Idorsia Ltd. · SIX:IDIA
Idorsia — J. P. Morgan Healthcare Conference 2026
23 slides from Idorsia's conference presentation, January 2026
Slide 1: Two products with blockbuster potential and a pipeline of first- or best-in-class drugs
Two products with blockbuster potential and a pipeline of first- or best-in-class drugs J. P. Morgan Healthcare Conference 2026 – January 2026
Slide 2: Forward-looking statements
Forward-looking statements The information in this presentation contains certain "forward-looking statements", relating to the company's business, which can be identified by the use of forward-looking terminology such as “intend”, "estimates", "believes", "expects", "may", "are expected to", "will",
Slide 3: Idorsia is a unique opportunity for value creation
Idorsia is a unique opportunity for value creation Two products with A pipeline of first- or blockbuster potential best-in-class drugs 3 Idorsia-discovered drugs approved 3 Additional Phase 3 assets 3 Proof-of-concept trials initiating Multiple assets designed for multi-billion $ Expanding footprint
Slide 4: Value creation across near-term revenue and long-term innovation
Value creation across near-term revenue and long-term innovation Two products Pipeline poised to deliver entering value- the next generation of acceleration phase breakthrough medicines 4 Idorsia at J. P. Morgan Healthcare Conference 2026 | January 2026
Slide 5: Insomnia significantly impacts productivity and public health
Insomnia significantly impacts productivity and public health $207.5 B $170.6 B $417 B US EU12 Global annual $19.6 B $19.2 B ...and an escalating Canada Australia GDP loss public health crisis of benzodiazepine addiction 75–88% increase in the odds of an accident leading to permanent work disability
Slide 6: Only QUVIVIQ offers restorative sleep and revitalized days
Only QUVIVIQ offers restorative sleep and revitalized days 6 Idorsia at J. P. Morgan Healthcare Conference 2026 | January 2026
Slide 7: QUVIVIQ is the only therapy to demonstrate improvement in daytime functioning
QUVIVIQ is the only therapy to demonstrate improvement in daytime functioning IDSIQ© sleepiness domain IDSIQ© alert/cognition domain IDSIQ© mood domain 24 35 22 values values Mean of observed values observed values values 20 Improvement 22 SEM] (min) [± SEM] (min) [± SEM] 30 observed (min) [± SEM] o
Slide 8: We have built QUVIVIQ into a global brand...
We have built QUVIVIQ into a global brand... Europe Allschwil, Switzerland Paris, France Munich, Germany Milan, Italy Madrid, Spain Stockholm, Sweden London, United Kingdom Licensed in China Partner selection ongoing in CEE Licensed in Japan/APAC North America Licensed in Israel Radnor, Pennsylvania
Slide 9: ...by advancing a new standard of care for insomnia
…by advancing a new standard of care for insomnia Europe: Rapid market share growth, with Japan Germany at 5.7% and France at 7.6%, highlighting substantial potential > 30% Share of insomnia market in Japan* China: Strong early uptake in a large insomnia market, led by Simcere, with ~100,000 34.5% p
Slide 10: Clear path to global blockbuster scale
Clear path to global blockbuster scale Idorsia-led product sales 130* Potential US descheduling of the DORA class CHF to expand access in the world’s largest million insomnia market Adoption of new sales and distribution 91.4 models, including digital engagement and 60.6 9M online prescription fulfi
Slide 11: Daridorexant: A potential first-in-class option for pediatric insomnia
Daridorexant: A potential first-in-class option for pediatric insomnia Significant unmet need Phase 2 dose-finding study No medications approved for Pediatric Investigational Plan (PIP) with children in the US and Canada EMA and Initial Pediatric Study Plan (iPSP) with FDA Children with neurodevelop
Slide 12: The first antihypertensive targeting the endothelin system
The first antihypertensive targeting the endothelin system Now approved in US, EU, UK, Switzerland, and Canada The rights for aprocitentan are transferred to Idorsia Investments SARL to allow the repayment of notes issued in connection with the repurchase offer completed in August 2025. More details
Slide 13: Uncontrolled hypertension: a multi-billion-dollar market opportunity
Uncontrolled hypertension: a multi-billion-dollar market opportunity • 1.4 billion globally living with hypertension1 • ~26 million US patients not adequately controlled despite treatment2 • When uncontrolled, hypertension leads to higher risk of stroke, kidney failure, heart failure, or heart attac
Slide 14: TRYVIO directly addresses this unmet need ...
TRYVIO directly addresses this unmet need ... Uniquely placed in the treatment landscape First and only dual ERA PRECISION approved for systemic Clinical differentiation Study conducted in patients hypertension Excellent efficacy & safety – with truly resistant Indicated for patients not consistent
Slide 15: ...with a path to $5B peak sales
…with a path to $5B peak sales ~26 Million ~8-13 Million ~7 Million ~0.8-1.6 Million Strong Access eligible not well- readily accessible and payer patients controlled identifiable patients support of ~$5 Billion patients patients WAC $775 • Geographic expansion Upside • Patent extension potential be
Slide 16: Excellent feedback from the market
Excellent feedback from the market Utilized in 20 Top “mmHg I’m seeing ~10 to 15 “hasResistant hypertension hypertension centers drop in BP. It’s complexities... One well tolerated, and I plan patient had a clear need Key institutions we are engaged with to expand use within for additional medicatio
Slide 17: Value creation across near-term revenue and long-term innovation
Value creation across near-term revenue and long-term innovation Two products Pipeline poised to deliver entering value- the next generation of acceleration phase breakthrough medicines 17 Idorsia at J. P. Morgan Healthcare Conference 2026 | January 2026
Slide 18: Late-stage pipeline partnership with Viatris enables long-term value creation
Late-stage pipeline partnership with Viatris enables long-term value creation Selatogrel for acute Cenerimod for systemic lupus myocardial infarction erythematosus and lupus nephritis • A potent, fast-acting, reversible, • A highly selective S1P1 receptor and highly selective P2Y12 inhibitor, modula
Slide 19: Lucerastat has the potential to redefine the treatment of Fabry disease
Lucerastat has the potential to redefine the treatment of Fabry disease $4 Billion market: Predicted to affect ~21’000 people in key markets by 2034 Oral: Alternative to intravenous ERT All mutations: Treat all patients irrespective of the gene mutation Phase 3 MODIFY-OLE study: some patients treate
Slide 20: A pipeline of first- or best-in-class drugs
A pipeline of first- or best-in-class drugs Compound / Mechanism of action Phase 1 Phase 2 Phase 3 / Target indication Lucerastat Oral potential for organ protection Regulatory pathway to registration is in discussion with the FDA in Fabry disease IDOR-1117-2520 First-in-class selective CCR6 recepto
Slide 21: Financially positioned to drive growth
Financially positioned to drive growth FY 2025 reporting on February 26, 2026 – on-track to deliver on guidance Cash runway into USD $262m 2026e revenue outlook for USD $258m 2028 continued topline growth Liquidity on hand* *Liquidity includes: 1) cash and cash equivalents of $80 million as of Sep 3
Slide 22: Clear areas of focus and multiple catalysts upcoming in 2026
Clear areas of focus and multiple catalysts upcoming in 2026 Active areas of focus R&D milestones Adoption of new sales and Q1 CXCR7 antagonist distribution models for QUVIVIQ PoC initiation in MS Continued global expansion of Q1 Lucerastat QUVIVIQ through partnerships Phase 3 OLE data and registrat
Slide 23: Idorsia is a unique opportunity for value creation
Idorsia is a unique opportunity for value creation Two products with A pipeline of first- or blockbuster potential best-in-class drugs 3 Idorsia-discovered drugs approved 3 Additional Phase 3 assets 3 Proof-of-concept trials initiating Multiple assets designed for multi-billion $ Expanding footprint