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ACADIA PHARMACEUTICALS (ACAD)

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Earnings summaries and quarterly performance for ACADIA PHARMACEUTICALS.

Research analysts who have asked questions during ACADIA PHARMACEUTICALS earnings calls.

SK

Sumant Kulkarni

Canaccord Genuity

4 questions for ACAD

Also covers: ATAI, BTAI, CARA +7 more
TA

Tazeen Ahmad

Bank of America

4 questions for ACAD

Also covers: ALNY, APLS, ARGX +21 more
Tessa Romero

Tessa Romero

JPMorgan Chase & Co.

4 questions for ACAD

Also covers: AGIO, CYTK, EYPT +5 more
Ami Fadia

Ami Fadia

Needham & Company, LLC

3 questions for ACAD

Also covers: ALKS, AVDL, AXSM +10 more
CD

Charles Duncan

Cantor Fitzgerald & Co.

3 questions for ACAD

Also covers: ALKS, ATAI, AXSM +12 more
JB

Joel Beatty

Baird

3 questions for ACAD

Also covers: ALKS, AMLX, ARGX +11 more
MG

Marc Goodman

Leerink Partners

3 questions for ACAD

Also covers: ALDX, ALKS, AMLX +14 more
RB

Ritu Baral

TD Cowen

3 questions for ACAD

Also covers: ALNY, ATAI, BOLD +11 more
AV

Ashwani Verma

UBS Group AG

2 questions for ACAD

Also covers: ALKS, ALVO, AXSM +12 more
DH

David Hoang

Citigroup

2 questions for ACAD

Also covers: ALKS, AVDL, AXSM +8 more
Gregory Renza

Gregory Renza

RBC Capital Markets

2 questions for ACAD

Also covers: ADCT, AGIO, AMGN +12 more
JB

Jason Butler

JMP Citizens

2 questions for ACAD

Also covers: AQST, ATHA, CRMD +9 more
MH

Malcolm Hoffman

BMO Capital Markets

2 questions for ACAD

Also covers: ABCL, BNTX, SDGR +1 more
Paul Matteis

Paul Matteis

Stifel

2 questions for ACAD

Also covers: ABOS, ALKS, ALNY +11 more
Yatin Suneja

Yatin Suneja

Guggenheim Partners

2 questions for ACAD

Also covers: ARGX, AXSM, CLDX +10 more
BR

Basma Radwan Ibrahim

Leerink Partners

1 question for ACAD

Also covers: AMLX, BLTE, RLMD +2 more
Brian Abrahams

Brian Abrahams

RBC Capital Markets

1 question for ACAD

Also covers: ATAI, BCRX, BIIB +17 more
CW

Chi Wen Chin

TD Cowen

1 question for ACAD

Also covers: CMPS
DB

Danielle Brill

Truist Securities

1 question for ACAD

Also covers: ARGX, BBIO, HRMY +5 more
GR

Greg Rirenza

RBC Capital Markets

1 question for ACAD

Jay Olson

Jay Olson

Oppenheimer & Co. Inc.

1 question for ACAD

Also covers: AMGN, BIIB, BNTX +22 more
JH

Jeff Hung

Morgan Stanley

1 question for ACAD

Also covers: ALEC, BHVN, BLUE +10 more
JH

Julian Hung

Stifel Financial Corp.

1 question for ACAD

Also covers: QIPT
JP

Julian Pino

Jefferies

1 question for ACAD

Also covers: ALEC, ALNY, BMRN +2 more
KT

Keith Tapper

BMO Capital Markets

1 question for ACAD

Also covers: TSHA
Michael Riad

Michael Riad

Morgan Stanley

1 question for ACAD

Also covers: ALEC, ITCI, JAZZ +3 more
Salveen Richter

Salveen Richter

Goldman Sachs

1 question for ACAD

Also covers: AGIO, ALLO, ALNY +20 more
Sean Laaman

Sean Laaman

Morgan Stanley & Co.

1 question for ACAD

Also covers: ARGX, AXSM, BGNE +8 more

Recent press releases and 8-K filings for ACAD.

Acadia Pharmaceuticals Provides Update on EU Regulatory Submission for Trofinetide
ACAD
  • Acadia Pharmaceuticals received a negative trend vote from the European Medicines Agency's (EMA) Committee for Medicinal Products for Human Use (CHMP) regarding its Marketing Authorization Application (MAA) for trofinetide for Rett syndrome in the European Union.
  • The company anticipates a negative opinion but plans to request a re-examination by the CHMP upon formal adoption of the opinion.
  • Despite the EU setback, trofinetide has been approved in the United States, Canada, and Israel, with over 1,000 patients globally currently on active treatment.
1 day ago
ACADIA Pharmaceuticals Provides 2028 Sales Outlook and Pipeline Updates
ACAD
Guidance Update
Product Launch
New Projects/Investments
  • ACADIA Pharmaceuticals projects its commercial brands, NUPLAZID and DAYBUE, to achieve over $1 billion in sales in 2025 and grow to approximately $1.7 billion in 2028, with $1 billion from NUPLAZID and $700 million from DAYBUE.
  • The company's pipeline includes four molecules targeting larger markets, with a combined peak sales potential of $11 billion, and Remlifanserin alone represents a $4 billion opportunity. Top-line results for Remlifanserin in Alzheimer's disease psychosis are expected between August and October of 2026.
  • DAYBUE STIX, a new powder-for-oral formulation, was approved on December 12th and will be fully available by Q2 2026. A CHMP opinion for trofinetide is anticipated in Q1 2026.
  • ACADIA plans global expansion for DAYBUE, including anticipated European approval in Q1 2026, and is increasing its NUPLAZID commercial field force by 30% starting in Q1 2026.
  • The company is actively pursuing business development for late-stage neurological and rare disease opportunities, with an ambition to expand into other rare disease areas like cardiac, endocrine, and metabolic.
Jan 13, 2026, 5:45 PM
ACADIA Pharmaceuticals Outlines 2028 Sales Targets and Pipeline Milestones at J.P. Morgan Healthcare Conference
ACAD
Guidance Update
Product Launch
New Projects/Investments
  • ACADIA Pharmaceuticals projects combined net sales for its commercial brands, NUPLAZID and DAYBUE, to reach $1.7 billion in 2028, up from over $1 billion in 2025, with NUPLAZID contributing $1 billion and DAYBUE $700 million.
  • The company's development pipeline includes four molecules with a potential combined peak sales opportunity of $11 billion, notably Remlifansirin with a $4 billion potential across its indications.
  • Key upcoming milestones in 2026 include the expected CHMP opinion for Trofinetide in Q1, the start of the first-in-human study for ACP-271 in Q1, and top-line results for Remlifansirin in Alzheimer's disease psychosis between August and October.
  • Commercial growth strategies include increasing the NUPLAZID field force by 30% in Q1 2026 and the recent approval and rollout of DAYBUE Sticks (a new powder-for-oral formulation) to drive further DAYBUE sales.
  • ACADIA is actively pursuing business development for late-stage therapeutics to expand its rare disease portfolio beyond neurology, supported by a strong balance sheet.
Jan 13, 2026, 5:45 PM
ACADIA Pharmaceuticals projects $1.7 billion in 2028 commercial sales and highlights pipeline potential
ACAD
Guidance Update
Product Launch
New Projects/Investments
  • ACADIA Pharmaceuticals projects its commercial brands, NUPLAZID and DAYBUE, to reach approximately $1.7 billion in combined sales by 2028, comprising $1 billion from NUPLAZID and $700 million from DAYBUE.
  • The company expects top-line results for its Remlifansirin program in Alzheimer's disease psychosis between August and October 2026 , with the overall pipeline holding a potential peak sales opportunity of $11 billion combined, including $4 billion for Remlifansirin.
  • ACADIA launched DAYBUE Sticks, a new powder-for-oral formulation, with limited rollout in Q1 2026 and full availability by Q2 2026 , and anticipates a CHMP opinion for Trofinetide (DAYBUE) in Q1 2026 for European market expansion.
  • Operating expenses are projected to increase in 2026 due to the 30% expansion of the NUPLAZID commercial field force and continued pipeline investments , alongside an active pursuit of business development for late-stage assets.
Jan 13, 2026, 5:45 PM
Acadia Pharmaceuticals Projects $1.7 Billion Net Sales by 2028 and Outlines Pipeline Milestones
ACAD
Guidance Update
Product Launch
New Projects/Investments
  • Acadia Pharmaceuticals projects combined net sales of approximately $1.7 billion by 2028, with NUPLAZID expected to contribute ~$1 billion and DAYBUE ~$700 million.
  • Top-line results from the Phase 2 RADIANT study of remlifanserin in Alzheimer’s disease psychosis are anticipated between August and October 2026.
  • The U.S. launch of DAYBUE STIX will begin on a limited basis in Q1 2026, with a full launch planned for Q2 2026.
  • An opinion from the Committee for Medicinal Products for Human Use (CHMP) of the European Medicines Agency (EMA) for trofinetide is expected in Q1 2026.
Jan 13, 2026, 2:00 PM
Acadia Pharmaceuticals Reports Strong Commercial Growth and Anticipates Key Pipeline Readouts in 2026
ACAD
Guidance Update
New Projects/Investments
Revenue Acceleration/Inflection
  • Acadia Pharmaceuticals (ACAD) projects combined sales of its two commercial products, NUPLAZID and DAYBUE, to exceed $1 billion for FY 2025. The company maintains a strong financial position, being cash flow positive with over $800 million in cash and no debt.
  • NUPLAZID's FY 2025 guidance was narrowed to $685-$695 million, following a quarter with over 20% increases in new patient starts and referrals. The company plans to expand its sales force in 2026 to sustain this growth.
  • DAYBUE continues to demonstrate strong patient retention, with over 70% of patients remaining on therapy for 12 months or longer. Acadia anticipates European approval in 2026 and plans to self-commercialize the drug in Europe.
  • A key pipeline catalyst, ACP-204, a next-generation treatment for Alzheimer's disease psychosis (ADP), is expected to have its Phase II readout mid-2026. The ADP market is described as "multiples and multiples" larger than the Parkinson's disease psychosis market.
Dec 2, 2025, 2:45 PM
Acadia Pharmaceuticals Discusses Strong Commercial Growth, Pipeline Catalysts, and Financial Strength
ACAD
Guidance Update
New Projects/Investments
Revenue Acceleration/Inflection
  • Acadia Pharmaceuticals, a neurological and rare disease company, expects its two commercial products, Nuplazid and Daybue, to achieve over $1 billion in sales this year.
  • The company maintains a strong financial position, being cash flow positive with over $800 million in cash and no debt, which supports investments in its business and portfolio expansion.
  • Nuplazid experienced its strongest quarter in new patient starts in a long time, with over 20% increases in referrals and new patient starts, leading to a raised and narrowed guidance of $685-$695 million for the year.
  • Daybue continues to show significant growth, with over 70% of patients remaining on therapy for 12 months or longer, and the company is expanding its commercial footprint, including an expected European approval next year.
  • A key upcoming catalyst is the mid-next year Phase 2 readout for ACP-204 in Alzheimer's disease psychosis, an indication representing a significantly larger market opportunity than the current Parkinson's disease psychosis market.
Dec 2, 2025, 2:45 PM
Acadia Pharmaceuticals Provides 2025 Outlook and Pipeline Updates
ACAD
Guidance Update
Product Launch
New Projects/Investments
  • Acadia Pharmaceuticals projects over $1 billion in US sales for 2025 from its commercial products, NUPLAZID and DAYBUE, with an estimated peak potential of $1.5 billion to $2 billion.
  • The company reported strong Q3 sales, with NUPLAZID reaching $177.5 million (12% year-over-year growth) and DAYBUE exceeding $100 million.
  • Acadia's pipeline, including ACP-204, ACP-211, ACP-711, and ACP-271, holds a risk-adjusted potential of $2.5 billion, with a peak potential of up to $11 billion if all programs succeed.
  • Key upcoming milestones include the CHMP opinion on trofinetide (DAYBUE) in Q1 2026, initiation of a Phase 2 study for ACP-211, and top-line results for the ACP-204 Phase 2 study in mid-2026.
  • The company is expanding DAYBUE globally, with anticipated EU approval in Q1 2026 and plans for Japan, alongside building its European launch team.
Nov 18, 2025, 8:30 AM
ACADIA Pharmaceuticals outlines 2025 revenue expectations and pipeline potential at Jefferies Conference
ACAD
Guidance Update
Product Launch
New Projects/Investments
  • ACADIA Pharmaceuticals anticipates over $1 billion in revenues for 2025 from its two commercial products, DAYBUE and NUPLAZID, which have an estimated peak potential of $1.5 billion to $2 billion.
  • The company reported record Q3 sales for NUPLAZID at $177.5 million (12% year-over-year growth) and for DAYBUE at over $100 million.
  • ACADIA's pipeline, including programs like ACP-204 for Alzheimer's disease psychosis and Lewy body dementia psychosis, has a risk-adjusted potential of $2.5 billion, with a combined peak potential of up to $11 billion if all four key programs are successful.
  • Key upcoming milestones include the CHMP opinion on trofinetide in Q1 2026, top-line results for the ACP-204 phase two study in mid-2026, and four major readouts by the end of 2027.
  • The company is cash flow positive and is pursuing global expansion for DAYBUE, with EU approval expected in Q1 2026.
Nov 18, 2025, 8:30 AM
Acadia Pharmaceuticals Provides 2025 Outlook and Pipeline Updates at Jefferies Conference
ACAD
Guidance Update
New Projects/Investments
Revenue Acceleration/Inflection
  • Acadia Pharmaceuticals projects over $1 billion in U.S. sales for 2025 from its two commercial products, DAYBUE and NUPLAZID, with an estimated peak potential of $1.5 billion to $2 billion.
  • The company reported strong Q3 sales for NUPLAZID at $177.5 million, representing 12% year-over-year growth, and for DAYBUE at over $100 million.
  • Acadia anticipates several key pipeline milestones, including the CHMP opinion for DAYBUE in Q1 2026 and top-line results for the ACP-204 phase II study in mid-2026.
  • The pipeline's risk-adjusted potential is estimated at $2.5 billion, with a combined peak potential of up to $11 billion if all four programs are successful.
Nov 18, 2025, 8:30 AM