Summary of Acadia Pharmaceuticals (ACAD) FY Conference Call - August 13, 2025 Company Overview - Acadia Pharmaceuticals is a neurological and rare disease company with two commercial assets: NUPLAZID for Parkinson's disease psychosis and Debut for Rett syndrome [6][7] - The company anticipates over $1 billion in net sales for both assets combined this year [7] Key Products and Pipeline NUPLAZID - NUPLAZID is the first and only approved treatment for Parkinson's disease psychosis [7] - The company has seen solid growth due to effective field team execution and direct-to-consumer (DTC) marketing efforts, including a partnership with Ryan Reynolds [31][32] - A 17-fold increase in website traffic for NUPLAZID was reported, indicating successful engagement with the patient community [33] - The product is sensitive to legislative changes, particularly the Inflation Reduction Act, which may affect pricing and negotiation starting in 2029 [38][39] Debut (Trofinetide) - Debut is approved for Rett syndrome and has shown strong patient persistency rates: over 50% at 12 months and above 45% at 18 months [11][12] - Approximately 40% of patients treated with Debut are from Centers of Excellence (COEs), with a significant opportunity for growth in the remaining 60% [18][19] - The company is expanding its field team to increase penetration in underrepresented areas [19][22] - Acadia is seeking approval for Debut in the European Union, with expectations for Q1 of next year [27][29] Pipeline Assets - ACP-101 is in Phase 3 trials for Prader-Willi syndrome, with results expected in early Q4 2025 [8] - ACP-204 is being tested for Alzheimer's disease psychosis and Lewy Body dementia psychosis, with Phase 2 results anticipated mid-next year [8] - The company aims to leverage its experience from NUPLAZID to compete effectively in the Alzheimer's market, which has a large patient population [48][49] Business Development and Strategy - Acadia is actively pursuing business development opportunities to enhance its pipeline and sustain growth [9] - The company is focused on bringing in assets that are either first-in-class or best-in-class, with a preference for mid to late clinical-stage products [56][57] - The management emphasizes the importance of data-driven decision-making regarding investment in pipeline assets [52][53] Market Dynamics and Challenges - The company acknowledges the potential impact of legislative changes on its marketing strategies and pricing models [35][38] - Acadia is committed to maintaining compliance with all regulations while seeking innovative ways to engage with healthcare providers and patients [37][40] Conclusion - Acadia Pharmaceuticals is positioned for growth with its unique product offerings and a robust pipeline focused on neurological and rare diseases. The company is actively expanding its market presence while navigating potential regulatory challenges.

Core Insights - Acadia Pharmaceuticals reported Q2 2025 earnings of $0.16 per share, exceeding the Zacks Consensus Estimate of $0.14, but down from $0.20 in the same quarter last year [1][6] - Total revenues reached $264.6 million, surpassing the Zacks Consensus Estimate of $260 million, with a year-over-year increase of 9% driven by sales of Nuplazid and Daybue [1][2][6] Revenue Breakdown - Nuplazid sales increased by 7% year over year to $168.5 million, outperforming the Zacks Consensus Estimate of $166 million [3][6] - Daybue generated net product sales of $96.1 million, a 14% increase year over year, with 987 unique patients receiving shipments, indicating strong growth potential [4][6] Financial Performance - Year-to-date, Acadia's shares have increased by 29.7%, significantly outperforming the industry growth of 0.2% [5] - R&D expenses for Q2 were $78 million, up 2% year over year, while SG&A expenses rose by 14% to $133.5 million, primarily due to increased marketing costs [8] Financial Outlook - Acadia revised its 2025 revenue guidance to $1.045-$1.095 billion, up from $1.030-$1.095 billion, with Nuplazid sales expected between $665-$690 million [10] - Projected R&D expenses for 2025 are between $330-$350 million, and SG&A expenses are expected to be between $535 million and $565 million [11] Regulatory and Legal Updates - Acadia received favorable court rulings extending Nuplazid's patent protection in the U.S. through 2030 and 2038, safeguarding against generic competition [6][15][16] - A regulatory filing for Daybue in the EU is under review, with approval anticipated in Q1 2026 [13]

Acadia Pharmaceuticals (ACAD) came out with quarterly earnings of $0.16 per share, beating the Zacks Consensus Estimate of $0.14 per share. This compares to earnings of $0.2 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of +14.29%. A quarter ago, it was expected that this drugmaker would post earnings of $0.1 per share when it actually produced earnings of $0.11, delivering a surprise of +10%.Over the last four quarters, the co ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 10-Q ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 or ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 Commission File Number: 000-50768 ACADIA PHARMACEUTICALS INC. (Exact Name of Registrant as Specified in Its Charter) 12830 El Camino Real, Suite 400 San Diego, California 92130 (Address of Principal Executive Offices) (Zip Code) Delaware 06-13766 ...

ACADIA Pharmaceuticals (ACAD) Q2 2025 Earnings Call August 06, 2025 04:30 PM ET Company ParticipantsAl Kildani - SVP of IR & Corporate CommunicationsCatherine Owen Adams - CEO & DirectorThomas Garner - Chief Commercial OfficerElizabeth Thompson - EVP - Head of Research & DevelopmentMark Schneyer - CFOMichael Riad - Equity Research AssociateJason Butler - MD & Biotechnology Equity ResearchBrian Abrahams - MD & Co-Head - Biotechnology ResearchMarc Goodman - Senior MD - NeuroscienceAshwani Verma - Executive Di ...

Financial Data and Key Metrics Changes - Total revenue for Q2 2025 was $264.6 million, representing a 9% year-over-year increase [5][27] - Debut net product sales were $96.1 million, up 14% year-over-year, with a gross to net adjustment of 23.3% [27] - NUPLAZID net product sales were $168.5 million, up 7% year-over-year, with a gross to net adjustment of 24.6% [27][28] - R&D expenses increased to $78 million from $76.2 million in the previous year, while SG&A expenses rose to $133.5 million from $117.1 million [28] Business Line Data and Key Metrics Changes - Debut saw a patient base increase to 987 unique patients, up from 954 in Q1 2025 and 920 in Q4 2024, indicating strong growth in new patient starts and persistency [9][10] - NUPLAZID referrals increased by 17% year-over-year, with both referrals and new prescriptions rising sequentially from Q1 to Q2 [15][16] Market Data and Key Metrics Changes - The community setting accounted for approximately three-quarters of new referrals for Debut, indicating successful penetration beyond centers of excellence [41] - The company is expanding its reach in the EU, with named patient supply available in multiple countries [13] Company Strategy and Development Direction - The company is focused on accelerating the commercial trajectory of Debut and sustaining long-term growth for NUPLAZID, while advancing a deep pipeline through rigorous clinical development [31] - The company raised the low end of its NUPLAZID guidance for the year, reflecting confidence in business performance [29] Management's Comments on Operating Environment and Future Outlook - Management expressed optimism about the continued growth of Debut and NUPLAZID, supported by direct-to-consumer campaigns and field execution [5][15] - The company anticipates sustained growth through the second half of the year and beyond, with several key milestones in the pipeline [16][19] Other Important Information - The company hosted its first R&D Day, showcasing nine programs in development and five Phase II or Phase III data readouts expected through 2027 [7][19] - The company is progressing through the review process with EMA for trofinetide, with a decision expected in 2026 [21] Q&A Session Summary Question: About ACP101's top line approach and key risks - Management indicated that the focus will be on the primary endpoint and key safety and tolerability overview in the top line announcement, with ongoing monitoring of assessment variability [33][34] Question: Momentum in Debut and community setting penetration - Management reported that approximately three-quarters of new referrals came from non-center of excellence accounts, indicating successful penetration [41] Question: Discontinuations for Debut and inventory changes - Discontinuations remained below 10%, reflecting a stable patient base, and there were no significant inventory changes reported [73][74] Question: Growth perspective for 2026 - Management expects continued growth for both Debut and NUPLAZID, driven by new field force models and ongoing campaigns [96][100]

Second Quarter 2025 Earnings Call | Welcome | Al Kildani Senior Vice President, Investor Relations and Corporate Communications | | --- | --- | | CEO Opening Remarks | Catherine Owen Adams Chief Executive Officer | | Commercial Update | Tom Garner Executive Vice President, Chief Commercial Officer | | R&D Update | Elizabeth H.Z. Thompson Executive Vice President, Head of Research and Development | | Financial Update | Mark Schneyer Executive Vice President, Chief Financial Officer | | Closing Remarks | Cath ...

- Second quarter total revenues of $264.6 million, up 9% year-over-year - Second quarter NUPLAZID® (pimavanserin) net product sales of $168.5 million, up 7% year-over-year - Second quarter DAYBUE ® (trofinetide) net product sales of $96.1 million, up 14% year-over-year - Raising low end of NUPLAZID net product sales guidance range to $665 to $690 million; reiterating all other prior 2025 guidance - Top-line results expected for COMPASS PWS Phase 3 study of ACP-101 in Prader Willi Syndrome in early Q4 2025 S ...

Investors with an interest in Medical - Biomedical and Genetics stocks have likely encountered both Genmab A/S Sponsored ADR (GMAB) and Acadia Pharmaceuticals (ACAD) . But which of these two stocks offers value investors a better bang for their buck right now? We'll need to take a closer look.There are plenty of strategies for discovering value stocks, but we have found that pairing a strong Zacks Rank with an impressive grade in the Value category of our Style Scores system produces the best returns. The p ...

Company Overview - ACADIA Pharmaceuticals (ACAD) is a commercial-stage biopharmaceutical company focused on neurological and rare diseases [1] - The company's portfolio includes two commercial drugs, with NUPLAZID specifically targeting positive symptoms in Parkinson's disease [1] Industry Insights - The healthcare sector is complex, requiring financial professionals and investors to have scientific and clinical expertise to navigate effectively [1] - There is a growing need for bridging the gap between cutting-edge science and financial strategy to uncover hidden value and assess risks accurately [1]