Idorsia（IDIA）株式概要
バイオ医薬品会社であるイドルシア社は、スイス、米国、日本、欧州、カナダにおいて、アンメット・メディカル・ニーズに対する医薬品の発見、開発、商業化に取り組んでいる。 詳細
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Analyst Price Targets
Idorsia Ltd 競合他社
価格と性能
| 過去の株価 | |
|---|---|
| 現在の株価 | CHF 4.45 |
| 52週高値 | CHF 4.87 |
| 52週安値 | CHF 1.80 |
| ベータ | 1.69 |
| 1ヶ月の変化 | 19.62% |
| 3ヶ月変化 | 26.06% |
| 1年変化 | 122.50% |
| 3年間の変化 | -44.89% |
| 5年間の変化 | -83.48% |
| IPOからの変化 | -67.40% |
最新ニュース
Recent updates
ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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).ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.分析記事 • 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...ナラティブの更新 • 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).ナラティブの更新 • 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).ナラティブの更新 • 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.分析記事 • 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...ナラティブの更新 • 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.ナラティブの更新 • 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.分析記事 • 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...新しいナラティブ • 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.分析記事 • 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...分析記事 • 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...分析記事 • 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...分析記事 • 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...分析記事 • 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...分析記事 • Sep 18
Take Care Before Jumping Onto Idorsia Ltd (VTX:IDIA) Even Though It's 25% Cheaper
The Idorsia Ltd ( VTX:IDIA ) share price has fared very poorly over the last month, falling by a substantial 25%. For...分析記事 • May 30
Idorsia Ltd (VTX:IDIA) Stock Rockets 26% But Many Are Still Ignoring The Company
Idorsia Ltd ( VTX:IDIA ) shareholders would be excited to see that the share price has had a great month, posting a 26...分析記事 • May 26
Idorsia Ltd (VTX:IDIA) Analysts Are Reducing Their Forecasts For This Year
The latest analyst coverage could presage a bad day for Idorsia Ltd ( VTX:IDIA ), with the analysts making...分析記事 • May 01
Idorsia Ltd (VTX:IDIA) Analysts Just Slashed Next Year's Revenue Estimates By 17%
The latest analyst coverage could presage a bad day for Idorsia Ltd ( VTX:IDIA ), with the analysts making...分析記事 • Apr 05
Industry Analysts Just Made A Captivating Upgrade To Their Idorsia Ltd (VTX:IDIA) Revenue Forecasts
Shareholders in Idorsia Ltd ( VTX:IDIA ) may be thrilled to learn that the analysts have just delivered a major upgrade...株主還元
| IDIA | CH Biotechs | CH 市場 | |
|---|---|---|---|
| 7D | -7.0% | -7.0% | -2.3% |
| 1Y | 122.5% | 21.7% | 6.2% |
業界別リターン: IDIA過去 1 年間で21.7 % の収益を上げたSwiss Biotechs業界を上回りました。
リターン対市場: IDIA過去 1 年間で6.2 % の収益を上げたSwiss市場を上回りました。
価格変動
| IDIA volatility | |
|---|---|
| IDIA Average Weekly Movement | 10.5% |
| Biotechs Industry Average Movement | 8.7% |
| Market Average Movement | 4.5% |
| 10% most volatile stocks in CH Market | 8.2% |
| 10% least volatile stocks in CH Market | 2.4% |
安定した株価: IDIAの株価は、 Swiss市場と比較して過去 3 か月間で変動しています。
時間の経過による変動: IDIAの weekly volatility ( 10% ) は過去 1 年間安定していますが、依然としてSwissの株式の 75% よりも高くなっています。
会社概要
| 設立 | 従業員 | CEO（最高経営責任者 | ウェブサイト |
|---|---|---|---|
| 2017 | 456 | Jean-Paul Clozel | www.idorsia.com |
バイオ医薬品企業であるイドルシア社は、スイス、米国、日本、欧州、カナダにおいて、アンメット・メディカル・ニーズを満たす医薬品の発見、開発、商業化に取り組んでいる。同社は、中枢神経系、循環器系、免疫疾患、希少疾病など様々な治療領域の臨床開発パイプラインを有している。不眠症治療薬としてQUVIVIQ（ダリドレキサント）を提供している。同社の製品パイプラインには、ファブリー病治療薬として第3相臨床試験中のグルコシルセラミド合成酵素阻害薬ルセラスタット、小児不眠症治療薬として第2相臨床試験中の二重オレキシン受容体拮抗薬ダリドレキサントなどがある；CCR6受容体拮抗薬IDOR-1117-2520（免疫介在性疾患治療薬として臨床第1相試験中）、CXCR3拮抗薬ACT-777991（白斑治療薬として前臨床試験中）、ACKR3受容体拮抗薬ACT-1004-1239（進行性多発性硬化症治療薬として前臨床試験中）。また、免疫介在性疾患および線維症関連疾患の治療薬としてLPA 1受容体拮抗薬ACT-1016-0707、オレキシン関連中枢神経系疾患の治療薬としてオレキシン2受容体作動薬IDOR-1141-8472、臓器障害の治療薬としてIDOR-1126-6421を開発している。同社はニューロ社とクラゾセンタンの開発・商業化に関するライセンス契約を、ヤンセン・バイオテック社とアパゾセンタンの共同開発・商業化に関する提携契約を締結している。Neurocrineバイオサイエンシズ社とは、ACT-709478の開発・商業化、および／またはACT-709478の後続化合物となる新規カルシウム拮抗化合物の探索・同定・開発を目的とした研究プログラムにおける共同研究契約を締結している。Idorsia Ltdは2017年に法人化され、スイスのAllschwilに本社を置いている。
Idorsia Ltd 基礎のまとめ
| IDIA 基礎統計学 | |
|---|---|
| 時価総額 | CHF 1.13b |
| 収益（TTM） | -CHF 220.51m |
| 売上高(TTM) | CHF 219.10m |
5.2x
P/Sレシオ-5.1x
PER（株価収益率IDIA は割高か？
公正価値と評価分析を参照収益と収入
| IDIA 損益計算書（TTM） | |
|---|---|
| 収益 | CHF 219.10m |
| 売上原価 | CHF 125.04m |
| 売上総利益 | CHF 94.06m |
| その他の費用 | CHF 314.57m |
| 収益 | -CHF 220.51m |
直近の収益報告
Mar 31, 2026
次回決算日
Jul 30, 2026
| 一株当たり利益（EPS） | -0.86 |
| グロス・マージン | 42.93% |
| 純利益率 | -100.65% |
| 有利子負債／自己資本比率 | -102.9% |
IDIA の長期的なパフォーマンスは？
過去の実績と比較を見る企業分析と財務データの現状
| データ | 最終更新日（UTC時間） |
|---|---|
| 企業分析 | 2026/06/04 03:12 |
| 終値 | 2026/06/04 00:00 |
| 収益 | 2026/03/31 |
| 年間収益 | 2025/12/31 |
データソース
企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。
| パッケージ | データ | タイムフレーム | 米国ソース例 |
|---|---|---|---|
| 会社財務 | 10年 |
| |
| アナリストのコンセンサス予想 | +プラス3年 |
|
|
| 市場価格 | 30年 |
| |
| 所有権 | 10年 |
| |
| マネジメント | 10年 |
| |
| 主な進展 | 10年 |
|
* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。
特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。
分析モデルとスノーフレーク
本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。
シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。
業界およびセクターの指標
私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。
アナリスト筋
Idorsia Ltd 3 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。10
| アナリスト | 機関 |
|---|---|
| Rosie Turner | Barclays |
| Alistair Campbell | Berenberg |
| Sachin Jain | BofA Global Research |