ACADIA PHARMACEUTICALS (ACAD) Company Report

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.

3 days ago

Transcript

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.

3 days ago

Transcript

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

Transcript

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

Transcript

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

Transcript

Acadia Pharmaceuticals Discusses Commercial Growth and Pipeline at UBS Healthcare Conference

ACAD

Revenue Acceleration/Inflection

New Projects/Investments

Legal Proceedings

Acadia Pharmaceuticals, a neurological and rare disease company, expects its two commercial products, NUPLAZID and DABU, to cross $1 billion in revenue for the first time this year. The company is cash flow positive with over $800 million in cash and no debt.
NUPLAZID, for Parkinson's disease psychosis, achieved double-digit year-over-year revenue growth and 9% volume growth in Q3. An IP win earlier this year extends its market runway through February 2038, and the company plans to expand its field force by 30% starting January next year to drive further growth.
DABU, for Rett syndrome, completed a field force expansion earlier this year with 38 representatives, resulting in an increase in referrals in Q3, its highest since 2024. The drug demonstrates strong persistency rates, with over 50% of patients remaining on therapy after 12 months and over 45% after 18 months.
The company's pipeline includes ACP-204, currently in Phase II for Alzheimer's disease psychosis (readout expected mid-next year) and Lewy body dementia psychosis. Additionally, ACP-211 (deuterated norketamine) will begin a Phase II study for major depressive disorder in Q4 this year. The total pipeline opportunity is estimated at $11 billion.

Nov 10, 2025, 7:00 PM

Transcript

ACADIA Reports Strong Q3 2025 Results and Updates Full-Year Guidance

ACAD

Earnings

Guidance Update

Revenue Acceleration/Inflection

ACADIA delivered total revenues of $278.6 million in Q3 2025, marking an 11% increase from the prior year.
Daybue net sales reached $101.1 million in Q3 2025, up 11% year-over-year, with over 1,000 unique patients globally having received the product.
Nuplazid net sales were $177.5 million, representing its strongest sales quarter ever with 12% year-over-year growth. The company plans a 30% increase in its customer-facing team for Nuplazid starting Q1 2026 to further capitalize on market momentum.
ACADIA updated its full-year 2025 guidance, raising the lower end for Nuplazid net sales to $685-$695 million and narrowing the range for Daybue net sales to $385-$400 million.
The company is advancing its pipeline, initiating a phase two study for ACP204 and a phase three study for terfenatide, and anticipates four major readouts in 2026 and 2027.

Nov 5, 2025, 9:30 PM

Transcript

ACAD reports strong Q3 2025 results with increased product sales and updated FY 2025 guidance

ACAD

Earnings

Guidance Update

New Projects/Investments

ACAD reported Q3 2025 total revenue of $278.6 million, an 11% year-over-year increase, with NUPLAZID sales reaching $177.5 million (up 12% YoY) and DAYBUE sales at $101.1 million (up 11% YoY).
Diluted Earnings Per Share (EPS) for Q3 2025 saw a substantial increase of 110% year-over-year, reaching $0.42.
The company updated its FY 2025 total revenue guidance to $1.07 billion to $1.095 billion, reflecting revised net sales guidance for NUPLAZID ($685 million to $695 million) and DAYBUE ($385 million to $400 million).
In R&D, ACAD initiated a Phase 2 study of ACP-204 for Lewy Body Dementia Psychosis and a Phase 3 trial of trofinetide for Rett syndrome in Japan.

Nov 5, 2025, 9:30 PM

Presentation

Acadia Pharmaceuticals Inc. Reports Q3 2025 Financial Results and Updates Full-Year Guidance

ACAD

Earnings

Guidance Update

Revenue Acceleration/Inflection

Acadia Pharmaceuticals Inc. reported total revenues of $278.6 million for the third quarter ended September 30, 2025, marking an 11% increase year-over-year.
NUPLAZID net product sales reached $177.5 million in Q3 2025, up 12% from Q3 2024, while DAYBUE net product sales were $101.1 million, an 11% increase year-over-year.
The company reported net income of $71.8 million, or $0.42 per diluted share, for Q3 2025, compared to net income of $32.8 million, or $0.20 per common share, for the same period in 2024.
Acadia updated its full-year 2025 guidance, narrowing and raising the high end for total revenues to $1.070 to $1.095 billion and NUPLAZID sales to $685 to $695 million, and updating DAYBUE sales to $385 to $400 million.
Cash, cash equivalents, and investment securities totaled $847.0 million as of September 30, 2025, an increase from $756.0 million at December 31, 2024.

Nov 5, 2025, 9:13 PM

8-K

Acadia Pharmaceuticals Reports Strong Q3 2025 Financial Results and Updates Full-Year Guidance

ACAD

Earnings

Guidance Update

Revenue Acceleration/Inflection

Acadia Pharmaceuticals reported total revenues of $278.6 million for the third quarter ended September 30, 2025, marking an 11% increase year-over-year.
NUPLAZID net product sales were $177.5 million (up 12% year-over-year) and DAYBUE net product sales were $101.1 million (up 11% year-over-year) for Q3 2025.
The company achieved net income of $71.8 million, or $0.42 per diluted share, for Q3 2025, significantly up from $32.8 million, or $0.20 per common share, in Q3 2024.
Acadia updated its full-year 2025 guidance, with NUPLAZID net product sales now projected between $685 to $695 million and DAYBUE net product sales between $385 to $400 million.
As of September 30, 2025, cash, cash equivalents, and investment securities totaled $847.0 million.

Nov 5, 2025, 9:05 PM

Press Release

Earnings Transcripts

Quarterly earnings call transcripts for ACADIA PHARMACEUTICALS.

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