Idorsia

IDIA.SW

Allschwil, Switzerland· Est. 2017

idorsia.com

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IDIA.SW · Stock Price

CHF 3.90+2.62 (+204.37%)

Market Cap: $1.2B

Historical price data

Market Cap: $1.2BPipeline: 105 drugs (14 Phase 3)Patents: 20Founded: 2017Employees: ~500HQ: Allschwil, Switzerland

Sector Ranking#177 in Small Molecule Drugs #26 in Neuroscience & CNS

Overview

Idorsia's mission is to discover, develop, and commercialize innovative medicines, building on a legacy of scientific excellence from its Actelion origins. Its key achievement is the global commercialization of QUVIVIQ (daridorexant), a dual orexin receptor antagonist for insomnia, alongside the recent approval of TRYVIO/JERAYGO (aprocitentan) for resistant hypertension. The company's strategy is centered on unlocking the full value of its commercial assets, expanding strategic partnerships, advancing a prioritized pipeline, and maintaining financial discipline, all supported by a highly skilled team of approximately 500 employees.

CNSCardiovascularImmunologicalOrphan DiseasesInfectious Disease (Vaccines)

Technology Platform

A specialized small-molecule drug discovery engine leveraging medicinal chemistry and computational design, complemented by a novel glycoconjugate vaccine platform for synthetic antigen development.

Pipeline

105

105 drugs in pipeline14 in Phase 3

Drug	Indication	Stage
Daridorexant + Placebo	Insomnia Disorder	Approved
Daridorexant 50 mg + Placebo	Alzheimer Disease	Approved
Lucerastat	Fabry Disease	Phase 3
Clazosentan + Placebo	Aneurysmal Subarachnoid Hemorrhage	Phase 3
Daridorexant 25 mg + Daridorexant 50 mg	Insomnia Disorder	Phase 3

FDA Approved Drugs

TRYVIONDAMar 19, 2024

QUVIVIQNDAJan 7, 2022

Opportunities

Significant revenue growth potential from the global commercialization of QUVIVIQ in the large insomnia market and TRYVIO/JERAYGO in resistant hypertension.

The partnered Phase 3 programs (cenerimod, selatogrel) offer near-term, high-value catalysts with shared development costs.

The novel glycoconjugate vaccine platform provides a long-term avenue for expansion into the stable, high-need infectious disease market.

Risk Factors

Commercial execution risk is paramount, as the company's financial sustainability depends on rapidly accelerating sales of its marketed products.

Clinical development risks remain for key late-stage assets, and the ongoing search for a permanent CEO introduces leadership transition uncertainty.

The current low market valuation reflects significant skepticism and limits financial flexibility.

Competitive Landscape

Idorsia faces intense competition in all core areas: against other DORAs and generics in insomnia, and within complex treatment regimens for hypertension and autoimmune disease. Its competitive edge lies in differentiated mechanisms (e.g., dual orexin/endothelin receptor antagonism), first-mover status in specific indications, and a deep, pragmatic discovery culture that can generate novel compounds.