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    Chi Wen Chin • TD Cowen

    Chi Wen Chin's questions to Compass Pathways PLC (CMPS) leadership

    Chi Wen Chin's questions to Compass Pathways PLC (CMPS) leadership • Q1 2025

    Question

    Chi Wen Chin of TD Cowen, on for Ritu Baral, asked for details on the manufacturing supply chain, the potential impact of pharma tariffs, any FDA inspections, and a timeline for establishing a U.S. manufacturing site.

    Answer

    CEO Kabir Nath stated that the product is currently made in the U.K., and plans are already underway to add a U.S. manufacturing site for commercial supply, though no specific timeline was given. CFO Teri Loxam added that manufacturing is a straightforward process and not a high-risk area. Mr. Nath also noted that potential tariffs could be factored into future pricing.

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    Chi Wen Chin's questions to ACADIA Pharmaceuticals Inc (ACAD) leadership

    Chi Wen Chin's questions to ACADIA Pharmaceuticals Inc (ACAD) leadership • Q4 2024

    Question

    Chi Wen Chin, on for Ritu Baral, asked about DAYBUE utilization, including the percentage of patients titrated to the recommended dose, the drivers behind improved discontinuation rates, and strategies for the expanded sales force.

    Answer

    CCO Tom Garner reported that patients on DAYBUE are at approximately 70% of the target label dose on average. The 15% improvement in discontinuations was attributed to enhanced patient education and support from the Acadia Connect team. He noted that with 60% of patients now on therapy for over a year, this growing, stable base is a key focus for the expanded field force to support and drive continued utilization.

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