Idorsia (OTCPK:IDRS.F) Update / Briefing September 08, 2025 10:00 AM ET Company ParticipantsSrishti Gupta - CEO & DirectorMartine Clozel - Executive VP & Chief Scientific OfficerAlessandro Maresta - VP - GLobal Medical Affairs CVM & PHMichael Moye - President & General Manager - Idorsia USJulien Gander - EVP, Chief Legal & Corporate Development OfficerConference Call ParticipantsJoris Zimmermann - Research Analyst - HealthcareOperatorGood day and thank you for standing by. Welcome to IDORSIA's TriVia Invest ...

Core Viewpoint - AstraZeneca's innovative drug baxdrostat has shown significant blood pressure reduction in a late-stage trial for treatment-resistant hypertension, leading to a 2% increase in the company's stock price [1][2]. Group 1: Drug Development and Efficacy - Baxdrostat achieved both primary and secondary endpoints in the study, significantly lowering systolic blood pressure compared to the placebo group within 12 weeks, demonstrating both statistical and clinical significance [2]. - The drug targets aldosterone, a hormone that raises blood pressure, with approximately 25% of hypertension cases stemming from aldosterone level dysregulation, offering a new treatment option distinct from traditional ACE inhibitors [5]. Group 2: Market Potential and Sales Forecast - AstraZeneca anticipates that baxdrostat could exceed $5 billion in peak annual sales, potentially used alone or in combination with Farxiga, another cardiovascular therapy that currently generates over $1 billion in annual sales [8]. Group 3: Clinical Research and Global Impact - The World Health Organization reports that hypertension affects over 1 billion people globally, and AstraZeneca is conducting a large-scale clinical study involving over 20,000 patients to test baxdrostat's efficacy across four indications, including chronic kidney disease and heart failure prevention [6]. - Full trial results for baxdrostat are expected to be announced at the European Society of Cardiology (ESC) annual meeting in August, with participation from China in this global clinical trial [7].

Core Viewpoint - AstraZeneca's innovative drug baxdrostat shows significant blood pressure reduction in patients with resistant hypertension, indicating a potential breakthrough in hypertension treatment [1][2] Group 1: Drug Efficacy and Research - Despite existing hypertension treatments, half of the patients do not achieve adequate blood pressure control [1] - In a late-stage trial, baxdrostat significantly lowered systolic blood pressure compared to the placebo group, achieving both primary and secondary endpoints [1] - The drug targets aldosterone, a hormone that raises blood pressure, with approximately 25% of hypertension cases linked to aldosterone level dysregulation [1] Group 2: Market Potential and Sales Forecast - AstraZeneca acquired CinCor Pharma in 2023, expanding its product line in cardiovascular and renal disease treatments with baxdrostat [1] - The company anticipates peak annual sales for baxdrostat to exceed $5 billion, with potential for use alone or in combination with Farxiga, another cardiovascular therapy [2] - Farxiga currently generates over $1 billion in annual sales, used for treating type 2 diabetes, heart failure, and chronic kidney disease [2] Group 3: Ongoing Clinical Trials - AstraZeneca is conducting a large-scale clinical study involving over 20,000 patients to test baxdrostat's efficacy across four indications, including chronic kidney disease and heart failure prevention [2] - Full trial results for baxdrostat are expected to be presented at the European Society of Cardiology (ESC) annual meeting in August [2] - China is participating in this global clinical trial [2] Group 4: Competitive Landscape - Mineralys Therapeutics is also developing a drug, lorundrostat, targeting aldosterone, with plans to submit data to the FDA by the end of the year [2]