Idorsia (IDIA) Company presentation summary

Strategic highlights

• Two products, QUVIVIQ and TRYVIO/JERAYGO, have blockbuster potential and are driving growth.

• Four key growth drivers: maximizing QUVIVIQ in insomnia, expanding daridorexant's value, unlocking TRYVIO/JERAYGO, and advancing the pipeline.

• New CEO Roland Wandeler appointed, effective October 1, 2026.

• CHF 250 million financing secured from Pharmakon, supporting ongoing operations.

• Rights for aprocitentan, cenerimod, and selatogrel transferred to Idorsia Investments SARL for debt repayment.

QUVIVIQ (daridorexant) performance and expansion

• QUVIVIQ sales have grown from CHF 31 million in 2023 to CHF 91 million in H1 2026, with 2026 guidance reaffirmed at CHF 200 million.

• Market share is increasing in top European markets, with strong volume growth and expanded public reimbursement.

• US sales have returned to growth, supported by a focused commercial strategy and digital engagement.

• Expansion into primary care and new geographies, including launches in China, Japan, and MENA.

• Differentiation reinforced by unique daytime functioning benefits and ongoing label-enhancing studies.

Clinical and patient impact

• QUVIVIQ offers restorative sleep, improved daytime functioning, and a safety profile comparable to placebo.

• Significant improvements in sleep parameters and productivity loss associated with insomnia addressed.

• Pediatric insomnia Phase 2 study showed dose-dependent efficacy and safety, especially in neurodevelopmental disorders.

• Investigator-sponsored studies are exploring daridorexant in broader neurodevelopmental and psychiatric indications.