Update shared on23 Sep 2025
Fair value Increased 100%Despite a decline in revenue growth forecasts, the significant rise in Idorsia’s future P/E multiple underpins the sharp increase in its consensus analyst price target from CHF2.00 to CHF4.00.
What's in the News
- Simcere Pharmaceuticals launched QUVIVIQ (daridorexant), Idorsia's dual orexin receptor antagonist for insomnia, in China, with approval highlighting its differentiated clinical profile and lack of psychotropic labeling.
- Swissmedic granted marketing authorization for JERAYGO (aprocitentan) for resistant hypertension, demonstrating significant, durable blood pressure reductions across challenging patient groups.
- New real-world analyses show daridorexant has very low abuse potential compared to other insomnia therapies and improves sleep, daytime functioning, and related symptoms in chronic insomnia patients, including those with comorbid nocturia.
- Idorsia partnered with Stanford Hypertension Center and Duke Heart Center to launch IMPACT-HTN, a program using AI and digital tools to modernize management of difficult-to-control hypertension and support uptake of TRYVIO (aprocitentan).
Valuation Changes
Summary of Valuation Changes for Idorsia
- The Consensus Analyst Price Target has significantly risen from CHF2.00 to CHF4.00.
- The Future P/E for Idorsia has significantly risen from 8.70x to 18.04x.
- The Consensus Revenue Growth forecasts for Idorsia has significantly fallen from 17.8% per annum to 15.3% per annum.
Disclaimer
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