Earnings summaries and quarterly performance for ACADIA PHARMACEUTICALS.
Executive leadership at ACADIA PHARMACEUTICALS.
Catherine Owen Adams
Chief Executive Officer
Elizabeth H.Z. Thompson
Executive Vice President, Head of Research and Development
Jennifer J. Rhodes
Executive Vice President, Chief Legal Officer and Secretary
Mark C. Schneyer
Executive Vice President, Chief Financial Officer
Scott Cenci
Senior Vice President, Chief Information and Data Officer
Thomas Garner
Executive Vice President, Chief Commercial Officer
Board of directors at ACADIA PHARMACEUTICALS.
Research analysts who have asked questions during ACADIA PHARMACEUTICALS earnings calls.
Sumant Kulkarni
Canaccord Genuity
4 questions for ACAD
Tazeen Ahmad
Bank of America
4 questions for ACAD
Tessa Romero
JPMorgan Chase & Co.
4 questions for ACAD
Ami Fadia
Needham & Company, LLC
3 questions for ACAD
Charles Duncan
Cantor Fitzgerald & Co.
3 questions for ACAD
Joel Beatty
Baird
3 questions for ACAD
Marc Goodman
Leerink Partners
3 questions for ACAD
Ritu Baral
TD Cowen
3 questions for ACAD
Ashwani Verma
UBS Group AG
2 questions for ACAD
David Hoang
Citigroup
2 questions for ACAD
Gregory Renza
RBC Capital Markets
2 questions for ACAD
Jason Butler
JMP Citizens
2 questions for ACAD
Malcolm Hoffman
BMO Capital Markets
2 questions for ACAD
Paul Matteis
Stifel
2 questions for ACAD
Yatin Suneja
Guggenheim Partners
2 questions for ACAD
Basma Radwan Ibrahim
Leerink Partners
1 question for ACAD
Brian Abrahams
RBC Capital Markets
1 question for ACAD
Chi Wen Chin
TD Cowen
1 question for ACAD
Danielle Brill
Truist Securities
1 question for ACAD
Greg Rirenza
RBC Capital Markets
1 question for ACAD
Jay Olson
Oppenheimer & Co. Inc.
1 question for ACAD
Jeff Hung
Morgan Stanley
1 question for ACAD
Julian Hung
Stifel Financial Corp.
1 question for ACAD
Julian Pino
Jefferies
1 question for ACAD
Keith Tapper
BMO Capital Markets
1 question for ACAD
Michael Riad
Morgan Stanley
1 question for ACAD
Salveen Richter
Goldman Sachs
1 question for ACAD
Sean Laaman
Morgan Stanley & Co.
1 question for ACAD
Recent press releases and 8-K filings for 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.
- 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.
- 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.
- 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.
- 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.
- 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.
- 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.
- 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.
- 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.
- 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.
Quarterly earnings call transcripts for ACADIA PHARMACEUTICALS.
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