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Idorsia Ltd (CH:IDIA)
:IDIA
Earnings Data
Report Date
Apr 28, 2026TBA (Confirmed)
Period Ending
2026 (Q1)Consensus EPS Forecast
-0.17Last Year’s EPS
-0.61Same Quarter Last Year
Moderate Buy
Based on 2 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call communicated a clear operational turnaround: materially stronger commercial traction (QUVIVIQ sales > doubled, EUCAN strength), significant cost savings, improved operating losses and strengthened liquidity. These positives are balanced by remaining profitability gaps, U.S. access/regulatory uncertainty for QUVIVIQ (descheduling pending), an unfinished TRYVIO commercialization partnership process, and multi‑year timelines for key pipeline readouts (e.g., lucerastat). On balance, the company presented meaningful progress and a credible path to further de‑risking and growth, while acknowledging key near‑term risks tied to partnerships, U.S. regulatory outcomes and cash runway beyond the next inflection points.Company Guidance
QUVIVIQ Sales More Than Doubled
QUVIVIQ product sales increased from ~CHF 60–61 million in 2024 to CHF 134 million in 2025 (≈+123%), driving net revenue to CHF 214 million and exceeding the upgraded 2025 guidance (guided CHF 130 million). Company guides QUVIVIQ sales of ~CHF 200 million for 2026 (≈+49% vs 2025).
Strong Regional EUCAN Growth
EUCAN sales rose from CHF 32 million to CHF 108 million in 2025 (≈+238%), cited as the main driver of the QUVIVIQ sales increase.
Marked Improvement in Operational Losses
Non‑GAAP operating loss improved from CHF -308 million in 2024 to CHF -100 million in 2025, a reduction in loss of CHF 208 million (≈67.5% improvement). U.S. GAAP EBIT loss narrowed to CHF -33 million.
Liquidity Strengthened and Funding Secured
Year-end liquidity comprised CHF 89 million cash on hand plus access to CHF 80 million from a new money facility (total available liquidity CHF 169 million). Secured a CHF 150 million funding facility, drew CHF 70 million, and raised CHF 68 million net via equity.
Material Cost Savings and Balance Sheet Improvements
Cost rationalization delivered savings of >CHF 80 million versus 2024. Negotiations reduced Idorsia's cost-sharing commitments by USD 100 million, generating a CHF 90 million gain in Q1 2025.
TRYVIO/JERAYGO Approvals and Clinical Differentiation
Aprocitentan (TRYVIO/JERAYGO) received approvals in the U.S., EU and additional markets; REMS requirement removed in March 2025; incorporated into updated ACC/AHA hypertension guidelines in August 2025. Pivotal PRECISION trial demonstrated double‑digit BP reduction of 15.4 mmHg in 4 weeks with favorable safety profile.
Early Real-World Uptake for TRYVIO
TRYVIO is being prescribed at >25 top hypertension centers during prelaunch activities, with increasing new patient starts and improving refill rates; smooth prior authorization reported for target segments.
Pipeline Progress and Clear Regulatory Path for Lucerastat
Advanced three chemokine receptor antagonists into clinical testing (CCR6 enrolling in psoriasis; CXCR7 study in-progress with MS to start; CXCR3 for vitiligo planned). Established an agreed development plan with regulators for lucerastat in Fabry disease, including a pivotal baseline-controlled biopsy study and a switch study, aiming for potential NDA submission as early as 2029.
QUVIVIQ Global Market Expansion & Local Wins
Public reimbursement wins in multiple markets (France, Germany, U.K., private insurance in Switzerland and Canada) and additional reimbursments (Austria, Germany premium price, negotiations in Quebec); strong demand in Q4 2025 with demand increases of 25% in Germany, 38% in Canada and 45% in the U.K. (quarterly comparisons). Significant uptake in China via partner Simcere with 300k–400k patients treated in first 6 months in private setting.
Pediatric Daridorexant Study Completed
Recruitment completed for pediatric (age 10–18) daridorexant trial; data expected early Q2 2026 — potential to be the first pediatric insomnia treatment and to support U.S. safety halo relevant for descheduling efforts.
CH:IDIA Earnings History
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed
CH:IDIA Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
Feb 26, 2026 | CHF3.75 | CHF3.95 | +5.33% |
Oct 30, 2025 | CHF3.38 | CHF3.32 | -1.63% |
Jul 30, 2025 | CHF2.71 | CHF3.33 | +23.06% |
Apr 30, 2025 | CHF1.18 | CHF1.29 | +8.95% |
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.
FAQ
When does Idorsia Ltd (CH:IDIA) report earnings?
Idorsia Ltd (CH:IDIA) is schdueled to report earning on Apr 28, 2026, TBA (Confirmed).
What is Idorsia Ltd (CH:IDIA) earnings time?
Idorsia Ltd (CH:IDIA) earnings time is at Apr 28, 2026, TBA (Confirmed).
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.
What companies are reporting earnings today?
You can see a list of the companies which are reporting today on TipRanks earnings calendar.
What is the P/E ratio of Idorsia Ltd stock?
The P/E ratio of Idorsia Ltd is N/A.
What is CH:IDIA EPS forecast?
CH:IDIA EPS forecast for the fiscal quarter 2026 (Q1) is -0.17.