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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.
- TimeTickerHeadlineOpen
- 6 Feb004020
Operating profit rose on cost savings and high-value sales, with major US expansion underway. - 6 FebJOUT
Net sales up 31%, gross margin at 36.6%, and net loss narrowed to $3.3 million. - 6 FebPECO
Record 2025 occupancy and 7% Core FFO growth; 2026 targets 5.5% FFO growth and strong acquisitions. - 6 FebPROV
Q2 FY2026 net income rose 65% year-over-year, with higher margins and strong credit quality. - 6 FebNVDA
AI-driven digital twins and accelerated computing are set to revolutionize industrial design and manufacturing. - 6 FebCDP
2025 FFO/share rose 5.8% to $2.72, with strong leasing and investment; 2026 guidance signals more growth. - 6 FebCRI
Q1 2025 saw record revenue, a return to profit, and major new contracts in space technology. - 6 FebCRI
Net loss widened to 7.5m PLN in H1 2024 as revenue fell and R&D costs remained high. - 6 FebCRI
Net loss deepened on lower sales and higher costs, but major new contracts and restructuring are underway. - 6 FebEMBASSY
Record revenue, NOI, and distributions highlight strong growth and robust segment performance.
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