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Idorsia (IDIA) investor relations material
Idorsia 44th Annual J.P. Morgan Healthcare Conference summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Strategic overview and leadership
New CEO presented a focused strategy to commercialize two key assets and advance a robust pipeline, leveraging legacy expertise from Actelion.
Emphasis on disciplined execution and value creation for both patients and shareholders, with forward-looking statements for 2026.
Focus on two products with blockbuster potential and a robust pipeline of first- or best-in-class drugs.
Strategic alliances and global partnerships drive expansion and access to new markets.
Financially positioned for growth with a cash runway into 2028 and on-track to deliver 2025 guidance.
Product highlights and market opportunities
QUVIVIQ (daridorexant) is the only therapy to show improvement in daytime functioning for insomnia, with global label inclusion except in the U.S.
Rapid global expansion of QUVIVIQ, with approvals and launches in the US, EU, Japan, China, and other regions; over 100,000 patients in China post-launch.
TRYVIO (aprocitentan) is the first dual ERA approved for systemic hypertension, targeting a multi-billion dollar market and addressing a major public health issue with 1.4 billion global patients.
TRYVIO demonstrates strong efficacy and safety, with positive feedback from top hypertension centers and a path to $5B peak sales.
Both products are entering a value-acceleration phase, with clear paths to blockbuster scale.
Pipeline and innovation
Two late-stage assets with Viatris: selatogrel (acute MI) and cenerimod (systemic lupus), both in Phase III with milestone/royalty structure.
Lucerostat for Fabry disease offers a mutation-independent oral alternative, with promising secondary endpoints and upcoming data, targeting a $4B market.
Early-stage pipeline includes chemokine receptor antagonists for psoriasis, progressive MS, and vitiligo, with new trials starting in 2026.
Synthetic glycan vaccine platform targets C. difficile and other MDR bacteria, with proof-of-concept and dose-dependent immunogenicity.
Multiple assets are designed for multi-billion dollar peak sales potential.
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- BBVA
Record €10.5B profit, 19.3% ROTE, and record shareholder payouts in 2025. - VCTR
Record AUM, strong adjusted earnings, and expanded buybacks highlight robust Q2 2025 growth. - ROCK
2025 revenue up 1.1%, profit hit by Russia; 2026 targets growth and high investment. - VCTR
Q1 2025 delivered record ETF growth, Amundi integration, and a higher $0.49 dividend. - GENI
$1.2B acquisition creates a digital sports and gaming media powerhouse with strong growth outlook. - ABX
Record earnings, strong cash flow, and a North America gold IPO drive 2025 performance. - VOD
Q3 service revenue up 5.4%, EBITDAaL up 2.3%, tracking upper-end FY26 guidance and dividend growth. - CEVI
Strong Q4 and 2025 growth, higher dividend, and robust innovation pipeline. - QIGD
Revenue up 20% year-over-year, net profit up 1%, EBITDA down 3%, marine services declined. - QIGD
Revenue up 18% but net profit down 15% as higher costs and dividends reduced margins.
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