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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.
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44th Annual J.P. Morgan Healthcare Conference summary14 Jan, 2026

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.

Impact of QUVIVIQ US label expansion on payers
TRYVIO's strategy for add-on vs. switch patients
Future applications of synthetic glycan platform
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Frequently asked questions

Idorsia Ltd is a biopharmaceutical company based in Switzerland, specializing in the discovery, development, and commercialization of small molecules. The company targets a wide range of diseases, including Fabry disease, insomnia, resistant hypertension, cerebral vasospasm, epilepsy, nasal polyposis, and systemic lupus erythematosus, among others. Idorsia's approach spans multiple therapeutic areas such as CNS, cardiovascular, and immunological disorders, as well as orphan diseases. The company is headquartered in Allschwil, near Basel, Switzerland, and its shares are listed on the SIX Swiss Exchange.

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