IDORSIA AG SF-,05 WKN: A2DTEB ISIN: CH0363463438 Kürzel: IDIA Forum: Aktien Thema: Hauptdiskussion

Mylan purchased the rights to develop and market the drug from Prayog Labs in 2018. Doctors have been seeking a non-opioid drug as a less addictive alternative to narcotics. However, to date, many non-opioid drugs haven't been as effective as opioids. Last year, hopes had been high for Vertex's Journavx, the first new class of pain medicine approved in over two decades, but the rival pain drug has underperformed analysts' estimates. UBS analyst Ashwani Verma sees fast-acting meloxicam as having a "superior efficacy profile" to Journavx due to it having a faster time to "perceptible pain relief," a greater effect on reducing pain and more treated patients remained opioid-free based on data from two phase 3 trials. Truist analyst Les Sulewski said the drug "is highly likely to secure 'opioid-sparing' language in its label," which may help it "capture the 'premium-outpatient' segment that older generics simply cannot reach." Fast-acting meloxicam "is an oral outpatient therapy that leverages the 2026 NOPAIN Act expansion for separate Medicare reimbursement. We think this creates a pricing 'Goldilocks zone' (est. $15–$31 per course) that is premium enough to avoid the 'generic anchor' of 20-cent pills, yet affordable enough to secure Tier 2/3 payer access," Sulewski wrote in a recent note. A potential breakthrough for lupus Longer term, Viatris has two big opportunities with cenerimod and selatogrel, which were acquired from Swiss-based Idorsia in early 2024. Viatris expects the two drugs will add 1% to the top-line revenue CAGR above its long-term base-case. "Both are high-risk, high-reward programs, but we think only one needs to be (+) for the stock to gap up,"Jefferies analyst Dennis Ding said in a recent note. VTRS YTD mountain Viatris shares year to date Cenerimod is a new oral medicine being studied to treat lupus, an autoimmune disease that causes a patient's immune system to mistakenly attack healthy tissues and organs. Cenerimod works by keeping many of those immune cells trapped inside lymph nodes instead of letting them travel through the bloodstream so fewer of them can circulate through the body and drive inflammation. Viatris has two ongoing trials to study the effectiveness and safety of cenerimod. The first focuses on the treatment of systemic lupus erythematosus, the most common type of lupus. A readout of data from the fully enrolled phase 3 trial is expected in the first half of 2027. A second is for the treatment of lupus nephritis, a type of kidney disease caused by SLE. Viatris expects to complete enrollment of the phase 3 study sometime in the first half of 2028. Lupus is considered a "heterogeneous disease," which means its symptoms, severity and response to treatment may vary widely from person to person. At BofA Annual Healthcare Conference, Martin said Viatris expects that there will be multiple treatments used to manage the disease, which lessens the competitive impact of any new drugs that enter the category. "I believe that this is how drugs will continue to be used in this disease because of the heterogeneity of the disease. And therefore, having other assets coming in is not necessarily detrimental to cenerimod," he said

"Cenerimod has the opportunity to be the first treatment prior to biologic treatment based on the benefit risk that we've observed in phase 2." Biologic treatments, which are derived from living cells, differ from traditional medications like cenerimod, which are chemically synthesized. Argus analyst Jasper Hellweg wrote in a recent note that "the global lupus therapeutics market is estimated at $5-$7 billion today and is projected to grow at a high-single-digit rate, driven by improved diagnosis and demand for oral alternatives to injectable biologics." He sees peak annual revenue of $500 million to $1 billion for cenerimod. The 'Epi-pen' for heart attacks Selatogrel is an auto-injector that patients can administer at the first signs of a potential heart attack. The drug is designed to rapidly block platelets from clumping and restricting blood flow, lessening the adverse outcomes of a heart attack. Each year more than 800,000 Americans have a heart attack and there are currently about 5.6 million survivors, which could serve as the target market for selatogrel. The drug is being positioned as a first-line treatment option. There are currently no treatment options between the onset of a heart attack and the first contact with a medical provider. Once patients treated with selatogrel reach a hospital, they can be evaluated to see if they need angioplasty with a stent. If they do, they can still receive cangrelor, an intravenous platelet inhibitor. "Our data shows that... when you combine selatogrel and IV cangrelor, you still see a synergistic effect, you still see an increase in inhibition of platelet aggregation. So, they can be given together," Martin said. Viatris estimates selatogrel will deliver about a 20% risk reduction in more severe heart attacks. "What we've also seen is that just carrying the pen itself makes the quality of life of the patients a lot better. Just knowing that they have this rescue medication helps them from a quality of life [standpoint]," Martin said. Stock trails most peers If Viatris can deliver on its targets, its valuation has room to rise. The stock trades at 6.1x next-twelve months earnings. In a note following first-quarter earnings, UBS' Verma said "we see meaningful room for stock multiple to re-rate from these levels," to "reflect further confidence in top/bottom-growth profile." UBS raised its price target to a then-Steet-high $23 a share from $20, using a multiple of 7.5x compared with 6.5x previously. Viatris has eight buy, four hold and one underperform ratings, with an average analyst price target of $19.68, according to LSEG. At current multiples, Viatris looks attractive compared with both its generic- and branded-focused competitors given its expected growth rate. Its stock could prove to be an attractive investment as the company leverages its diversified portfolio, global scale, and disciplined development strategy to advance promising pipeline assets, which have the potential to drive meaningful long-term growth.

Warum Du die 14K ins Bid geworfen hast erschliesst sich mir nicht ganz, aber um Deine Fragen zu beantworten: Meine Position ist noch immer gleich gross, ich werde zukaufen, wenn der Zeitpunkt gekommen ist. Bis dahin werde ich nicht jedes Prozent hoch oder runter anschauen.

Gut bin ich raus…! Ich denke, auch Du schaust diesem Zerfall nicht mehr sehr lange zu….! Oder irre ich mich?

FELSNES: Ich bewundere sehr Dein Optimismus….!

SK: 6.08 CHF und damit allen einen schönen, sonnigen Abend.

@RF Du hast Recht, weil alle Anbieter den 04.07. unterschlagen, sowohl die SIX als auch Yahoo. Aber am Ende ist das doch fast egal, das sind Tageswerte. SK_ 6.09 CHF.

Aber lieber ins OB der Schlussauktion schauen. Es gibt viel neuen Spieltrieb zu entdecken.

Vor 11 Handelstagen war am 26.06.2026, ER: 6.05. Gut jetzt könnte man diskutieren, wann der heutige Tag mitzählt, für mich erst dann, wenn er abgeschlossen ist. Werte: https://finance.yahoo.com/quote/IDIA.SW/history/

Das stimmt nicht FRLSNESS..! Sorry!

@Rolfus: Vor 11 Handelstagen ist die Aktie mit 6.05 CHF gestartet. Aktuell notiert die Aktie bei 6.02 CHF. Wen, ausser Trader, interessiert sich dafür?

FELSNES: Ich bin mir nicht ganz sicher mit der UBS! Vielleicht heute und morgen? Ich glaube einfach, dass nicht alles stimmt und korrekt interpretiert wird in der Presse, was überall publiziert wirdy Papier nimmt alles an….! Betr. IDORSIA. Schön, dass Du entspannt bist, aber viele, das glaube ich wenigstens, sind es nicht (mehr). Wir sind z.Z. bei - 4.44%! Was meinst Du wie es morgen aussieht? Ich bin da sehe skeptisch! Da hat niemand mehr Mumm einzusteigen, die letzten 11 Tage waren definitiv zu viel! Wir werden es sehen was alles abgeht in den nächsten Tagen und Wochen, aber Enthusiasmus sieht bei mir völlig anders aus und trotzdem, hoffe ich, dass Du auf dem richtigen Weg bist! Schönen Abend FELSNESS…

@Acde Ich bin ebenfalls entspannt und bin auf Ende Woche, respektive den Start der nächsten Woche gespannt. Mein Zukaufpreis steht, mal sehen, wann es soweit ist.

@ROLFUS: Mal eine Gegenfrage. Wer denkst Du ist der Verkäufer der DOCM Aktien für 9.XX? Meinst Du nicht, dass es die UBS ist, die bei unter 4 CHF noch eine Verkaufsempfehlung gegeben hat um die Aktien günstig einzusammeln? Für den weiteren Verlauf der IDIA Geschichte gilt doch genau das Gleiche. Warum sind nicht mehr 2 Mio Aktien draussen, sondern nur noch 1/10 nämlich 200'000 Stück über IBD? Weil die SS IDIA abgeschrieben haben oder weil sie ebenfalls eine positive Entwicklung annehmen, aber angesichts des immer kleineren Handelsvolumen nur 200'000 Stück brauchen um den Zittrigen die Aktien abzuknüpfen?