Idorsia Ltd

SWX:IDIA Stock Report

Market Cap: CHF 1.3b

Idorsia Future Growth

Future criteria checks 4/6

Idorsia is forecast to grow earnings and revenue by 80.2% and 18.5% per annum respectively while EPS is expected to grow by 80.4% per annum.

Key information

80.2%

Earnings growth rate

80.42%

EPS growth rate

Biotechs earnings growth24.9%
Revenue growth rate18.5%
Future return on equityn/a
Analyst coverage

Low

Last updated31 Jul 2026

Recent future growth updates

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...

Earnings and Revenue Growth Forecasts

SWX:IDIA - Analysts future estimates and past financials data (CHF Millions)
DateRevenueEarningsFree Cash FlowCash from OpAvg. No. Analysts
12/31/202834741N/AN/A2
12/31/2027265-66N/AN/A3
12/31/2026239-121N/AN/A1
6/30/2026200-316-126-118N/A
3/31/2026219-221-134-119N/A
12/31/2025221-112-167-153N/A
9/30/2025233-118-133-121N/A
6/30/2025217-133-263-251N/A
3/31/2025161-230-330-313N/A
12/31/2024113-264-388-370N/A
9/30/202474-296-488-470N/A
6/30/202412829-422-403N/A
3/31/2024141-56-504-498N/A
12/31/2023152-298-639-629N/A
9/30/2023185-374-751-739N/A
6/30/2023126-814-874-859N/A
3/31/2023113-843-889-871N/A
12/31/202297-828-886-859N/A
9/30/202248-887-868-836N/A
6/30/202244-810-788-756N/A
3/31/202234-728-719-678N/A
12/31/202135-635-621-590N/A
9/30/202136-520-542-515N/A
6/30/202127-499-513-491N/A
3/31/202174-429-419-409N/A
12/31/202072-445-374-365N/A
9/30/202070-450-379-367N/A
6/30/202069-451-417-400N/A
3/31/202022-507N/A-459N/A
12/31/201924-494N/A-462N/A
9/30/201961-460N/A-461N/A
6/30/201961-459N/A-430N/A
3/31/201961-414N/A-391N/A
12/31/201861-386N/A-353N/A
9/30/2018209-213N/A-63N/A
6/30/2018203-165N/A-25N/A
12/31/2017190-17N/A115N/A

Analyst Future Growth Forecasts

Earnings vs Savings Rate: IDIA is forecast to become profitable over the next 3 years, which is considered faster growth than the savings rate (0.6%).

Earnings vs Market: IDIA is forecast to become profitable over the next 3 years, which is considered above average market growth.

High Growth Earnings: IDIA is expected to become profitable in the next 3 years.

Revenue vs Market: IDIA's revenue (18.5% per year) is forecast to grow faster than the Swiss market (5.2% per year).

High Growth Revenue: IDIA's revenue (18.5% per year) is forecast to grow slower than 20% per year.

Earnings per Share Growth Forecasts

Future Return on Equity

Future ROE: Insufficient data to determine if IDIA's Return on Equity is forecast to be high in 3 years time

Discover growth companies

7D

1Y

7D

1Y

7D

1Y

Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2026/09/14 09:23
End of Day Share Price 2026/09/11 00:00
Earnings2026/06/30
Annual Earnings2025/12/31

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.

PackageDataTimeframeExample US Source *
Company Financials10 years
  • Income statement
  • Cash flow statement
  • Balance sheet
Analyst Consensus Estimates+3 years
  • Forecast financials
  • Analyst price targets
Market Prices30 years
  • Stock prices
  • Dividends, Splits and Actions
Ownership10 years
  • Top shareholders
  • Insider trading
Management10 years
  • Leadership team
  • Board of directors
Key Developments10 years
  • Company announcements

* 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 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.

AnalystInstitution
Rosie TurnerBarclays
Alistair CampbellBerenberg
Sachin JainBofA Global Research