Idorsia Ltd (XSWX:IDIA)

Full Year 2025 Idorsia Ltd Earnings Call Transcript

Feb 26, 2026 / 01:00 PM GMT

Release Date Price: CHF3.95 (+5.33%)

Transcript

Key Points

Positve

Idorsia Ltd (IDRSF) reported a significant increase in Quvivic sales, more than doubling from CHF 60 million in 2024 to CHF 134 million in 2025.
The company improved its non-GAAP operating results, reducing the loss from CHF 308 million in 2024 to CHF 100 million in 2025.
Idorsia Ltd (IDRSF) secured public reimbursements for Quvivic in several key markets, including France, Germany, the UK, and Canada, with plans to expand further in 2026.
The company has a rich pipeline with first or best-in-class medicines, including a promising pediatric study for Dari-Dexan in insomnia.
Idorsia Ltd (IDRSF) strengthened its financial position with a liquidity of CHF 169 million, providing a solid foundation for future growth.

Negative

Despite the increase in Quvivic sales, the US market remained flat, indicating challenges in expanding market share in this region.
The company still reported a US GAAP net loss of CHF 112 million, highlighting ongoing financial challenges.
Idorsia Ltd (IDRSF) faces uncertainties regarding the rescheduling of the Dora class in the US, which could impact future sales and market access.
The company is actively seeking partnerships for Trivio Grigo, indicating potential challenges in scaling and commercializing this product independently.
There are ongoing discussions and uncertainties around the partnership and commercialization strategy for Aproitentan, which could delay market expansion.

Refinitiv StreetEvents Event Transcript
E D I T E D V E R S I O N

IDIA.S - Idorsia Ltd
Full Year 2025 Idorsia Ltd Earnings Call
Feb 26, 2026 / 01:00PM GMT

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Presentation
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Unidentified_1 [1]
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Good afternoon and good morning, everyone, and welcome to our webcast to discuss the financial results of 2025. My name is Shristi Gupta. I'm the CEO of IDorcia, and I'll start the call today with an overview of the operational progress we made in 2025 and the exciting plans we have for 2026. I'll then hand it over to Arna Grunewald, our CFO to walk you through the company's financial position. We'll then take your questions.

Next slide, please.

The information presented today contains forward-looking statements that involve known and unknown risks, uncertainties, and other factors. These may cause actual results to be materially different from any future results, performance, or achievements expressed or implied by such

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