IDRSF — Stock Film
STOCK FILMSCENE 1/11IDRSF · $7.25
Stock Expert AI presents
IDRSF
Idorsia Ltd
~4 min film100% real numbers0 jargon
WHAT DOES THIS COMPANY DO?
Idorsia Ltd. A quick introduction.

On the stock market since 2017, it operates in the world of health and science. It has 1,100 employees. Now — the numbers.

on the stock market since 2017
1,100 employees
$1.8B market value
Revenue last year:
$0
The loss that same year:
$0
For every $1 it earns, the company spends $1.5.

The company is still in the product-building phase: its spending runs far above its sales. That only changes once the product starts selling at scale.

THE SALES TREND
Sales are growing overall, with a pause along the way.

Average growth of 58% a year over the last 4 years. Red columns mark years that ended in a loss.

$35.3M
2021
$97.1M
2022
$152.4M
2023
$112.5M
2024
$221.1M
2025
In the vault right now:
$0
DEBT: $1.3B
At this pace, that money lasts less than a year.

Before the clock runs out, either sales must climb sharply or new money must come in. This is the most critical line in the whole picture.

Every quarter, analysts set a profit bar.
How many of the last 8 did the company clear?
5 / 8
EXPECTATIONS MET OR BEATEN
5
Jul 2024
Oct 2024
Mar 2025
Apr 2025
Jul 2025
Oct 2025
Feb 2026
Apr 2026
5 TIMES IN THE LAST 8 QUARTERS
A mixed scorecard.
THE COUNCIL REVIEW
9

angles, checked one by one.

The 3 that stand out are on screen; the rest came back neutral.

The council scores out of 10; report-card grades are out of 100.

STRENGTHS
Sales are growing fast8/10
WEAK SPOTS
Heavy bets against the stock2/10
The stock has lost its spark3/10
WORTH WATCHING

Bets Against the Stock: The number of investors betting on a fall stands out.

THE FIVE-YEAR JOURNEY
A long and steep decline.

An investor who bought at the very peak is down 72% today. The business is the same; what changed most is the price — and the expectations — the market pins on it.

1
THE BRIGHT SIDE · 1/2
Sales keep climbing

Over the last 3 years, sales grew about 32% a year on average.

2
THE BRIGHT SIDE · 2/2
The product is selling

Sales run at $221.1M a year. A small number, but proof the product has real buyers.

1
THE RISKS · 1/2
Small sales, big loss

A loss of $112.1M against $221.1M in annual sales.

2
THE RISKS · 2/2
The cash has a countdown

At the current pace of spending, the cash lasts less than a year. After that, the company needs to find new money.

FINALE · THE GRADE
C
0 / 100 · MoonshotScore

On our five-subject report card, IDRSF sits in the middle of the class: some subjects shine, others don’t. The grade moves as the numbers move.

The takeaway: IDRSF is a high-risk stock — not yet profitable, and its future rides on its product catching on.

What would you like to do next?
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This was a film — not investment advice.
Data: FMP & company filings
Jul 21, 2026 · stockexpertai.com · Stock Film