Greg Rirenza's questions to ACADIA Pharmaceuticals Inc (ACAD) leadership • Q1 2025
Question
An analyst on behalf of Greg Rirenza of RBC Capital Markets asked how Acadia's commercial capabilities would provide a competitive edge in the Prader-Willi syndrome market and inquired about the company's supply chain exposure to potential tariffs.
Answer
CEO Catherine Owen Adams and CCO Thomas Garner highlighted their experienced rare disease commercial team and key learnings from the DAYBUE launch as significant advantages for competing in the PWS market. CFO Mark Schneyer addressed supply chain concerns by stating that while API is sourced ex-U.S., the company has secured substantial U.S.-based inventory—enough to last into the mid-2030s for NUPLAZID and for several years for DAYBUE—mitigating near-term tariff risks.