Idorsia (IDIA) Investor presentation summary

Strategic priorities

• Four growth drivers: maximize QUVIVIQ in insomnia, unlock TRYVIO/JERAYGO value, expand daridorexant beyond insomnia, and advance the pipeline.

• Roland Wandeler joined as CEO on Oct. 1; CHF 250m Pharmakon financing secured; FY 2026 guidance reaffirmed.

QUVIVIQ commercial and clinical progress

• Idorsia-led QUVIVIQ sales reached CHF 142m in 9M 2026; FY 2026 sales guidance is CHF 200m.

• EUCAN volume rose from 18m tablets in Q2 2025 to 34m in Q2 2026; US sales increased to CHF 9.3m in Q2 2026 from CHF 7.4m in Q1.

• Daridorexant 50 mg improved objective sleep latency and wake after sleep onset, and self-reported total sleep time, at months 1 and 3; subjective and objective sleep time increased by 1 hour.

• A US label-enabling study is planned to support daytime-functioning benefits; a direct-to-patient access model is set to launch imminently.

• Pediatric Phase 2 results showed dose-dependent total sleep-time gains and meaningful improvements across sleep measures; a pediatric Phase 3 program is expected to start in H2 2027, with an ASD program planned.

TRYVIO and JERAYGO

• Aprocitentan is approved in the US, EU, UK, Switzerland, and Canada; US trade name TRYVIO and other listed-market trade name JERAYGO.

• In resistant hypertension, aprocitentan showed 15.4 mmHg SBP reduction in patients taking at least three antihypertensives; the 25 mg dose is not approved in the US.

• At week 40, triple therapy with aprocitentan reduced systolic blood pressure by 17.7 mmHg at 12.5 mg and 19.2 mmHg at 25 mg; withdrawal produced a 5.8 mmHg difference versus placebo.

• Early prescriber feedback cited 10–15 mmHg BP reductions and tolerability across patient groups, including CKD; real-world prescriptions were reported with a smooth prior-authorization process.