in a context of severe financial deterioration: full-year net income was $-265.9M and annual revenue growth contracted -76.7%, while the company's latest quarterly revenue stood at $2.0M. Sukhatme's cross-ticker track record shows a 100.00% well-timed sell rate across 7 prior sells with avg 90d return of -11.0%, though at ROIV specifically, 2 of 2 prior measurable sells resulted in post-trade declines (-13.1% and -9.8% at 90 days). The stock is currently $26.80, up +20.9% over 30 days and +30.4% over 90 days from the transaction date, placing the sale near the 52-week high of $27.67. This sale by a top executive occurs as the company faces a substantial revenue collapse and persistent unprofitability, warranting investor scrutiny of underlying business trajectory.

ROIV President & CIO Sukhatme sells 1,330,868 shares for $28,902,500.47 in 2 transactions; 4 of 4 prior ROIV sells were well-timed (90d declines)

Sukhatme Mayukh executed 2 separate sales totaling 1,330,868 shares for $28,902,500.47, reducing his ROIV stake by 6.6% (from 20,167,415 to 18,836,547 shares). The timing signal is notable: his cross-ticker track record shows a 100.00% well-timed rate on 5 prior sells (avg 90d return -11.0%), and at ROIV specifically, 4 of 4 prior sells were followed by 90-day declines, including the most recent on 2025-12-17 whose outcome is not yet measurable. The stock is now -5.4% from its 52-week high and +35.8% over the trailing 90 days, yet the company reported revenue of $1,571,000.00 (latest quarter), an annual decline of -76.7%, and a net loss of $-113,519,000.00 (unprofitable over its most recent full fiscal year). Sukhatme's systematic sell pattern at this ticker, combined with his cross-ticker sell-timing accuracy, aligns with a company whose fundamentals show severe revenue compression and persistent losses.

Roivant's President & CIO Sukhatme sold 26,831 shares at $23.09 (12/17/2025); stock -76.7% YoY in revenue, -$113.5M net income

Sukhatme sold 26,831 shares at $23.09, trimming a large position (18.84M shares remain) in a company that reported steeply declining fundamentals: annual revenue contracted 76.7% and net income was negative $113,519,000.00 across the full fiscal year. His prior four sales at ROIV (on 2024-12-26, 2024-12-24, 2024-12-23, and 2024-12-18) all resulted in negative 90-day returns, with a 100% well-timed rate at the 90-day mark. The timing and pattern—a cluster of four year-end sales in late December followed by this December 2025 sale, all preceding downward price movement—suggest consistent positioning ahead of weakness. Stock price remains near its 52-week high ($22.94) despite the revenue collapse and large operating losses, creating a gap between valuation and operational performance that insider selling activity has historically preceded.

Roivant Sciences Chief Investment Officer sells 886,237 shares for $10,641,738.95 across 3 transactions Dec 23–26.

Sukhatme Mayukh, President & Chief Investment Officer, executed 3 separate sales totaling 886,237 shares for $10,641,738.95 between December 23–26, 2024 at a blended average price of $12.01. Post-transaction holdings remain substantial at 18,836,547 shares, representing a -4.5% reduction from pre-transaction holdings of 19,722,784 shares. The sale occurred near the 52-week high ($12.71), with current price at $12.00, and occurs against a backdrop of significant fundamental headwinds: the company posted a net loss of $-230,184,000.00 in the latest quarter while generating only $4,475,000.00 in revenue, despite annual revenue growth of +103.6%. The sale's magnitude and timing relative to the stock's proximity to 52-week highs warrants attention, particularly given the company's substantial operating losses and the CIO's role in capital allocation decisions.

Roivant Chief Investment Officer Mayukh Sukhatme sold 412,584 shares at $12.05 on 2024-12-18, reducing stake to 18.84M shares

Mayukh Sukhatme, serving as President and Chief Investment Officer of Roivant Sciences, executed a sale of 412,584 shares at $12.05 on 2024-12-18, reducing his post-transaction holding to 18,836,547 shares (18.84M shares), representing a 2.1% reduction from his prior position. The transaction occurred at a price 4.1% above the current market price of $11.57, and near the 52-week high of $12.71. Despite the high transaction price, Roivant operates at a significant loss, posting net income of $-230,184,000.00 in the latest period against revenue of $4,475,000.00 ($4.5M), though annual revenue growth stands at +103.6%. The stock's 90-day performance of -3.3% and -9.0% decline from its 52-week high provide context for the transaction's execution and the company's broader market dynamics.