Idorsia (IDIA) Stock Overview
A biopharmaceutical company, engages in the discovery, development, and commercialization of drugs for unmet medical needs in Switzerland, the United States, Japan, Europe, China, and Canada. More details
| Snowflake Score | |
|---|---|
| Valuation | 4/6 |
| Future Growth | 4/6 |
| Past Performance | 0/6 |
| Financial Health | 0/6 |
| Dividends | 0/6 |
Rewards
Risk Analysis
IDIA Community Fair Values
Create NarrativeSee what 12 others think this stock is worth. Follow their fair value or set your own to get alerts.
Analyst Price Targets
Idorsia Ltd Competitors
Price History & Performance
| Historical stock prices | |
|---|---|
| Current Share Price | CHF 5.55 |
| 52 Week High | CHF 7.56 |
| 52 Week Low | CHF 2.59 |
| Beta | 1.66 |
| 1 Month Change | -9.98% |
| 3 Month Change | 34.32% |
| 1 Year Change | 106.32% |
| 3 Year Change | 9.25% |
| 5 Year Change | -73.70% |
| Change since IPO | -59.34% |
Recent News & Updates
Narrative Update • Aug 15
IDIA: Funding Headroom And Sleep Franchise Outlook Will Shape Future Equity Path
Idorsia's analyst price target has increased to CHF 5.50 from CHF 5.00. Analysts attribute the change to updated assumptions for revenue growth, profit margins, discount rate and future P/E.
Narrative Update • Jul 31
IDIA: Future Pediatric Sleep And Vaccine Pipeline May Not Justify Current Optimism
Analysts have raised their price target on Idorsia by CHF 0.50 to CHF 4.50, citing updated assumptions on fair value, revenue growth, profit margin and future P/E expectations. What’s in the News for Idorsia Idorsia reported QUVIVIQ sales of CHF 91 million for the first half of 2026, with the company reaffirming its full year 2026 guidance and highlighting four key drivers of future growth, including QUVIVIQ market expansion and TRYVIO/JERAYGO commercialization.Recent updates
Narrative Update • Aug 15
IDIA: Funding Headroom And Sleep Franchise Outlook Will Shape Future Equity Path
Idorsia's analyst price target has increased to CHF 5.50 from CHF 5.00. Analysts attribute the change to updated assumptions for revenue growth, profit margins, discount rate and future P/E.Narrative Update • Jul 31
IDIA: Future Pediatric Sleep And Vaccine Pipeline May Not Justify Current Optimism
Analysts have raised their price target on Idorsia by CHF 0.50 to CHF 4.50, citing updated assumptions on fair value, revenue growth, profit margin and future P/E expectations. What’s in the News for Idorsia Idorsia reported QUVIVIQ sales of CHF 91 million for the first half of 2026, with the company reaffirming its full year 2026 guidance and highlighting four key drivers of future growth, including QUVIVIQ market expansion and TRYVIO/JERAYGO commercialization.Narrative Update • Jul 10
IDIA: Future CEO Transition And Debt Refinancing Will Test Equity Downside
Analysts recently lifted their price target on Idorsia to CHF 4.50 from CHF 4.00, citing updated assumptions for revenue growth, profit margins, discount rates and future P/E levels in their valuation work. What’s in the News for Idorsia Idorsia appointed Roland Wandeler, PhD, as Chief Executive Officer effective October 1, 2026.
Narrative Update • Jun 26
IDIA: Pharmakon Debt Will Likely Constrain Long-Term Upside Potential
Analysts recently lifted their price target on Idorsia stock from CHF 4.00 to CHF 4.50, reflecting updated assumptions around fair value, discount rate, revenue growth, profit margins, and future P/E expectations. What’s in the News for Idorsia Idorsia confirmed the closing of a senior secured term loan of up to CHF 250 million with funds managed by Pharmakon Advisors.Narrative Update • Jun 05
IDIA: Pediatric Sleep And Vaccine Pipeline Will Support Future Upside Despite Higher Costs
Analysts have lowered their price target on Idorsia to CHF 5, down from CHF 6. They cite reduced forward visibility and higher operating expenses as the main reasons for this adjustment.Narrative Update • May 04
IDIA: Pediatric And Fabry Pipelines Will Support Future Upside Despite Higher Costs
Analysts have reduced their 12 month price target on Idorsia to CHF 5 from CHF 6, citing reduced forward visibility and higher operating expenses as the main reasons for the change. Analyst Commentary Bullish Takeaways Bullish analysts maintain a positive stance on the shares even after the price target move to CHF 5, which signals that they still see potential upside from current levels.Narrative Update • Apr 18
IDIA: Fabry And Pediatric Programs Will Drive Future Upside Despite Higher Costs
Analysts have trimmed their price target on Idorsia to CHF 5 from CHF 6, citing reduced forward visibility and higher operating expenses as key reasons for the adjustment. Analyst Commentary Recent commentary points to a mixed view on Idorsia, with the reduced price target reflecting both confidence in parts of the story and concern about execution risks and spending.Narrative Update • Apr 04
IDIA: Fabry Pipeline Progress Will Continue To Drive Future Upside
Analysts have trimmed their 12 month price target on Idorsia to CHF 5 from CHF 6, citing reduced forward visibility and higher operating expenses as the key reasons for the reset. Analyst Commentary Bullish Takeaways Bullish analysts are still assigning upside potential to Idorsia shares even after the target reset to CHF 5, which signals that they see value at current levels despite near term headwinds.Narrative Update • Mar 20
IDIA: Fabry And Resistant Hypertension Progress Will Continue To Drive Future Upside
Analysts have trimmed their price target on Idorsia to CHF 5 from CHF 6, citing reduced forward visibility and higher operating expenses as key reasons for the adjustment. Analyst Commentary Recent research points to a mixed view on Idorsia, with the reduced price target reflecting both confidence in parts of the story and concern around execution and cost control.Narrative Update • Mar 05
IDIA: Fabry And Resistant Hypertension Progress Will Likely Drive Future Upside
Analysts have revised their CHF price targets for Idorsia to reflect updated assumptions for discount rates, revenue growth, profit margins and future P/E. They are now presenting a more balanced view of the company’s risk and earnings potential.Narrative Update • Feb 19
IDIA: Fabry And Hypertension Pipeline Advances Will Likely Drive Future Upside
Analysts have adjusted their CHF price target on Idorsia based on updated assumptions around discount rates, revenue, profit margins, and a higher expected future P/E multiple, resulting in a revised valuation framework in CHF terms. What's in the News Idorsia outlined an FDA-agreed Phase 3 registration program for lucerastat in Fabry disease, centered on kidney pathology and including a pivotal biopsy study plus a second trial comparing oral therapy with current standard-of-care to support a potential market authorization pathway (Key Developments).Narrative Update • Feb 04
IDIA: Hypertension And Insomnia Pipeline Progress Will Likely Drive Future Upside
Analysts have trimmed their price target on Idorsia to reflect a slightly lower profit margin outlook and a higher assumed future P/E of 31.60x, while keeping their fair value estimate broadly unchanged. What's in the News Idorsia signed an exclusive license and supply agreement with EMS S.A. to bring QUVIVIQ (daridorexant) to patients across Latin America.Narrative Update • Jan 21
IDIA: Hypertension And Insomnia Franchise Will Likely Drive Future Upside
Analysts have adjusted their price target on Idorsia slightly lower to reflect updated assumptions around fair value, a modestly higher discount rate, more conservative revenue growth expectations, a similar profit margin outlook, and a higher future P/E multiple. What's in the News Publication of Phase 3 MODIFY and open label extension data for lucerastat in Fabry disease, with results in Nature Communications highlighting sustained biomarker reductions and signals on renal and cardiac function in a small patient population.Narrative Update • Jan 07
IDIA: Hypertension And Insomnia Assets Will Likely Drive Future Upside
Analysts have kept their price target for Idorsia broadly unchanged. They cite only small tweaks to inputs such as a slightly higher discount rate, steady revenue growth and profit margin assumptions, and a marginally adjusted future P/E multiple as the basis for their updated view.Analysis Article • Dec 22
Idorsia Ltd (VTX:IDIA) Surges 28% Yet Its Low P/S Is No Reason For Excitement
Idorsia Ltd ( VTX:IDIA ) shares have had a really impressive month, gaining 28% after a shaky period beforehand. The...Narrative Update • Dec 17
IDIA: Hypertension And Insomnia Portfolio Will Likely Deliver Upside From Current Levels
Analysts have raised their price target for Idorsia significantly, citing a higher fair value estimate of 5.0 dollars, stronger anticipated revenue growth, and an expectation of a materially higher future price to earnings multiple, partially offset by a slightly lower discount rate. What's in the News Idorsia reaffirmed 2025 guidance, targeting around CHF 130 million in QUVIVIQ net sales and a US-GAAP operating loss of about CHF 55 million for the global business, supported by approximately CHF 165 million EBIT from partnered activities (corporate guidance).Narrative Update • Dec 03
IDIA: Hypertension And Insomnia Portfolio Will Likely Fail To Justify Current Price
Analysts have modestly raised their price target on Idorsia, citing a slightly lower perceived risk profile and a marginally stronger long term profit outlook that supports a small increase in fair value, now estimated at approximately 2.00. What's in the News Reaffirmed 2025 guidance, projecting QUVIVIQ net sales around CHF 130 million, partnered business US-GAAP EBIT of about CHF 165 million, and a global US-GAAP operating loss of roughly CHF 55 million, mainly driven by the amended Viatris deal (corporate guidance).Narrative Update • Nov 19
IDIA: Limited Near-Term Upside Expected Despite Recent Price Reassessment
Narrative Update on Idorsia Analysts have raised their price target for Idorsia, doubling it from CHF 1 to CHF 2. This change is attributed to improved outlooks in key financial metrics, including a slightly lower discount rate and stable revenue growth projections.Analysis Article • Nov 07
Little Excitement Around Idorsia Ltd's (VTX:IDIA) Revenues As Shares Take 29% Pounding
The Idorsia Ltd ( VTX:IDIA ) share price has softened a substantial 29% over the previous 30 days, handing back much of...Narrative Update • Nov 03
IDIA: Near-Term Risks Will Likely Limit Upside Despite Price Target Lift
Analysts have increased their price target for Idorsia by CHF 1.00 to CHF 2.00. They cite improved revenue growth projections and a more favorable future price-to-earnings outlook, despite a slightly higher discount rate and modestly lower profit margin expectations.Narrative Update • Sep 23
Global Expansion And FDA Review Will Moderate Overvaluation
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.Analysis Article • Sep 14
Idorsia Ltd (VTX:IDIA) Stock Catapults 38% Though Its Price And Business Still Lag The Industry
Idorsia Ltd ( VTX:IDIA ) shares have continued their recent momentum with a 38% gain in the last month alone. The...New Narrative • Sep 08
Global Expansion And FDA Review Will Moderate Overvaluation
Key Takeaways Market optimism for rapid revenue growth may be premature, with unvalidated access, uncertain drug uptake, and regulatory outcomes adding risk to earnings expectations. Longer-term valuation appears inflated by pipeline commercialization hopes, while rising costs and increasing pricing scrutiny threaten future margins and profitability.Analysis Article • Aug 24
New Forecasts: Here's What Analysts Think The Future Holds For Idorsia Ltd (VTX:IDIA)
Shareholders in Idorsia Ltd ( VTX:IDIA ) may be thrilled to learn that the covering analyst has just delivered a major...Analysis Article • Jul 19
There's Reason For Concern Over Idorsia Ltd's (VTX:IDIA) Massive 46% Price Jump
Despite an already strong run, Idorsia Ltd ( VTX:IDIA ) shares have been powering on, with a gain of 46% in the last...Analysis Article • Dec 19
Improved Revenues Required Before Idorsia Ltd (VTX:IDIA) Stock's 71% Jump Looks Justified
Idorsia Ltd ( VTX:IDIA ) shareholders are no doubt pleased to see that the share price has bounced 71% in the last...Analysis Article • Nov 06
One Idorsia Ltd (VTX:IDIA) Analyst Has Been Cutting Their Forecasts
The latest analyst coverage could presage a bad day for Idorsia Ltd ( VTX:IDIA ), with the covering analyst making...Analysis Article • Nov 04
Market Cool On Idorsia Ltd's (VTX:IDIA) Revenues Pushing Shares 33% Lower
To the annoyance of some shareholders, Idorsia Ltd ( VTX:IDIA ) shares are down a considerable 33% in the last month...Shareholder Returns
| IDIA | CH Biotechs | CH Market | |
|---|---|---|---|
| 7D | -6.2% | 10.6% | -0.08% |
| 1Y | 106.3% | 28.4% | 15.1% |
Return vs Industry: IDIA exceeded the Swiss Biotechs industry which returned 28.1% over the past year.
Return vs Market: IDIA exceeded the Swiss Market which returned 15% over the past year.
Price Volatility
| IDIA volatility | |
|---|---|
| IDIA Average Weekly Movement | 11.6% |
| Biotechs Industry Average Movement | 7.3% |
| Market Average Movement | 4.0% |
| 10% most volatile stocks in CH Market | 7.4% |
| 10% least volatile stocks in CH Market | 2.0% |
Stable Share Price: IDIA's share price has been volatile over the past 3 months compared to the Swiss market.
Volatility Over Time: IDIA's weekly volatility (12%) has been stable over the past year, but is still higher than 75% of Swiss stocks.
About the Company
| Founded | Employees | CEO | Website |
|---|---|---|---|
| 2017 | 456 | Jean-Paul Clozel | www.idorsia.com |
Idorsia Ltd, a biopharmaceutical company, engages in the discovery, development, and commercialization of drugs for unmet medical needs in Switzerland, the United States, Japan, Europe, China, and Canada. The company has a clinical development pipeline for various therapeutic areas, such as CNS, cardiovascular, immunological disorders, and orphan diseases. It offers QUVIVIQ (daridorexant) for the treatment of insomnia.
Idorsia Ltd Fundamentals Summary
| IDIA fundamental statistics | |
|---|---|
| Market cap | CHF 1.46b |
| Earnings (TTM) | -CHF 316.18m |
| Revenue (TTM) | CHF 199.71m |
7.3x
P/S Ratio-4.6x
P/E RatioIs IDIA overvalued?
See Fair Value and valuation analysisEarnings & Revenue
| IDIA income statement (TTM) | |
|---|---|
| Revenue | CHF 199.71m |
| Cost of Revenue | CHF 136.73m |
| Gross Profit | CHF 62.99m |
| Other Expenses | CHF 379.17m |
| Earnings | -CHF 316.18m |
Last Reported Earnings
Jun 30, 2026
Next Earnings Date
Oct 29, 2026
| Earnings per share (EPS) | -1.20 |
| Gross Margin | 31.54% |
| Net Profit Margin | -158.32% |
| Debt/Equity Ratio | -101.4% |
How did IDIA perform over the long term?
See historical performance and comparisonCompany Analysis and Financial Data Status
| Data | Last Updated (UTC time) |
|---|---|
| Company Analysis | 2026/08/23 08:12 |
| End of Day Share Price | 2026/08/21 00:00 |
| Earnings | 2026/06/30 |
| Annual Earnings | 2025/12/31 |
Data Sources
The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.
| Package | Data | Timeframe | Example US Source * |
|---|---|---|---|
| Company Financials | 10 years |
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| Analyst Consensus Estimates | +3 years |
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| Market Prices | 30 years |
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| Ownership | 10 years |
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| Management | 10 years |
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| Key Developments | 10 years |
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* Example for US securities, for non-US equivalent regulatory forms and sources are used.
Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more.
Analysis Model and Snowflake
Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.
Learn about the world class team who designed and built the Simply Wall St analysis model.
Industry and Sector Metrics
Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on Github.
Analyst Sources
Idorsia Ltd is covered by 10 analysts. 3 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.
| Analyst | Institution |
|---|---|
| Rosie Turner | Barclays |
| Alistair Campbell | Berenberg |
| Sachin Jain | BofA Global Research |