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    Idorsia (SWX:IDIA) Is Up 19.1% After Kidney Data Bolster Its Hypertension And Insomnia Pipeline Narrative

    Simply Wall St·12/11/2025 11:29:51
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    • Idorsia recently reported new Phase 3 PRECISION data showing that aprocitentan, the first approved endothelin‑pathway antihypertensive, not only lowered office and nighttime blood pressure but also reduced albuminuria and signs of kidney damage in high‑risk chronic kidney disease patients with difficult‑to‑control hypertension.
    • These findings, alongside acclaim for Idorsia’s dual orexin receptor antagonist as a pioneering insomnia therapy in Europe, sharpen the company’s profile in addressing complex cardiovascular and sleep disorders with first‑in‑class drugs.
    • We’ll now explore how aprocitentan’s renal‑protective profile may influence Idorsia’s investment narrative built around hypertension and insomnia assets.

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    Idorsia Investment Narrative Recap

    To own Idorsia, you need to believe its first in class drugs for resistant hypertension and insomnia can scale commercially enough to offset ongoing losses and balance sheet strain. The new PRECISION renal data strengthens the medical case for aprocitentan in high risk CKD patients, but does not, by itself, change that the key near term catalyst remains TRYVIO’s launch trajectory and label positioning, while the biggest risk is execution plus continued funding needs despite recent equity raising.

    The PRECISION analysis on aprocitentan’s blood pressure and renal effects ties directly into TRYVIO’s recent Swissmedic approval for resistant hypertension, reinforcing Idorsia’s push into a complex, high unmet need cardiovascular segment. How quickly physicians, payers and healthcare systems recognise and reimburse this differentiation will interact with QUVIVIQ’s European insomnia roll out to shape whether the current revenue guidance and pathway to improved operating results remain realistic.

    Yet, against this clinical momentum, investors should also be aware that...

    Read the full narrative on Idorsia (it's free!)

    Idorsia's narrative projects CHF354.7 million revenue and CHF72.6 million earnings by 2028.

    Uncover how Idorsia's forecasts yield a CHF2.00 fair value, a 52% downside to its current price.

    Exploring Other Perspectives

    SWX:IDIA 1-Year Stock Price Chart
    SWX:IDIA 1-Year Stock Price Chart

    Simply Wall St Community fair value estimates for Idorsia span CHF 2.00 to CHF 5.86 across 2 independent views, underlining how far opinions can diverge. Set against this spread, the commercial uptake risk around TRYVIO and QUVIVIQ reminds you to weigh several perspectives before deciding how Idorsia’s recent clinical wins might translate into future financial performance.

    Explore 2 other fair value estimates on Idorsia - why the stock might be worth as much as 40% more than the current price!

    Build Your Own Idorsia Narrative

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    This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.