Idorsia Ltd banner

Earnings Calls

Last Earnings Call

Fiscal Period
Q2 2026
Call Date
Jul 30, 2026
AI Summary
Q2 2026

QUVIVIQ: Sales reached CHF 91 million, up 62% year on year, with management saying the company remains on track for full-year guidance.

U.S. reset: Idorsia said QUVIVIQ is returning to growth in the U.S. after a commercial reset to a more efficient cost base.

Growth plan: Management laid out four growth drivers: QUVIVIQ in insomnia, daridorexant beyond insomnia, TRYVIO/JERAYGO, and the pipeline.

Cash position: Idorsia said it strengthened liquidity through the Pharmakon refinancing and ended June with CHF 89 million in cash and CHF 189 million available liquidity.

TRYVIO funding: The company is in active discussions on a dedicated SPV financing structure and co-promotion model to launch aprocitentan without using Idorsia capital.

Pipeline progress: The pediatric daridorexant study was positive, lucerastat is moving toward a pivotal Fabry program, and several early-stage programs are approaching data readouts.

Key Financials
QUVIVIQ sales
CHF 91 million
QUVIVIQ sales in EUCAN
CHF 74 million
QUVIVIQ sales in the U.S.
CHF 17 million
Operating loss
CHF 54 million
Contract revenue
CHF 8 million
Cash
CHF 89 million
Liquidity available
CHF 189 million
Pharmakon loan maturity
June 2031
2026 sales guidance
CHF 200 million
2026 EBIT guidance
CHF 120 million
EUCAN prescriptions
63 million tabs
Addressable market
over 5 billion standard units annually
DTP process time
25 days
Viatris cost-sharing obligation for 2026
about CHF 25 million
J&J convertible loan converted
CHF 85 million
Remaining convertible loan
CHF 250 million
Earnings Call Recording

Other Earnings Calls